Iron Horse Wealth Management, LLC

JOHSTON, IA · CIK 1836270 · 13F filing filed 2025-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$339.0m reported value +8.8% vs Q1 2025

591positions

70.2%in top 10

52 new 111 added 72 reduced 57 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	268,260	$35.8m10.55%	10.55%	Added +5.5k	+5,493 2.1%
2	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	690,854	$35.0m10.33%	10.33%	Added +36.9k	+36,892 5.6%
3	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	85,811	$34.0m10.04%	10.04%	Added +1.4k	+1,377 1.6%
4	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	405,739	$23.1m6.82%	6.82%	Added +5.6k	+5,576 1.4%
5	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	37,393	$23.1m6.82%	6.82%	Added +602	+602 1.6%
6	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	546,648	$22.1m6.53%	6.53%	Added +8.1k	+8,071 1.5%
7	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	312,226	$17.8m5.24%	5.24%	Added +12.0k	+11,991 4.0%
8	VANGUARD INDEX FDS MID CAP ETF VO	VO	56,640	$15.8m4.68%	4.68%	Added +1.4k	+1,351 2.4%
9	J P MORGAN EXCHANGE TRADED F BETABUILDERS US BBAG	BBAG	340,534	$15.7m4.64%	4.64%	Added +3.7k	+3,703 1.1%
10	VANGUARD INDEX FDS SMALL CP ETF VB	VB	64,955	$15.4m4.54%	4.54%	Added +2.1k	+2,110 3.4%
11	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	183,621	$15.2m4.49%	4.49%	Reduced -883	-883 -0.5%
12	ISHARES TR IBOXX INV CP ETF LQD	LQD	133,464	$14.6m4.32%	4.32%	Added +692	+692 0.5%
13	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	267,242	$13.2m3.90%	3.90%	Added +5.6k	+5,581 2.1%
14	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	65,935	$10.8m3.20%	3.20%	Added +1.9k	+1,889 3.0%
15	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	96,584	$8.8m2.60%	2.60%	Added +6.8k	+6,829 7.6%
16	GLOBAL X FDS US PFD ETF PFFD	PFFD	304,662	$5.7m1.69%	1.69%	Added +4.5k	+4,523 1.5%
17	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	9,784	$1.9m0.56%	0.56%	Reduced -55	-55 -0.6%
18	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	27,903	$1.5m0.43%	0.43%	Reduced -350	-350 -1.2%
19	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,504	$1.2m0.36%	0.36%	Reduced -52	-52 -2.0%
20	APPLE INC COM AAPL	AAPL	5,906	$1.2m0.36%	0.36%	Added +863	+863 17.1%
21	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,854	$1.1m0.31%	0.31%	Reduced -12	-12 -0.6%
22	LENNOX INTL INC COM LII	LII	1,595	$914.3k0.27%	0.27%	Unchanged
23	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	7,969	$759.6k0.22%	0.22%	Reduced -116	-116 -1.4%
24	WELLS FARGO CO NEW COM WFC	WFC	9,270	$742.7k0.22%	0.22%	Reduced -599	-599 -6.1%
25	ISHARES TR CORE S&P500 ETF IVV	IVV	1,035	$642.6k0.19%	0.19%	Added +34	+34 3.4%
26	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	1,463	$641.4k0.19%	0.19%	Added +144	+144 10.9%
27	GLOBAL X FDS S&P 500 COVERED XYLD	XYLD	14,974	$583.1k0.17%	0.17%	Reduced -721	-721 -4.6%
28	MICROSOFT CORP COM MSFT	MSFT	1,093	$543.7k0.16%	0.16%	Added +36	+36 3.4%
29	CORTEVA INC COM CTVA	CTVA	7,117	$530.4k0.16%	0.16%	Added +6.4k	+6,362 842.6%
30	JOHNSON & JOHNSON COM JNJ	JNJ	3,399	$519.2k0.15%	0.15%	Added +3	+3 0.1%
31	ALLIANT ENERGY CORP COM LNT	LNT	7,395	$447.2k0.13%	0.13%	Unchanged
32	META PLATFORMS INC CL A META	META	558	$411.9k0.12%	0.12%	Added +385	+385 222.5%
33	ISHARES TR CORE INTL AGGR IAGG	IAGG	7,852	$401.2k0.12%	0.12%	Added +532	+532 7.3%
