Iron Horse Wealth Management, LLC Portfolio Holdings

Iron Horse Wealth Management, LLC

  • $323 Million
  • Q2 2025

Iron Horse Wealth Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $323 Million distributed in 591 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $35.8M, Jp Morgan ETF Tr Ultra Short I with a value of $35M, Vanguard S&P 500 Growth ETF with a value of $34M, Vanguard Ftse Developed Market with a value of $23.1M, and Spdr S&P 500 ETF Trust with a value of $23.1M.

Examining the 13F form we can see an increase of $27.2M in the current position value, from $295M to 323M.

Below you can find more details about Iron Horse Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $323 Million
ETFs: $303 Million
Financial Services: $5.6 Million
Technology: $2.97 Million
Industrials: $2.49 Million
Healthcare: $1.83 Million
Consumer Defensive: $1.47 Million
Consumer Cyclical: $1.21 Million
Communication Services: $1.07 Million
Other: $2.47 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$198M
$9,000 0.0% of portfolio
1,054
Q1 2025 New
$129M
$0 0.0% of portfolio
100
Q4 2022 New
$173M
$5,000 0.0% of portfolio
291
Q1 2023 New
$173M
$0 0.0% of portfolio
109
Q2 2022 Added 9.0%
$223M
$0 0.0% of portfolio
614
Q2 2025 New
$116M
$0 0.0% of portfolio
56
Q2 2025 Added 3.7%
$163M
$0 0.0% of portfolio
100
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 591
  • Current Value $323 Million
  • Prior Value $295 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 52 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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