Iron Horse Wealth Management, LLC

CIK 1836270 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$339.0M
#4.816 dari 9.443 berdasarkan nilai 13F · top 51.0%
Posisi
591
Per tanggal
30 Juni 2025 Data per Q2 2025

Nilai portofolio QoQ: +8.8% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
70,17%
Bobot 25 kepemilikan teratas
93,29%
Posisi di atas 1%
16
Jumlah posisi efektif
16,1

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2025: 0,36% Perkiraan pembelian $10.603.176 · penjualan $1.161.009

Posisi baru
52
Meningkat
113
Menurun
72
Tertutup
57
Di halaman ini

Rincian sektor

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%
Lainnya/Tidak terpetakan
94,6%

Portofolio lengkap 591 posisi

Tipe Rentetan Tren 8 kuartal
VYM $35.761.676 10,55% 268.260 $1.875.281 Naik ×2
JPST $35.012.482 10,33% 690.854 $1.902.386 Naik ×2
VOOG $34.027.649 10,04% 85.811 $5.786.054 Naik ×1
VEA $23.131.190 6,82% 405.739 $2.790.891 Naik ×2
SPY SPY $23.103.053 6,82% 37.393 $2.522.455 Naik ×2
SPDW $22.133.775 6,53% 546.648 $2.524.183 Naik ×2
JEPI $17.750.042 5,24% 312.226 $594.606 Naik ×2
VO $15.849.500 4,68% 56.640 $1.550.536 Naik ×2
BBAG $15.722.461 4,64% 340.534 $191.162 Naik ×1
VB $15.392.934 4,54% 64.955 $1.457.145 Naik ×2
VCIT Vanguard Intermediate-Term Corporate Bond ETF $15.225.821 4,49% 183.621 $140.762 Turun ×2
LQD $14.629.035 4,32% 133.464 $198.078 Naik ×1
VWO $13.217.770 3,90% 267.242 $1.374.996 Naik ×2
VOE $10.843.710 3,20% 65.935 $561.754 Naik ×2
AVUV $8.798.803 2,60% 96.584 $974.869 Naik ×1
PFFD $5.736.793 1,69% 304.662 $22.146 Naik ×1
VBR $1.907.910 0,56% 9.784 $75.068 Turun ×2
SPYV $1.460.443 0,43% 27.903 $17.562 Turun ×1
BRKB $1.216.472 0,36% 2.504 $-144.917 Turun ×1
AAPL Apple Inc. - Common Stock $1.211.812 0,36% 5.906 $91.526 Naik ×1
VOO $1.053.128 0,31% 1.854 $94.172 Turun ×1
LII Lennox International, Inc. Common Stock $914.318 0,27% 1.595 $19.794
SPYG $759.623 0,22% 7.969 $109.823 Turun ×2
WFC Wells Fargo & Company Common Stock $742.674 0,22% 9.270 $34.189 Turun ×1
IVV $642.632 0,19% 1.035 $80.170 Naik ×2
VUG $641.379 0,19% 1.463 $152.267 Naik ×1
XYLD $583.075 0,17% 14.974 $-36.714 Turun ×2
MSFT Microsoft Corporation - Common Stock $543.697 0,16% 1.093 $146.889 Naik ×1
CTVA Corteva, Inc. Common Stock $530.430 0,16% 7.117 $482.918 Naik ×1
JNJ Johnson & Johnson Common Stock $519.226 0,15% 3.399 $-43.931 Naik ×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 Naik ×2
IAGG $401.159 0,12% 7.852 $35.232 Naik ×2
KO Coca-Cola Company (The) Common Stock $364.650 0,11% 5.154 $-9.854 Turun ×1
APO Apollo Global Management, Inc. (New) Common Stock $353.114 0,10% 2.489 $86.081 Naik ×2
UNH UnitedHealth Group Incorporated Common Stock (DE) $326.945 0,10% 1.048 $-265.416 Turun ×2
JPM JP Morgan Chase & Co. Common Stock $316.167 0,09% 1.091 $5.738 Turun ×1
DE Deere & Company Common Stock $313.420 0,09% 616 $24.125
