Iron Horse Wealth Management, LLC
CIK: 0001836270SEC EDGAR →
Portfolio Value
$339.0B
Holdings
591
As of
Q2 2025
New Positions
52
Closed Positions
57
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | 268,260 | $35.8B | 10.55% |
| 2 | J P MORGAN EXCHANGE TRADED F | 690,854 | $35.0B | 10.33% |
| 3 | VANGUARD ADMIRAL FDS INC | 85,811 | $34.0B | 10.04% |
| 4 | VANGUARD TAX-MANAGED FDS | 405,739 | $23.1B | 6.82% |
| 5 | SPDR S&P 500 ETF TR | 37,393 | $23.1B | 6.82% |
| 6 | SPDR INDEX SHS FDS | 546,648 | $22.1B | 6.53% |
| 7 | J P MORGAN EXCHANGE TRADED F | 312,226 | $17.8B | 5.24% |
| 8 | VANGUARD INDEX FDS | 56,640 | $15.8B | 4.68% |
| 9 | J P MORGAN EXCHANGE TRADED F | 340,534 | $15.7B | 4.64% |
| 10 | VANGUARD INDEX FDS | 64,955 | $15.4B | 4.54% |
Quarterly Changes
Top Buys
New Positions (52)
$85.5M · 2K shares
$67.6M · 440 shares
$57.9M · 1K shares
$54.3M · 132 shares
$29.9M · 2K shares
$22.7M · 289 shares
$21.7M · 351 shares
$21.1M · 112 shares
$20.2M · 145 shares
$19.3M · 128 shares
$18.6M · 256 shares
$12.6M · 350 shares
$12.2M · 235 shares
$11.7M · 286 shares
$11.1M · 2K shares
$11.0M · 297 shares
$9.8M · 300 shares
$8.3M · 150 shares
$8.0M · 130 shares
$6.7M · 170 shares
$6.2M · 300 shares
$6.2M · 332 shares
$5.1M · 40 shares
$5.0M · 100 shares
$4.9M · 56 shares
$3.9M · 40 shares
$3.8M · 142 shares
$3.4M · 84 shares
$3.2M · 11 shares
$3.0M · 33 shares
$3.0M · 41 shares
$2.9M · 139 shares
$2.5M · 207 shares
$2.1M · 67 shares
$2.1M · 2K shares
$1.7M · 32 shares
$1.6M · 12 shares
$968K · 12 shares
$695K · 11 shares
$679K · 10 shares
$670K · 15 shares
$596K · 614 shares
$230K · 8 shares
$143K · 46 shares
$85K · 70 shares
$47K · 2 shares
$28K · 1K shares
$24K · 11 shares
$24K · 11 shares
$22K · 100 shares
$13K · 18 shares
$3K · 1 shares
Closed Positions (57)
$60.1M · 1K shares
$56.3M · 877 shares
$49.1M · 3K shares
$34.0M · 333 shares
$34.0M · 686 shares
$27.7M · 407 shares
$26.3M · 533 shares
$22.2M · 900 shares
$21.3M · 454 shares
$18.7M · 133 shares
$17.7M · 349 shares
$17.3M · 216 shares
$15.1M · 146 shares
$14.9M · 307 shares
$14.5M · 370 shares
$13.7M · 225 shares
$11.8M · 216 shares
$11.0M · 183 shares
$8.0M · 80 shares
$6.7M · 133 shares
$6.0M · 133 shares
$5.8M · 300 shares
$5.3M · 28 shares
$4.1M · 100 shares
$3.8M · 20 shares
$3.5M · 70 shares
$3.2M · 51 shares
$2.7M · 135 shares
$1.8M · 48 shares
$1.7M · 39 shares
$1.7M · 34 shares
$1.3M · 12 shares
$1.0M · 7 shares
$1.0M · 22 shares
$933K · 1 shares
$831K · 4 shares
$732K · 7 shares
$731K · 33 shares
$705K · 2 shares
$673K · 1 shares
$637K · 30 shares
$627K · 1 shares
$601K · 30 shares
$598K · 12 shares
$531K · 17 shares
$515K · 17 shares
$494K · 6 shares
$470K · 6 shares
$463K · 11 shares
$424K · 28 shares
$396K · 8 shares
$379K · 20 shares
$376K · 3 shares
$352K · 11 shares
$246K · 50 shares
$217K · 3 shares
$198K · 2 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 238 | $323.3B | 95.4% |
| Technology | 61 | $3.1B | 0.9% |
| Industrials | 58 | $2.5B | 0.7% |
| Unknown | 41 | $2.2B | 0.6% |
| Healthcare | 39 | $1.8B | 0.5% |
| Consumer Defensive | 26 | $1.4B | 0.4% |
| Consumer Cyclical | 34 | $1.3B | 0.4% |
| Communication Services | 20 | $949.5M | 0.3% |
| Energy | 23 | $935.0M | 0.3% |
| Basic Materials | 16 | $729.7M | 0.2% |
| Utilities | 16 | $605.4M | 0.2% |
| Real Estate | 19 | $191.1M | 0.1% |