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| Name: |
Iron Horse Wealth Management LLC |
| City: |
JOHSTON |
| State: |
IA |
| Zip: |
50131 |
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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 |
|
BRK.B |
Berkshire Hathaway B |
20 |
- |
$412.76 |
$606,000 |
1,441 |
0.24% |
92,000 |
0 |
0 |
Property & Casualty I... |
|
|
UNH |
Unitedhealth Group Inc |
22 |
- |
$517.55 |
$577,000 |
1,167 |
0.23% |
-37,000 |
0 |
0 |
Health Care Plans |
|
|
IVV |
iShares Core S&P 500 Etf |
24 |
- |
$532.48 |
$476,000 |
905 |
0.19% |
44,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IBM |
International Business Mach... |
50 |
- |
$168.26 |
$128,000 |
670 |
0.05% |
18,000 |
0 |
0.001 |
Diversified Computer ... |
|
|
TSCO |
Tractor Supply Co |
51 |
- |
$275.96 |
$128,000 |
490 |
0.05% |
23,000 |
0 |
0 |
Specialty Retail, Other |
|
|
BMO |
Bank of Montreal (USA) |
60 |
- |
$95.25 |
$96,000 |
980 |
0.04% |
-1,000 |
0 |
0 |
Foreign Money Center ... |
|
|
BAX |
Baxter International Inc |
59 |
- |
$40.93 |
$96,000 |
2,250 |
0.04% |
9,000 |
0 |
0 |
Medical Instruments &... |
|
|
LEVI |
Levi Strauss & Co |
63 |
- |
$22.12 |
$90,000 |
4,500 |
0.04% |
16,000 |
0 |
0.005 |
N/A |
|
|
SLYV |
streetTRACKS Dow Jones US S... |
64 |
- |
$82.53 |
$86,000 |
1,037 |
0.03% |
0 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
VHT |
Vanguard Health Care Vipers |
69 |
- |
$267.23 |
$77,000 |
285 |
0.03% |
6,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
KMI |
Kinder Morgan Inc |
76 |
- |
$19.54 |
$65,000 |
3,528 |
0.03% |
3,000 |
0 |
0 |
Gas Utilities |
|
|
ABC |
AmerisourceBergen Corp |
78 |
- |
$221.81 |
$64,000 |
262 |
0.03% |
10,000 |
0 |
0 |
Drugs Wholesale |
|
|
HON |
Honeywell International Inc |
81 |
- |
$205.06 |
$58,000 |
285 |
0.02% |
-2,000 |
0 |
0 |
Conglomerates |
|
|
MRK |
Merck & Co Inc |
83 |
- |
$131.20 |
$56,000 |
421 |
0.02% |
10,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
COST |
Costco Wholesale Corp |
84 |
- |
$787.04 |
$53,000 |
72 |
0.02% |
5,000 |
0 |
0 |
Discount, Variety Stores |
|
|
DD |
DuPont de Nemours Inc |
85 |
- |
$78.22 |
$52,000 |
678 |
0.02% |
0 |
0 |
0 |
Diversified Chemicals |
|
|
SLYG |
SPDR Dow Jones Wilshire Sma... |
86 |
- |
$88.21 |
$51,000 |
584 |
0.02% |
2,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
DOW |
DOW Inc |
87 |
- |
$59.06 |
$50,000 |
871 |
0.02% |
2,000 |
0 |
0 |
Diversified Chemicals |
|
|
NEAR |
Ishares Short Maturity Bond... |
89 |
- |
$0.00 |
$49,000 |
971 |
0.02% |
0 |
0 |
0 |
N/A |
|
|
BA |
Boeing Co |
88 |
- |
$176.99 |
$49,000 |
254 |
0.02% |
-17,000 |
0 |
0.001 |
Aerospace/Defense - M... |
|
|
CI |
Cigna Corporation |
95 |
- |
$343.28 |
$45,000 |
125 |
0.02% |
8,000 |
0 |
0 |
Health Care Plans |
|
|
NVDA |
NVIDIA Corporation |
94 |
- |
$946.30 |
$45,000 |
50 |
0.02% |
20,000 |
0 |
0 |
Semiconductor - Speci... |
|
|
GSK |
GlaxoSmithKline Plc (ADR) |
96 |