SPYD $300.603 0,09% 7.083 $-14.927 Turun ×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 Naik ×1
PFG Principal Financial Group Inc - Common Stock $285.074 0,08% 3.589 $-7.606 Naik ×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 Naik ×1
XOM Exxon Mobil Corporation Common Stock $257.351 0,08% 2.387 $-25.480 Naik ×2
VTI $256.821 0,08% 845 $24.581
SBUX Starbucks Corporation - Common Stock $249.951 0,07% 2.728 $-10.402 Naik ×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 Turun ×1
AFL AFLAC Incorporated Common Stock $226.106 0,07% 2.144 $32.302 Naik ×1
FNF Fidelity National Financial, Inc. Common Stock $219.204 0,06% 3.910 $-29.371 Naik ×1
FLRN $212.722 0,06% 6.900 $-7.592 Turun ×2
AXP American Express Company Common Stock $203.695 0,06% 639 $32.278 Naik ×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 Naik ×2
AMZN Amazon.com, Inc. - Common Stock $173.757 0,05% 792 $90.804 Naik ×2
FG F&G Annuities & Life, Inc. Common Stock $166.998 0,05% 5.222 $-1.672 Naik ×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 Naik ×2
MDYV $148.614 0,04% 1.871 $3.298 Turun ×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 Naik ×2
VOT $145.892 0,04% 513 $20.636 Naik ×2
BAC Bank of America Corporation Common Stock $145.556 0,04% 3.076 $117.347 Naik ×2
MCD McDonald's Corporation Common Stock $145.208 0,04% 497 $-10.040
V Visa Inc. $142.730 0,04% 402 $42.148 Naik ×2
VBK $139.024 0,04% 502 $16.916 Naik ×1
C Citigroup, Inc. Common Stock $134.490 0,04% 1.580 $128.811 Naik ×1
VZ Verizon Communications Inc. Common Stock $130.278 0,04% 3.011 $43.611 Naik ×2
SCHP $129.331 0,04% 4.847 $-5.126 Turun ×2
T AT&T Inc. $126.699 0,04% 4.378 $30.406 Naik ×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 Naik ×1
SCHD $123.584 0,04% 4.664 $7.352 Naik ×2
TSCO Tractor Supply Company - Common Stock $123.482 0,04% 2.340 $-18.290 Turun ×1
MDYG $123.442 0,04% 1.421 $13.787 Naik ×2
TSLA Tesla, Inc. - Common Stock $120.075 0,04% 378 $21.594 Turun ×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 Naik ×1
TT Trane Technologies plc $116.351 0,03% 266 $26.730
CRM Salesforce, Inc. Common Stock $115.262 0,03% 423 $1.931 Naik ×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 Naik ×2
CAT Caterpillar, Inc. Common Stock $95.888 0,03% 247 $47.737 Naik ×1
BND Vanguard Total Bond Market ETF $95.866 0,03% 1.302 $74.198 Naik ×1
MU Micron Technology, Inc. - Common Stock $93.670 0,03% 760 $93.322 Naik ×1
LOW Lowe's Companies, Inc. Common Stock $92.520 0,03% 417 $-4.737
SPAB $92.493 0,03% 3.613 $-702 Turun ×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 Naik ×2
KKR KKR & Co. Inc. Common Stock $88.066 0,03% 662 $87.141 Naik ×1
CG The Carlyle Group Inc. - Common Stock $85.530 0,03% 1.664 Naik ×1
SLYV $84.944 0,03% 1.065 $-2.629 Turun ×1
BK The Bank of New York Mellon Corporation Common Stock $83.821 0,02% 920 $82.144 Naik ×1

