Iron Horse Wealth Management, LLC Incresed Positions in Q1 2025

Iron Horse Wealth Management, LLC

  • $295 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
650K
+ 16815.73%
$50.39 - $50.66 $32.8M - $32.9M
654K $33.1M
VEA
Vanguard Ftse Developed Market

ETFs
27.6K
+ 7.41%
$47.4 - $52.99 $1.31M - $1.46M
400K $20.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
36.4K
+ 7.24%
$33.84 - $37.77 $1.23M - $1.37M
539K $19.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.76K
+ 3.45%
$126.11 - $135.06 $1.1M - $1.18M
263K $33.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.1K
+ 7.01%
$42.5 - $46.71 $729K - $801K
262K $11.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.6K
+ 5.5%
$56.17 - $59.71 $878K - $934K
300K $17.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.39K
+ 5.59%
$156.61 - $168.02 $531K - $570K
64K $10.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
537
+ 26.6%
$442.66 - $534.52 $238K - $287K
2.56K $1.36M
VO
Vanguard Mid Cap ETF

ETFs
2.28K
+ 4.3%
$251.87 - $277.95 $574K - $633K
55.3K $14.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.51K
+ 538.56%
$27.01 - $28.54 $94.7K - $100K
4.16K $116K
KO
Coca Cola CO

Consumer Defensive
528
+ 11.23%
$60.81 - $72.32 $32.1K - $38.2K
5.23K $374K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
2.5K
+ 500.0%
$25.44 - $25.58 $63.6K - $63.9K
3K $76K
SVOL
Simplify ETF Simplify Volatili

ETFs
2.5K
+ 1250.0%
$17.92 - $21.7 $44.8K - $54.3K
2.7K $49K
MCD
Mcdonalds Corp

Consumer Cyclical
103
+ 26.14%
$279.74 - $321.29 $28.8K - $33.1K
497 $155K
CVX
Chevron Corp

Energy
124
+ 13.98%
$146.71 - $167.97 $18.2K - $20.8K
1.01K $169K
MRK
Merck & Co., Inc.

Healthcare
481
+ 96.01%
$83.01 - $101.02 $39.9K - $48.6K
982 $88K
T
At&T Inc.

Communication Services
677
+ 24.82%
$21.56 - $28.28 $14.6K - $19.1K
3.41K $96K
JPM
Jpmorgan Chase & CO

Financial Services
101
+ 8.67%
$225.19 - $279.95 $22.7K - $28.3K
1.27K $310K
ABT
Abbott Laboratories

Healthcare
67
+ 5.94%
$111.1 - $140.22 $7.44K - $9.39K
1.2K $158K
XOM
Exxon Mobil Corp

Energy
32
+ 1.36%
$105.44 - $118.93 $3.37K - $3.81K
2.38K $282K
WMB
Williams Companies, Inc.

Energy
494
+ 4490.91%
$54.02 - $61.09 $26.7K - $30.2K
505 $30K
CRM
Salesforce, Inc.

Technology
170
+ 67.46%
$268.36 - $359.95 $45.6K - $61.2K
422 $113K
META
Meta Platforms, Inc.

Communication Services
53
+ 44.17%
$576.36 - $736.67 $30.5K - $39K
173 $99K
LLY
Eli Lilly & CO

Healthcare
33
+ 100.0%
$725.72 - $929.72 $23.9K - $30.7K
66 $54K
JPIE
J P Morgan Exchange Traded Fd
600
+ 60.0%
$45.46 - $46.18 $27.3K - $27.7K
1.6K $73K
IBM
International Business Machines Corp

Technology
2
+ 0.21%
$217.4 - $264.74 $435 - $529
942 $234K
ABBV
Abb Vie Inc.

Healthcare
104
+ 64.2%
$169.2 - $216.66 $17.6K - $22.5K
266 $55K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
575
+ 2.08%
$49.78 - $53.19 $28.6K - $30.6K
28.3K $1.44M
SBUX
Starbucks Corp

Consumer Cyclical
32
+ 1.22%
$91.75 - $115.81 $2.94K - $3.71K
2.65K $260K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
411
+ 790.38%
$48.65 - $53.06 $20K - $21.8K
463 $24K
ORCL
Oracle Corp

Technology
151
+ 284.91%
$139.81 - $186.47 $21.1K - $28.2K
204 $28K
PG
Procter & Gamble CO

Consumer Defensive
90
+ 5.04%
$158.56 - $176.26 $14.3K - $15.9K
1.87K $319K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
714
+ 24.33%
$24.73 - $25.62 $17.7K - $18.3K
3.65K $93K
AMZN
Amazon Com Inc

Consumer Cyclical
150
+ 52.45%
$190.26 - $242.06 $28.5K - $36.3K
436 $82K
KMI
Kinder Morgan, Inc.

Energy
503
+ 14.26%
$26.1 - $31.22 $13.1K - $15.7K
4.03K $115K
WFC
Wells Fargo & Company

Financial Services
52
+ 0.53%
$66.78 - $81.42 $3.47K - $4.23K
9.87K $708K
TJX
Tjx Companies Inc

Consumer Cyclical
149
+ 99.33%
$112.81 - $126.16 $16.8K - $18.8K
299 $36K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
39
+ 16.25%
$208.48 - $244.03 $8.13K - $9.52K
279 $68K
ADP
Automatic Data Processing Inc

Industrials
54
+ 72.0%
$286.85 - $318.64 $15.5K - $17.2K
129 $39K
TXN
Texas Instruments Inc

Technology
87
+ 395.45%
N/A
109 $21K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
217
+ 72.33%
$77.7 - $78.94 $16.9K - $17.1K
517 $40K
MA
Mastercard Inc

Financial Services
14
+ 3.47%
$504.67 - $576.31 $7.07K - $8.07K
418 $229K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
253
+ 40.1%
$80.73 - $94.96 $20.4K - $24K
884 $73K
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 86.79%
$347.25 - $424.87 $16K - $19.5K
99 $36K
BAX
Baxter International Inc

Healthcare
157
+ 8.05%
$29.26 - $36.57 $4.59K - $5.74K
2.11K $72K
NEE
Nextera Energy Inc

Utilities
214
+ 389.09%
$66.96 - $76.16 $14.3K - $16.3K
269 $19K
V
Visa Inc.

Financial Services
17
+ 6.3%
$306.92 - $362.71 $5.22K - $6.17K
287 $100K
CI
Cigna Corp

Healthcare
26
+ 20.8%
$274.49 - $329.0 $7.14K - $8.55K
151 $49K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
301
+ 4.29%
$49.42 - $50.43 $14.9K - $15.2K
7.32K $365K
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
Track This Portfolio

Track Iron Horse Wealth Management, LLC Portfolio

Follow Iron Horse Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Horse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email