13FBOX
Iron Horse Wealth Management, LLC · 13F Holdings
Options Calculator Rankings

Iron Horse Wealth Management, LLC

No.5375 Data as of 2025Q2
Latest AUM (Q2 2025)
$354.3M
QoQ Change Q1 2025
+$27.0M+8.2%
Holdings
591
New Buys
51
Adds
113
Reduces
72
Exits
56
Unchanged
355
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2025 ValueQ2 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD WHITEHALL FDSVYM
10.09%10.35%$35.8M268,260$33.9M262,767+5,493+2.09%Add
JJPMORGAN ULTRA-SHORT INCOME ETFJPST
9.88%10.12%$35.0M690,854$33.1M653,962+36,892+5.64%Add
VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG
9.6%8.63%$34.0M85,811$28.2M84,434+1,377+1.63%Add
VVANGUARD FTSEVEA
6.53%6.21%$23.1M405,739$20.3M400,163+5,576+1.39%Add
SSTATE STR SPDR S&P 500 ETF TSPY
6.52%6.29%$23.1M37,393$20.6M36,791+602+1.64%Add
SSPDR INDEX SHS FDSSPDW
6.25%5.99%$22.1M546,648$19.6M538,577+8,071+1.50%Add
JJ P MORGAN EXCHANGE TRADED FJEPI
5.01%5.24%$17.8M312,226$17.2M300,235+11,991+3.99%Add
VVANGUARD MIDVO
4.47%4.37%$15.8M56,640$14.3M55,289+1,351+2.44%Add
JJ P MORGAN EXCHANGE TRADED FBBAG
4.44%4.74%$15.7M340,534$15.5M336,831+3,703+1.10%Add
VVANGUARD INDEX FDSVB
4.34%4.26%$15.4M64,955$13.9M62,845+2,110+3.36%Add
CCABLE ONE INCCABO
4.32%4.83%$15.3M20,000$15.8M20,00000.00%Unchanged
VVANGUARD SCOTTSDALE FDSVCIT
4.3%4.61%$15.2M183,621$15.1M184,504-883-0.48%Reduce
IISHARES TRLQD
4.13%4.41%$14.6M133,464$14.4M132,772+692+0.52%Add
VVANGUARD FSTEVWO
3.73%3.62%$13.2M267,242$11.8M261,661+5,581+2.13%Add
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
3.06%3.14%$10.8M65,935$10.3M64,046+1,889+2.95%Add
AAVANTIS U SAVUV
2.48%2.39%$8.8M96,584$7.8M89,755+6,829+7.61%Add
GGLOBAL X FDSPFFD
1.62%1.75%$5.7M304,662$5.7M300,139+4,523+1.51%Add
VVANGUARD SMALLVBR
0.54%0.56%$1.9M9,784$1.8M9,839-55-0.56%Reduce
SSTATE STREETSPYV
0.41%0.44%$1.5M27,903$1.4M28,253-350-1.24%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
0.34%0.42%$1.2M2,504$1.4M2,556-52-2.03%Reduce
APPLE INCAAPL
0.34%0.34%$1.2M5,906$1.1M5,043+863+17.11%Add
VVANGUARD INDEX FDSVOO
0.3%0.29%$1.1M1,854$958,9561,866-12-0.64%Reduce
LENNOX INTL INCLII
0.26%0.27%$914,3181,595$894,5241,59500.00%Unchanged
SSPDR SERIES TRUSTSPYG
0.21%0.2%$759,6237,969$649,8008,085-116-1.43%Reduce
WELLS FARGO CO NEWWFC
0.21%0.22%$742,6749,270$708,4859,869-599-6.07%Reduce
IISHARES TRIVV
0.18%0.17%$642,6321,035$562,4621,001+34+3.40%Add
VVANGUARD INDEX FDSVUG
0.18%0.15%$641,3791,463$489,1121,319+144+10.92%Add
GGLOBAL X FDSXYLD
0.16%0.19%$583,07514,974$619,78915,695-721-4.59%Reduce
MICROSOFT CORPMSFT
0.15%0.12%$543,6971,093$396,8081,057+36+3.41%Add
CORTEVA INC COMCTVA
0.15%0.01%$530,4307,117$47,512755+6,362+842.65%Add
JOHNSON & JOHNSONJNJ
0.15%0.17%$519,2263,399$563,1573,396+3+0.09%Add
ALLIANT ENERGY CORP COMLNT
0.13%0.15%$447,2507,395$475,8687,39500.00%Unchanged
META PLATFORMS INCMETA
0.12%0.03%$411,854558$99,710173+385+222.54%Add
IISHARES CORE INTERNATIONAL AGGREGATE BOND ETFAGG
0.11%0.11%$401,1597,852$365,9277,320+532+7.27%Add
COCA COLA COKO
0.1%0.11%$364,6505,154$374,5045,229-75-1.43%Reduce
APOLLO GLOBAL MGMT INC COMAPO
0.1%0.08%$353,1142,489$267,0331,950+539+27.64%Add
UNITEDHEALTH GROUP INCUNH
0.09%0.18%$326,9451,048$592,3611,131-83-7.34%Reduce
JPMORGAN CHASE & COJPM
0.09%0.09%$316,1671,091$310,4291,266-175-13.82%Reduce
DEERE & CODE
0.09%0.09%$313,420616$289,29561600.00%Unchanged
SSPDR SERIES TRUSTSPYD
0.08%0.1%$300,6037,083$315,5307,129-46-0.65%Reduce
PROCTER & GAMBLE COPG
0.08%0.1%$298,5151,874$319,3131,87400.00%Unchanged
VVANGUARD INDEX FDSVTV
0.08%0.08%$292,1511,653$271,7201,573+80+5.09%Add
PPRINCIPAL FINANCIAL GROUP INPFG
0.08%0.09%$285,0743,589$292,6803,469+120+3.46%Add
IINTERNATIONAL BUSINESS MACHSIBM
0.08%0.07%$277,683942$234,23894200.00%Unchanged
IISHARES COREIJH
0.08%0.08%$268,7334,333$252,8314,33300.00%Unchanged
IISHARES COREIJR
0.07%0.08%$257,7062,358$246,5762,35800.00%Unchanged
VVANGUARD INDEX FDSVNQ
0.07%0.08%$257,4802,891$259,4902,866+25+0.87%Add
EXXON MOBIL CORPXOM
0.07%0.09%$257,3512,387$282,8312,378+9+0.38%Add
GGENERAL DYNAMICS CORPVTI
0.07%0.07%$256,821845$232,24084500.00%Unchanged
STARBUCKS CORPSBUX
0.07%0.08%$249,9512,728$260,3532,654+74+2.79%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow