Iron Horse Wealth Management, LLC
CIK
1836270
Location
JOHSTON, IA
Portfolio Value
Micro
$42,668,353
Diversification
Highly concentrated
Filing Date
Global Rank
#6,651
/ 7,991
▲ 1
Top Industry
Banks - Diversified
7.9%
3Y Alpha vs SPY
-2.2%
Period ended 12 months ago
Filed Jul 22, 2025 · 11mo
19 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.8%
SPY
+76.3%
Annualised alpha
-2.2%
Max drawdown
−17.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
386 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Top Position
54.1%
−0.5 pts
Top 5
63.7%
−1.8 pts
Top 10
69.5%
−2.4 pts
HHI
2,973
Highly concentrated−64
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 54.5% | $23,236,129 |
| Financial Services | 13.6% | $5,806,355 |
| Technology | 7.1% | $3,046,466 |
| Industrials | 5.9% | $2,516,188 |
| Healthcare | 4.5% | $1,913,198 |
| Consumer Defensive | 3.5% | $1,480,329 |
| Consumer Cyclical | 2.9% | $1,224,011 |
| Communication Services | 2.2% | $953,017 |
| Energy | 2.2% | $935,020 |
| Basic Materials | 1.6% | $698,863 |
| Utilities | 1.4% | $598,938 |
| Real Estate | 0.6% | $259,839 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CTVA | Corteva, Inc. | +6,362 | 7,117 | $530,430 | |
| BAC | Bank Of America Corp /De/ | +2,400 | 3,076 | $145,556 | |
| USB | US Bancorp De | +1,800 | 2,278 | $103,079 | |
| C | Citigroup Inc | +1,500 | 1,580 | $134,489 | |
| VZ | Verizon Communications Inc | +1,100 | 3,011 | $130,285 | |
| T | At&T Inc. | +973 | 4,378 | $126,699 | |
| BNY | Bank of New York Mellon Corp | +900 | 920 | $83,821 | |
| AAPL | Apple Inc. | +863 | 5,906 | $1,211,734 | |
| MU | Micron Technology Inc | +756 | 760 | $93,670 | |
| TFC | Truist Financial Corp | +670 | 1,018 | $43,763 | |
| KKR | KKR & Co. Inc. | +654 | 662 | $88,065 | |
| SPY | Spdr S&P 500 ETF Trust | +602 | 37,393 | $23,103,265 | |
| WBD | Warner Bros. Discovery, Inc. | +600 | 857 | $9,821 | |
| FG | F&G Annuities & Life, Inc. | +543 | 5,222 | $166,999 | |
| APO | Apollo Global Management, Inc. | +539 | 2,489 | $353,114 | |
| BX | Blackstone Inc. | +488 | 493 | $73,742 | |
| F | Ford Motor Co | +475 | 1,110 | $12,043 | |
| AFL | Aflac Inc | +401 | 2,144 | $226,106 | |
| META | Meta Platforms, Inc. | +385 | 558 | $411,854 | |
| AMZN | Amazon Com Inc | +356 | 792 | $173,756 | |
| PFE | Pfizer Inc | +336 | 2,000 | $48,480 | |
| HSY | Hershey Co | +271 | 300 | $49,785 | |
| ABBV | AbbVie Inc. | +210 | 476 | $88,355 | |
| ABT | Abbott Laboratories | +159 | 1,354 | $184,157 | |
| OKE | Oneok Inc /New/ | +150 | 1,805 | $147,342 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VALE | Vale S.A. | −1,500 | 1,000 | $9,710 | |
| HPQ | Hp Inc | −1,333 | 72 | $1,761 | |
| WFC | Wells Fargo & Company/Mn | −599 | 9,270 | $742,712 | |
| EBAY | Ebay Inc | −325 | 120 | $8,935 | |
| TSCO | Tractor Supply Co /De/ | −233 | 2,340 | $123,481 | |
| HRL | Hormel Foods Corp /De/ | −206 | 1,168 | $35,332 | |
| JPM | Jpmorgan Chase & Co | −175 | 1,091 | $316,291 | |
| DAL | Delta Air Lines, Inc. | −138 | 6 | $295 | |
| MO | Altria Group, Inc. | −125 | 541 | $31,718 | |
| BA | Boeing Co | −115 | 182 | $38,134 | |
| UNH | Unitedhealth Group Inc | −83 | 1,048 | $326,944 | |
| KO | Coca Cola Co | −75 | 5,154 | $364,645 | |
| BRK-B | Berkshire Hathaway Inc | −52 | 2,504 | $1,216,368 | |
| ORCL | Oracle Corp | −25 | 179 | $39,134 | |