- |
$40.41 |
$43,000 |
1,000 |
0.02% |
6,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
STIP |
Ishares Barclays 0-5 Year T... |
97 |
- |
$99.36 |
$42,000 |
420 |
0.02% |
1,000 |
0 |
0 |
N/A |
|
|
JEPQ |
Jpmorgan Nasdaq Equity Prem... |
99 |
- |
$0.00 |
$40,000 |
740 |
0.02% |
3,000 |
0 |
0.001 |
N/A |
|
|
LMT |
Lockheed Martin Corp |
101 |
- |
$464.08 |
$37,000 |
81 |
0.01% |
0 |
0 |
0 |
Aerospace/Defense - M... |
|
|
JPIE |
Jpmorgan Income Etf |
102 |
- |
$0.00 |
$36,000 |
800 |
0.01% |
0 |
0 |
0.021 |
N/A |
|
|
SVOL |
Simplify Volatility Premium... |
104 |
- |
$0.00 |
$36,000 |
1,600 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
VGLT |
Vanguard Long-Term Governm |
105 |
- |
$57.84 |
$33,000 |
550 |
0.01% |
-1,000 |
0 |
0 |
N/A |
|
|
AMZN |
Amazon.com Inc |
108 |
- |
$185.99 |
$32,000 |
178 |
0.01% |
5,000 |
0 |
0.001 |
Internet Software & S... |
|
|
XLG |
Invesco S&P 500 Top 50 ETF |
109 |
- |
$43.19 |
$32,000 |
750 |
0.01% |
4,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
ESGD |
Ishares Trust Ishares Msci ... |
110 |
- |
$82.01 |
$29,000 |
361 |
0.01% |
2,000 |
0 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
112 |
- |
$172.51 |
$28,000 |
184 |
0.01% |
2,000 |
0 |
0 |
Search Engines & Info... |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
114 |
- |
$0.00 |
$27,000 |
329 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
T |
AT&T Corp |
113 |
- |
$17.33 |
$27,000 |
1,533 |
0.01% |
1,000 |
0 |
0 |
Long Distance Carriers |
|
|
LLY |
Eli Lilly & Co |
116 |
- |
$787.02 |
$26,000 |
33 |
0.01% |
7,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
ADBE |
Adobe Systems Inc |
117 |
- |
$485.35 |
$25,000 |
50 |
0.01% |
-5,000 |
0 |
0 |
Application Software |
|
|
UBER |
Uber Technologies, Inc |
119 |
- |
$66.62 |
$24,000 |
310 |
0.01% |
5,000 |
0 |
0 |
N/A |
|
|
NKE |
Nike Inc B |
120 |
- |
$91.67 |
$24,000 |
256 |
0.01% |
-4,000 |
0 |
0 |
Textile - Apparel Foo... |
|
|
CLX |
Clorox Co |
118 |
- |
$138.41 |
$24,000 |
155 |
0.01% |
2,000 |
0 |
0 |
Cleaning Products |
|
|
AXP |
American Express Co |
126 |
- |
$241.70 |
$23,000 |
100 |
0.01% |
4,000 |
0 |
0 |
Credit Services |
|
|
KR |
Kroger Co |
124 |
- |
$54.38 |
$23,000 |
404 |
0.01% |
5,000 |
0 |
0 |
Grocery Stores |
|
|
EBAY |
eBay Inc |
125 |
- |
$52.42 |
$23,000 |
445 |
0.01% |
4,000 |
0 |
0 |
Internet Software & S... |
|
|
TDS |
Telephone & Data Systems Inc |
130 |
- |
$20.47 |
$20,000 |
1,236 |
0.01% |
-3,000 |
0 |
0 |
Wireless Communications |
|
|
CMDY |
Ishares Bloomberg Roll Sele... |
129 |
- |
$0.00 |
$20,000 |
410 |
0.01% |
1,000 |
0 |
0.002 |
N/A |
|
|
PEAK |
Healthpeak Properties |
133 |
- |
$35.78 |
$19,000 |
1,000 |
0.01% |
-1,000 |
0 |
0 |
REIT - Healthcare Fac... |
|
|
GD |
General Dynamics Corp |
132 |
- |
$294.59 |
$19,000 |
68 |
0.01% |
1,000 |
0 |
0 |
Aerospace/Defense - M... |
|
|
FB |
Meta Platforms Inc |
138 |
- |
$481.54 |
$18,000 |
38 |
0.01% |
5,000 |
0 |
0 |
