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
EQR
Equity Residential

Real Estate
83
New
$66.98 - $75.02 $5.56K - $6.23K
83 $5K
ISRG
Intuitive Surgical Inc

Healthcare
11
New
$476.63 - $610.45 $5.24K - $6.71K
11 $5K
RSG
Republic Services, Inc.

Industrials
19
New
$200.09 - $242.16 $3.8K - $4.6K
19 $4K
VTRS
Viatris Inc

Healthcare
487
New
$8.68 - $12.42 $4.23K - $6.05K
487 $4K
AMT
American Tower Corp

Real Estate
20
New
$173.46 - $217.6 $3.47K - $4.35K
20 $4K
HOLX
Hologic Inc

Healthcare
76
New
$60.7 - $73.77 $4.61K - $5.61K
76 $4K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3
New
$1187.71 - $1432.58 $3.56K - $4.3K
3 $4K
HSY
Hershey CO

Consumer Defensive
29
New
$144.74 - $186.36 $4.2K - $5.4K
29 $4K
HUM
Humana Inc

Healthcare
18
New
$249.11 - $303.11 $4.48K - $5.46K
18 $4K
TDG
Trans Digm Group Inc

Industrials
3
New
$1251.32 - $1394.11 $3.75K - $4.18K
3 $4K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
84
New
$47.79 - $59.89 $4.01K - $5.03K
84 $4K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
311
New
$14.19 - $15.67 $4.41K - $4.87K
311 $4K
CSX
Csx Corp

Industrials
162
New
$29.11 - $33.67 $4.72K - $5.45K
162 $4K
ATI
Allegheny Technologies Inc

Industrials
92
New
$50.0 - $65.86 $4.6K - $6.06K
92 $4K
CDW
Cdw Corp

Technology
28
New
$160.26 - $206.13 $4.49K - $5.77K
28 $4K
SRLN
Ssga Active Trust

ETFs
100
New
$41.02 - $41.99 $4.1K - $4.2K
100 $4K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
111
New
$30.38 - $34.94 $3.37K - $3.88K
111 $3K
NAIL
Direxion Shs ETF Tr Daily Home

ETFs
51
New
$59.65 - $103.38 $3.04K - $5.27K
51 $3K
WEC
Wec Energy Group, Inc.

Utilities
29
New
$92.12 - $108.98 $2.67K - $3.16K
29 $3K
STZ
Constellation Brands, Inc.

Consumer Defensive
21
New
$161.05 - $222.93 $3.38K - $4.68K
21 $3K
MGM
Mgm Resorts International

Consumer Cyclical
134
New
$29.64 - $40.37 $3.97K - $5.41K
134 $3K
OC
Owens Corning

Industrials
16
New
$137.83 - $191.19 $2.21K - $3.06K
16 $2K
ABR
Arbor Realty Trust Inc

Real Estate
250
New
$11.68 - $13.98 $2.92K - $3.5K
250 $2K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
11
New
$196.12 - $229.48 $2.16K - $2.52K
11 $2K
DELL
Dell Technologies Inc.

Technology
31
New
$90.34 - $124.66 $2.8K - $3.86K
31 $2K
AXON
Axon Enterprise, Inc.

Industrials
4
New
$496.65 - $710.01 $1.99K - $2.84K
4 $2K
DUHP
Dimensional ETF Tr Dimensional

ETFs
63
New
$32.57 - $35.82 $2.05K - $2.26K
63 $2K
GS
Goldman Sachs Group Inc

Financial Services
5
New
$524.81 - $672.19 $2.62K - $3.36K
5 $2K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
49
New
$39.96 - $43.3 $1.96K - $2.12K
49 $2K
HTGC
Hercules Capital, Inc.

Financial Services
150
New
$18.01 - $22.0 $2.7K - $3.3K
150 $2K
TECK
Teck Resources LTD

Basic Materials
67
New
$36.43 - $43.86 $2.44K - $2.94K
67 $2K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
185
New
$10.61 - $16.49 $1.96K - $3.05K
185 $2K
DGX
Quest Diagnostics Inc

Healthcare
17
New
N/A
17 $2K
TMUS
T Mobile Us, Inc.

Communication Services
5
New
$211.3 - $272.83 $1.06K - $1.36K
5 $1K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
38
New
$45.21 - $50.33 $1.72K - $1.91K
38 $1K
BNDX
Vanguard Total International B

ETFs
34
New
$48.33 - $49.5 $1.64K - $1.68K
34 $1K
TOL
Toll Brothers, Inc.

Consumer Cyclical
12
New
$103.02 - $140.69 $1.24K - $1.69K
12 $1K
PSA
Public Storage

Real Estate
4
New
$288.99 - $313.98 $1.16K - $1.26K
4 $1K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
39
New
$42.36 - $43.8 $1.65K - $1.71K
39 $1K
NXPI
Nxp Semiconductors N.V.

Technology
8
New
$189.99 - $245.86 $1.52K - $1.97K
8 $1K
POOL
Pool Corp

Industrials
5
New
$314.92 - $364.31 $1.57K - $1.82K
5 $1K
AGCO
Agco Corp

Industrials
13
New
$88.82 - $106.69 $1.15K - $1.39K
13 $1K
BK
Bank Of New York Mellon Corp

Financial Services
20
New
$75.42 - $88.95 $1.51K - $1.78K
20 $1K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
48
New
$36.63 - $37.45 $1.76K - $1.8K
48 $1K
COP
Conocophillips

Energy
15
New
$88.6 - $105.85 $1.33K - $1.59K
15 $1K
IAC
Iac/Inter Active Corp

Communication Services
22
New
$41.0 - $50.0 $902 - $1.1K
22 $1K
AVB
Avalonbay Communities Inc

Real Estate
5
New
$207.86 - $228.08 $1.04K - $1.14K
5 $1K
MKL
Markel Corp

Financial Services
1
New
$1660.14 - $2059.83 $1.66K - $2.06K
1 $1K
DFIC
Dimensional ETF Tr Dimensional

ETFs
48
New
$25.54 - $28.79 $1.23K - $1.38K
48 $1K
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