| CCL | Carnival Corp Ltd. | −20 | 77 | $2,165 | |
| DIS | Walt Disney Co | −17 | 590 | $73,165 | |
| CMG | Chipotle Mexican Grill Inc | −11 | 73 | $4,098 | |
| NVO | Novo Nordisk A S | −10 | 70 | $4,831 | |
| TGT | Target Corp | −9 | 313 | $30,877 | |
| TJX | Tjx Companies Inc /De/ | −8 | 291 | $35,935 | |
| UBER | Uber Technologies, Inc | −8 | 340 | $31,722 | |
| MA | Mastercard Inc | −8 | 410 | $230,395 | |
| CARR | CARRIER GLOBAL Corp | −8 | 60 | $4,391 | |
| PLD | Prologis, Inc. | −7 | 97 | $10,196 | |
| MS | Morgan Stanley | −7 | 259 | $36,482 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CG | Carlyle Group Inc. | 1,664 | $85,529 | |
| WELL | Welltower Inc. | 440 | $67,641 | |
| WES | Western Midstream Partners, LP | 1,495 | $57,856 | |
| UI | Ubiquiti Inc. | 132 | $54,337 | |
| GOF | Guggenheim Strategic Opportunities Fund | 2,006 | $29,869 | |
| SLG | Sl Green Realty Corp | 351 | $21,726 | |
| PINS | Pinterest, Inc. | 350 | $12,551 | |
| AB | Alliancebernstein Holding L.P. | 286 | $11,677 | |
| TMC | TMC the metals Co Inc. | 1,675 | $11,055 | |
| SLV | iShares Silver Trust | 300 | $9,843 | |
| DT | Dynatrace, Inc. | 150 | $8,281 | |
| IBIT | iShares Bitcoin Trust ETF | 130 | $7,957 | |
| B | Barrick Mining Corp | 300 | $6,246 | |
| HUT | Hut 8 Corp. | 332 | $6,175 | |
| ETSY | Etsy Inc | 100 | $5,016 | |
| LRCX | Lam Research Corp | 40 | $3,893 | |
| VRSN | Verisign Inc/Ca | 11 | $3,176 | |
| BSTZ | BlackRock Science & Technology Term Trust | 139 | $2,884 | |
| DSL | DoubleLine Income Solutions Fund | 207 | $2,533 | |
| NAK | Northern Dynasty Minerals Ltd | 1,539 | $2,062 | |
| PLTR | Palantir Technologies Inc. | 12 | $1,635 | |
| XYZ | Block, Inc. | 10 | $679 | |
| OCGN | Ocugen, Inc. | 614 | $595 | |
| AMC | Amc Entertainment Holdings, Inc. | 46 | $142 | |
| SNDL | SNDL Inc. | 70 | $84 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
23 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TOL | Toll Brothers, Inc. | 12 | $1,267 | |
| ARES | Ares Management Corp | 7 | $1,026 | |
| DRI | Darden Restaurants Inc | 4 | $831 | |
| IAC | IAC Inc. | 22 | $829 | |
| BAH | Booz Allen Hamilton Holding Corp | 7 | $732 | |
| ARCC | Ares Capital Corp | 33 | $731 | |
| CRWD | CrowdStrike Holdings, Inc. | 2 | $705 | |
| MCK | Mckesson Corp | 1 | $672 | |
| IRT | Independence Realty Trust, Inc. | 30 | $636 | |
| URI | United Rentals, Inc. | 1 | $626 | |
| OWL | Blue Owl Capital Inc. | 30 | $601 | |
| ZION | Zions Bancorporation, National Association /Ut/ | 12 | $598 | |
| DAR | Darling Ingredients Inc. | 17 | $531 | |
| AHR | American Healthcare REIT, Inc. | 17 | $515 | |
| MKC | Mccormick & Co Inc | 6 | $493 | |
| SCHW | Schwab Charles Corp | 6 | $469 | |
| GBDC | GOLUB CAPITAL BDC, Inc. | 28 | $423 | |
| NCLH | Norwegian Cruise Line Holdings Ltd. | 20 | $379 | |
| CFR | Cullen/Frost Bankers, Inc. | 3 | $375 | |
| DNUT | Krispy Kreme, Inc. | 50 | $246 | |
| VRT | Vertiv Holdings Co | 3 | $216 | |
| DDOG | Datadog, Inc. | 2 | $198 | |
| NFLX | Netflix Inc | 1 | $93 | |
| No positions match the current search. | ||||
386 positions ·
$42,668,353 total
· as of Jun 30, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 386 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 37,393 | $23,103,265 | 54.15% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,504 | $1,216,368 | 2.85% | |
| AAPL |
Apple Inc.
