Iron Horse Wealth Management, LLC Top Holdings and 13F Report (2025)

About Iron Horse Wealth Management, LLC

Investment Activity

Iron Horse Wealth Management, LLC has $311.52 million in total holdings as of March 31, 2025.
Iron Horse Wealth Management, LLC owns shares of 596 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 16.46% of the portfolio was purchased this quarter.
About 11.42% of the portfolio was sold this quarter.
This quarter, Iron Horse Wealth Management, LLC has purchased 510 new stocks and bought additional shares in 147 stocks.
Iron Horse Wealth Management, LLC sold shares of 76 stocks and completely divested from 54 stocks this quarter.

Largest Holdings

Vanguard High Dividend Yield ETF: $33,886,395
JPMorgan Ultra-Short Income ETF: $33,110,096
Vanguard S&P 500 Growth ETF: $28,241,595
SPDR S&P 500 ETF Trust: $20,580,598
Vanguard FTSE Developed Markets ETF: $20,340,299

Largest New Holdings this Quarter

025072877 - Avantis U.S. Small Cap Value ETF: $7,823,934 Holding
G8994E103 - Trane Technologies: $89,621 Holding
40412C101 - HCA Healthcare: $80,513 Holding
56585A102 - Marathon Petroleum: $72,845 Holding
316188309 - Fidelity Total Bond ETF: $60,075 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF: 650,096 shares (about $32.91M)
Avantis U.S. Small Cap Value ETF: 89,755 shares (about $7.82M)
Vanguard FTSE Developed Markets ETF: 27,608 shares (about $1.40M)
SPDR Portfolio Developed World ex-US ETF: 36,366 shares (about $1.32M)
Vanguard High Dividend Yield ETF: 8,756 shares (about $1.13M)

