Iron Horse Wealth Management, LLC Reduced Holdings in Q1 2025

Iron Horse Wealth Management, LLC

  • $295 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-40.1K
- 80.29%
$183.02 - $207.75 $7.33M - $8.33M
9.84K $1.83M
VCIT
Vanguard Intermediate Term Cor

ETFs
-101K
- 35.28%
$79.17 - $82.04 $7.96M - $8.25M
185K $15.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-70.1K
- 34.55%
$105.1 - $109.61 $7.36M - $7.68M
133K $14.4M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-3.87K
- 4.39%
$333.37 - $384.99 $1.29M - $1.49M
84.4K $28.2M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-143K
- 32.29%
$19.04 - $20.15 $2.73M - $2.88M
300K $5.71M
NVDA
Nvidia Corp

Technology
-2.78K
- 79.29%
$106.98 - $149.43 $297K - $415K
726 $78K
AAPL
Apple Inc.

Technology
-17
- 0.34%
$209.68 - $247.1 $3.56K - $4.2K
5.04K $1.12M
MSFT
Microsoft Corp

Technology
-231
- 17.93%
$375.39 - $447.2 $86.7K - $103K
1.06K $396K
GOOGL
Alphabet Inc.

Communication Services
-480
- 42.63%
$154.33 - $206.19 $74.1K - $99K
646 $99K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.52K
- 8.8%
$39.02 - $42.89 $59.1K - $65K
15.7K $619K
TSLA
Tesla, Inc.

Consumer Cyclical
-105
- 21.65%
$222.15 - $428.22 $23.3K - $45K
380 $98K
LII
Lennox International Inc

Industrials
-10
- 0.62%
$553.05 - $666.93 $5.53K - $6.67K
1.6K $894K
VUG
Vanguard Growth ETF

ETFs
-60
- 4.35%
$369.1 - $427.61 $22.1K - $25.7K
1.32K $489K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-100
- 41.32%
$468.34 - $539.52 $46.8K - $54K
142 $66K
AFL
Aflac Inc

Financial Services
-545
- 23.82%
$100.99 - $111.19 $55K - $60.6K
1.74K $193K
AMD
Advanced Micro Devices Inc

Technology
-296
- 76.09%
$96.63 - $129.55 $28.6K - $38.3K
93 $9K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.52K
- 23.36%
$25.69 - $26.89 $39.2K - $41K
5K $134K
CHKP
Check Point Software Technologies LTD

Technology
-189
- 78.75%
$179.88 - $231.31 $34K - $43.7K
51 $11K
AMGN
Amgen Inc

Healthcare
-143
- 50.71%
$258.59 - $327.36 $37K - $46.8K
139 $43K
LMT
Lockheed Martin Corp

Industrials
-49
- 36.03%
$423.19 - $506.29 $20.7K - $24.8K
87 $38K
RTX
Raytheon Technologies Corp

Industrials
-253
- 67.83%
$114.1 - $135.66 $28.9K - $34.3K
120 $15K
PEP
Pepsico Inc

Consumer Defensive
-173
- 21.76%
$142.64 - $156.42 $24.7K - $27.1K
622 $93K
AXP
American Express CO

Financial Services
-29
- 4.35%
$255.39 - $325.87 $7.41K - $9.45K
637 $171K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-123
- 2.76%
$57.21 - $65.8 $7.04K - $8.09K
4.33K $252K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-79
- 28.32%
$165.25 - $224.62 $13.1K - $17.7K
200 $33K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-700
- 8.92%
$30.71 - $30.87 $21.5K - $21.6K
7.15K $220K
TROW
Price T Rowe Group Inc

Financial Services
-110
- 32.26%
$91.57 - $116.93 $10.1K - $12.9K
231 $21K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-36
- 70.59%
$408.78 - $448.82 $14.7K - $16.2K
15 $6K
TDS
Telephone & Data Systems Inc

Communication Services
-445
- 42.95%
$32.18 - $40.31 $14.3K - $17.9K
591 $22K
XLE
Energy Sector Spdr

ETFs
-145
- 65.61%
$85.7 - $93.96 $12.4K - $13.6K
76 $7K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-94
- 11.01%
$67.03 - $74.61 $6.3K - $7.01K
760 $51K
CMCSA
Comcast Corp

Communication Services
-201
- 23.82%
$33.19 - $38.23 $6.67K - $7.68K
643 $23K
BDX
Becton Dickinson & CO

Healthcare
-30
- 33.33%
$222.79 - $249.08 $6.68K - $7.47K
60 $13K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-17
- 0.89%
$75.47 - $84.24 $1.28K - $1.43K
1.89K $145K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-36
- 11.5%
$120.24 - $134.3 $4.33K - $4.83K
277 $33K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-39
- 4.15%
$51.45 - $58.51 $2.01K - $2.28K
901 $46K
PFE
Pfizer Inc

Healthcare
-172
- 9.37%
$25.01 - $27.13 $4.3K - $4.67K
1.66K $42K
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 10.34%
$890.62 - $1076.86 $8.02K - $9.69K
78 $73K
AZN
Astrazeneca PLC

Healthcare
-97
- 63.4%
$65.37 - $77.96 $6.34K - $7.56K
56 $4K
NKE
Nike, Inc.

Consumer Cyclical
-30
- 11.72%
$63.29 - $81.72 $1.9K - $2.45K
226 $14K
GWW
W.W. Grainger, Inc.

Industrials
-3
- 9.09%
$953.54 - $1132.42 $2.86K - $3.4K
30 $29K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-12
- 5.48%
$65.15 - $91.81 $782 - $1.1K
207 $13K
BKH
Black Hills Corp

Utilities
-60
- 33.33%
$55.74 - $61.86 $3.34K - $3.71K
120 $7K
BR
Broadridge Financial Solutions, Inc.

Technology
-14
- 51.85%
$221.46 - $244.83 $3.1K - $3.43K
13 $3K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2
- 25.0%
$497.6 - $606.74 $995 - $1.21K
6 $2K
ABC
Amerisourcebergen Corp

Healthcare
-12
- 4.58%
N/A
250 $46K
PH
Parker Hannifin Corp

Industrials
-2
- 9.52%
$591.65 - $707.05 $1.18K - $1.41K
19 $11K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-103
- 5.31%
$37.07 - $40.63 $3.82K - $4.18K
1.84K $72K
RWO
Spdr Dow Jones Global Real Est

ETFs
-15
- 12.4%
$41.41 - $45.24 $621 - $679
106 $4K
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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