Iron Horse Wealth Management, LLC
CIK 1836270 · View on SEC EDGAR ↗
- Portfolio value
- $339.0M
- Positions
- 591
- As of
- June 30, 2025 Data as of Q2 2025
#4,816 of 9,443 by 13F value · top 51.0%
Portfolio value QoQ: +8.8% 13F does not disclose cash
- Top 10 holdings weight
- 70.17%
- Top 25 holdings weight
- 93.29%
- Positions above 1%
- 16
- Effective number of positions
- 16.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2025: 0.36% Est. buys $10,603,176 · sells $1,161,009
- New positions
- 52
- Increased
- 113
- Decreased
- 72
- Closed
- 57
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Financials
0.9%
Technology
0.8%
Industrials
0.8%
Healthcare
0.6%
Financial Services
0.5%
Consumer Staples
0.3%
Energy
0.3%
Materials
0.2%
Utilities
0.2%
Communication Services
0.2%
Consumer Discretionary
0.2%
Retail
0.2%
Consumer products
0.1%
Telecommunication
0.1%
Real Estate
0.1%
Communications
0.0%
Logistics & Transportation
0.0%
Paper & Forest
0.0%
Other/Unmapped
94.6%
Full portfolio 591 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VYM | $35,761,676 | 10.55% | 268,260 | $1,875,281 | Up ×2 | ||
| JPST | $35,012,482 | 10.33% | 690,854 | $1,902,386 | Up ×2 | ||
| VOOG | $34,027,649 | 10.04% | 85,811 | $5,786,054 | Up ×1 | ||
| VEA | $23,131,190 | 6.82% | 405,739 | $2,790,891 | Up ×2 | ||
| SPY SPY | $23,103,053 | 6.82% | 37,393 | $2,522,455 | Up ×2 | ||
| SPDW | $22,133,775 | 6.53% | 546,648 | $2,524,183 | Up ×2 | ||
| JEPI | $17,750,042 | 5.24% | 312,226 | $594,606 | Up ×2 | ||
| VO | $15,849,500 | 4.68% | 56,640 | $1,550,536 | Up ×2 | ||
| BBAG | $15,722,461 | 4.64% | 340,534 | $191,162 | Up ×1 | ||
| VB | $15,392,934 | 4.54% | 64,955 | $1,457,145 | Up ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $15,225,821 | 4.49% | 183,621 | $140,762 | Down ×2 | ||
| LQD | $14,629,035 | 4.32% | 133,464 | $198,078 | Up ×1 | ||
| VWO | $13,217,770 | 3.90% | 267,242 | $1,374,996 | Up ×2 | ||
| VOE | $10,843,710 | 3.20% | 65,935 | $561,754 | Up ×2 | ||
| AVUV | $8,798,803 | 2.60% | 96,584 | $974,869 | Up ×1 | ||
| PFFD | $5,736,793 | 1.69% | 304,662 | $22,146 | Up ×1 | ||
| VBR | $1,907,910 | 0.56% | 9,784 | $75,068 | Down ×2 | ||
| SPYV | $1,460,443 | 0.43% | 27,903 | $17,562 | Down ×1 | ||
| BRKB | $1,216,472 | 0.36% | 2,504 | $-144,917 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $1,211,812 | 0.36% | 5,906 | $91,526 | Up ×1 | ||
| VOO | $1,053,128 | 0.31% | 1,854 | $94,172 | Down ×1 | ||
| LII Lennox International, Inc. Common Stock | $914,318 | 0.27% | 1,595 | $19,794 | |||
| SPYG | $759,623 | 0.22% | 7,969 | $109,823 | Down ×2 | ||
| WFC Wells Fargo & Company Common Stock | $742,674 | 0.22% | 9,270 | $34,189 | Down ×1 | ||
| IVV | $642,632 | 0.19% | 1,035 | $80,170 | Up ×2 | ||
| VUG | $641,379 | 0.19% | 1,463 | $152,267 | Up ×1 | ||
| XYLD | $583,075 | 0.17% | 14,974 | $-36,714 | Down ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $543,697 | 0.16% | 1,093 | $146,889 | Up ×1 | ||
| CTVA Corteva, Inc. Common Stock | $530,430 | 0.16% | 7,117 | $482,918 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $519,226 | 0.15% | 3,399 | $-43,931 | Up ×2 | ||
