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
ARES
Ares Management Corp

Financial Services
7
New
$140.19 - $198.28 $981 - $1.39K
7 $1K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
3
New
$119.87 - $145.05 $360 - $435
3 $0
Veralto Corp
77
New
N/A
77 $0
VRT
Vertiv Holdings CO

Industrials
3
New
N/A
3 $0
URI
United Rentals, Inc.

Industrials
1
New
$594.17 - $789.56 $594 - $790
1 $0
Cava Group Inc
90
New
N/A
90 $0
CRWD
Crowd Strike Holdings, Inc.

Technology
2
New
$308.86 - $455.36 $618 - $911
2 $0
OWL
Blue Owl Capital Inc.

Financial Services
30
New
$18.49 - $26.68 $555 - $800
30 $0
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
20
New
$18.53 - $29.07 $371 - $581
20 $0
ARCC
Ares Capital Corp

Financial Services
33
New
$21.28 - $23.81 $702 - $786
33 $0
BAH
Booz Allen Hamilton Holding Corp

Industrials
7
New
$102.72 - $143.06 $719 - $1K
7 $0
BX
Blackstone Inc.

Financial Services
5
New
$136.53 - $186.74 $683 - $934
5 $0
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
11
New
$31.63 - $35.22 $348 - $387
11 $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
8
New
$48.02 - $53.02 $384 - $424
8 $0
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
11
New
$39.65 - $43.35 $436 - $477
11 $0
AVSC
American Centy ETF Tr Avantis
16
New
$48.08 - $56.12 $769 - $898
16 $0
DRI
Darden Restaurants Inc

Consumer Cyclical
4
New
$180.02 - $208.56 $720 - $834
4 $0
DAR
Darling Ingredients Inc.

Consumer Defensive
17
New
$28.51 - $41.85 $485 - $711
17 $0
DDOG
Datadog, Inc.

Technology
2
New
$98.68 - $151.89 $197 - $304
2 $0
Jacobs Solutions Inc
39
New
N/A
39 $0
KKR
Kkr & Co. Inc.

Financial Services
8
New
$108.17 - $167.07 $865 - $1.34K
8 $0
DNUT
Krispy Kreme, Inc.

Consumer Defensive
50
New
$4.92 - $9.82 $246 - $491
50 $0
GBDC
Golub Capital Bdc, Inc.

Financial Services
28
New
$14.46 - $15.96 $405 - $447
28 $0
Oatly Group Ab
12
New
N/A
12 $0
MKC
Mccormick & CO Inc

Consumer Defensive
6
New
$71.24 - $84.73 $427 - $508
6 $0
MCK
Mckesson Corp

Healthcare
1
New
$566.21 - $672.99 $566 - $673
1 $0
NFLX
Netflix Inc

Communication Services
1
New
$828.4 - $1058.6 $828 - $1.06K
1 $0
J P Morgan Exchange Traded F
50
New
N/A
50 $0
IMTM
Ishares Msci Intl Momentum Fac

ETFs
22
New
$37.06 - $41.11 $815 - $904
22 $0
IRT
Independence Realty Trust, Inc.

Real Estate
30
New
$18.23 - $21.8 $547 - $654
30 $0
Brookfield Asset Managmt LTD
20
New
N/A
20 $0
DIHP
Dimensional ETF Tr Dimensional

ETFs
32
New
$25.1 - $27.85 $803 - $891
32 $0
BUCK
Simplify Exchange Traded Fds S
900
New
N/A
900 $0
Simplify Exchange Traded Fun
70
New
N/A
70 $0
SCHW
Schwab Charles Corp

Financial Services
6
New
$71.24 - $83.64 $427 - $502
6 $0
DFIV
Dimensional ETF Tr

ETFs
23
New
$35.33 - $40.77 $813 - $938
23 $0
GPRO
Go Pro, Inc.

Technology
100
New
$0.66 - $1.15 $66 - $115
100 $0
American Healthcare Reit Inc
17
New
N/A
17 $0
MU
Micron Technology Inc

Technology
4
New
$86.89 - $109.38 $348 - $438
4 $0
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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