Internet Service Prov... |
|
|
FDN |
First Trust Dow Jones Inter... |
134 |
- |
$206.39 |
$18,000 |
90 |
0.01% |
1,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
VALE |
Companhia Vale Do Rio Doce ... |
137 |
- |
$12.56 |
$18,000 |
1,440 |
0.01% |
-5,000 |
0 |
0 |
Steel & Iron |
|
|
IEMG |
Ishares Core Msci Emerging ... |
135 |
- |
$54.55 |
$18,000 |
344 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
IPAC |
iShares Core MSCI Pacific ETF |
136 |
- |
$62.71 |
$18,000 |
284 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
WBA |
Walgreens Boots Alliance, Inc. |
141 |
- |
$17.89 |
$17,000 |
800 |
0.01% |
-4,000 |
0 |
0 |
N/A |
|
|
BG |
Bunge Ltd |
140 |
- |
$105.98 |
$17,000 |
170 |
0.01% |
0 |
0 |
0 |
Agricultural & Fertil... |
|
|
BLDR |
Builders Firstsource Inc |
143 |
- |
$171.94 |
$17,000 |
83 |
0.01% |
3,000 |
0 |
0 |
Home Improvement Stores |
|
|
MS |
Morgan Stanley |
139 |
- |
$100.52 |
$17,000 |
182 |
0.01% |
0 |
0 |
0.001 |
Investment Brokerage ... |
|
|
VYMI |
Vanguard International High... |
142 |
- |
$0.00 |
$17,000 |
250 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
149 |
- |
$159.67 |
$16,000 |
86 |
0.01% |
3,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
WING |
Wingstop Inc. |
147 |
- |
$389.18 |
$16,000 |
45 |
0.01% |
4,000 |
0 |
0 |
N/A |
|
|
CHRW |
CH Robinson Worldwide Inc |
145 |
- |
$83.35 |
$16,000 |
210 |
0.01% |
-2,000 |
0 |
0 |
AirDelivery & Freight... |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
151 |
- |
$168.06 |
$15,000 |
88 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
TJX |
TJX Companies Inc |
153 |
- |
$98.48 |
$15,000 |
150 |
0.01% |
1,000 |
0 |
0 |
Discount, Variety Stores |
|
|
RA |
Brookfield Real Assets Inco... |
150 |
- |
$12.68 |
$15,000 |
1,135 |
0.01% |
0 |
0 |
0.004 |
N/A |
|
|
IEUR |
iShares Core MSCI Europe |
152 |
- |
$60.33 |
$15,000 |
267 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
CEG |
Constellation Energy Corp |
160 |
- |
$223.31 |
$14,000 |
75 |
0.01% |
5,000 |
0 |
0 |
N/A |
|
|
MPW |
Medical Properties Trust Inc |
158 |
- |
$5.42 |
$14,000 |
3,000 |
0.01% |
-1,000 |
0 |
0 |
REIT - Healthcare Fac... |
|
|
RCL |
Royal Caribbean Cruises Ltd |
156 |
- |
$140.64 |
$14,000 |
100 |
0.01% |
1,000 |
0 |
0.001 |
Sporting and Park Ent... |
|
|
JNK |
Spdr Lehman Hyb Etf |
161 |
- |
$94.69 |
$13,000 |
140 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
AMGN |
Amgen Inc |
167 |
- |
$319.04 |
$12,000 |
42 |
0% |
0 |
0 |
0 |
Biotechnology |
|
|
HLI |
Houlihan Lokey, Inc. |
170 |
- |
$136.13 |
$12,000 |
96 |
0% |
0 |
0 |
0 |
N/A |
|
|
SCHA |
Schwab Strategic Trust |
168 |
- |
$49.04 |
$12,000 |
250 |
0% |
0 |
0 |
0 |
Closed - End Fund - Debt |
|
|
KRO |
Kronos Worldwide Inc |
169 |
- |
$12.70 |
$12,000 |
1,000 |
0% |
2,000 |
0 |
0 |
Specialty Chemicals |
|
|
AVGO |
Broadcom Limited |
175 |
- |
$1,436.17 |
$11,000 |
8 |
0% |
2,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