| LNT Alliant Energy Corporation - Common Stock | $447,250 | 0.13% | 7,395 | $-28,618 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $411,854 | 0.12% | 558 | $312,144 | Up ×2 | ||
| IAGG | $401,159 | 0.12% | 7,852 | $35,232 | Up ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $364,650 | 0.11% | 5,154 | $-9,854 | Down ×1 | ||
| APO Apollo Global Management, Inc. (New) Common Stock | $353,114 | 0.10% | 2,489 | $86,081 | Up ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $326,945 | 0.10% | 1,048 | $-265,416 | Down ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $316,167 | 0.09% | 1,091 | $5,738 | Down ×1 | ||
| DE Deere & Company Common Stock | $313,420 | 0.09% | 616 | $24,125 | |||
| SPYD | $300,603 | 0.09% | 7,083 | $-14,927 | Down ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $298,515 | 0.09% | 1,874 | $-20,798 | |||
| VTV | $292,151 | 0.09% | 1,653 | $20,431 | Up ×1 | ||
| PFG Principal Financial Group Inc - Common Stock | $285,074 | 0.08% | 3,589 | $-7,606 | Up ×1 | ||
| IBM International Business Machines Corporation Common Stock | $277,683 | 0.08% | 942 | $43,445 | |||
| IJH | $268,733 | 0.08% | 4,333 | $15,902 | |||
| IJR | $257,706 | 0.08% | 2,358 | $11,130 | |||
| VNQ | $257,480 | 0.08% | 2,891 | $-2,010 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $257,351 | 0.08% | 2,387 | $-25,480 | Up ×2 | ||
| VTI | $256,821 | 0.08% | 845 | $24,581 | |||
| SBUX Starbucks Corporation - Common Stock | $249,951 | 0.07% | 2,728 | $-10,402 | Up ×2 | ||
| WRB W.R. Berkley Corporation Common Stock | $244,435 | 0.07% | 3,327 | $7,686 | |||
| MMM 3M Company Common Stock | $231,405 | 0.07% | 1,520 | $8,178 | |||
| MA Mastercard Incorporated Common Stock | $230,326 | 0.07% | 410 | $1,029 | Down ×1 | ||
| AFL AFLAC Incorporated Common Stock | $226,106 | 0.07% | 2,144 | $32,302 | Up ×1 | ||
| FNF Fidelity National Financial, Inc. Common Stock | $219,204 | 0.06% | 3,910 | $-29,371 | Up ×1 | ||
| FLRN | $212,722 | 0.06% | 6,900 | $-7,592 | Down ×2 | ||
| AXP American Express Company Common Stock | $203,695 | 0.06% | 639 | $32,278 | Up ×1 | ||
| GE GE Aerospace Common Stock | $195,616 | 0.06% | 760 | $43,502 | |||
| ABT Abbott Laboratories Common Stock | $184,158 | 0.05% | 1,354 | $25,641 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $173,757 | 0.05% | 792 | $90,804 | Up ×2 | ||
| FG F&G Annuities & Life, Inc. Common Stock | $166,998 | 0.05% | 5,222 | $-1,672 | Up ×2 | ||
| HON Honeywell International Inc. - Common Stock | $164,038 | 0.05% | 704 | $15,005 | |||
| CVX Chevron Corporation Common Stock | $150,155 | 0.04% | 1,049 | $-19,007 | Up ×2 | ||
| MDYV | $148,614 | 0.04% | 1,871 | $3,298 | Down ×2 | ||
| WMT Walmart Inc. - Common Stock | $148,332 | 0.04% | 1,517 | $15,155 | |||
| OKE ONEOK, Inc. Common Stock | $147,375 | 0.04% | 1,805 | $-16,821 | Up ×2 | ||
| VOT | $145,892 | 0.04% | 513 | $20,636 | Up ×2 | ||
| BAC Bank of America Corporation Common Stock | $145,556 | 0.04% | 3,076 | $117,347 | Up ×2 | ||
