Iron Horse Wealth Management, LLC Incresed Positions in Q2 2025

Iron Horse Wealth Management, LLC

  • $323 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.38K
+ 1.63%
$299.15 - $396.54 $412K - $546K
85.8K $34M
VEA
Vanguard Ftse Developed Market

ETFs
5.58K
+ 1.39%
$45.65 - $57.01 $255K - $318K
406K $23.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.07K
+ 1.5%
$32.66 - $40.75 $264K - $329K
547K $22.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
602
+ 1.64%
$496.48 - $617.85 $299K - $372K
37.4K $23.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
36.9K
+ 5.64%
$50.36 - $50.68 $1.86M - $1.87M
691K $35M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.49K
+ 2.09%
$114.78 - $133.31 $630K - $732K
268K $35.8M
VO
Vanguard Mid Cap ETF

ETFs
1.35K
+ 2.44%
$228.54 - $279.83 $309K - $378K
56.6K $15.8M
VB
Vanguard Small Cap ETF

ETFs
2.11K
+ 3.36%
$193.73 - $237.37 $409K - $501K
65K $15.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.58K
+ 2.13%
$39.89 - $49.46 $223K - $276K
267K $13.2M
AVUV
American Centy ETF Tr Avantis

ETFs
6.83K
+ 7.61%
$75.17 - $91.21 $513K - $623K
96.6K $8.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.89K
+ 2.95%
$141.87 - $164.49 $268K - $311K
65.9K $10.8M
CTVA
Corteva, Inc.

Basic Materials
6.36K
+ 842.65%
$55.52 - $74.53 $353K - $474K
7.12K $530K
META
Meta Platforms, Inc.

Communication Services
385
+ 222.54%
$484.66 - $738.09 $187K - $284K
558 $411K
LQD
Ishares Iboxx $ Investment Gra

ETFs
692
+ 0.52%
$105.23 - $109.61 $72.8K - $75.9K
133K $14.6M
VUG
Vanguard Growth ETF

ETFs
144
+ 10.92%
$329.49 - $438.4 $47.4K - $63.1K
1.46K $641K
MSFT
Microsoft Corp

Technology
36
+ 3.41%
$354.56 - $497.45 $12.8K - $17.9K
1.09K $543K
C
Citigroup Inc

Financial Services
1.5K
+ 1875.0%
$58.13 - $85.12 $87.2K - $128K
1.58K $134K
BAC
Bank Of America Corp

Financial Services
2.4K
+ 355.03%
$34.39 - $47.46 $82.5K - $114K
3.08K $145K
MU
Micron Technology Inc

Technology
756
+ 18900.0%
$64.72 - $127.91 $48.9K - $96.7K
760 $93K
AAPL
Apple Inc.

Technology
863
+ 17.11%
$172.42 - $223.89 $149K - $193K
5.91K $1.21M
AMZN
Amazon Com Inc

Consumer Cyclical
356
+ 81.65%
$167.32 - $223.3 $59.6K - $79.5K
792 $173K
KKR
Kkr & Co. Inc.

Financial Services
654
+ 8175.0%
$92.79 - $134.29 $60.7K - $87.8K
662 $88K
APO
Apollo Global Management, Inc.

Financial Services
539
+ 27.64%
$108.68 - $145.07 $58.6K - $78.2K
2.49K $353K
USB
Us Bancorp \De\

Financial Services
1.8K
+ 376.57%
$36.4 - $45.76 $65.5K - $82.4K
2.28K $103K
BK
Bank Of New York Mellon Corp

Financial Services
900
+ 4500.0%
$73.31 - $91.62 $66K - $82.5K
920 $83K
IVV
Ishares Core S&P 500 ETF

ETFs
34
+ 3.4%
$498.8 - $620.9 $17K - $21.1K
1.04K $642K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.01K
+ 341.36%
$72.02 - $73.82 $72.5K - $74.3K
1.3K $95K
BX
Blackstone Inc.

Financial Services
488
+ 9760.0%
$120.07 - $151.11 $58.6K - $73.7K
493 $73K
GOOG
Alphabet Inc.

Communication Services
342
+ 94.48%
$146.58 - $180.01 $50.1K - $61.6K
704 $124K
CAT
Caterpillar Inc

Industrials
101
+ 69.18%
$273.94 - $388.21 $27.7K - $39.2K
247 $95K
HSY
Hershey CO

Consumer Defensive
271
+ 934.48%
$151.29 - $173.13 $41K - $46.9K
300 $49K
VZ
Verizon Communications Inc

Communication Services
1.1K
+ 57.56%
$41.67 - $45.62 $45.8K - $50.2K
3.01K $130K
V
Visa Inc.

Financial Services
115
+ 40.07%
$308.27 - $373.31 $35.5K - $42.9K
402 $142K
NVDA
Nvidia Corp

Technology
13
+ 1.79%
$94.31 - $157.99 $1.23K - $2.05K
739 $116K
ADBE
Adobe Inc.

Technology
99
+ 162.3%
$340.0 - $420.68 $33.7K - $41.6K
160 $61K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
532
+ 7.27%
$50.09 - $51.09 $26.6K - $27.2K
7.85K $401K
AFL
Aflac Inc

Financial Services
401
+ 23.01%
$99.77 - $112.45 $40K - $45.1K
2.14K $226K
ABBV
Abb Vie Inc.

Healthcare
210
+ 78.95%
$170.16 - $206.27 $35.7K - $43.3K
476 $88K
VEU
Vanguard Ftse All World Ex Us

ETFs
442
+ 126.29%
$54.19 - $67.22 $24K - $29.7K
792 $53K
AXP
American Express CO

Financial Services
2
+ 0.31%
$231.39 - $318.98 $463 - $638
639 $203K
T
At&T Inc.

Communication Services
973
+ 28.58%
$26.33 - $28.94 $25.6K - $28.2K
4.38K $126K
TFC
Truist Financial Corp

Financial Services
670
+ 192.53%
$34.79 - $42.99 $23.3K - $28.8K
1.02K $43K
ABT
Abbott Laboratories

Healthcare
159
+ 13.31%
$123.95 - $138.08 $19.7K - $22K
1.35K $184K
IEFA
Ishares Tr

ETFs
294
+ 100.68%
$67.83 - $84.09 $19.9K - $24.7K
586 $48K
COF
Capital One Financial Corp

Financial Services
107
+ 232.61%
$150.57 - $212.76 $16.1K - $22.8K
153 $32K
AMGN
Amgen Inc

Healthcare
104
+ 74.82%
$262.28 - $309.85 $27.3K - $32.2K
243 $67K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
4.52K
+ 1.51%
$18.11 - $18.97 $81.9K - $85.8K
305K $5.74M
VTV
Vanguard Value ETF

ETFs
80
+ 5.09%
$153.67 - $176.74 $12.3K - $14.1K
1.65K $292K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.2%
$216.28 - $284.39 $216 - $284
513 $145K
Activity Summary
Buys All Purchases 165 New Holdings 52 Increased Positions 113 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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