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 $298.00 million in total holdings as of December 31, 2024.
Iron Horse Wealth Management, LLC owns shares of 510 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 4.41% of the portfolio was purchased this quarter.
About 0.21% of the portfolio was sold this quarter.
This quarter, Iron Horse Wealth Management, LLC has purchased 507 new stocks and bought additional shares in 121 stocks.
Iron Horse Wealth Management, LLC sold shares of 42 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Vanguard High Dividend Yield ETF: $32,409,219
Vanguard S&P 500 Growth ETF: $32,326,099
Vanguard Intermediate-Term Corporate Bond ETF: $22,882,966
iShares iBoxx $ Investment Grade Corporate Bond ETF: $21,672,040
JPMorgan BetaBuilders U.S. Aggregate Bond ETF: $21,660,813

Largest New Holdings this Quarter

SAP: $57,173 Holding
FIDELITY COVINGTON TRUST: $46,421 Holding
Consumer Staples Select Sector SPDR Fund: $45,741 Holding
SPDR Dow Jones Industrial Average ETF Trust: $21,701 Holding
Vanguard FTSE All-World ex-US ETF: $20,094 Holding

Largest Purchases this Quarter

Vanguard High Dividend Yield ETF: 8,813 shares (about $1.12M)
Vanguard Intermediate-Term Corporate Bond ETF: 13,423 shares (about $1.08M)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 8,550 shares (about $913.48K)
JPMorgan Equity Premium Income ETF: 15,333 shares (about $882.11K)
SPDR Portfolio Developed World ex-US ETF: 25,229 shares (about $861.07K)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Value ETF: 1,648 shares (about $84.28K)
Simplify Volatility Premium ETF: 2,000 shares (about $41.58K)
Apollo Global Management: 226 shares (about $37.33K)
Vanguard Real Estate ETF: 319 shares (about $28.42K)
iShares Core International Aggregate Bond ETF: 478 shares (about $23.86K)