| MCD McDonald's Corporation Common Stock | $145,208 | 0.04% | 497 | $-10,040 | |||
| V Visa Inc. | $142,730 | 0.04% | 402 | $42,148 | Up ×2 | ||
| VBK | $139,024 | 0.04% | 502 | $16,916 | Up ×1 | ||
| C Citigroup, Inc. Common Stock | $134,490 | 0.04% | 1,580 | $128,811 | Up ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $130,278 | 0.04% | 3,011 | $43,611 | Up ×2 | ||
| SCHP | $129,331 | 0.04% | 4,847 | $-5,126 | Down ×2 | ||
| T AT&T Inc. | $126,699 | 0.04% | 4,378 | $30,406 | Up ×2 | ||
| CAG ConAgra Brands, Inc. Common Stock | $126,464 | 0.04% | 6,178 | $-38,303 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $124,796 | 0.04% | 704 | $68,209 | Up ×1 | ||
| SCHD | $123,584 | 0.04% | 4,664 | $7,352 | Up ×2 | ||
| TSCO Tractor Supply Company - Common Stock | $123,482 | 0.04% | 2,340 | $-18,290 | Down ×1 | ||
| MDYG | $123,442 | 0.04% | 1,421 | $13,787 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $120,075 | 0.04% | 378 | $21,594 | Down ×2 | ||
| KMI Kinder Morgan, Inc. Common Stock | $118,511 | 0.03% | 4,031 | $3,507 | |||
| AVGO Broadcom Inc. - Common Stock | $117,703 | 0.03% | 427 | $46,210 | |||
| NVDA NVIDIA Corporation - Common Stock | $116,756 | 0.03% | 739 | $38,072 | Up ×1 | ||
| TT Trane Technologies plc | $116,351 | 0.03% | 266 | $26,730 | |||
| CRM Salesforce, Inc. Common Stock | $115,262 | 0.03% | 423 | $1,931 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $113,845 | 0.03% | 646 | $13,948 | |||
| BMO Bank Of Montreal Common Stock | $108,417 | 0.03% | 980 | $14,817 | |||
| LW Lamb Weston Holdings, Inc. Common Stock | $103,596 | 0.03% | 1,998 | $-2,897 | |||
| USB U.S. Bancorp Common Stock | $103,080 | 0.03% | 2,278 | $82,899 | Up ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $95,888 | 0.03% | 247 | $47,737 | Up ×1 | ||
| BND Vanguard Total Bond Market ETF | $95,866 | 0.03% | 1,302 | $74,198 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $93,670 | 0.03% | 760 | $93,322 | Up ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $92,520 | 0.03% | 417 | $-4,737 | |||
| SPAB | $92,493 | 0.03% | 3,613 | $-702 | Down ×1 | ||
| HCA HCA Healthcare, Inc. Common Stock | $89,262 | 0.03% | 233 | $8,749 | |||
| ABBV AbbVie Inc. Common Stock | $88,355 | 0.03% | 476 | $32,623 | Up ×2 | ||
| KKR KKR & Co. Inc. Common Stock | $88,066 | 0.03% | 662 | $87,141 | Up ×1 | ||
| CG The Carlyle Group Inc. - Common Stock | $85,530 | 0.03% | 1,664 | Up ×1 | |||
| SLYV | $84,944 | 0.03% | 1,065 | $-2,629 | Down ×1 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $83,821 | 0.02% | 920 | $82,144 | Up ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| CG | $85,530 | 1,664 | 0.03% |
| WELL | $67,641 | 440 | 0.02% |
| WES | $57,857 | 1,495 | 0.02% |
| UI | $54,338 | 132 | 0.02% |
| GOF | $29,876 | 2,006 | 0.01% |
| BSV | $22,744 | 289 | 0.01% |
| SLG | $21,727 | 351 | 0.01% |
| VOOV | $21,136 | 112 | 0.01% |
| VTWV | $20,168 | 145 | 0.01% |
| IUSG | $19,251 | 128 | 0.01% |
| SPLV | $18,642 | 256 | 0.01% |
| PINS | $12,551 | 350 | 0.00% |
| GDX | $12,234 | 235 | 0.00% |
| AB | $11,677 | 286 | 0.00% |
