Iron Horse Wealth Management, LLC Portfolio Holdings

Iron Horse Wealth Management, LLC

  • $295 Million
  • Q1 2025

Iron Horse Wealth Management, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $295 Million distributed in 596 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $33.9M, Jp Morgan ETF Tr Ultra Short I with a value of $33.1M, Vanguard S&P 500 Growth ETF with a value of $28.2M, Spdr S&P 500 ETF Trust with a value of $20.6M, and Vanguard Ftse Developed Market with a value of $20.3M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $276M to 295M.

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

Portfolio value $295 Million
ETFs: $279 Million
Financial Services: $4.77 Million
Technology: $2.37 Million
Industrials: $2.3 Million
Healthcare: $2.07 Million
Consumer Defensive: $1.51 Million
Consumer Cyclical: $1.14 Million
Energy: $919,000
Other: $1.58 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.9 Million 11.48% of portfolio
262,767
Q1 2025 Added 3.45%
$0
$33.1 Million 11.21% of portfolio
653,962
Q1 2025 Added 16,815.73%
$0
$28.2 Million 9.56% of portfolio
84,434
Q1 2025 Reduced 4.39%
$0
$20.6 Million 6.97% of portfolio
36,791
Q1 2025 Added 1.75%
$0
$20.3 Million 6.89% of portfolio
400,163
Q1 2025 Added 7.41%
$0
$19.6 Million 6.64% of portfolio
538,577
Q1 2025 Added 7.24%
$0
$17.2 Million 5.81% of portfolio
300,235
Q1 2025 Added 5.5%
$0
$15.1 Million 5.11% of portfolio
184,504
Q1 2025 Reduced 35.28%
$0
$14.4 Million 4.89% of portfolio
132,772
Q1 2025 Reduced 34.55%
$0
$14.3 Million 4.84% of portfolio
55,289
Q1 2025 Added 4.3%
$0
$13.9 Million 4.72% of portfolio
62,845
Q1 2025 Added 4.67%
$0
$11.8 Million 4.01% of portfolio
261,661
Q1 2025 Added 7.01%
$0
$10.3 Million 3.48% of portfolio
64,046
Q1 2025 Added 5.59%
$0
$7.82 Million 2.65% of portfolio
89,755
Q1 2025 New
$0
$5.71 Million 1.94% of portfolio
300,139
Q1 2025 Reduced 32.29%
$0
$1.83 Million 0.62% of portfolio
9,839
Q1 2025 Reduced 80.29%
$662B
$1.36 Million 0.46% of portfolio
2,556
Q1 2025 Added 26.6%
$3.22T
$1.12 Million 0.38% of portfolio
5,043
Q1 2025 Reduced 0.34%
$0
$958,000 0.32% of portfolio
1,866
Q1 2025 Added 1.08%
$20.5B
$894,000 0.3% of portfolio
1,595
Q1 2025 Reduced 0.62%
$281B
$708,000 0.24% of portfolio
9,869
Q1 2025 Added 0.53%
$0
$649,000 0.22% of portfolio
8,085
Q1 2025 Reduced 5.12%
$0
$619,000 0.21% of portfolio
15,695
Q1 2025 Reduced 8.8%
$276B
$592,000 0.2% of portfolio
1,131
Q1 2025 Reduced 0.53%
$0
$562,000 0.19% of portfolio
1,001
Q1 2025 Added 1.11%
$401B
$563,000 0.19% of portfolio
3,396
Q1 2025 Added 3.03%
$0
$489,000 0.17% of portfolio
1,319
Q1 2025 Reduced 4.35%
$15.6B
$475,000 0.16% of portfolio
7,395
Q4 2024 Added 50.0%
$3.43T
$396,000 0.13% of portfolio
1,057
Q1 2025 Reduced 17.93%
$310B
$374,000 0.13% of portfolio
5,229
Q1 2025 Added 11.23%
$0
$365,000 0.12% of portfolio
7,320
Q1 2025 Added 4.29%
$398B
$319,000 0.11% of portfolio
1,874
Q1 2025 Added 5.04%
$0
$315,000 0.11% of portfolio
7,129
Q1 2025 Reduced 0.32%
$154B
$289,000 0.1% of portfolio
616
Q1 2025 Reduced 3.14%
$19.7B
$292,000 0.1% of portfolio
3,469
Q1 2025 Reduced 1.28%
$431B
$282,000 0.1% of portfolio
2,378
Q1 2025 Added 1.36%
$778B
$310,000 0.1% of portfolio
1,266
Q1 2025 Added 8.67%
$79.9B
$267,000 0.09% of portfolio
1,950
Q1 2025 Added 18.54%
$0
$271,000 0.09% of portfolio
1,573
Q1 2025 Reduced 2.18%
$0
$259,000 0.09% of portfolio
2,866
Q1 2025 Reduced 1.68%
$99.8B
$260,000 0.09% of portfolio
2,654
Q1 2025 Added 1.22%
$0
$252,000 0.09% of portfolio
4,333
Q1 2025 Reduced 2.76%
$15B
$248,000 0.08% of portfolio
3,820
Q1 2025 Reduced 1.44%
$548B
$229,000 0.08% of portfolio
418
Q1 2025 Added 3.47%
$0
$232,000 0.08% of portfolio
845
Q4 2024 Added 6.29%
$19.7B
$236,000 0.08% of portfolio
3,327
Q3 2024 Added 50.0%
$82.6B
$223,000 0.08% of portfolio
1,520
Q4 2024 Added 46.01%
$0
$246,000 0.08% of portfolio
2,358
Q1 2025 Added 2.52%
$236B
$234,000 0.08% of portfolio
942
Q1 2025 Added 0.21%

Summary

  • Portfolio
  • No. of Stocks 596
  • Current Value $295 Million
  • Prior Value $276 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 140 stocks
  • Additional Purchases 147 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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