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	$32,409,219	$1,124,449 ▲	3.6%	254,011	10.9%	ETF
VOOG Vanguard S&P 500 Growth ETF	$32,326,099	$712,720 ▲	2.3%	88,308	10.8%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$22,882,966	$1,077,464 ▲	4.9%	285,075	7.7%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$21,672,040	$913,481 ▲	4.4%	202,846	7.3%	Finance
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	$21,660,813	$767,924 ▲	3.7%	479,434	7.3%	ETF
SPY SPDR S&P 500 ETF Trust	$21,190,630	$582,556 ▲	2.8%	36,157	7.1%	Finance
VEA Vanguard FTSE Developed Markets ETF	$17,815,566	$852,821 ▲	5.0%	372,555	6.0%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$17,140,449	$861,065 ▲	5.3%	502,211	5.8%	ETF
JEPI JPMorgan Equity Premium Income ETF	$16,372,790	$882,107 ▲	5.7%	284,596	5.5%	ETF
VB Vanguard Small-Cap ETF	$14,426,376	$417,606 ▲	3.0%	60,040	4.8%	ETF
VO Vanguard Mid-Cap ETF	$14,001,509	$414,948 ▲	3.1%	53,010	4.7%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$10,768,612	$396,096 ▲	3.8%	244,519	3.6%	ETF
VBR Vanguard Small-Cap Value ETF	$9,891,965	$264,174 ▲	2.7%	49,914	3.3%	ETF
VOE Vanguard Mid-Cap Value ETF	$9,812,391	$244,598 ▲	2.6%	60,656	3.3%	ETF
PFFD Global X U.S. Preferred ETF	$8,648,584	$355,004 ▲	4.3%	443,290	2.9%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$1,415,453	$84,279 ▼	-5.6%	27,678	0.5%	ETF
AAPL Apple	$1,267,132	$62,104 ▲	5.2%	5,060	0.4%	Computer and Technology
VOO Vanguard S&P 500 ETF	$994,643	$186,967 ▲	23.1%	1,846	0.3%	ETF
LII Lennox International	$977,927	$325,976 ▲	50.0%	1,605	0.3%	Construction
BRK.B Berkshire Hathaway	$915,270	$1,360 ▼	-0.1%	2,019	0.3%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$749,005	$12,042 ▼	-1.6%	8,521	0.3%	ETF
XYLD Global X S&P 500 Covered Call ETF	$721,115	$1,006 ▼	-0.1%	17,210	0.2%	ETF
WFC Wells Fargo & Company	$689,561	$4,214 ▲	0.6%	9,817	0.2%	Finance
IVV iShares Core S&P 500 ETF	$582,793	$11,774 ▼	-2.0%	990	0.2%	ETF
UNH UnitedHealth Group	$575,163	$6,576 ▲	1.2%	1,137	0.2%	Medical
VUG Vanguard Growth ETF	$565,997	$14,365 ▲	2.6%	1,379	0.2%	ETF
MSFT Microsoft	$542,947	$245,338 ▲	82.4%	1,288	0.2%	Computer and Technology
JNJ Johnson & Johnson	$476,637	$118,870 ▲	33.2%	3,296	0.2%	Medical
NVDA NVIDIA	$470,768	$391,949 ▲	497.3%	3,506	0.2%	Computer and Technology
LNT Alliant Energy	$437,340	$145,780 ▲	50.0%	7,395	0.1%	Utilities
IAGG iShares Core International Aggregate Bond ETF	$350,388	$23,862 ▼	-6.4%	7,019	0.1%	ETF
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$309,252	$173 ▼	-0.1%	7,152	0.1%	ETF
PG Procter & Gamble	$299,034	$11,733 ▲	4.1%	1,784	0.1%	Consumer Staples
KO Coca-Cola	$292,687	$2,179 ▼	-0.7%	4,701	0.1%	Consumer Staples
JPM JPMorgan Chase & Co.	$279,373	$2,398 ▲	0.9%	1,165	0.1%	Finance
IJH iShares Core S&P Mid-Cap ETF	$277,653	$46,732 ▲	20.2%	4,456	0.1%	ETF
VTV Vanguard Value ETF	$272,234		0.0%	1,608	0.1%	ETF
PFG Principal Financial Group	$272,019	$6,580 ▼	-2.4%	3,514	0.1%	Finance
APO Apollo Global Management	$271,688	$37,326 ▼	-12.1%	1,645	0.1%	Finance
DE Deere & Company	$269,632		0.0%	636	0.1%	Industrial Products
IJR iShares Core S&P Small-Cap ETF	$265,006	$43,784 ▲	19.8%	2,300	0.1%	ETF
VNQ Vanguard Real Estate ETF	$259,665	$28,416 ▼	-9.9%	2,915	0.1%	ETF
XOM Exxon Mobil	$252,356	$13,554 ▼	-5.1%	2,346	0.1%	Oils/Energy
VTI Vanguard Total Stock Market ETF	$244,889	$14,490 ▲	6.3%	845	0.1%	ETF
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF	$241,173	$1,444 ▼	-0.6%	7,848	0.1%	ETF
SBUX Starbucks	$239,246	$365 ▲	0.2%	2,622	0.1%	Retail/Wholesale
AFL Aflac	$236,671	$11,378 ▲	5.1%	2,288	0.1%	Finance
FNF Fidelity National Financial	$217,617	$17,461 ▲	8.7%	3,876	0.1%	Finance
GOOGL Alphabet	$213,200	$127,996 ▲	150.2%	1,126	0.1%	Computer and Technology
