Iron Horse Wealth Management, LLC current holdings: USA Stocks
Iron Horse Wealth Management, LLC reported $0.02 billion in share positions in stocks (listed in the US), 361 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are BRKB, AAPL, LII.
- BRKB: Country of operation —; Class CL B NEW; Shares 2,504; Value $1,216,472.
- AAPL: Country of operation United States; Class COM; Shares 5,906; Value $1,211,812.
- LII: Country of operation United States; Class COM; Shares 1,595; Value $914,318.
- WFC: Country of operation United States; Class COM; Shares 9,270; Value $742,674.
Form 13F-HR as filed (SEC CIK 1836270): quarter ended 2025-06-30, filed 2025-07-22. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2,504 | $1,216,472 | 6.24% | 2025-06-30 | 2025-07-22 | ||
| AAPL APPLE INC | United States | COM | 5,906 | $1,211,812 | 6.21% | 2025-06-30 | 2025-07-22 | |
| LII LENNOX INTL INC | United States | COM | 1,595 | $914,318 | 4.69% | 2025-06-30 | 2025-07-22 | -37.17% |
| WFC WELLS FARGO CO NEW | United States | COM | 9,270 | $742,674 | 3.81% | 2025-06-30 | 2025-07-22 | +0.45% |
| MSFT MICROSOFT CORP | United States | COM | 1,093 | $543,697 | 2.79% | 2025-06-30 | 2025-07-22 | +2.32% |
| CTVA CORTEVA INC | United States | COM | 7,117 | $530,430 | 2.72% | 2025-06-30 | 2025-07-22 | +4.48% |
| JNJ JOHNSON & JOHNSON | United States | COM | 3,399 | $519,226 | 2.66% | 2025-06-30 | 2025-07-22 | +75.17% |
| LNT ALLIANT ENERGY CORP | United States | COM | 7,395 | $447,250 | 2.29% | 2025-06-30 | 2025-07-22 | +6.40% |
| META META PLATFORMS INC | United States | CL A | 558 | $411,854 | 2.11% | 2025-06-30 | 2025-07-22 | +0.09% |
| KO COCA COLA CO | United States | COM | 5,154 | $364,650 | 1.87% | 2025-06-30 | 2025-07-22 | +22.74% |
| APO APOLLO GLOBAL MGMT INC | United States | COM | 2,489 | $353,114 | 1.81% | 2025-06-30 | 2025-07-22 | -16.12% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 1,048 | $326,945 | 1.68% | 2025-06-30 | 2025-07-22 | +20.18% |
| JPM JPMORGAN CHASE & CO. | United States | COM | 1,091 | $316,167 | 1.62% | 2025-06-30 | 2025-07-22 | +15.55% |
| DE DEERE & CO | United States | COM | 616 | $313,420 | 1.61% | 2025-06-30 | 2025-07-22 | +33.83% |
| PG PROCTER AND GAMBLE CO | United States | COM | 1,874 | $298,515 | 1.53% | 2025-06-30 | 2025-07-22 | -6.90% |
| PFG PRINCIPAL FINANCIAL GROUP IN | United States | COM | 3,589 | $285,074 | 1.46% | 2025-06-30 | 2025-07-22 | +43.48% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 942 | $277,683 | 1.42% | 2025-06-30 | 2025-07-22 | -25.37% |
| XOMXXXX EXXON MOBIL CORP | COM | 2,387 | $257,351 | 1.32% | 2025-06-30 | 2025-07-22 | ||
| SBUX STARBUCKS CORP | United States | COM | 2,728 | $249,951 | 1.28% | 2025-06-30 | 2025-07-22 | +4.15% |
| WRB BERKLEY W R CORP | United States | COM | 3,327 | $244,435 | 1.25% | 2025-06-30 | 2025-07-22 | -7.15% |
