Iron Horse Wealth Management, LLC Purchases in Q1 2025

Iron Horse Wealth Management, LLC

  • $295 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLB
Spdr Portfolio Long Term Corpo

ETFs
10
+ 1.82%
$21.73 - $23.02 $217 - $230
559 $12K
KKR
Kkr & Co. Inc.

Financial Services
8
New
$108.17 - $167.07 $865 - $1.34K
8 $0
DFIV
Dimensional ETF Tr

ETFs
23
New
$35.33 - $40.77 $813 - $938
23 $0
Thomson Reuters Corp
6
+ 35.29%
N/A
23 $0
Jacobs Solutions Inc
39
New
N/A
39 $0
CRWD
Crowd Strike Holdings, Inc.

Technology
2
New
$308.86 - $455.36 $618 - $911
2 $0
Solventum Corp
30
+ 7.85%
N/A
412 $0
CFR
Cullen/Frost Bankers, Inc.

Financial Services
3
New
$119.87 - $145.05 $360 - $435
3 $0
BUCK
Simplify Exchange Traded Fds S
900
New
N/A
900 $0
IRT
Independence Realty Trust, Inc.

Real Estate
30
New
$18.23 - $21.8 $547 - $654
30 $0
DRI
Darden Restaurants Inc

Consumer Cyclical
4
New
$180.02 - $208.56 $720 - $834
4 $0
DAR
Darling Ingredients Inc.

Consumer Defensive
17
New
$28.51 - $41.85 $485 - $711
17 $0
DDOG
Datadog, Inc.

Technology
2
New
$98.68 - $151.89 $197 - $304
2 $0
DIHP
Dimensional ETF Tr Dimensional

ETFs
32
New
$25.1 - $27.85 $803 - $891
32 $0
SCHW
Schwab Charles Corp

Financial Services
6
New
$71.24 - $83.64 $427 - $502
6 $0
NVO
Novo Nordisk A S

Healthcare
10
+ 14.29%
$69.3 - $90.95 $693 - $910
80 $5K
CEG
Constellation Energy Corp

Utilities
3
+ 4.0%
$201.63 - $347.44 $605 - $1.04K
78 $15K
ADBE
Adobe Inc.

Technology
3
+ 5.17%
$377.84 - $464.11 $1.13K - $1.39K
61 $23K
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 2.96%
$222.66 - $268.42 $2.67K - $3.22K
417 $97K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
+ 6.0%
$203.38 - $274.79 $1.22K - $1.65K
106 $21K
CAG
Conagra Brands Inc.

Consumer Defensive
178
+ 2.97%
$23.9 - $27.67 $4.25K - $4.93K
6.18K $164K
HBI
Hanesbrands Inc.

Consumer Cyclical
50
+ 4.17%
$5.76 - $8.6 $288 - $430
1.25K $7K
RUM
Rumble Inc.

Technology
185
+ 38.14%
$7.07 - $13.77 $1.31K - $2.55K
670 $4K
DIS
Walt Disney CO

Communication Services
50
+ 8.98%
$96.87 - $114.0 $4.84K - $5.7K
607 $59K
AMP
Ameriprise Financial Inc

Financial Services
7
+ 5.07%
$472.29 - $575.13 $3.31K - $4.03K
145 $70K
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.39%
$237.72 - $276.98 $475 - $554
512 $125K
PRU
Prudential Financial Inc

Financial Services
3
+ 0.44%
$105.04 - $122.33 $315 - $367
685 $76K
APO
Apollo Global Management, Inc.

Financial Services
305
+ 18.54%
$126.01 - $172.06 $38.4K - $52.5K
1.95K $267K
TGT
Target Corp

Consumer Defensive
9
+ 2.88%
$103.65 - $142.5 $933 - $1.28K
322 $33K
HON
Honeywell International Inc

Industrials
2
+ 0.28%
$202.75 - $226.52 $406 - $453
704 $149K
USD
Proshares Ultra Semiconductors

ETFs
42
+ 6.86%
$40.36 - $76.24 $1.7K - $3.2K
654 $26K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
58
+ 2.52%
$102.49 - $119.96 $5.94K - $6.96K
2.36K $246K
IVV
Ishares Core S&P 500 ETF

ETFs
11
+ 1.11%
$554.06 - $615.85 $6.09K - $6.77K
1K $562K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 1.08%
$507.05 - $563.67 $10.1K - $11.3K
1.87K $958K
VB
Vanguard Small Cap ETF

ETFs
2.81K
+ 4.67%
$217.89 - $252.64 $611K - $709K
62.8K $13.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
634
+ 1.75%
$551.42 - $612.93 $350K - $389K
36.8K $20.6M
Activity Summary
Buys All Purchases 287 New Holdings 140 Increased Positions 147 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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