Iron Horse Wealth Management, LLC
CIK: 0001836270SEC EDGAR →
Portfolio Value
$339.0M
Holdings
591
As of
Q2 2025
New Positions
52
Closed Positions
57
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | 268,260 | $35.8M | 10.55% |
| 2 | J P MORGAN EXCHANGE TRADED F | 690,854 | $35.0M | 10.33% |
| 3 | VANGUARD ADMIRAL FDS INC | 85,811 | $34.0M | 10.04% |
| 4 | VANGUARD TAX-MANAGED FDS | 405,739 | $23.1M | 6.82% |
| 5 | SPDR S&P 500 ETF TR | 37,393 | $23.1M | 6.82% |
| 6 | SPDR INDEX SHS FDS | 546,648 | $22.1M | 6.53% |
| 7 | J P MORGAN EXCHANGE TRADED F | 312,226 | $17.8M | 5.24% |
| 8 | VANGUARD INDEX FDS | 56,640 | $15.8M | 4.68% |
| 9 | J P MORGAN EXCHANGE TRADED F | 340,534 | $15.7M | 4.64% |
| 10 | VANGUARD INDEX FDS | 64,955 | $15.4M | 4.54% |
Quarterly Changes
Top Buys
New Positions (52)
$86K · 2K shares
$68K · 440 shares
$58K · 1K shares
$54K · 132 shares
$30K · 2K shares
$28K · 1K shares
$23K · 289 shares
$22K · 351 shares
$21K · 112 shares
$20K · 145 shares
$19K · 128 shares
$19K · 256 shares
$13K · 350 shares
$12K · 235 shares
$12K · 286 shares
$11K · 2K shares
$11K · 297 shares
$10K · 300 shares
$8K · 150 shares
$8K · 130 shares
$7K · 170 shares
$6K · 300 shares
$6K · 332 shares
$5K · 40 shares
$5K · 100 shares
$5K · 56 shares
$4K · 40 shares
$4K · 142 shares
$3K · 84 shares
$3K · 11 shares
$3K · 33 shares
$3K · 41 shares
$3K · 139 shares
$3K · 207 shares
$2K · 67 shares
$2K · 2K shares
$2K · 32 shares
$2K · 12 shares
$968 · 12 shares
$695 · 11 shares
$679 · 10 shares
$670 · 15 shares
$596 · 614 shares
$230 · 8 shares
$143 · 46 shares
$85 · 70 shares
$47 · 2 shares
$24 · 11 shares
$24 · 11 shares
$22 · 100 shares
$13 · 18 shares
$3 · 1 shares
Closed Positions (57)
$60K · 1K shares
$56K · 877 shares
$49K · 3K shares
$34K · 333 shares
$34K · 686 shares
$28K · 407 shares
$26K · 533 shares
$22K · 900 shares
$21K · 454 shares
$19K · 133 shares
$18K · 349 shares
$17K · 216 shares
$15K · 146 shares
$15K · 307 shares
$14K · 370 shares
$14K · 225 shares
$12K · 216 shares
$11K · 183 shares
$8K · 80 shares
$7K · 133 shares
$6K · 133 shares
$6K · 300 shares
$5K · 28 shares
$4K · 100 shares
$4K · 20 shares
$4K · 70 shares
$3K · 51 shares
$3K · 135 shares
$2K · 48 shares
$2K · 39 shares
$2K · 34 shares
$1K · 12 shares
$1K · 7 shares
$1K · 22 shares
$933 · 1 shares
$831 · 4 shares
$732 · 7 shares
$731 · 33 shares
$705 · 2 shares
$673 · 1 shares
$637 · 30 shares
$627 · 1 shares
$601 · 30 shares
$598 · 12 shares
$531 · 17 shares
$515 · 17 shares
$494 · 6 shares
$470 · 6 shares
$463 · 11 shares
$424 · 28 shares
$396 · 8 shares
$379 · 20 shares
$376 · 3 shares
$352 · 11 shares
$246 · 50 shares
$217 · 3 shares
$198 · 2 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 238 | $323.3M | 95.3% |
| Technology | 61 | $3.1M | 0.9% |
| Industrials | 58 | $2.5M | 0.7% |
| Unknown | 41 | $2.2M | 0.7% |
| Healthcare | 39 | $1.8M | 0.5% |
| Consumer Defensive | 26 | $1.4M | 0.4% |
| Consumer Cyclical | 34 | $1.3M | 0.4% |
| Communication Services | 20 | $949K | 0.3% |
| Energy | 23 | $935K | 0.3% |
| Basic Materials | 16 | $730K | 0.2% |
| Utilities | 16 | $605K | 0.2% |
| Real Estate | 19 | $191K | 0.1% |