| MMM 3M CO | United States | COM | 1,520 | $231,405 | 1.19% | 2025-06-30 | 2025-07-22 | +10.67% |
| MA MASTERCARD INCORPORATED | United States | CL A | 410 | $230,326 | 1.18% | 2025-06-30 | 2025-07-22 | +0.29% |
| AFL AFLAC INC | United States | COM | 2,144 | $226,106 | 1.16% | 2025-06-30 | 2025-07-22 | +7.78% |
| FNF FIDELITY NATIONAL FINANCIAL | United States | COM SHS | 3,910 | $219,204 | 1.12% | 2025-06-30 | 2025-07-22 | -23.86% |
| AXP AMERICAN EXPRESS CO | United States | COM | 639 | $203,695 | 1.04% | 2025-06-30 | 2025-07-22 | -4.26% |
| GE GE AEROSPACE | United States | COM NEW | 760 | $195,616 | 1.00% | 2025-06-30 | 2025-07-22 | +23.51% |
| ABT ABBOTT LABS | United States | COM | 1,354 | $184,158 | 0.94% | 2025-06-30 | 2025-07-22 | -25.78% |
| AMZN AMAZON COM INC | United States | COM | 792 | $173,757 | 0.89% | 2025-06-30 | 2025-07-22 | +12.43% |
| FG F&G ANNUITIES & LIFE INC | United States | COMMON STOCK | 5,222 | $166,998 | 0.86% | 2025-06-30 | 2025-07-22 | -31.58% |
| HONZZZZ HONEYWELL INTL INC | COM | 704 | $164,038 | 0.84% | 2025-06-30 | 2025-07-22 | ||
| CVX CHEVRON CORP NEW | United States | COM | 1,049 | $150,155 | 0.77% | 2025-06-30 | 2025-07-22 | +42.73% |
| WMT WALMART INC | United States | COM | 1,517 | $148,332 | 0.76% | 2025-06-30 | 2025-07-22 | +9.22% |
| OKE ONEOK INC NEW | United States | COM | 1,805 | $147,375 | 0.76% | 2025-06-30 | 2025-07-22 | +6.41% |
| BAC BANK AMERICA CORP | United States | COM | 3,076 | $145,556 | 0.75% | 2025-06-30 | 2025-07-22 | +16.15% |
| MCD MCDONALDS CORP | United States | COM | 497 | $145,208 | 0.74% | 2025-06-30 | 2025-07-22 | -19.92% |
| V VISA INC | United States | COM CL A | 402 | $142,730 | 0.73% | 2025-06-30 | 2025-07-22 | +3.05% |
| C CITIGROUP INC | United States | COM NEW | 1,580 | $134,490 | 0.69% | 2025-06-30 | 2025-07-22 | +53.67% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 3,011 | $130,278 | 0.67% | 2025-06-30 | 2025-07-22 | +6.26% |
| T AT&T INC | United States | COM | 4,378 | $126,699 | 0.65% | 2025-06-30 | 2025-07-22 | -15.41% |
| CAG CONAGRA BRANDS INC | United States | COM | 6,178 | $126,464 | 0.65% | 2025-06-30 | 2025-07-22 | -30.97% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 704 | $124,796 | 0.64% | 2025-06-30 | 2025-07-22 | +90.16% |
| TSCO TRACTOR SUPPLY CO | United States | COM | 2,340 | $123,482 | 0.63% | 2025-06-30 | 2025-07-22 | -40.29% |
| TSLA TESLA INC | United States | COM | 378 | $120,075 | 0.62% | 2025-06-30 | 2025-07-22 | +11.07% |
| KMI KINDER MORGAN INC DEL | United States | COM | 4,031 | $118,511 | 0.61% | 2025-06-30 | 2025-07-22 | +3.57% |
| AVGO BROADCOM INC | United States | COM | 427 | $117,703 | 0.60% | 2025-06-30 | 2025-07-22 | +28.82% |
| NVDA NVIDIA CORPORATION | United States | COM | 739 | $116,756 | 0.60% | 2025-06-30 | 2025-07-22 | +43.81% |
| TT TRANE TECHNOLOGIES PLC | SHS | 266 | $116,351 | 0.60% | 2025-06-30 | 2025-07-22 | +4.16% | |
