Iron Horse Wealth Management, LLC New Holdings in Q2 2025

Iron Horse Wealth Management, LLC

  • $323 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CG
Carlyle Group Inc.

Financial Services
1.66K
New
$34.78 - $51.4 $57.9K - $85.5K
1.66K $85K
WELL
Welltower Inc.

Real Estate
440
New
$136.49 - $155.22 $60.1K - $68.3K
440 $67K
WES
Western Midstream Partners, LP

Energy
1.5K
New
$34.99 - $41.61 $52.3K - $62.2K
1.5K $57K
UI
Ubiquiti Inc.

Technology
132
New
$273.45 - $456.69 $36.1K - $60.3K
132 $54K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2.01K
New
$13.74 - $15.66 $27.6K - $31.4K
2.01K $29K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
289
New
$77.74 - $78.78 $22.5K - $22.8K
289 $22K
SLG
Sl Green Realty Corp

Real Estate
351
New
$47.9 - $65.94 $16.8K - $23.1K
351 $21K
VOOV
Vanguard S&P 500 Value ETF

ETFs
112
New
$162.65 - $188.71 $18.2K - $21.1K
112 $21K
VTWV
Vanguard Russell 2000 Value Et

ETFs
145
New
$116.09 - $139.09 $16.8K - $20.2K
145 $20K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
128
New
$113.67 - $150.4 $14.5K - $19.3K
128 $19K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
235
New
$41.45 - $54.46 $9.74K - $12.8K
235 $12K
PINS
Pinterest, Inc.

Communication Services
350
New
$24.21 - $35.95 $8.47K - $12.6K
350 $12K
AB
Alliancebernstein Holding L.P.

Financial Services
286
New
$33.0 - $41.77 $9.44K - $11.9K
286 $11K
TMC
Tmc The Metals CO Inc.

Basic Materials
1.68K
New
$1.62 - $7.49 $2.71K - $12.5K
1.68K $11K
CGUS
Capital Group Core Equity ETF
297
New
$29.93 - $36.93 $8.89K - $11K
297 $10K
SLV
I Shares Silver Trust

ETFs
300
New
$27.08 - $33.74 $8.12K - $10.1K
300 $9K
DT
Dynatrace, Inc.

Technology
150
New
$41.21 - $55.9 $6.18K - $8.39K
150 $8K
CGDV
Capital Group Divid Value ETF

ETFs
170
New
$31.93 - $39.49 $5.43K - $6.71K
170 $6K
VT
Vanguard Total World Stk Index

ETFs
40
New
$103.16 - $128.52 $4.13K - $5.14K
40 $5K
ETSY
Etsy Inc

Consumer Cyclical
100
New
$40.8 - $63.88 $4.08K - $6.39K
100 $5K
VTWO
Vanguard Russell 2000 ETF

ETFs
56
New
$70.56 - $87.22 $3.95K - $4.88K
56 $4K
IWR
Ishares Russell Mid Cap ETF

ETFs
33
New
$74.88 - $91.97 $2.47K - $3.04K
33 $3K
CGGR
Capital Group Growth ETF Shs C

ETFs
84
New
$30.53 - $40.65 $2.56K - $3.41K
84 $3K
VRSN
Verisign Inc

Technology
11
New
$234.49 - $288.8 $2.58K - $3.18K
11 $3K
CGGO
Capital Group Global Growth Eq

ETFs
67
New
$25.31 - $32.17 $1.7K - $2.16K
67 $2K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
139
New
$16.12 - $20.75 $2.24K - $2.88K
139 $2K
DSL
Double Line Income Solutions Fund

Financial Services
207
New
$11.15 - $12.57 $2.31K - $2.6K
207 $2K
NAK
Northern Dynasty Minerals LTD

Basic Materials
1.54K
New
$0.8 - $1.55 $1.23K - $2.39K
1.54K $2K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
41
New
$57.14 - $72.68 $2.34K - $2.98K
41 $2K
PLTR
Palantir Technologies Inc.

Technology
12
New
$74.01 - $144.25 $888 - $1.73K
12 $1K
Amentum Holdings Inc
2
New
N/A
2 $0
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
18
New
$0.54 - $0.87 $9.72 - $15.7
18 $0
CGMU
Capital Group Core Plus Income
142
New
N/A
142 $0
Robin Energy LTD
1
New
N/A
1 $0
Blackrock ETF Trust Ii
32
New
N/A
32 $0
Barrick Mng Corp
300
New
N/A
300 $0
Castor Maritime Inc
11
New
N/A
11 $0
Amc Entmt Hldgs Inc
46
New
N/A
46 $0
SQ
Block, Inc.

Technology
10
New
N/A
10 $0
Incannex Healthcare Inc
100
New
N/A
100 $0
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11
New
$50.08 - $63.14 $551 - $695
11 $0
Hut 8 Corp
332
New
N/A
332 $0
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
12
New
$65.42 - $80.7 $785 - $968
12 $0
Lam Research Corp
40
New
N/A
40 $0
OCGN
Ocugen, Inc.

Healthcare
614
New
$0.58 - $1.2 $356 - $737
614 $0
Ishares Bitcoin Trust ETF
130
New
N/A
130 $0
Healthcare Triangle Inc
1K
New
N/A
1K $0
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
8
New
$28.21 - $28.85 $226 - $231
8 $0
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
15
New
$43.63 - $45.4 $654 - $681
15 $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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