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
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%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
VOOG Beli lebih banyak +1K +$5.8M
VEA Beli lebih banyak +6K +$2.8M
SPDW Beli lebih banyak +8K +$2.5M
SPY Beli lebih banyak +602 +$2.5M
JPST Beli lebih banyak +37K +$1.9M
VYM Beli lebih banyak +5K +$1.9M
VO Beli lebih banyak +1K +$1.6M
VB Beli lebih banyak +2K +$1.5M
VWO Beli lebih banyak +6K +$1.4M
AVUV Beli lebih banyak +7K +$975K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
FBND 30 Juni 2025 1.316 $60.075 Tidak lagi dilacak
SAP 31 Maret 2025 232 $57.173 -19,7%
FQAL 30 Juni 2025 877 $56.268 Tidak lagi dilacak
SVOL 30 Juni 2025 2.700 $49.086 Tidak lagi dilacak
FELG 31 Maret 2025 1.313 $46.421 Tidak lagi dilacak
XLP 31 Maret 2025 582 $45.741 Tidak lagi dilacak
FDVV 30 Juni 2025 686 $34.026 Tidak lagi dilacak
NOBL 30 Juni 2025 333 $34.026 Tidak lagi dilacak
GSK 31 Maret 2025 1.000 $33.820 33,6%
DFAT 31 Maret 2025 574 $31.949 Tidak lagi dilacak
ONEQ 30 Juni 2025 407 $27.702
IYE 30 Juni 2025 533 $26.277 Tidak lagi dilacak
JHML 31 Maret 2025 329 $22.915 Tidak lagi dilacak
BUCK 30 Juni 2025 900 $22.212 Tidak lagi dilacak
FCOR 30 Juni 2025 454 $21.320 Tidak lagi dilacak
WBA 31 Maret 2025 2.100 $19.593 Tidak lagi dilacak
VDE 31 Maret 2025 158 $19.167 Tidak lagi dilacak
GME 31 Maret 2025 600 $18.804 -18,8%
IYW 30 Juni 2025 133 $18.679 Tidak lagi dilacak
JAAA 30 Juni 2025 349 $17.698 Tidak lagi dilacak
DGRW 30 Juni 2025 216 $17.250
FXH 30 Juni 2025 146 $15.126 Tidak lagi dilacak
PEJ 30 Juni 2025 307 $14.936 Tidak lagi dilacak
FSMD 30 Juni 2025 370 $14.489 Tidak lagi dilacak
IYH 30 Juni 2025 225 $13.700 Tidak lagi dilacak
BG 31 Maret 2025 170 $13.219 53,8%
STIP 31 Maret 2025 130 $13.078 Tidak lagi dilacak
COWZ 30 Juni 2025 216 $11.828 Tidak lagi dilacak
FTSM 30 Juni 2025 183 $10.951
VPL 31 Maret 2025 150 $10.656 Tidak lagi dilacak
QCRH 31 Maret 2025 119 $9.595 43,3%
GLOB 31 Maret 2025 41 $8.791 -66,6%
SPGP 30 Juni 2025 80 $7.990 Tidak lagi dilacak
CSB 31 Maret 2025 124 $7.363
USFR 30 Juni 2025 133 $6.694 Tidak lagi dilacak
ALIT 31 Maret 2025 915 $6.332 126,9%
GAL 30 Juni 2025 133 $5.961 Tidak lagi dilacak
TCAF 31 Maret 2025 176 $5.856 Tidak lagi dilacak
GOLD 30 Juni 2025 300 $5.832 110,5%
SOXX 30 Juni 2025 28 $5.269 118,4%
FPAG 31 Maret 2025 167 $5.057 Tidak lagi dilacak
FIVE 31 Maret 2025 47 $4.933 222,8%