| TMC | $11,055 | 1,675 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VOOG | Bought more | +1K | +$5.8M |
| VEA | Bought more | +6K | +$2.8M |
| SPDW | Bought more | +8K | +$2.5M |
| SPY | Bought more | +602 | +$2.5M |
| JPST | Bought more | +37K | +$1.9M |
| VYM | Bought more | +5K | +$1.9M |
| VO | Bought more | +1K | +$1.6M |
| VB | Bought more | +2K | +$1.5M |
| VWO | Bought more | +6K | +$1.4M |
| AVUV | Bought more | +7K | +$975K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FBND | June 30, 2025 | 1,316 | $60,075 | No longer tracked |
| SAP | March 31, 2025 | 232 | $57,173 | -19.7% |
| FQAL | June 30, 2025 | 877 | $56,268 | No longer tracked |
| SVOL | June 30, 2025 | 2,700 | $49,086 | No longer tracked |
| FELG | March 31, 2025 | 1,313 | $46,421 | No longer tracked |
| XLP | March 31, 2025 | 582 | $45,741 | No longer tracked |
| FDVV | June 30, 2025 | 686 | $34,026 | No longer tracked |
| NOBL | June 30, 2025 | 333 | $34,026 | No longer tracked |
| GSK | March 31, 2025 | 1,000 | $33,820 | 33.6% |
| DFAT | March 31, 2025 | 574 | $31,949 | No longer tracked |
| ONEQ | June 30, 2025 | 407 | $27,702 | |
| IYE | June 30, 2025 | 533 | $26,277 | No longer tracked |
| JHML | March 31, 2025 | 329 | $22,915 | No longer tracked |
| BUCK | June 30, 2025 | 900 | $22,212 | No longer tracked |
| FCOR | June 30, 2025 | 454 | $21,320 | No longer tracked |
| WBA | March 31, 2025 | 2,100 | $19,593 | No longer tracked |
| VDE | March 31, 2025 | 158 | $19,167 | No longer tracked |
| GME | March 31, 2025 | 600 | $18,804 | -18.8% |
| IYW | June 30, 2025 | 133 | $18,679 | No longer tracked |
| JAAA | June 30, 2025 | 349 | $17,698 | No longer tracked |
| DGRW | June 30, 2025 | 216 | $17,250 | |
| FXH | June 30, 2025 | 146 | $15,126 | No longer tracked |
| PEJ | June 30, 2025 | 307 | $14,936 | No longer tracked |
| FSMD | June 30, 2025 | 370 | $14,489 | No longer tracked |
| IYH | June 30, 2025 | 225 | $13,700 | No longer tracked |
| BG | March 31, 2025 | 170 | $13,219 | 53.8% |
| STIP | March 31, 2025 | 130 | $13,078 | No longer tracked |
| COWZ | June 30, 2025 | 216 | $11,828 | No longer tracked |
| FTSM | June 30, 2025 | 183 | $10,951 | |
| VPL | March 31, 2025 | 150 | $10,656 | No longer tracked |
| QCRH | March 31, 2025 | 119 | $9,595 | 43.3% |
| GLOB | March 31, 2025 | 41 | $8,791 | -66.6% |
| SPGP | June 30, 2025 | 80 | $7,990 | No longer tracked |
| CSB | March 31, 2025 | 124 | $7,363 | |
| USFR | June 30, 2025 | 133 | $6,694 | No longer tracked |
| ALIT | March 31, 2025 | 915 | $6,332 | 126.9% |
| GAL | June 30, 2025 | 133 | $5,961 | No longer tracked |
| TCAF | March 31, 2025 | 176 | $5,856 | No longer tracked |
| GOLD | June 30, 2025 | 300 | $5,832 | 110.5% |
| SOXX | June 30, 2025 | 28 | $5,269 | 118.4% |
| FPAG | March 31, 2025 | 167 | $5,057 | No longer tracked |
| FIVE | March 31, 2025 | 47 | $4,933 | 222.8% |
| SRLN | June 30, 2025 | 100 | $4,113 | No longer tracked |
| IVE | June 30, 2025 | 20 | $3,812 | No longer tracked |
| CTAS | March 31, 2025 | 20 | $3,654 | -1.3% |
| BRO | March 31, 2025 | 35 | $3,571 | -42.1% |