WM |
Waste Management Inc |
171 |
- |
$209.00 |
$11,000 |
50 |
0% |
2,000 |
0 |
0 |
Waste Management |
|
|
VPL |
Vanguard Pacific Stock Vipers |
173 |
- |
$75.35 |
$11,000 |
150 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
EXC |
Exelon Corp |
172 |
- |
$38.73 |
$11,000 |
282 |
0% |
1,000 |
0 |
0 |
Multi Utilities |
|
|
QLYS |
Qualys, Inc. |
181 |
- |
$148.67 |
$10,000 |
60 |
0% |
-2,000 |
0 |
0 |
Application Software |
|
|
HLNE |
Hamilton Lane Inc |
180 |
- |
$117.99 |
$10,000 |
85 |
0% |
0 |
0 |
0 |
N/A |
|
|
IWF |
iShares Russell 1000 Growth |
184 |
- |
$344.03 |
$10,000 |
30 |
0% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
SHW |
Sherwin Williams Co |
182 |
- |
$316.37 |
$10,000 |
28 |
0% |
1,000 |
0 |
0 |
General Building Mate... |
|
|
USB |
US Bancorp Delaware |
178 |
- |
$42.22 |
$10,000 |
225 |
0% |
0 |
0 |
0 |
Domestic Regional Banks |
|
|
CDNS |
Cadence Design Systems Inc |
177 |
- |
$293.10 |
$10,000 |
32 |
0% |
1,000 |
0 |
0 |
Technical & System So... |
|
|
USMC |
Principal Us Mega Cap Multi... |
176 |
- |
$0.00 |
$10,000 |
191 |
0% |
1,000 |
0 |
0 |
N/A |
|
|
IFF |
International Flavors & Fra... |
179 |
- |
$96.51 |
$10,000 |
122 |
0% |
0 |
0 |
0 |
Specialty Chemicals |
|
|
PFM |
Invesco Dividend Achievers ... |
187 |
- |
$42.89 |
$9,000 |
204 |
0% |
1,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
ALIT |
Alight, Inc |
195 |
- |
$7.65 |
$9,000 |
915 |
0% |
1,000 |
0 |
0 |
N/A |
|
|
GPIQ |
Goldman Sachs Nasdaq-100 Co... |
186 |
- |
$0.00 |
$9,000 |
200 |
0% |
0 |
0 |
0.005 |
N/A |
|
|
NMFC |
New Mountain Finance Corp |
192 |
- |
$12.58 |
$9,000 |
700 |
0% |
0 |
0 |
0 |
Conglomerates |
|
|
FIVE |
Five Below, Inc |
193 |
- |
$140.67 |
$9,000 |
47 |
0% |
-1,000 |
0 |
0 |
Specialty Retail, Other |
|
|
ESGE |
IShares MSCI EM ESG ETF |
190 |
- |
$34.16 |
$9,000 |
286 |
0% |
0 |
0 |
0 |
N/A |
|
|
BBT |
Truist Financial Corp |
188 |
- |
$35.64 |
$9,000 |
222 |
0% |
1,000 |
0 |
0 |
Domestic Regional Banks |
|
|
NVO |
Novo Nordisk A/S (ADR) |
191 |
- |
$134.66 |
$9,000 |
70 |
0% |
2,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
APPF |
Appfolio Inc |
194 |
- |
$249.87 |
$9,000 |
36 |
0% |
3,000 |
0 |
0 |
N/A |
|
|
NEE |
NextEra Energy |
204 |
- |
$77.05 |
$8,000 |
125 |
0% |
0 |
0 |
0 |
Electric Utilities |
|
|
SHYG |
Ishares 0 5 Year High Yield... |
200 |
- |
$42.32 |
$8,000 |
181 |
0% |
0 |
0 |
0 |
N/A |
|
|
WPC |
WP Carey & Co |
201 |
- |
$59.47 |
$8,000 |
150 |
0% |
-2,000 |
0 |
0 |
Property Management |
|
|
GME |
GameStop A |
196 |
- |
$39.55 |
$8,000 |
600 |
0% |
-3,000 |
0 |
0.001 |
Electronics Stores |
|
|
QCOM |
QUALCOMM Inc |
203 |
- |
$194.61 |
$8,000 |
46 |
0% |
1,000 |
0 |
0 |
Communication Equipment |
|
|
CHKP |
Check Point Software Techno... |
198 |
- |
$149.00 |
$8,000 |
51 |
0% |
0 |
0 |
0 |
Security Software & S... |
|
|
FAST |
Fastenal Co |
206 |
- |
$66.98 |
$8,000 |
100 |
0% |
2,000 |
0 |
0 |
Home Improvement Stores |
|