34	COCA COLA CO COM KO	KO	5,154	$364.6k0.11%	0.11%	Reduced -75	-75 -1.4%
35	APOLLO GLOBAL MGMT INC COM APO	APO	2,489	$353.1k0.10%	0.10%	Added +539	+539 27.6%
36	UNITEDHEALTH GROUP INC COM UNH	UNH	1,048	$326.9k0.10%	0.10%	Reduced -83	-83 -7.3%
37	JPMORGAN CHASE & CO COM JPM	JPM	1,091	$316.2k0.09%	0.09%	Reduced -175	-175 -13.8%
38	DEERE & CO COM DE	DE	616	$313.4k0.09%	0.09%	Unchanged
39	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	7,083	$300.6k0.09%	0.09%	Reduced -46	-46 -0.7%
40	PROCTER AND GAMBLE CO COM PG	PG	1,874	$298.5k0.09%	0.09%	Unchanged
41	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,653	$292.2k0.09%	0.09%	Added +80	+80 5.1%
42	PRINCIPAL FINANCIAL GROUP IN COM PFG	PFG	3,589	$285.1k0.08%	0.08%	Added +120	+120 3.5%
43	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	942	$277.7k0.08%	0.08%	Unchanged
44	ISHARES TR CORE S&P MCP ETF IJH	IJH	4,333	$268.7k0.08%	0.08%	Unchanged
45	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,358	$257.7k0.08%	0.08%	Unchanged
46	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	2,891	$257.5k0.08%	0.08%	Added +25	+25 0.9%
47	EXXON MOBIL CORP COM XOM	XOM	2,387	$257.4k0.08%	0.08%	Added +9	+9 0.4%
48	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	845	$256.8k0.08%	0.08%	Unchanged
49	STARBUCKS CORP COM SBUX	SBUX	2,728	$250.0k0.07%	0.07%	Added +74	+74 2.8%
50	BERKLEY W R CORP COM WRB	WRB	3,327	$244.4k0.07%	0.07%	Unchanged
51	3M CO COM MMM	MMM	1,520	$231.4k0.07%	0.07%	Unchanged
52	MASTERCARD INCORPORATED CL A MA	MA	410	$230.3k0.07%	0.07%	Reduced -8	-8 -1.9%
53	AFLAC INC COM AFL	AFL	2,144	$226.1k0.07%	0.07%	Added +401	+401 23.0%
54	FIDELITY NATIONAL FINANCIAL FNF GROUP COM FNF	FNF	3,910	$219.2k0.06%	0.06%	Added +90	+90 2.4%
55	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	6,900	$212.7k0.06%	0.06%	Reduced -248	-248 -3.5%
56	AMERICAN EXPRESS CO COM AXP	AXP	639	$203.7k0.06%	0.06%	Added +2	+2 0.3%
57	GE AEROSPACE COM NEW GE	GE	760	$195.6k0.06%	0.06%	Unchanged
58	ABBOTT LABS COM ABT	ABT	1,354	$184.2k0.05%	0.05%	Added +159	+159 13.3%
59	AMAZON COM INC COM AMZN	AMZN	792	$173.8k0.05%	0.05%	Added +356	+356 81.7%
60	F&G ANNUITIES & LIFE INC COMMON STOCK FG	FG	5,222	$167.0k0.05%	0.05%	Added +543	+543 11.6%
61	HONEYWELL INTL INC COM COM		704	$164.0k0.05%	0.05%	Unchanged
62	CHEVRON CORP NEW COM CVX	CVX	1,049	$150.2k0.04%	0.04%	Added +38	+38 3.8%
63	SPDR SER TR S&P 400 MDCP VAL MDYV	MDYV	1,871	$148.6k0.04%	0.04%	Reduced -15	-15 -0.8%
64	WALMART INC COM WMT	WMT	1,517	$148.3k0.04%	0.04%	Unchanged
65	ONEOK INC NEW COM OKE	OKE	1,805	$147.4k0.04%	0.04%	Added +150	+150 9.1%
66	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	513	$145.9k0.04%	0.04%	Added +1	+1 0.2%
67	BANK AMERICA CORP COM BAC	BAC	3,076	$145.6k0.04%	0.04%	Added +2.4k	+2,400 355.0%
68	MCDONALDS CORP COM MCD	MCD	497	$145.2k0.04%	0.04%	Unchanged
69	VISA INC COM CL A V	V	402	$142.7k0.04%	0.04%	Added +115	+115 40.1%
70	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	502	$139.0k0.04%	0.04%	Added +17	+17 3.5%
71	CITIGROUP INC COM NEW C	C	1,580	$134.5k0.04%	0.04%	Added +1.5k	+1,500 1875.0%
72	VERIZON COMMUNICATIONS INC COM VZ	VZ	3,011	$130.3k0.04%	0.04%	Added +1.1k	+1,100 57.6%
73	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	4,847	$129.3k0.04%	0.04%	Reduced -153	-153 -3.1%
74	AT&T INC COM T	T	4,378	$126.7k0.04%	0.04%	Added +973	+973 28.6%
