Iron Horse Wealth Management, LLC Top Holdings and 13F Report (2025) About Iron Horse Wealth Management, LLCInvestment ActivityIron Horse Wealth Management, LLC has $339.00 million in total holdings as of June 30, 2025.Iron Horse Wealth Management, LLC owns shares of 591 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.13% of the portfolio was purchased this quarter.About 0.34% of the portfolio was sold this quarter.This quarter, Iron Horse Wealth Management, LLC has purchased 596 new stocks and bought additional shares in 113 stocks.Iron Horse Wealth Management, LLC sold shares of 72 stocks and completely divested from 57 stocks this quarter.Largest Holdings Vanguard High Dividend Yield ETF $35,761,676JPMorgan Ultra-Short Income ETF $35,012,482Vanguard S&P 500 Growth ETF $34,027,649Vanguard FTSE Developed Markets ETF $23,131,190SPDR S&P 500 ETF Trust $23,103,053 Largest New Holdings this Quarter 14316J108 - Carlyle Group $85,530 Holding95040Q104 - Welltower $67,641 Holding958669103 - Western Midstream Partners $57,857 Holding90353W103 - Ubiquiti $54,338 Holding40167F101 - Guggenheim Strategic Opportunities Fund $29,876 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 36,892 shares (about $1.87M)Vanguard High Dividend Yield ETF 5,493 shares (about $732.27K)JPMorgan Equity Premium Income ETF 11,991 shares (about $681.69K)Avantis U.S. Small Cap Value ETF 6,829 shares (about $622.12K)Vanguard S&P 500 Growth ETF 1,377 shares (about $546.04K) Largest Sales this Quarter Vanguard Intermediate-Term Corporate Bond ETF 883 shares (about $73.22K)JPMorgan Chase & Co. 175 shares (about $50.71K)Wells Fargo & Company 599 shares (about $47.99K)HP 1,333 shares (about $32.60K)iShares MSCI USA Min Vol Factor ETF 322 shares (about $30.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIron Horse Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVYMVanguard High Dividend Yield ETF$35,761,676$732,271 ▲2.1%268,26010.5%ETFJPSTJPMorgan Ultra-Short Income ETF$35,012,482$1,869,687 ▲5.6%690,85410.3%ETFVOOGVanguard S&P 500 Growth ETF$34,027,649$546,038 ▲1.6%85,81110.0%ETFVEAVanguard FTSE Developed Markets ETF$23,131,190$317,888 ▲1.4%405,7396.8%ETFSPYSPDR S&P 500 ETF Trust$23,103,053$371,942 ▲1.6%37,3936.8%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$22,133,775$326,795 ▲1.5%546,6486.5%ETFJEPIJPMorgan Equity Premium Income ETF$17,750,042$681,688 ▲4.0%312,2265.2%ETFVOVanguard Mid-Cap ETF$15,849,500$378,049 ▲2.4%56,6404.7%ETFBBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF$15,722,461$170,968 ▲1.1%340,5344.6%ETFVBVanguard Small-Cap ETF$15,392,934$500,024 ▲3.4%64,9554.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$15,225,821$73,218 ▼-0.5%183,6214.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$14,629,035$75,850 ▲0.5%133,4644.3%FinanceVWOVanguard FTSE Emerging Markets ETF$13,217,770$276,036 ▲2.1%267,2423.9%ETFVOEVanguard Mid-Cap Value ETF$10,843,710$310,666 ▲2.9%65,9353.2%ETFAVUVAvantis U.S. Small Cap Value ETF$8,798,803$622,122 ▲7.6%96,5842.6%ETFPFFDGlobal X U.S. Preferred ETF$5,736,793$85,168 ▲1.5%304,6621.7%ETFVBRVanguard Small-Cap Value ETF$1,907,910$10,725 ▼-0.6%9,7840.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,460,443$18,319 ▼-1.2%27,9030.4%ETFBRK.BBerkshire Hathaway$1,216,472$25,262 ▼-2.0%2,5040.4%FinanceAAPLApple$1,211,812$177,073 ▲17.1%5,9060.4%Computer and TechnologyVOOVanguard S&P 500 ETF$1,053,128$6,816 ▼-0.6%1,8540.3%ETFLIILennox International$914,3180.0%1,5950.3%ConstructionSPYGSPDR Portfolio S&P 500 Growth ETF$759,623$11,057 ▼-1.4%7,9690.2%ETFWFCWells Fargo & Company$742,674$47,989 ▼-6.1%9,2700.2%FinanceIVViShares Core S&P 500 ETF$642,632$21,111 ▲3.4%1,0350.2%ETFVUGVanguard Growth ETF$641,379$63,130 ▲10.9%1,4630.2%ETFXYLDGlobal X S&P 500 Covered Call ETF$583,075$28,075 ▼-4.6%14,9740.2%ETFMSFTMicrosoft$543,697$17,908 ▲3.4%1,0930.2%Computer and TechnologyCTVACorteva$530,430$474,160 ▲842.6%7,1170.2%Consumer StaplesJNJJohnson & Johnson$519,226$458 ▲0.1%3,3990.2%MedicalLNTAlliant Energy$447,2500.0%7,3950.1%UtilitiesMETAMeta Platforms$411,854$284,164 ▲222.5%5580.1%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$401,159$27,180 ▲7.3%7,8520.1%ETFKOCocaCola$364,650$5,306 ▼-1.4%5,1540.1%Consumer StaplesAPOApollo Global Management$353,114$76,468 ▲27.6%2,4890.1%FinanceUNHUnitedHealth Group$326,945$25,894 ▼-7.3%1,0480.1%MedicalJPMJPMorgan Chase & Co.