| MTBA | June 30, 2025 | 70 | $3,510 | No longer tracked |
| SYK | March 31, 2025 | 9 | $3,240 | -11.2% |
| AZO | March 31, 2025 | 1 | $3,202 | -22.4% |
| NAIL | June 30, 2025 | 51 | $3,175 | No longer tracked |
| ICE | March 31, 2025 | 19 | $2,831 | -6.7% |
| EIPI | June 30, 2025 | 135 | $2,739 | No longer tracked |
| CUZ | March 31, 2025 | 83 | $2,533 | -0.2% |
| ATO | March 31, 2025 | 17 | $2,368 | 9.5% |
| BIIB | March 31, 2025 | 15 | $2,294 | 57.6% |
| FRT | March 31, 2025 | 19 | $2,127 | 19.8% |
| XYL | March 31, 2025 | 18 | $2,088 | -4.7% |
| ON | March 31, 2025 | 32 | $2,018 | 84.6% |
| ALTM | March 31, 2025 | 360 | $1,847 | No longer tracked |
| USHY | June 30, 2025 | 48 | $1,767 | No longer tracked |
| DVN | March 31, 2025 | 53 | $1,735 | 31.4% |
| AGGY | June 30, 2025 | 39 | $1,694 | No longer tracked |
| BNDX | June 30, 2025 | 34 | $1,660 | |
| DAVA | March 31, 2025 | 42 | $1,298 | -84.3% |
| TOL | June 30, 2025 | 12 | $1,267 | 27.6% |
| WPP | March 31, 2025 | 24 | $1,234 | -31.1% |
| ARES | June 30, 2025 | 7 | $1,026 | -17.7% |
| IAC | June 30, 2025 | 22 | $1,011 | No longer tracked |
| NFLX | June 30, 2025 | 1 | $933 | -94.1% |
| AMN | March 31, 2025 | 35 | $837 | 41.4% |
| DRI | June 30, 2025 | 4 | $831 | 0.1% |
| DCGO | March 31, 2025 | 189 | $801 | -83.6% |
| BAH | June 30, 2025 | 7 | $732 | -26.3% |
| ARCC | June 30, 2025 | 33 | $731 | -9.8% |
| CRWD | June 30, 2025 | 2 | $705 | -63.2% |
| MCK | June 30, 2025 | 1 | $673 | 16.9% |
| IRT | June 30, 2025 | 30 | $637 | -5.8% |
| URI | June 30, 2025 | 1 | $627 | 46.9% |
| DG | March 31, 2025 | 8 | $607 | 38.5% |
| OWL | June 30, 2025 | 30 | $601 | -39.8% |
| ZION | June 30, 2025 | 12 | $598 | 31.8% |
| FTAI | March 31, 2025 | 4 | $576 | 84.2% |
| TPICQ | March 31, 2025 | 294 | $556 | No longer tracked |
| DAR | June 30, 2025 | 17 | $531 | 79.3% |
| LESL | March 31, 2025 | 233 | $520 | -95.8% |
| AHR | June 30, 2025 | 17 | $515 | 51.9% |
| MRNA | March 31, 2025 | 12 | $499 | 404.8% |
| MKC | June 30, 2025 | 6 | $494 | -27.0% |
| SCHW | June 30, 2025 | 6 | $470 | 21.9% |
| DEM | June 30, 2025 | 11 | $463 | No longer tracked |
| DVA | March 31, 2025 | 3 | $449 | 14.7% |
| GBDC | June 30, 2025 | 28 | $424 | -9.9% |
| DON | June 30, 2025 | 8 | $396 | No longer tracked |
| NCLH | June 30, 2025 | 20 | $379 | -15.1% |
| CFR | June 30, 2025 | 3 | $376 | 28.8% |
| TDOC | March 31, 2025 | 39 | $355 | -19.3% |
| DES | June 30, 2025 | 11 | $352 | No longer tracked |
| ONTF | March 31, 2025 | 45 | $291 | No longer tracked |
| INSW | March 31, 2025 | 8 | $288 | 203.9% |
| DNUT | June 30, 2025 | 50 | $246 | 22.5% |
| VRT | June 30, 2025 | 3 | $217 | 105.8% |
| DDOG | June 30, 2025 | 2 | $198 | 71.1% |
| ONON | March 31, 2025 | 3 | $164 | -31.7% |
| DHI | March 31, 2025 | 1 | $140 | 16.7% |
| AMC | March 31, 2025 | 32 | $127 | -12.7% |
| BLNK | March 31, 2025 | 50 | $70 | -35.8% |
| GM | March 31, 2025 | 1 | $54 | 86.5% |
| AMWL | March 31, 2025 | 6 | $44 | 47.3% |
| TOVX | March 31, 2025 | 14 | $25 | No longer tracked |
| AM | March 31, 2025 | 1 | $15 | 24.9% |