75	CONAGRA BRANDS INC COM CAG	CAG	6,178	$126.5k0.04%	0.04%	Unchanged
76	ALPHABET INC CAP STK CL C GOOG	GOOG	704	$124.8k0.04%	0.04%	Added +342	+342 94.5%
77	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	4,664	$123.6k0.04%	0.04%	Added +507	+507 12.2%
78	TRACTOR SUPPLY CO COM TSCO	TSCO	2,340	$123.5k0.04%	0.04%	Reduced -233	-233 -9.1%
79	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	1,421	$123.4k0.04%	0.04%	Added +41	+41 3.0%
80	TESLA INC COM TSLA	TSLA	378	$120.1k0.04%	0.04%	Reduced -2	-2 -0.5%
81	KINDER MORGAN INC DEL COM KMI	KMI	4,031	$118.5k0.03%	0.03%	Unchanged
82	BROADCOM INC COM AVGO	AVGO	427	$117.7k0.03%	0.03%	Unchanged
83	NVIDIA CORPORATION COM NVDA	NVDA	739	$116.8k0.03%	0.03%	Added +13	+13 1.8%
84	TRANE TECHNOLOGIES PLC SHS TT	TT	266	$116.4k0.03%	0.03%	Unchanged
85	SALESFORCE INC COM CRM	CRM	423	$115.3k0.03%	0.03%	Added +1	+1 0.2%
86	ALPHABET INC CAP STK CL A GOOGL	GOOGL	646	$113.8k0.03%	0.03%	Unchanged
87	BANK MONTREAL QUE COM BMO	BMO	980	$108.4k0.03%	0.03%	Unchanged
88	LAMB WESTON HLDGS INC COM LW	LW	1,998	$103.6k0.03%	0.03%	Unchanged
89	US BANCORP DEL COM NEW USB	USB	2,278	$103.1k0.03%	0.03%	Added +1.8k	+1,800 376.6%
90	CATERPILLAR INC COM CAT	CAT	247	$95.9k0.03%	0.03%	Added +101	+101 69.2%
91	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	1,302	$95.9k0.03%	0.03%	Added +1.0k	+1,007 341.4%
92	MICRON TECHNOLOGY INC COM MU	MU	760	$93.7k0.03%	0.03%	Added +756	+756 18900.0%
93	LOWES COS INC COM LOW	LOW	417	$92.5k0.03%	0.03%	Unchanged
94	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	3,613	$92.5k0.03%	0.03%	Reduced -36	-36 -1.0%
95	HCA HEALTHCARE INC COM HCA	HCA	233	$89.3k0.03%	0.03%	Unchanged
96	ABBVIE INC COM ABBV	ABBV	476	$88.4k0.03%	0.03%	Added +210	+210 79.0%
97	KKR & CO INC COM KKR	KKR	662	$88.1k0.03%	0.03%	Added +654	+654 8175.0%
98	CARLYLE GROUP INC COM CG	CG	1,664	$85.5k0.03%	0.03%	New
99	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	1,065	$84.9k0.03%	0.03%	Reduced -52	-52 -4.7%
100	BANK NEW YORK MELLON CORP COM BNY	BNY	920	$83.8k0.02%	0.02%	Added +900	+900 4500.0%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
FIDELITY MERRIMACK STR TR FBND	FBND	1,316	$60.1k1.3k shares
FIDELITY COVINGTON TRUST FQAL	FQAL	877	$56.3k877 shares
SIMPLIFY EXCHANGE TRADED FUN SVOL	SVOL	2,700	$49.1k2.7k shares
PROSHARES TR NOBL	NOBL	333	$34.0k333 shares
FIDELITY COVINGTON TRUST FDVV	FDVV	686	$34.0k686 shares
FIDELITY COMWLTH TR ONEQ	ONEQ	407	$27.7k407 shares
ISHARES TR IYE	IYE	533	$26.3k533 shares
SIMPLIFY EXCHANGE TRADED FUN BUCK	BUCK	900	$22.2k900 shares
FIDELITY MERRIMACK STR TR FCOR	FCOR	454	$21.3k454 shares
ISHARES TR IYW	IYW	133	$18.7k133 shares
JANUS DETROIT STR TR JAAA	JAAA	349	$17.7k349 shares
WISDOMTREE TR DGRW	DGRW	216	$17.2k216 shares
FIRST TR EXCHANGE TRADED FD FXH	FXH	146	$15.1k146 shares
INVESCO EXCHANGE TRADED FD T PEJ	PEJ	307	$14.9k307 shares
FIDELITY COVINGTON TRUST FSMD	FSMD	370	$14.5k370 shares
ISHARES TR IYH	IYH	225	$13.7k225 shares
PACER FDS TR COWZ	COWZ	216	$11.8k216 shares
FIRST TR EXCHANGE-TRADED FD FTSM	FTSM	183	$11.0k183 shares
INVESCO EXCHANGE TRADED FD T SPGP	SPGP	80	$8.0k80 shares
WISDOMTREE TR USFR	USFR	133	$6.7k133 shares
SSGA ACTIVE ETF TR GAL	GAL	133	$6.0k133 shares
BARRICK GOLD CORP		300	$5.8k300 shares
ISHARES TR SOXX	SOXX	28	$5.3k28 shares
SSGA ACTIVE ETF TR SRLN	SRLN	100	$4.1k100 shares
ISHARES TR IVE	IVE	20	$3.8k20 shares