Largest Sales this Quarter

Vanguard Intermediate-Term Corporate Bond ETF: 100,571 shares (about $8.22M)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 70,074 shares (about $7.62M)
Vanguard Small-Cap Value ETF: 40,075 shares (about $7.47M)
JPMorgan BetaBuilders U.S. Aggregate Bond ETF: 142,603 shares (about $6.58M)
Global X U.S. Preferred ETF: 143,151 shares (about $2.73M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VYM Vanguard High Dividend Yield ETF	$33,886,395	$1,129,173 ▲	3.4%	262,767	10.9%	ETF
JPST JPMorgan Ultra-Short Income ETF	$33,110,096	$32,914,360 ▲	16,815.7%	653,962	10.6%	ETF
VOOG Vanguard S&P 500 Growth ETF	$28,241,595	$1,295,781 ▼	-4.4%	84,434	9.1%	ETF
SPY SPDR S&P 500 ETF Trust	$20,580,598	$354,655 ▲	1.8%	36,791	6.6%	Finance
VEA Vanguard FTSE Developed Markets ETF	$20,340,299	$1,403,316 ▲	7.4%	400,163	6.5%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$19,609,592	$1,324,086 ▲	7.2%	538,577	6.3%	ETF
JEPI JPMorgan Equity Premium Income ETF	$17,155,436	$893,613 ▲	5.5%	300,235	5.5%	ETF
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	$15,531,299	$6,575,433 ▼	-29.7%	336,831	5.0%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$15,085,059	$8,222,691 ▼	-35.3%	184,504	4.8%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$14,430,957	$7,616,326 ▼	-34.5%	132,772	4.6%	Finance
VO Vanguard Mid-Cap ETF	$14,298,964	$589,400 ▲	4.3%	55,289	4.6%	ETF
VB Vanguard Small-Cap ETF	$13,935,789	$622,005 ▲	4.7%	62,845	4.5%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$11,842,774	$775,847 ▲	7.0%	261,661	3.8%	ETF
VOE Vanguard Mid-Cap Value ETF	$10,281,956	$544,231 ▲	5.6%	64,046	3.3%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$7,823,934	$7,823,934 ▲	New Holding	89,755	2.5%	ETF
PFFD Global X U.S. Preferred ETF	$5,714,647	$2,725,595 ▼	-32.3%	300,139	1.8%	ETF
VBR Vanguard Small-Cap Value ETF	$1,832,842	$7,465,306 ▼	-80.3%	9,839	0.6%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$1,442,881	$29,365 ▲	2.1%	28,253	0.5%	ETF
BRK.B Berkshire Hathaway	$1,361,389	$286,020 ▲	26.6%	2,556	0.4%	Finance
AAPL Apple	$1,120,286	$3,776 ▼	-0.3%	5,043	0.4%	Computer and Technology
VOO Vanguard S&P 500 ETF	$958,956	$10,278 ▲	1.1%	1,866	0.3%	ETF
LII Lennox International	$894,524	$5,608 ▼	-0.6%	1,595	0.3%	Construction
WFC Wells Fargo & Company	$708,485	$3,733 ▲	0.5%	9,869	0.2%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$649,800	$35,042 ▼	-5.1%	8,085	0.2%	ETF
XYLD Global X S&P 500 Covered Call ETF	$619,789	$59,827 ▼	-8.8%	15,695	0.2%	ETF
UNH UnitedHealth Group	$592,361	$3,142 ▼	-0.5%	1,131	0.2%	Medical
JNJ Johnson & Johnson	$563,157	$16,583 ▲	3.0%	3,396	0.2%	Medical
IVV iShares Core S&P 500 ETF	$562,462	$6,181 ▲	1.1%	1,001	0.2%	ETF
VUG Vanguard Growth ETF	$489,112	$22,249 ▼	-4.4%	1,319	0.2%	ETF
LNT Alliant Energy	$475,868		0.0%	7,395	0.2%	Utilities
MSFT Microsoft	$396,808	$86,720 ▼	-17.9%	1,057	0.1%	Computer and Technology
KO Coca-Cola	$374,504	$37,816 ▲	11.2%	5,229	0.1%	Consumer Staples
IAGG iShares Core International Aggregate Bond ETF	$365,927	$15,047 ▲	4.3%	7,320	0.1%	ETF
PG Procter & Gamble	$319,313	$15,335 ▲	5.0%	1,874	0.1%	Consumer Staples
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$315,530	$1,018 ▼	-0.3%	7,129	0.1%	ETF
JPM JPMorgan Chase & Co.	$310,429	$24,766 ▲	8.7%	1,266	0.1%	Finance
PFG Principal Financial Group	$292,680	$3,797 ▼	-1.3%	3,469	0.1%	Finance
DE Deere & Company	$289,295	$9,393 ▼	-3.1%	616	0.1%	Industrials
XOM Exxon Mobil	$282,831	$3,806 ▲	1.4%	2,378	0.1%	Energy
VTV Vanguard Value ETF	$271,720	$6,046 ▼	-2.2%	1,573	0.1%	ETF
APO Apollo Global Management	$267,033	$41,767 ▲	18.5%	1,950	0.1%	Finance
SBUX Starbucks	$260,353	$3,139 ▲	1.2%	2,654	0.1%	Retail/Wholesale
VNQ Vanguard Real Estate ETF	$259,490	$4,437 ▼	-1.7%	2,866	0.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$252,831	$7,177 ▼	-2.8%	4,333	0.1%	ETF
FNF Fidelity National Financial	$248,575	$3,644 ▼	-1.4%	3,820	0.1%	Finance
IJR iShares Core S&P Small-Cap ETF	$246,576	$6,065 ▲	2.5%	2,358	0.1%	ETF
WRB W. R. Berkley	$236,749		0.0%	3,327	0.1%	Finance