Technology
|
Added | 5,906 | $1,211,734 | 2.84% | |
| LII |
Lennox International Inc
Industrials
|
Held | 1,595 | $914,317 | 2.14% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 9,270 | $742,712 | 1.74% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,093 | $543,669 | 1.27% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Added | 7,117 | $530,430 | 1.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,399 | $519,197 | 1.22% | |
| LNT |
Alliant Energy Corp
Utilities
|
Held | 7,395 | $447,175 | 1.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 558 | $411,854 | 0.97% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 5,154 | $364,645 | 0.85% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Added | 2,489 | $353,114 | 0.83% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,048 | $326,944 | 0.77% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,091 | $316,291 | 0.74% | |
| DE |
Deere & Co
Industrials
|
Held | 616 | $313,229 | 0.73% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,874 | $298,565 | 0.70% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
Added | 3,589 | $285,074 | 0.67% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 942 | $277,682 | 0.65% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 2,387 | $257,318 | 0.60% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 2,728 | $249,966 | 0.59% | |
| WRB |
Berkley W R Corp
Financial Services
|
Held | 3,327 | $244,434 | 0.57% | |
| MMM |
3M Co
Industrials
|
Held | 1,520 | $231,404 | 0.54% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 410 | $230,395 | 0.54% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 2,144 | $226,106 | 0.53% | |
| FNF |
Fidelity National Financial, Inc.
Financial Services
|
Added | 3,910 | $211,373 | 0.50% | |
| AXP |
American Express Co
Financial Services
|
Added | 639 | $203,828 | 0.48% | |
| GE |
General Electric Co
Industrials
|
Held | 760 | $195,616 | 0.46% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 1,354 | $184,157 | 0.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 792 | $173,756 | 0.41% | |
| FG |
F&G Annuities & Life, Inc.
Financial Services
|
Added | 5,222 | $166,999 | 0.39% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 704 | $154,521 | 0.36% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,049 | $150,206 | 0.35% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 1,517 | $148,332 | 0.35% | |
| OKE |
Oneok Inc /New/
Energy
|
Added | 1,805 | $147,342 | 0.35% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 3,076 | $145,556 | 0.34% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 497 | $145,208 | 0.34% | |
| V |
Visa Inc.
Financial Services
|
Added | 402 | $142,730 | 0.33% | |
| C |
Citigroup Inc
Financial Services
|
Added | 1,580 | $134,489 | 0.32% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 3,011 | $130,285 | 0.31% | |
| T |
At&T Inc.
Communication Services
|
Added | 4,378 | $126,699 | 0.30% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Held | 6,178 | $126,463 | 0.30% | |
| TSCO |
Tractor Supply Co /De/
Consumer Cyclical
|
Reduced | 2,340 | $123,481 | 0.29% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 378 | $120,075 | 0.28% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Held | 4,031 | $118,511 | 0.28% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 427 | $117,702 | 0.28% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 739 | $116,754 | 0.27% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 266 | $116,351 | 0.27% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 423 | $115,347 | 0.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 646 | $113,844 | 0.27% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
Held | 980 | $108,417 | 0.25% |