Iron Horse Wealth Management, LLC Reduced Holdings in Q2 2025

Iron Horse Wealth Management, LLC

  • $323 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-83
- 7.34%
$274.35 - $599.47 $22.8K - $49.8K
1.05K $326K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-52
- 2.03%
$483.48 - $539.8 $25.1K - $28.1K
2.5K $1.22M
HPQ
Hp Inc

Technology
-1.33K
- 94.88%
$21.88 - $29.32 $29.2K - $39.1K
72 $1K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-721
- 4.59%
$35.62 - $39.64 $25.7K - $28.6K
15K $583K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-322
- 48.64%
$85.42 - $94.39 $27.5K - $30.4K
340 $31K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-411
- 88.77%
$45.07 - $52.57 $18.5K - $21.6K
52 $2K
EBAY
Ebay Inc

Consumer Cyclical
-325
- 73.03%
$59.52 - $79.36 $19.3K - $25.8K
120 $8K
NEAR
Blackrock Short Maturity Bond

ETFs
-425
- 44.46%
$50.41 - $51.17 $21.4K - $21.7K
531 $27K
TSCO
Tractor Supply CO

Consumer Cyclical
-233
- 9.06%
$47.86 - $55.77 $11.2K - $13K
2.34K $123K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-217
- 41.97%
$77.94 - $79.5 $16.9K - $17.3K
300 $23K
VALE
Vale S.A.

Basic Materials
-1.5K
- 60.0%
$8.26 - $10.1 $12.4K - $15.2K
1K $9K
BA
Boeing CO

Industrials
-115
- 38.72%
$136.59 - $217.51 $15.7K - $25K
182 $38K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-362
- 14.42%
$32.62 - $33.58 $11.8K - $12.2K
2.15K $72K
KO
Coca Cola CO

Consumer Defensive
-75
- 1.43%
$68.37 - $73.9 $5.13K - $5.54K
5.15K $364K
MBB
Ishares Tr

ETFs
-94
- 90.38%
$91.41 - $94.22 $8.59K - $8.86K
10 $0
FLRN
Spdr Bloomberg Investment Grad

ETFs
-248
- 3.47%
$30.29 - $30.83 $7.51K - $7.65K
6.9K $212K
MO
Altria Group, Inc.

Consumer Defensive
-125
- 18.77%
$55.56 - $60.91 $6.95K - $7.61K
541 $31K
HRL
Hormel Foods Corp

Consumer Defensive
-206
- 14.99%
$29.11 - $31.44 $6K - $6.48K
1.17K $35K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-136
- 6.17%
$31.07 - $32.25 $4.23K - $4.39K
2.07K $65K
DAL
Delta Air Lines, Inc.

Industrials
-138
- 95.83%
$35.88 - $52.99 $4.95K - $7.31K
6 $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
-153
- 3.06%
$26.18 - $26.93 $4.01K - $4.12K
4.85K $129K
DD
Du Pont De Nemours, Inc.

Basic Materials
-3
- 0.39%
$55.13 - $75.25 $165 - $226
760 $52K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-101
- 11.21%
$45.88 - $54.4 $4.63K - $5.49K
800 $43K
PFF
Ishares Trust Ishares Pfd And

ETFs
-118
- 92.91%
$29.0 - $30.68 $3.42K - $3.62K
9 $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-52
- 4.66%
$67.03 - $80.35 $3.49K - $4.18K
1.07K $84K
TGT
Target Corp

Consumer Defensive
-9
- 2.8%
$88.76 - $105.77 $799 - $952
313 $30K
VGSH
Vanguard

ETFs
-46
- 4.86%
$58.32 - $58.95 $2.68K - $2.71K
900 $52K
IDV
Ishares Tr

ETFs
-77
- 81.91%
$27.79 - $34.84 $2.14K - $2.68K
17 $0
APD
Air Products & Chemicals, Inc.

Basic Materials
-1
- 0.55%
$248.61 - $294.96 $249 - $295
182 $51K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-36
- 15.25%
$40.82 - $43.14 $1.47K - $1.55K
200 $8K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-59
- 3.23%
$29.82 - $30.19 $1.76K - $1.78K
1.77K $53K
XLU
Utilities Sector Spdr

ETFs
-33
- 5.71%
$73.09 - $82.77 $2.41K - $2.73K
545 $44K
SHW
Sherwin Williams CO

Basic Materials
-1
- 2.33%
$313.51 - $363.51 $314 - $364
42 $14K
ACN
Accenture PLC

Technology
-3
- 8.57%
$279.23 - $323.21 $838 - $970
32 $9K
TJX
Tjx Companies Inc

Consumer Cyclical
-8
- 2.68%
$119.13 - $135.03 $953 - $1.08K
291 $35K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 4.55%
$421.16 - $509.5 $421 - $510
21 $9K
PLD
Prologis, Inc.

Real Estate
-7
- 6.73%
$89.76 - $112.34 $628 - $786
97 $10K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-36
- 0.99%
$24.98 - $25.66 $899 - $924
3.61K $92K
NVO
Novo Nordisk A S

Healthcare
-10
- 12.5%
$58.08 - $81.05 $581 - $811
70 $4K
USRT
Ishares Core U.S. Reit ETF

ETFs
-8
- 4.82%
$50.37 - $57.97 $403 - $464
158 $8K
Ge Vernova Inc
-1
- 1.61%
N/A
61 $0
GD
General Dynamics Corp

Industrials
-2
- 2.86%
$247.68 - $291.66 $495 - $583
68 $19K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-60
- 7.5%
$67.22 - $81.54 $4.03K - $4.89K
740 $60K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-11
- 13.1%
$45.98 - $56.15 $506 - $618
73 $4K
CARR
Carrier Global Corp

Industrials
-8
- 11.76%
$55.55 - $75.83 $444 - $607
60 $4K
PANW
Palo Alto Networks Inc

Technology
-4
- 13.33%
$152.44 - $204.64 $610 - $819
26 $5K
NTAP
Net App, Inc.

Technology
-3
- 20.0%
$76.1 - $106.55 $228 - $320
12 $1K
Thomson Reuters Corp
-6
- 26.09%
N/A
17 $0
CCL
Carnival Corp

Consumer Cyclical
-20
- 20.62%
$16.43 - $28.12 $329 - $562
77 $2K
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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