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  Name: Iron Horse Wealth Management LLC
  City: JOHSTON
  State: IA
  Zip: 50131
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $252,675,000
  Total Value Change : $24,372,000
  Securities Held Change : -24
   
All Securities Held : 452
  New Positions : 28
  Closed Positions : 53
  Increased Positions : 69
  Unchanged Positions : 304
  Decreased Positions : 51

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 27     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LII)1 Year Chart         LII Lennox International Inc 35 New $467.14 $261,000 535 0.1% 261,000 535 0.001    Appliances
   (LNT)1 Year Chart         LNT Alliant Energy Corp 53 New $51.99 $124,000 2,465 0.05% 124,000 2,465 0.001    Multi Utilities
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 55 New $262.64 $121,000 465 0.05% 121,000 465 0    Closed - End Fund - E...
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 73 New $86.07 $71,000 666 0.03% 71,000 666 0    N/A
   (CAG)1 Year Chart         CAG ConAgra Foods Inc 80 New $30.42 $59,000 2,000 0.02% 59,000 2,000 0    Food - Major Diversified
   (USD)1 Year Chart         USD Ultra Semiconductor ProShares 111 New $103.21 $29,000 290 0.01% 29,000 290 0    Closed - End Fund - Debt
   (IHDG)1 Year Chart         IHDG Widsom Tree International H... 122 New $46.37 $23,000 503 0.01% 23,000 503 0    N/A
   (CGBL)1 Year Chart         CGBL Capital Group Core Balanced... 121 New $0.00 $23,000 800 0.01% 23,000 800 0.01    N/A
   (BP)1 Year Chart         BP BP Plc (ADR) 162 New $37.76 $13,000 343 0.01% 13,000 343 0    Integrated Oil & Gas
   (DOV)1 Year Chart         DOV Dover Corp 199 New $185.17 $8,000 45 0% 8,000 45 0    Conglomerates
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 238 New $0.00 $5,000 5 0% 5,000 5 0    Semiconductor Equipme...
   (SYY)1 Year Chart         SYY SYSCO Corp 256 New $75.97 $4,000 55 0% 4,000 55 0    Food Wholesale
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 258 New $275.23 $4,000 15 0% 4,000 15 0    Conglomerates
   (GPC)1 Year Chart         GPC Genuine Parts Co 264 New $155.01 $4,000 25 0% 4,000 25 0    Auto Parts Wholesale
   (ORCL)1 Year Chart         ORCL Oracle Corp 284 New $121.63 $3,000 23 0% 3,000 23 0    Application Software
   (BKH)1 Year Chart         BKH Black Hills Corp 273 New $56.87 $3,000 60 0% 3,000 60 0    Electric Utilities
   (CUZ)1 Year Chart         CUZ Cousins Properties Inc 309 New $24.05 $2,000 93 0% 2,000 93 0    REIT - Diversified
   (OTIS)1 Year Chart         OTIS Otis Worldwide Corp 368 New $97.27 $1,000 9 0% 1,000 9 0    N/A
   (VFC)1 Year Chart         VFC VF Corp 381 New $12.79 $1,000 35 0% 1,000 35 0    Textile - Apparel Clo...
   (D)1 Year Chart         D Dominion Energy Inc 356 New $53.22 $1,000 15 0% 1,000 15 0    Electric Utilities
   (CARR)1 Year Chart         CARR Carrier Global Corp 353 New $65.80 $1,000 20 0% 1,000 20 0    N/A
   (O)1 Year Chart         O Realty Income Corp 388 New $55.11 $1,000 20 0% 1,000 20 0    REIT - Retail
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 463 New $92.10 $0 1 0% 0 1 0    Closed - End Fund - E...
   (EMB)1 Year Chart         EMB iShares JPMorgan USD Emerg ... 459 New $89.88 $0 1 0% 0 1 0    Closed - End Fund - E...
   (TOVX)1 Year Chart         TOVX Theriva Biologics Ord Shs 435 New $0.16 $0 365 0% 0 365 0    Biotechnology
   (GIPR)1 Year Chart         GIPR Generation Income Propertie... 465 New $0.00 $0 12 0% 0 12 0    N/A
   (TFLO)1 Year Chart         TFLO Ishares Treasury Floating R... 444 New $0.00 $0 1 0% 0 1 0    N/A

      27 Records Found
  1    
Page 1 of 1
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