SRLN 30 Juni 2025 100 $4.113 Tidak lagi dilacak
IVE 30 Juni 2025 20 $3.812 Tidak lagi dilacak
CTAS 31 Maret 2025 20 $3.654 -1,3%
BRO 31 Maret 2025 35 $3.571 -42,1%
MTBA 30 Juni 2025 70 $3.510 Tidak lagi dilacak
SYK 31 Maret 2025 9 $3.240 -11,2%
AZO 31 Maret 2025 1 $3.202 -22,4%
NAIL 30 Juni 2025 51 $3.175 Tidak lagi dilacak
ICE 31 Maret 2025 19 $2.831 -6,7%
EIPI 30 Juni 2025 135 $2.739 Tidak lagi dilacak
CUZ 31 Maret 2025 83 $2.533 -0,2%
ATO 31 Maret 2025 17 $2.368 9,5%
BIIB 31 Maret 2025 15 $2.294 57,6%
FRT 31 Maret 2025 19 $2.127 19,8%
XYL 31 Maret 2025 18 $2.088 -4,7%
ON 31 Maret 2025 32 $2.018 84,6%
ALTM 31 Maret 2025 360 $1.847 Tidak lagi dilacak
USHY 30 Juni 2025 48 $1.767 Tidak lagi dilacak
DVN 31 Maret 2025 53 $1.735 31,4%
AGGY 30 Juni 2025 39 $1.694 Tidak lagi dilacak
BNDX 30 Juni 2025 34 $1.660
DAVA 31 Maret 2025 42 $1.298 -84,3%
TOL 30 Juni 2025 12 $1.267 27,6%
WPP 31 Maret 2025 24 $1.234 -31,1%
ARES 30 Juni 2025 7 $1.026 -17,7%
IAC 30 Juni 2025 22 $1.011 Tidak lagi dilacak
NFLX 30 Juni 2025 1 $933 -94,1%
AMN 31 Maret 2025 35 $837 41,4%
DRI 30 Juni 2025 4 $831 0,1%
DCGO 31 Maret 2025 189 $801 -83,6%
BAH 30 Juni 2025 7 $732 -26,3%
ARCC 30 Juni 2025 33 $731 -9,8%
CRWD 30 Juni 2025 2 $705 -63,2%
MCK 30 Juni 2025 1 $673 16,9%
IRT 30 Juni 2025 30 $637 -5,8%
URI 30 Juni 2025 1 $627 46,9%
DG 31 Maret 2025 8 $607 38,5%
OWL 30 Juni 2025 30 $601 -39,8%
ZION 30 Juni 2025 12 $598 31,8%
FTAI 31 Maret 2025 4 $576 84,2%
TPICQ 31 Maret 2025 294 $556 Tidak lagi dilacak
DAR 30 Juni 2025 17 $531 79,3%
LESL 31 Maret 2025 233 $520 -95,8%
AHR 30 Juni 2025 17 $515 51,9%
MRNA 31 Maret 2025 12 $499 404,8%
MKC 30 Juni 2025 6 $494 -27,0%
SCHW 30 Juni 2025 6 $470 21,9%
DEM 30 Juni 2025 11 $463 Tidak lagi dilacak
DVA 31 Maret 2025 3 $449 14,7%
GBDC 30 Juni 2025 28 $424 -9,9%
DON 30 Juni 2025 8 $396 Tidak lagi dilacak
NCLH 30 Juni 2025 20 $379 -15,1%
CFR 30 Juni 2025 3 $376 28,8%
TDOC 31 Maret 2025 39 $355 -19,3%
DES 30 Juni 2025 11 $352 Tidak lagi dilacak
ONTF 31 Maret 2025 45 $291 Tidak lagi dilacak
INSW 31 Maret 2025 8 $288 203,9%
DNUT 30 Juni 2025 50 $246 22,5%
VRT 30 Juni 2025 3 $217 105,8%
DDOG 30 Juni 2025 2 $198 71,1%
ONON 31 Maret 2025 3 $164 -31,7%
DHI 31 Maret 2025 1 $140 16,7%
AMC 31 Maret 2025 32 $127 -12,7%
BLNK 31 Maret 2025 50 $70 -35,8%
GM 31 Maret 2025 1 $54 86,5%
AMWL 31 Maret 2025 6 $44 47,3%
TOVX 31 Maret 2025 14 $25 Tidak lagi dilacak
AM 31 Maret 2025 1 $15 24,9%