MA Mastercard	$212,626	$526 ▲	0.2%	404	0.1%	Business Services
IBM International Business Machines	$206,640	$6,595 ▼	-3.1%	940	0.1%	Computer and Technology
AXP American Express	$197,621	$6,528 ▼	-3.2%	666	0.1%	Finance
MMM 3M	$196,217	$61,834 ▲	46.0%	1,520	0.1%	Multi-Sector Conglomerates
TSLA Tesla	$195,862	$3,231 ▲	1.7%	485	0.1%	Auto/Tires/Trucks
JPST JPMorgan Ultra-Short Income ETF	$194,746	$39,443 ▲	25.4%	3,866	0.1%	ETF
WRB W. R. Berkley	$194,696		0.0%	3,327	0.1%	Finance
FG F&G Annuities & Life	$177,171	$43,101 ▲	32.1%	4,275	0.1%	Finance
SCHP Schwab U.S. TIPS ETF	$168,521	$83,976 ▲	99.3%	6,524	0.1%	ETF
CAG Conagra Brands	$166,500	$55,500 ▲	50.0%	6,000	0.1%	Consumer Staples
OKE ONEOK	$162,990		0.0%	1,623	0.1%	Oils/Energy
HON Honeywell International	$158,617	$2,034 ▼	-1.3%	702	0.1%	Multi-Sector Conglomerates
MDYV SPDR S&P 400 Mid Cap Value ETF	$152,621	$2,566 ▼	-1.7%	1,903	0.1%	ETF
VBK Vanguard Small-Cap Growth ETF	$135,829		0.0%	485	0.0%	ETF
WMT Walmart	$133,899	$37,947 ▲	39.5%	1,482	0.0%	Retail/Wholesale
LW Lamb Weston	$133,526	$44,509 ▲	50.0%	1,998	0.0%	Consumer Staples
GE General Electric	$129,763	$16,512 ▼	-11.3%	778	0.0%	Transportation
VOT Vanguard Mid-Cap Growth ETF	$129,413	$5,075 ▼	-3.8%	510	0.0%	ETF
CVX Chevron	$128,443	$7,820 ▼	-5.7%	887	0.0%	Oils/Energy
TSCO Tractor Supply	$127,609	$101,610 ▲	390.8%	2,405	0.0%	Retail/Wholesale
ABT Abbott Laboratories	$127,588	$76,689 ▲	150.7%	1,128	0.0%	Medical
QQQ Invesco QQQ	$123,894	$51,196 ▲	70.4%	242	0.0%	Finance
PEP PepsiCo	$120,842	$14,288 ▲	13.4%	795	0.0%	Consumer Staples
MCD McDonald's	$114,217	$18,843 ▲	19.8%	394	0.0%	Retail/Wholesale
LOW Lowe's Companies	$99,954	$22,212 ▲	28.6%	405	0.0%	Retail/Wholesale
MDYG SPDR S&P 400 Mid CapGrowth ETF	$98,186	$3,997 ▲	4.2%	1,130	0.0%	ETF
SLYV SPDR S&P 600 Small CapValue ETF	$97,458		0.0%	1,117	0.0%	ETF
KMI Kinder Morgan	$96,667		0.0%	3,528	0.0%	Oils/Energy
BMO Bank of Montreal	$95,109		0.0%	980	0.0%	Finance
V Visa	$85,331		0.0%	270	0.0%	Business Services
CRM Salesforce	$84,256		0.0%	252	0.0%	Computer and Technology
PRU Prudential Financial	$80,893	$237 ▲	0.3%	682	0.0%	Finance
COST Costco Wholesale	$79,715		0.0%	87	0.0%	Retail/Wholesale
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$79,410	$98 ▼	-0.1%	2,424	0.0%	ETF
IUSB iShares Core Total USD Bond Market ETF	$77,925		0.0%	1,724	0.0%	Manufacturing
VZ Verizon Communications	$76,200	$6,800 ▲	9.8%	1,905	0.0%	Computer and Technology
SPEM SPDR Portfolio Emerging Markets ETF	$74,476	$1,113 ▼	-1.5%	1,941	0.0%	ETF
AMGN Amgen	$73,580	$1,826 ▼	-2.4%	282	0.0%	Medical
AMP Ameriprise Financial	$73,503		0.0%	138	0.0%	Finance
SPAB SPDR Portfolio Aggregate Bond ETF	$73,346	$375 ▲	0.5%	2,935	0.0%	ETF
PSK SPDR ICE Preferred Securities ETF	$72,677	$330 ▼	-0.5%	2,203	0.0%	ETF
VHT Vanguard Health Care ETF	$70,272	$2,030 ▼	-2.8%	277	0.0%	ETF
META Meta Platforms	$70,261	$5,855 ▲	9.1%	120	0.0%	Computer and Technology
GOOG Alphabet	$68,918	$3,427 ▲	5.2%	362	0.0%	Computer and Technology
LMT Lockheed Martin	$66,003	$26,692 ▲	67.9%	136	0.0%	Aerospace
AVGO Broadcom	$65,524	$232 ▲	0.4%	283	0.0%	Computer and Technology
AMZN Amazon.com	$62,746	$24,572 ▲	64.4%	286	0.0%	Retail/Wholesale
T AT&T	$62,117	$205 ▼	-0.3%	2,728	0.0%	Computer and Technology
DIS Walt Disney	$62,041		0.0%	557	0.0%	Consumer Discretionary
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	$61,776	$15,444 ▲	33.3%	800	0.0%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$61,001	$6,857 ▼	-10.1%	854	0.0%	ETF

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

About MarketBeat

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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