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
AVB
Avalonbay Communities Inc

Real Estate
103
+ 2060.0%
$187.23 - $215.61 $19.3K - $22.2K
108 $21K
HDV
Ishares Core High Dividend ETF

ETFs
158
+ 1580.0%
$108.41 - $120.51 $17.1K - $19K
168 $19K
VBK
Vanguard Small Cap Growth ETF

ETFs
17
+ 3.51%
$219.76 - $276.94 $3.74K - $4.71K
502 $139K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
150
+ 60.0%
$65.84 - $80.81 $9.88K - $12.1K
400 $32K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
41
+ 2.97%
$70.44 - $86.87 $2.89K - $3.56K
1.42K $123K
ASML
Asml Holding Nv

Technology
14
+ 116.67%
$595.37 - $815.24 $8.34K - $11.4K
26 $20K
CVS
Cvs Health Corp

Healthcare
105
+ 10.25%
$60.04 - $70.18 $6.3K - $7.37K
1.13K $77K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
83
+ 1037.5%
$81.46 - $94.63 $6.76K - $7.85K
91 $8K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
91
+ 34.08%
$53.75 - $67.21 $4.89K - $6.12K
358 $23K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.69%
$422.19 - $533.73 $422 - $534
146 $77K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
507
+ 12.2%
$24.32 - $27.87 $12.3K - $14.1K
4.66K $123K
WBD
Warner Bros. Discovery, Inc.

Communication Services
600
+ 233.46%
$7.69 - $11.46 $4.61K - $6.88K
857 $9K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.84%
$149.23 - $184.95 $298 - $370
240 $43K
IEMG
Ishares Inc

ETFs
113
+ 32.85%
N/A
457 $24K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
10
+ 1.13%
$72.61 - $88.75 $726 - $888
894 $79K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
56
+ 19.72%
$55.73 - $68.72 $3.12K - $3.85K
340 $23K
F
Ford Motor CO

Consumer Cyclical
475
+ 74.8%
$8.69 - $10.85 $4.13K - $5.15K
1.11K $12K
PFE
Pfizer Inc

Healthcare
336
+ 20.19%
$21.59 - $24.84 $7.25K - $8.35K
2K $48K
EMB
Ishares Tr

ETFs
62
+ 6200.0%
$86.54 - $92.62 $5.37K - $5.74K
63 $5K
AMAT
Applied Materials Inc

Technology
20
+ 50.0%
$126.95 - $183.52 $2.54K - $3.67K
60 $10K
KLAC
Kla Corp

Technology
5
+ 83.33%
$576.53 - $902.94 $2.88K - $4.51K
11 $9K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
10
+ 20.0%
$104.23 - $134.39 $1.04K - $1.34K
60 $8K
HYD
Vaneck High Yield Muni ETF

ETFs
35
+ 36.84%
$49.08 - $51.35 $1.72K - $1.8K
130 $6K
RUM
Rumble Inc.

Technology
90
+ 13.43%
$6.94 - $10.56 $625 - $950
760 $6K
CRM
Salesforce, Inc.

Technology
1
+ 0.24%
$236.26 - $291.15 $236 - $291
423 $115K
GLW
Corning Inc

Technology
1
+ 0.36%
$39.07 - $52.59 $39.1 - $52.6
277 $14K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
87
+ 85.29%
$22.18 - $23.36 $1.93K - $2.03K
189 $4K
VNQI
Vanguard Global Ex U.S. Real

ETFs
9
+ 23.08%
$37.77 - $46.15 $340 - $415
48 $2K
FAST
Fastenal CO

Industrials
123
+ 100.0%
$40.65 - $83.16 $5K - $10.2K
246 $10K
EWC
Ishares Msci Canada ETF

ETFs
16
+ 10.19%
$37.17 - $46.2 $595 - $739
173 $7K
SPTL
Spdr Portfolio Long Term Treas

ETFs
26
+ 81.25%
$25.48 - $27.78 $662 - $722
58 $1K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
53
+ 2.78%
$12.19 - $13.37 $646 - $709
1.96K $26K
DKNG
Draft Kings Inc.

Consumer Cyclical
10
+ 16.95%
$31.67 - $42.89 $317 - $429
69 $2K
MUB
Ishares National Muni Bond ETF

ETFs
10
+ 45.45%
$102.31 - $105.8 $1.02K - $1.06K
32 $3K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
27
+ 28.13%
$51.1 - $53.29 $1.38K - $1.44K
123 $6K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
12
+ 80.0%
$73.0 - $85.5 $876 - $1.03K
27 $2K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
26
+ 56.52%
$47.02 - $47.83 $1.22K - $1.24K
72 $3K
ABR
Arbor Realty Trust Inc

Real Estate
8
+ 3.2%
$8.92 - $11.89 $71.4 - $95.1
258 $2K
VTRS
Viatris Inc

Healthcare
30
+ 6.16%
$7.26 - $9.12 $218 - $274
517 $4K
J P Morgan Exchange Traded F
250
+ 500.0%
N/A
300 $0
HTGC
Hercules Capital, Inc.

Financial Services
3
+ 2.0%
$16.24 - $19.1 $48.7 - $57.3
153 $2K
TFLO
Ishares Treasury Floating Rate

ETFs
4
+ 400.0%
$50.47 - $50.66 $202 - $203
5 $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
3.7K
+ 1.1%
N/A
341K $0
Echostar Corp
204
+ 2.12%
N/A
9.82K $0
MDV
Modiv Inc.

Real Estate
2
+ 3.7%
$14.06 - $16.82 $28.1 - $33.6
56 $0
NIO
Nio Inc.

Consumer Cyclical
28
+ 560.0%
$3.14 - $4.31 $87.9 - $121
33 $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
42
+ 1400.0%
$87.84 - $1441.89 $3.69K - $60.6K
45 $4K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
6
+ 1.07%
$21.37 - $22.67 $128 - $136
565 $12K
F&G Annuities & Life Inc
543
+ 11.61%
N/A
5.22K $0
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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