Iron Horse Wealth Management, LLC

CIK

1836270

Location

JOHSTON, IA

Portfolio Value

Micro $42,449,754

Diversification

Highly concentrated

Filing Date

Global Rank

#6,654 / 7,998 ▲ 1 · as of Jun 2025

Top Industry

Banks - Diversified 8.0%

3Y Alpha vs SPY

-2.0%

Period ended 1 year ago

Filed Jul 22, 2025 · 12mo

19 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.3%

SPY

+76.0%

Annualised alpha

-2.0%

Max drawdown

−17.1%

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

385 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

54.4%

−0.6 pts

Top 5

64.0%

−1.9 pts

Top 10

69.8%

−2.5 pts

HHI

3,003

Highly concentrated−71

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	54.7%	$23,236,129	8
Financial Services	13.7%	$5,806,185	61
Technology	7.2%	$3,037,642	57
Industrials	5.9%	$2,521,826	61
Healthcare	4.5%	$1,913,198	40
Consumer Defensive	3.5%	$1,480,329	29
Consumer Cyclical	2.9%	$1,224,011	33
Communication Services	2.2%	$953,017	19
Basic Materials	1.7%	$742,485	16
Energy	1.6%	$677,702	22
Utilities	1.4%	$597,391	18
Real Estate	0.6%	$259,839	21

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
MA	Mastercard Inc	−8	410	$230,395
UBER	Uber Technologies, Inc	−8	340	$31,722
CARR	CARRIER GLOBAL Corp	−8	60	$4,391
TJX	Tjx Companies Inc /De/	−8	291	$35,935
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
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
TOL	Toll Brothers, Inc.	12	$1,267
ARES	Ares Management Corp	7	$1,026
DRI	Darden Restaurants Inc	4	$831
PPLI	People Inc	22	$829
BAH	Booz Allen Hamilton Holding Corp	7	$732
ARCC	Ares Capital Corp	33	$731
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
CRWD	CrowdStrike Holdings, Inc.	2	$176
NFLX	Netflix Inc	1	$93
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

385 positions · $42,449,754 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 385 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	37,393	+602	$23,103,265	+12.3%	54.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,504	-52	$1,216,368	−10.6%	2.87%
AAPL	Apple Inc. Technology	Added	5,906	+863	$1,211,734	+8.2%	2.85%
LII	Lennox International Inc Industrials	Held	1,595	0	$914,317	+2.2%	2.15%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	9,270	-599	$742,712	+4.8%	1.75%
MSFT	Microsoft Corp Technology	Added	1,093	+36	$543,669	+37.0%	1.28%
CTVA	Corteva, Inc. Basic Materials	Added	7,117	+6,362	$530,430	+1016.4%	1.25%
JNJ	Johnson & Johnson Healthcare	Added	3,399	+3	$519,197	−7.8%	1.22%
LNT	Alliant Energy Corp Utilities	Held	7,395	0	$447,175	−6.0%	1.05%
META	Meta Platforms, Inc. Communication Services	Added	558	+385	$411,854	+313.1%	0.97%
KO	Coca Cola Co Consumer Defensive	Reduced	5,154	-75	$364,645	−2.6%	0.86%
APO	Apollo Global Management, Inc. Financial Services	Added	2,489	+539	$353,114	+32.2%	0.83%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,048	-83	$326,944	−44.8%	0.77%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,091	-175	$316,291	+1.8%	0.75%
DE	Deere & Co Industrials	Held	616	0	$313,229	+8.3%	0.74%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,874	0	$298,565	−6.5%	0.70%
PFG	Principal Financial Group Inc Financial Services	Added	3,589	+120	$285,074	−2.6%	0.67%
IBM	International Business Machines Corp Technology	Held	942	0	$277,682	+18.5%	0.65%
SBUX	Starbucks Corp Consumer Cyclical	Added	2,728	+74	$249,966	−4.0%	0.59%
WRB	Berkley W R Corp Financial Services	Held	3,327	0	$244,434	+3.2%	0.58%
MMM	3M Co Industrials	Held	1,520	0	$231,404	+3.7%	0.55%
MA	Mastercard Inc Financial Services	Reduced	410	-8	$230,395	+0.6%	0.54%
AFL	Aflac Inc Financial Services	Added	2,144	+401	$226,106	+16.7%	0.53%
FNF	Fidelity National Financial, Inc. Financial Services	Added	3,910	+90	$211,373	−11.8%	0.50%
AXP	American Express Co Financial Services	Added	639	+2	$203,828	+18.9%	0.48%
GE	General Electric Co Industrials	Held	760	0	$195,616	+28.6%	0.46%
ABT	Abbott Laboratories Healthcare	Added	1,354	+159	$184,157	+16.2%	0.43%
AMZN	Amazon Com Inc Consumer Cyclical	Added	792	+356	$173,756	+109.5%	0.41%
FG	F&G Annuities & Life, Inc. Financial Services	Added	5,222	+543	$166,999	−1.0%	0.39%
HON	Honeywell International Inc Industrials	Held	704	0	$162,057	+10.0%	0.38%
CVX	Chevron Corp Energy	Added	1,049	+38	$150,206	−11.2%	0.35%
WMT	Walmart Inc. Consumer Defensive	Held	1,517	0	$148,332	+11.4%	0.35%
OKE	Oneok Inc /New/ Energy	Added	1,805	+150	$147,342	−10.3%	0.35%
BAC	Bank Of America Corp /De/ Financial Services	Added	3,076	+2,400	$145,556	+416.0%	0.34%
MCD	Mcdonalds Corp Consumer Cyclical	Held	497	0	$145,208	−6.5%	0.34%
V	Visa Inc. Financial Services	Added	402	+115	$142,730	+41.9%	0.34%
C	Citigroup Inc Financial Services	Added	1,580	+1,500	$134,489	+2268.2%	0.32%
VZ	Verizon Communications Inc Communication Services	Added	3,011	+1,100	$130,285	+50.3%	0.31%
T	At&T Inc. Communication Services	Added	4,378	+973	$126,699	+31.6%	0.30%
CAG	Conagra Brands Inc. Consumer Defensive	Held	6,178	0	$126,463	−23.2%	0.30%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	2,340	-233	$123,481	−12.9%	0.29%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	378	-2	$120,075	+21.9%	0.28%
KMI	Kinder Morgan, Inc. Energy	Held	4,031	0	$118,511	+3.0%	0.28%
AVGO	Broadcom Inc. Technology	Held	427	0	$117,702	+64.6%	0.28%
NVDA	Nvidia Corp Technology	Added	739	+13	$116,754	+48.4%	0.28%
TT	Trane Technologies plc Industrials	Held	266	0	$116,351	+29.8%	0.27%
CRM	Salesforce, Inc. Technology	Added	423	+1	$115,347	+1.9%	0.27%
GOOGL	Alphabet Inc. Communication Services	Held	646	0	$113,844	+14.0%	0.27%
BMO	Bank Of Montreal /Can/ Financial Services	Held	980	0	$108,417	+15.8%	0.26%
LW	Lamb Weston Holdings, Inc. Consumer Defensive	Held	1,998	0	$103,596	−2.7%	0.24%