| CRM SALESFORCE INC | United States | COM | 423 | $115,262 | 0.59% | 2025-06-30 | 2025-07-22 | -17.38% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 646 | $113,845 | 0.58% | 2025-06-30 | 2025-07-22 | +93.45% |
| BMO BANK MONTREAL QUE | COM | 980 | $108,417 | 0.56% | 2025-06-30 | 2025-07-22 | +53.31% | |
| LW LAMB WESTON HLDGS INC | United States | COM | 1,998 | $103,596 | 0.53% | 2025-06-30 | 2025-07-22 | -16.55% |
| USB US BANCORP DEL | United States | COM NEW | 2,278 | $103,080 | 0.53% | 2025-06-30 | 2025-07-22 | +28.49% |
| CAT CATERPILLAR INC | United States | COM | 247 | $95,888 | 0.49% | 2025-06-30 | 2025-07-22 | +112.94% |
| MU MICRON TECHNOLOGY INC | United States | COM | 760 | $93,670 | 0.48% | 2025-06-30 | 2025-07-22 | +764.16% |
| LOW LOWES COS INC | United States | COM | 417 | $92,520 | 0.47% | 2025-06-30 | 2025-07-22 | -15.60% |
| HCA HCA HEALTHCARE INC | United States | COM | 233 | $89,262 | 0.46% | 2025-06-30 | 2025-07-22 | +12.67% |
| ABBV ABBVIE INC | United States | COM | 476 | $88,355 | 0.45% | 2025-06-30 | 2025-07-22 | +41.84% |
| KKR KKR & CO INC | United States | COM | 662 | $88,066 | 0.45% | 2025-06-30 | 2025-07-22 | -29.96% |
| CG CARLYLE GROUP INC | United States | COM | 1,664 | $85,530 | 0.44% | 2025-06-30 | 2025-07-22 | -22.80% |
| BNY BANK NEW YORK MELLON CORP | United States | COM | 920 | $83,821 | 0.43% | 2025-06-30 | 2025-07-22 | +61.32% |
| MPC MARATHON PETE CORP | United States | COM | 500 | $83,055 | 0.43% | 2025-06-30 | 2025-07-22 | +136.01% |
| PEP PEPSICO INC | United States | COM | 623 | $82,302 | 0.42% | 2025-06-30 | 2025-07-22 | -2.54% |
| CVS CVS HEALTH CORP | United States | COM | 1,129 | $77,878 | 0.40% | 2025-06-30 | 2025-07-22 | +26.27% |
| AMP AMERIPRISE FINL INC | United States | COM | 146 | $77,850 | 0.40% | 2025-06-30 | 2025-07-22 | -6.82% |
| MRK MERCK & CO INC | United States | COM | 982 | $77,735 | 0.40% | 2025-06-30 | 2025-07-22 | +88.58% |
| COST COSTCO WHSL CORP NEW | United States | COM | 77 | $76,225 | 0.39% | 2025-06-30 | 2025-07-22 | -6.60% |
| COR CENCORA INC | United States | COM | 250 | $74,963 | 0.38% | 2025-06-30 | 2025-07-22 | +2.58% |
| PRU PRUDENTIAL FINL INC | United States | COM | 688 | $73,884 | 0.38% | 2025-06-30 | 2025-07-22 | +7.09% |
| BX BLACKSTONE INC | United States | COM | 493 | $73,743 | 0.38% | 2025-06-30 | 2025-07-22 | -23.79% |
| DIS DISNEY WALT CO | United States | COM | 590 | $73,187 | 0.38% | 2025-06-30 | 2025-07-22 | -15.00% |
| AMGN AMGEN INC | United States | COM | 243 | $67,806 | 0.35% | 2025-06-30 | 2025-07-22 | +51.73% |
| WELL WELLTOWER INC | United States | COM | 440 | $67,641 | 0.35% | 2025-06-30 | 2025-07-22 | +51.50% |
| BAX BAXTER INTL INC | United States | COM | 2,107 | $63,800 | 0.33% | 2025-06-30 | 2025-07-22 | -22.46% |
| ADBE ADOBE INC | United States | COM | 160 | $61,901 | 0.32% | 2025-06-30 | 2025-07-22 | -39.73% |
