Iron Horse Wealth Management, LLC New Holdings in Q1 2025

Iron Horse Wealth Management, LLC

  • $295 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
89.8K
New
$84.95 - $100.62 $7.62M - $9.03M
89.8K $7.82M
TT
Trane Technologies PLC

Industrials
266
New
$332.0 - $400.86 $88.3K - $107K
266 $89K
HCA
Hca Healthcare, Inc.

Healthcare
233
New
$296.7 - $345.55 $69.1K - $80.5K
233 $80K
MPC
Marathon Petroleum Corp

Energy
500
New
$134.72 - $159.03 $67.4K - $79.5K
500 $72K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.32K
New
$44.41 - $45.98 $58.4K - $60.5K
1.32K $60K
FQAL
Fidelity Covington Tr Quality

ETFs
877
New
$63.12 - $69.13 $55.4K - $60.6K
877 $56K
DHR
Danaher Corp

Healthcare
242
New
$201.62 - $250.59 $48.8K - $60.6K
242 $49K
VLO
Valero Energy Corp

Energy
333
New
$121.76 - $142.99 $40.5K - $47.6K
333 $43K
HPQ
Hp Inc

Technology
1.41K
New
$27.69 - $34.72 $38.9K - $48.8K
1.41K $38K
FDVV
Fidelity High Dividend ETF

ETFs
686
New
$48.86 - $52.28 $33.5K - $35.9K
686 $34K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
407
New
$68.07 - $78.99 $27.7K - $32.1K
407 $27K
CCI
Crown Castle International Corp

Real Estate
250
New
$84.33 - $106.39 $21.1K - $26.6K
250 $26K
AVUS
American Centy ETF Tr Avantis

ETFs
292
New
$90.7 - $101.57 $26.5K - $29.7K
292 $26K
IYE
Ishares Tr

ETFs
533
New
$45.23 - $49.95 $24.1K - $26.6K
533 $26K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
196
New
$114.57 - $118.14 $22.5K - $23.2K
196 $23K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
454
New
$45.66 - $47.41 $20.7K - $21.5K
454 $21K
IYW
Ishares Dj Us Tech ETF

ETFs
133
New
$140.44 - $166.79 $18.7K - $22.2K
133 $18K
IR
Ingersoll Rand Inc.

Industrials
220
New
$79.44 - $94.23 $17.5K - $20.7K
220 $17K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
349
New
$50.48 - $51.04 $17.6K - $17.8K
349 $17K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
216
New
$78.0 - $84.37 $16.8K - $18.2K
216 $17K
TRV
Travelers Companies, Inc.

Financial Services
58
New
$232.43 - $265.13 $13.5K - $15.4K
58 $15K
FXH
First Tr Exchange Trd Fd Healt

ETFs
146
New
$102.5 - $112.02 $15K - $16.4K
146 $15K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
307
New
$46.78 - $57.72 $14.4K - $17.7K
307 $14K
FSMD
Fidelity Covington Tr Small Mi

ETFs
370
New
$38.04 - $43.22 $14.1K - $16K
370 $14K
IYH
Ishares Tr

ETFs
225
New
$58.32 - $62.76 $13.1K - $14.1K
225 $13K
PLD
Prologis, Inc.

Real Estate
104
New
$103.59 - $124.04 $10.8K - $12.9K
104 $11K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
216
New
$53.6 - $58.97 $11.6K - $12.7K
216 $11K
VGLT
Vanguard Long Term Treasury Et

ETFs
200
New
$53.99 - $58.43 $10.8K - $11.7K
200 $11K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
183
New
$59.78 - $60.03 $10.9K - $11K
183 $10K
WHF
White Horse Finance, Inc.

Financial Services
1.05K
New
$9.5 - $11.29 $10K - $11.9K
1.05K $10K
MDLZ
Mondelez International, Inc.

Consumer Defensive
140
New
$56.12 - $68.15 $7.86K - $9.54K
140 $9K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
184
New
$51.52 - $52.37 $9.48K - $9.64K
184 $9K
COF
Capital One Financial Corp

Financial Services
46
New
$163.87 - $209.82 $7.54K - $9.65K
46 $8K
PNC
Pnc Financial Services Group, Inc.

Financial Services
42
New
$168.84 - $202.89 $7.09K - $8.52K
42 $7K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
80
New
$96.88 - $111.25 $7.75K - $8.9K
80 $7K
BSX
Boston Scientific Corp

Healthcare
67
New
$89.38 - $106.18 $5.99K - $7.11K
67 $6K
INTU
Intuit Inc

Technology
10
New
$555.63 - $630.23 $5.56K - $6.3K
10 $6K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
84
New
$81.83 - $82.73 $6.87K - $6.95K
84 $6K
USFR
Wisdomtree Floating Rate Treas

ETFs
133
New
$50.29 - $50.5 $6.69K - $6.72K
133 $6K
ETN
Eaton Corp PLC

Industrials
23
New
$271.83 - $371.23 $6.25K - $8.54K
23 $6K
GOLD
Barrick Gold Corp

Basic Materials
300
New
$15.45 - $19.56 $4.64K - $5.87K
300 $5K
SOXX
Ishares Semiconductor ETF

ETFs
28
New
$188.17 - $235.81 $5.27K - $6.6K
28 $5K
GAL
Ssga Active ETF Tr

ETFs
133
New
$43.75 - $45.8 $5.82K - $6.09K
133 $5K
CM
Canadian Imperial Bank Of Commerce

Financial Services
97
New
$55.05 - $64.52 $5.34K - $6.26K
97 $5K
FIS
Fidelity National Information Services, Inc.

Technology
72
New
$68.12 - $83.42 $4.9K - $6.01K
72 $5K
TDY
Teledyne Technologies Inc

Technology
11
New
$455.51 - $518.84 $5.01K - $5.71K
11 $5K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
96
New
$50.82 - $52.7 $4.88K - $5.06K
96 $5K
DUK
Duke Energy Corp

Utilities
49
New
$105.87 - $121.97 $5.19K - $5.98K
49 $5K
PANW
Palo Alto Networks Inc

Technology
30
New
$167.82 - $208.28 $5.03K - $6.25K
30 $5K
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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