Latest Iron Horse Wealth Management, LLC Stock Portfolio
Iron Horse Wealth Management, LLC Performance:
2025 Q2: 3.33%YTD: 2.99%2024: 1.66%
Performance for 2025 Q2 is 3.33%, and YTD is 2.99%, and 2024 is 1.66%.
About Iron Horse Wealth Management, LLC and 13F Hedge Fund Stock Holdings
Iron Horse Wealth Management, LLC is a hedge fund based in JOHNSTON, IA. On 29-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $336.8 Millions. In it's latest 13F Holdings report, Iron Horse Wealth Management, LLC reported an equity portfolio of $339 Millions as of 30 Jun, 2025.
The top stock holdings of Iron Horse Wealth Management, LLC are VIGI, BBAX, IVOG. The fund has invested 10.6% of it's portfolio in VANGUARD WHITEHALL FDS and 10.3% of portfolio in J P MORGAN EXCHANGE TRADED F.
The fund managers got completely rid off FIDELITY MERRIMACK STR TR (FBND), FIDELITY COVINGTON TRUST (FBCG) and SIMPLIFY EXCHANGE TRADED FUN (AGGH) stocks. They significantly reduced their stock positions in DELTA AIR LINES INC DEL (DAL), HP INC (HPQ) and ISHARES TR (AAXJ). Iron Horse Wealth Management, LLC opened new stock positions in CARLYLE GROUP INC (CG), WELLTOWER INC (WELL) and WESTERN MIDSTREAM PARTNERS L (WES). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY INC (MU), BLACKSTONE INC (BX) and KKR & CO INC (KKR).
The top stock holdings of Iron Horse Wealth Management, LLC are VIGI, BBAX, IVOG. The fund has invested 10.6% of it's portfolio in VANGUARD WHITEHALL FDS and 10.3% of portfolio in J P MORGAN EXCHANGE TRADED F.
The fund managers got completely rid off FIDELITY MERRIMACK STR TR (FBND), FIDELITY COVINGTON TRUST (FBCG) and SIMPLIFY EXCHANGE TRADED FUN (AGGH) stocks. They significantly reduced their stock positions in DELTA AIR LINES INC DEL (DAL), HP INC (HPQ) and ISHARES TR (AAXJ). Iron Horse Wealth Management, LLC opened new stock positions in CARLYLE GROUP INC (CG), WELLTOWER INC (WELL) and WESTERN MIDSTREAM PARTNERS L (WES). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY INC (MU), BLACKSTONE INC (BX) and KKR & CO INC (KKR).
Iron Horse Wealth Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Iron Horse Wealth Management, LLC made a return of 3.33% in the last quarter. In trailing 12 months, it's portfolio return was 3.74%.
New Buys
| Ticker | $ Bought |
|---|---|
| carlyle group inc | 85,530 |
| welltower inc | 67,641 |
| western midstream partners l | 57,857 |
| ubiquiti inc | 54,338 |
| guggenheim strategic opportu | 29,876 |
| vanguard bd index fds | 22,744 |
| sl green rlty corp | 21,727 |
| vanguard admiral fds inc | 21,136 |
New stocks bought by Iron Horse Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| micron technology inc | 18,900 |
| blackstone inc | 9,760 |
| kkr & co inc | 8,175 |
| ishares tr | 6,200 |
| bank new york mellon corp | 4,500 |
| avalonbay cmntys inc | 2,060 |
| citigroup inc | 1,875 |
| ishares tr | 1,580 |
Additions to existing portfolio by Iron Horse Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| hp inc | -94.88 |
| alps etf tr | -88.77 |
| ebay inc. | -73.03 |
| vale s a | -60.00 |
| ishares tr | -48.64 |
| ishares u s etf tr | -44.46 |
| vanguard scottsdale fds | -41.97 |
| boeing co | -38.72 |
Iron Horse Wealth Management, LLC reduced stake in above stock
Sold off
Sector Distribution
Iron Horse Wealth Management, LLC has about 94.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 94.7 |
| Financial Services | 1.2 |
Market Cap. Distribution
Iron Horse Wealth Management, LLC has about 5.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 94.7 |
| LARGE-CAP | 3.1 |
| MEGA-CAP | 2 |
Stocks belong to which Index?
About 4.6% of the stocks held by Iron Horse Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 95.3 |
| S&P 500 | 4.6 |
Iron Horse Wealth Management, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Iron Horse Wealth Management, LLC
Iron Horse Wealth Management, LLC has 584 stocks in it's portfolio. About 70.2% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for Iron Horse Wealth Management, LLC last quarter.
Last Reported on: 22 Jul, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAL | american airls group inc | 0.00 | 311 | 3,489 | unchanged | 0.00 | ||
| AAPL | apple inc | 0.36 | 5,906 | 1,211,810 | added | 17.11 | ||
| AAXJ | ishares tr | 0.01 | 196 | 23,342 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 184 | 9,708 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 158 | 8,936 | reduced | -4.82 | ||
| AAXJ | ishares tr | 0.00 | 123 | 6,555 | added | 28.12 | ||
| AAXJ | ishares tr | 0.00 | 63.00 | 6,334 | added | 6,200 | ||
| AAXJ | ishares tr | 0.00 | 32.00 | 3,343 | added | 45.45 | ||
| AAXJ | ishares tr | 0.00 | 41.00 | 2,980 | new | |||
| AB | alliancebernstein hldg l p | 0.00 | 286 | 11,677 | new | |||
| ABBV | abbvie inc | 0.03 | 476 | 88,355 | added | 78.95 | ||
| ABC | cencora inc | 0.02 | 250 | 74,963 | unchanged | 0.00 | ||
| ABR | arbor realty trust inc | 0.00 | 258 | 2,758 | added | 3.2 | ||
| ABT | abbott labs | 0.05 | 1,354 | 184,158 | added | 13.31 | ||
| ACES | alps etf tr | 0.00 | 52.00 | 2,541 | reduced | -88.77 | ||
| ACHR | archer aviation inc | 0.00 | 465 | 5,045 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.00 | 32.00 | 9,564 | reduced | -8.57 | ||
| ACSG | dbx etf tr | 0.00 | 251 | 5,740 | unchanged | 0.00 | ||
| ACSI | tidal trust i | 0.00 | 96.00 | 4,023 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.02 | 1,724 | 79,701 | unchanged | 0.00 | ||