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
QCOM
Qualcomm Inc

Technology
20
+ 43.48%
$151.94 - $175.86 $3.04K - $3.52K
66 $10K
CB
Chubb LTD

Financial Services
3
+ 5.08%
$257.71 - $301.99 $773 - $906
62 $18K
TSN
Tyson Foods, Inc.

Consumer Defensive
24
+ 43.64%
$54.27 - $63.81 $1.3K - $1.53K
79 $5K
WBD
Warner Bros. Discovery, Inc.

Communication Services
163
+ 173.4%
$9.47 - $11.46 $1.54K - $1.87K
257 $2K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 4.76%
$402.49 - $513.76 $402 - $514
22 $10K
PCAR
Paccar Inc

Industrials
24
+ 40.0%
$96.91 - $112.51 $2.33K - $2.7K
84 $8K
FAST
Fastenal CO

Industrials
23
+ 23.0%
$71.11 - $79.98 $1.64K - $1.84K
123 $9K
GD
General Dynamics Corp

Industrials
2
+ 2.94%
$241.94 - $272.58 $484 - $545
70 $19K
OXY
Occidental Petroleum Corp

Energy
35
+ 50.72%
$45.45 - $52.7 $1.59K - $1.84K
104 $5K
OKE
Oneok Inc

Energy
32
+ 1.97%
$89.57 - $109.85 $2.87K - $3.52K
1.66K $164K
AVEM
American Centy ETF Tr Avantis

ETFs
9
+ 2.09%
$57.11 - $62.4 $514 - $562
439 $26K
ITW
Illinois Tool Works Inc

Industrials
5
+ 13.89%
$244.9 - $274.48 $1.22K - $1.37K
41 $10K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.33%
$42.3 - $53.69 $42.3 - $53.7
302 $15K
Thomson Reuters Corp
6
+ 35.29%
N/A
23 $0
F&G Annuities & Life Inc
404
+ 9.45%
N/A
4.68K $0
MDV
Modiv Inc.

Real Estate
1
+ 1.89%
$14.39 - $16.05 $14.4 - $16.1
54 $0
Fidelity Wise Origin Bitcoin
100
+ 100.0%
N/A
200 $0
WMT
Walmart Inc.

Consumer Defensive
35
+ 2.36%
$84.5 - $105.05 $2.96K - $3.68K
1.52K $133K
CARR
Carrier Global Corp

Industrials
8
+ 13.33%
$62.07 - $70.55 $497 - $564
68 $4K
Blackrock Inc
6
+ 200.0%
N/A
9 $0
UPS
United Parcel Service Inc

Industrials
10
+ 16.67%
$109.66 - $136.26 $1.1K - $1.36K
70 $7K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
10
+ 1.82%
$21.73 - $23.02 $217 - $230
559 $12K
CCL
Carnival Corp

Consumer Cyclical
20
+ 25.97%
$19.08 - $28.49 $382 - $570
97 $1K
NTAP
Net App, Inc.

Technology
3
+ 25.0%
$87.84 - $126.3 $264 - $379
15 $1K
Solventum Corp
30
+ 7.85%
N/A
412 $0
CEG
Constellation Energy Corp

Utilities
3
+ 4.0%
$201.63 - $347.44 $605 - $1.04K
78 $15K
NVO
Novo Nordisk A S

Healthcare
10
+ 14.29%
$69.3 - $90.95 $693 - $910
80 $5K
HBI
Hanesbrands Inc.

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

Technology
3
+ 5.17%
$377.84 - $464.11 $1.13K - $1.39K
61 $23K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
+ 6.0%
$203.38 - $274.79 $1.22K - $1.65K
106 $21K
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 2.96%
$222.66 - $268.42 $2.67K - $3.22K
417 $97K
RUM
Rumble Inc.

Technology
185
+ 38.14%
$7.07 - $13.77 $1.31K - $2.55K
670 $4K
CAG
Conagra Brands Inc.

Consumer Defensive
178
+ 2.97%
$23.9 - $27.67 $4.25K - $4.93K
6.18K $164K
AMP
Ameriprise Financial Inc

Financial Services
7
+ 5.07%
$472.29 - $575.13 $3.31K - $4.03K
145 $70K
DIS
Walt Disney CO

Communication Services
50
+ 8.98%
$96.87 - $114.0 $4.84K - $5.7K
607 $59K
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.39%
$237.72 - $276.98 $475 - $554
512 $125K
APO
Apollo Global Management, Inc.

Financial Services
305
+ 18.54%
$126.01 - $172.06 $38.4K - $52.5K
1.95K $267K
PRU
Prudential Financial Inc

Financial Services
3
+ 0.44%
$105.04 - $122.33 $315 - $367
685 $76K
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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