| MRSH MARSH & MCLENNAN COS INC | United States | COM | 279 | $61,001 | 0.31% | 2025-06-30 | 2025-07-22 | -22.05% |
| WES WESTERN MIDSTREAM PARTNERS L | United States | COM UNIT LP INT | 1,495 | $57,857 | 0.30% | 2025-06-30 | 2025-07-22 | +16.12% |
| UI UBIQUITI INC | United States | COM | 132 | $54,338 | 0.28% | 2025-06-30 | 2025-07-22 | +35.87% |
| LLY ELI LILLY & CO | United States | COM | 66 | $51,449 | 0.26% | 2025-06-30 | 2025-07-22 | +51.97% |
| APD AIR PRODS & CHEMS INC | United States | COM | 182 | $51,335 | 0.26% | 2025-06-30 | 2025-07-22 | -1.02% |
| CI THE CIGNA GROUP | United States | COM | 151 | $49,918 | 0.26% | 2025-06-30 | 2025-07-22 | -16.73% |
| HSY HERSHEY CO | United States | COM | 300 | $49,785 | 0.26% | 2025-06-30 | 2025-07-22 | -2.74% |
| PFE PFIZER INC | United States | COM | 2,000 | $48,480 | 0.25% | 2025-06-30 | 2025-07-22 | +18.48% |
| DHR DANAHER CORPORATION | United States | COM | 242 | $47,805 | 0.25% | 2025-06-30 | 2025-07-22 | +14.46% |
| CASY CASEYS GEN STORES INC | United States | COM | 91 | $46,679 | 0.24% | 2025-06-30 | 2025-07-22 | +17.57% |
| VLO VALERO ENERGY CORP | United States | COM | 333 | $44,762 | 0.23% | 2025-06-30 | 2025-07-22 | +188.44% |
| TFC TRUIST FINL CORP | United States | COM | 1,018 | $43,764 | 0.22% | 2025-06-30 | 2025-07-22 | +8.03% |
| PM PHILIP MORRIS INTL INC | United States | COM | 240 | $43,653 | 0.22% | 2025-06-30 | 2025-07-22 | +6.46% |
| YUM YUM BRANDS INC | United States | COM | 293 | $43,392 | 0.22% | 2025-06-30 | 2025-07-22 | -7.05% |
| MPT MEDICAL PPTYS TRUST INC | United States | COM | 10,000 | $43,100 | 0.22% | 2025-06-30 | 2025-07-22 | -18.56% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 87 | $40,293 | 0.21% | 2025-06-30 | 2025-07-22 | +10.60% |
| ETR ENTERGY CORP NEW | United States | COM | 481 | $39,992 | 0.21% | 2025-06-30 | 2025-07-22 | +20.02% |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 129 | $39,784 | 0.20% | 2025-06-30 | 2025-07-22 | -15.11% |
| ORCL ORACLE CORP | United States | COM | 179 | $39,135 | 0.20% | 2025-06-30 | 2025-07-22 | -36.98% |
| BA BOEING CO | United States | COM | 182 | $38,134 | 0.20% | 2025-06-30 | 2025-07-22 | -10.43% |
| MS MORGAN STANLEY | United States | COM NEW | 259 | $36,483 | 0.19% | 2025-06-30 | 2025-07-22 | +36.85% |
| HD HOME DEPOT INC | United States | COM | 99 | $36,297 | 0.19% | 2025-06-30 | 2025-07-22 | -21.44% |
| TJX TJX COS INC NEW | United States | COM | 291 | $35,936 | 0.18% | 2025-06-30 | 2025-07-22 | +8.35% |
| HRL HORMEL FOODS CORP | United States | COM | 1,168 | $35,332 | 0.18% | 2025-06-30 | 2025-07-22 | -34.38% |
| COF CAPITAL ONE FINL CORP | United States | COM | 153 | $32,552 | 0.17% | 2025-06-30 | 2025-07-22 | -7.66% |
| GEV GE VERNOVA INC | United States | COM | 61 | $32,278 | 0.17% | 2025-06-30 | 2025-07-22 | +81.89% |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||