$316,167$50,714 ▼-13.8%1,0910.1%FinanceDEDeere & Company$313,4200.0%6160.1%IndustrialsSPYDSPDR Portfolio S&P 500 High Dividend ETF$300,603$1,952 ▼-0.6%7,0830.1%ETFPGProcter & Gamble$298,5150.0%1,8740.1%Consumer StaplesVTVVanguard Value ETF$292,151$14,139 ▲5.1%1,6530.1%ETFPFGPrincipal Financial Group$285,074$9,532 ▲3.5%3,5890.1%FinanceIBMInternational Business Machines$277,6830.0%9420.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$268,7330.0%4,3330.1%ETFIJRiShares Core S&P Small-Cap ETF$257,7060.0%2,3580.1%ETFVNQVanguard Real Estate ETF$257,480$2,227 ▲0.9%2,8910.1%ETFXOMExxon Mobil$257,351$970 ▲0.4%2,3870.1%EnergyVTIVanguard Total Stock Market ETF$256,8210.0%8450.1%ETFSBUXStarbucks$249,951$6,780 ▲2.8%2,7280.1%Retail/WholesaleWRBW.R. Berkley$244,4350.0%3,3270.1%FinanceMMM3M$231,4050.0%1,5200.1%Multi-Sector ConglomeratesMAMastercard$230,326$4,494 ▼-1.9%4100.1%Business ServicesAFLAflac$226,106$42,289 ▲23.0%2,1440.1%FinanceFNFFidelity National Financial$219,204$5,046 ▲2.4%3,9100.1%FinanceFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$212,722$7,646 ▼-3.5%6,9000.1%ETFAXPAmerican Express$203,695$638 ▲0.3%6390.1%FinanceGEGE Aerospace$195,6160.0%7600.1%AerospaceABTAbbott Laboratories$184,158$21,626 ▲13.3%1,3540.1%MedicalAMZNAmazon.com$173,757$78,103 ▲81.7%7920.1%Retail/WholesaleFGF&G Annuities & Life$166,998$17,365 ▲11.6%5,2220.0%FinanceHONHoneywell International$164,0380.0%7040.0%Multi-Sector ConglomeratesCVXChevron$150,155$5,439 ▲3.8%1,0490.0%EnergyMDYVSPDR S&P 400 Mid Cap Value ETF$148,614$1,191 ▼-0.8%1,8710.0%ETFWMTWalmart$148,3320.0%1,5170.0%Retail/WholesaleOKEONEOK$147,375$12,247 ▲9.1%1,8050.0%EnergyVOTVanguard Mid-Cap Growth ETF$145,892$284 ▲0.2%5130.0%ETFBACBank of America$145,556$113,568 ▲355.0%3,0760.0%FinanceMCDMcDonald's$145,2080.0%4970.0%Retail/WholesaleVVisa$142,730$40,831 ▲40.1%4020.0%Business ServicesVBKVanguard Small-Cap Growth ETF$139,024$4,708 ▲3.5%5020.0%ETFCCitigroup$134,490$127,680 ▲1,875.0%1,5800.0%Financial ServicesVZVerizon Communications$130,278$47,594 ▲57.6%3,0110.0%Computer and TechnologySCHPSchwab U.S. TIPS ETF$129,331$4,082 ▼-3.1%4,8470.0%ETFTAT&T$126,699$28,159 ▲28.6%4,3780.0%Computer and TechnologyCAGConagra Brands$126,4640.0%6,1780.0%Consumer StaplesGOOGAlphabet$124,796$60,625 ▲94.5%7040.0%Computer and TechnologySCHDSchwab US Dividend Equity ETF$123,584$13,434 ▲12.2%4,6640.0%ETFTSCOTractor Supply$123,482$12,295 ▼-9.1%2,3400.0%Retail/WholesaleMDYGSPDR S&P 400 Mid Cap Growth ETF$123,442$3,562 ▲3.0%1,4210.0%ETFTSLATesla$120,075$635 ▼-0.5%3780.0%Auto/Tires/TrucksKMIKinder Morgan$118,5110.0%4,0310.0%EnergyAVGOBroadcom$117,7030.0%4270.0%Computer and TechnologyNVDANVIDIA$116,756$2,054 ▲1.8%7390.0%Computer and TechnologyTTTrane Technologies$116,3510.0%2660.0%ConstructionCRMSalesforce$115,262$272 ▲0.2%4230.0%Computer and TechnologyGOOGLAlphabet$113,8450.0%6460.0%Computer and TechnologyBMOBank Of Montreal$108,4170.0%9800.0%FinanceLWLamb Weston$103,5960.0%1,9980.0%Consumer StaplesUSBU.S. Bancorp$103,080$81,450 ▲376.6%2,2780.0%FinanceCATCaterpillar$95,888$39,209 ▲69.2%2470.0%IndustrialsBNDVanguard Total Bond Market ETF$95,866$74,145 ▲341.4%1,3020.0%ETFMUMicron Technology$93,670$93,177 ▲18,900.0%7600.0%Computer and TechnologyLOWLowe's Companies$92,5200.0%4170.0%Retail/WholesaleSPABSPDR Portfolio Aggregate Bond ETF$92,493$922 ▼-1.0%3,6130.0%ETFHCAHCA Healthcare$89,2620.0%2330.0%MedicalABBVAbbVie$88,355$38,980 ▲78.9%4760.0%MedicalKKRKKR & Co. Inc.$88,066$87,002 ▲8,175.0%6620.0%FinanceCGCarlyle Group$85,530$85,530 ▲New Holding1,6640.0%FinanceSLYVSPDR S&P 600 Small Cap Value ETF$84,944$4,148 ▼-4.7%1,0650.0%ETFBKBank of New York Mellon$83,821$81,999 ▲4,500.0%9200.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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