IBM International Business Machines	$234,238	$497 ▲	0.2%	942	0.1%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$232,240		0.0%	845	0.1%	ETF
MA Mastercard	$229,297	$7,680 ▲	3.5%	418	0.1%	Business Services
MMM 3M	$223,227		0.0%	1,520	0.1%	Multi-Sector Conglomerates
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF	$220,314	$21,575 ▼	-8.9%	7,148	0.1%	ETF
AFL Aflac	$193,804	$60,598 ▼	-23.8%	1,743	0.1%	Finance
AXP American Express	$171,417	$7,804 ▼	-4.4%	637	0.1%	Finance
CVX Chevron	$169,162	$20,748 ▲	14.0%	1,011	0.1%	Energy
FG F&G Annuities & Life	$168,670	$14,564 ▲	9.5%	4,679	0.1%	Finance
CAG Conagra Brands	$164,767	$4,747 ▲	3.0%	6,178	0.1%	Consumer Staples
OKE ONEOK	$164,196	$3,175 ▲	2.0%	1,655	0.1%	Energy
ABT Abbott Laboratories	$158,517	$8,888 ▲	5.9%	1,195	0.1%	Medical
MCD McDonald's	$155,248	$32,174 ▲	26.1%	497	0.0%	Retail/Wholesale
GE GE Aerospace	$152,114	$3,603 ▼	-2.3%	760	0.0%	Industrials
HON Honeywell International	$149,033	$423 ▲	0.3%	704	0.0%	Multi-Sector Conglomerates
MDYV SPDR S&P 400 Mid Cap Value ETF	$145,316	$1,310 ▼	-0.9%	1,886	0.0%	ETF
TSCO Tractor Supply	$141,772	$9,257 ▲	7.0%	2,573	0.0%	Retail/Wholesale
SCHP Schwab U.S. TIPS ETF	$134,457	$40,982 ▼	-23.4%	5,000	0.0%	ETF
WMT Walmart	$133,177	$3,073 ▲	2.4%	1,517	0.0%	Retail/Wholesale
VOT Vanguard Mid-Cap Growth ETF	$125,256	$489 ▲	0.4%	512	0.0%	ETF
VBK Vanguard Small-Cap Growth ETF	$122,108		0.0%	485	0.0%	ETF
SCHD Schwab US Dividend Equity ETF	$116,232	$98,030 ▲	538.6%	4,157	0.0%	ETF
KMI Kinder Morgan	$115,004	$14,351 ▲	14.3%	4,031	0.0%	Energy
CRM Salesforce	$113,331	$45,655 ▲	67.5%	422	0.0%	Computer and Technology
MDYG SPDR S&P 400 Mid Cap Growth ETF	$109,655	$19,865 ▲	22.1%	1,380	0.0%	ETF
LW Lamb Weston	$106,493		0.0%	1,998	0.0%	Consumer Staples
V Visa	$100,582	$5,958 ▲	6.3%	287	0.0%	Business Services
GOOGL Alphabet	$99,897	$74,227 ▼	-42.6%	646	0.0%	Computer and Technology
META Meta Platforms	$99,710	$30,547 ▲	44.2%	173	0.0%	Computer and Technology
TSLA Tesla	$98,481	$27,212 ▼	-21.6%	380	0.0%	Auto/Tires/Trucks
LOW Lowe's Companies	$97,257	$2,799 ▲	3.0%	417	0.0%	Retail/Wholesale
T AT&T	$96,293	$19,145 ▲	24.8%	3,405	0.0%	Computer and Technology
BMO Bank of Montreal	$93,600		0.0%	980	0.0%	Finance
PEP PepsiCo	$93,255	$25,937 ▼	-21.8%	622	0.0%	Consumer Staples
SPAB SPDR Portfolio Aggregate Bond ETF	$93,195	$18,235 ▲	24.3%	3,649	0.0%	ETF
TT Trane Technologies	$89,621	$89,621 ▲	New Holding	266	0.0%	Construction
MRK Merck & Co., Inc.	$88,144	$43,174 ▲	96.0%	982	0.0%	Medical
SLYV SPDR S&P 600 Small Cap Value ETF	$87,573		0.0%	1,117	0.0%	ETF
VZ Verizon Communications	$86,667	$272 ▲	0.3%	1,911	0.0%	Computer and Technology
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$83,466	$2,892 ▲	3.6%	2,511	0.0%	ETF
AMZN Amazon.com	$82,953	$28,539 ▲	52.4%	436	0.0%	Retail/Wholesale
HCA HCA Healthcare	$80,513	$80,513 ▲	New Holding	233	0.0%	Medical
IUSB iShares Core Total USD Bond Market ETF	$79,442		0.0%	1,724	0.0%	Manufacturing
NVDA NVIDIA	$78,684	$301,297 ▼	-79.3%	726	0.0%	Computer and Technology
FLTR VanEck IG Floating Rate ETF	$76,650	$63,875 ▲	500.0%	3,000	0.0%	ETF
PRU Prudential Financial	$76,503	$335 ▲	0.4%	685	0.0%	Finance
VHT Vanguard Health Care ETF	$74,389	$1,059 ▲	1.4%	281	0.0%	ETF
COST Costco Wholesale	$73,771	$8,512 ▼	-10.3%	78	0.0%	Retail/Wholesale
JPIE JPMorgan Income ETF	$73,712	$27,642 ▲	60.0%	1,600	0.0%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$73,372	$20,999 ▲	40.1%	884	0.0%	ETF
MPC Marathon Petroleum	$72,845	$72,845 ▲	New Holding	500	0.0%	Energy
SPEM SPDR Portfolio Emerging Markets ETF	$72,362	$4,055 ▼	-5.3%	1,838	0.0%	ETF
BAX Baxter International	$72,123	$5,374 ▲	8.1%	2,107	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Iron Horse Wealth Management, LLC Top Holdings and 13F Report (2025)

About Iron Horse Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Iron Horse Wealth Management, LLC Top Holdings and 13F Report (2025)

About Iron Horse Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIron Horse Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools