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
VTV
Vanguard Value ETF

ETFs
-35
- 2.18%
$167.73 - $179.21 $5.87K - $6.27K
1.57K $271K
USRT
Ishares Core U.S. Reit ETF

ETFs
-12
- 6.74%
$55.14 - $60.29 $662 - $723
166 $9K
VFC
V F Corp

Consumer Cyclical
-35
- 33.33%
$15.52 - $26.93 $543 - $943
70 $1K
NEAR
Blackrock Short Maturity Bond

ETFs
-15
- 1.54%
$50.4 - $50.89 $756 - $763
956 $48K
INTC
Intel Corp

Technology
-88
- 25.66%
$19.1 - $27.39 $1.68K - $2.41K
255 $5K
D
Dominion Energy, Inc

Utilities
-15
- 33.33%
$52.85 - $57.43 $793 - $861
30 $1K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-9
- 5.52%
$40.03 - $46.81 $360 - $421
154 $6K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-22
- 1.19%
$29.82 - $30.1 $656 - $662
1.83K $54K
F
Ford Motor CO

Consumer Cyclical
-147
- 18.8%
$9.12 - $10.43 $1.34K - $1.53K
635 $6K
VNQ
Vanguard Specialized Funds Van

ETFs
-49
- 1.68%
$85.55 - $94.34 $4.19K - $4.62K
2.87K $259K
Ge Healthcare Technologies I
-18
- 42.86%
N/A
24 $0
SPMD
Spdr Portfolio

ETFs
-4
- 8.7%
$50.21 - $57.73 $201 - $231
42 $2K
IHDG
Wisdomtree Tr

ETFs
-5
- 0.78%
$43.4 - $47.51 $217 - $238
639 $27K
Linde PLC
-1
- 3.33%
N/A
29 $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-143K
- 29.74%
N/A
337K $0
BP
Bp PLC

Energy
-7
- 2.04%
$29.93 - $35.31 $210 - $247
336 $11K
MDT
Medtronic PLC

Healthcare
-1
- 0.69%
$79.84 - $94.5 $79.8 - $94.5
143 $12K
VALE
Vale S.A.

Basic Materials
-140
- 5.3%
$8.5 - $10.19 $1.19K - $1.43K
2.5K $24K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-23
- 0.32%
$42.18 - $45.16 $970 - $1.04K
7.13K $315K
CVS
Cvs Health Corp

Healthcare
-329
- 24.32%
$44.22 - $68.64 $14.5K - $22.6K
1.02K $69K
UNH
Unitedhealth Group Inc

Healthcare
-6
- 0.53%
$461.52 - $548.18 $2.77K - $3.29K
1.13K $592K
PFG
Principal Financial Group Inc

Financial Services
-45
- 1.28%
$76.34 - $89.04 $3.44K - $4.01K
3.47K $292K
DE
Deere & CO

Industrials
-20
- 3.14%
$408.57 - $509.27 $8.17K - $10.2K
616 $289K
GE
General Electric CO

Industrials
-18
- 2.31%
$168.59 - $212.13 $3.03K - $3.82K
760 $152K
FNF
Fidelity National Financial, Inc.

Financial Services
-56
- 1.44%
$54.25 - $65.27 $3.04K - $3.66K
3.82K $248K
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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