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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Iron Horse Wealth Management, LLC

Quarter ended Q1 2023 · Filed January 19, 2023 · Accession 0001836270-23-000001

Total Value
$185,233
Positions
287
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (287)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WHITEHALL FDS921946406193,830$20,97411.32%
2VANGUARD ADMIRAL FDS INC92193250571,814$15,1498.18%
3SPDR SER TR78468R200451,103$13,7097.40%
4VANGUARD SCOTTSDALE FDS92206C870174,173$13,5007.29%
5VANGUARD TAX-MANAGED FDS921943858295,976$12,4226.71%
6ISHARES TR464287242117,722$12,4116.70%
7SPDR INDEX SHS FDS78463X889382,481$11,3566.13%
8VANGUARD INDEX FDS92290875155,066$10,1075.46%
9SPDR S&P 500 ETF TRSPY21,527$8,2334.44%
10VANGUARD INDEX FDS92290862939,016$7,9524.29%
11SCHWAB STRATEGIC TR808524870147,569$7,6434.13%
12GLOBAL X FDS37954Y475176,666$6,9553.75%
13VANGUARD INTL EQUITY INDEX F922042858162,587$6,3383.42%
14GLOBAL X FDS37954Y657312,950$6,0623.27%
15VANGUARD INDEX FDS92290861136,209$5,7503.10%
16J P MORGAN EXCHANGE TRADED F46641Q837108,463$5,4372.94%
17VANGUARD INDEX FDS92290851236,177$4,8932.64%
18VANGUARD INDEX FDS92290855340,346$3,3281.80%
19SPDR SER TR78464A40920,644$1,0460.56%
20SPDR SER TR78464A50825,035$9740.53%
21UNITEDHEALTH GROUP INCUNH1,194$6330.34%
22APPLE INCAAPL3,563$4630.25%
23WELLS FARGO CO NEW94974610111,225$4630.25%
24BERKSHIRE HATHAWAY INC DELBRK-A1,283$3960.21%
25SPDR INDEX SHS FDS78463X50910,819$3570.19%
26PRINCIPAL FINANCIAL GROUP INPFG3,879$3260.18%
27SPDR SER TR78468R7888,163$3230.17%
28ISHARES TR464287200830$3190.17%
29SPDR SER TR78464A8056,702$3170.17%
30EXXON MOBIL CORPXOM2,634$2910.16%
31VANGUARD INDEX FDS9229087361,363$2900.16%
32DEERE & CODE622$2670.14%
33SPDR SER TR78464A3758,313$2650.14%
34VANGUARD INDEX FDS9229087441,840$2580.14%
35COCA COLA COKO3,854$2450.13%
36SPDR SER TR78464A4746,926$2030.11%
37BERKLEY W R CORPWRB-PH2,744$1990.11%
38ISHARES TR46435G6724,077$1940.10%
39STARBUCKS CORPSBUX1,888$1870.10%
40CHEVRON CORP NEWCVX967$1740.09%
41PROCTER AND GAMBLE CO7427181091,079$1640.09%
42SPDR SER TR78464A8392,462$1590.09%
43SPDR SER TR78464A3001,826$1360.07%
44APOLLO GLOBAL MGMT INC03769M1062,085$1330.07%
45VANGUARD INDEX FDS922908595659$1320.07%
46VANGUARD INDEX FDS922908538726$1310.07%
47INTERNATIONAL BUSINESS MACHSINTR888$1250.07%
48TRACTOR SUPPLY COTSCO550$1240.07%
49SPDR SER TR78464A6494,891$1230.07%
50BAXTER INTL INC0718131092,350$1200.06%
51CVS HEALTH CORPCVS1,244$1160.06%
52SPDR SER TR78464A8211,455$950.05%
53SPDR SER TR78464A2922,894$950.05%
54BANK MONTREAL QUE063671101980$890.05%
55GENERAL ELECTRIC CO3696043011,046$880.05%
56ISHARES U S ETF TR46431W5071,746$860.05%
57J P MORGAN EXCHANGE TRADED F46641Q3321,468$800.04%
58INVESCO QQQ TRIVZ300$800.04%
59VANGUARD SCOTTSDALE FDS92206C4091,050$790.04%
60FIDELITY NATIONAL FINANCIALFNF2,045$770.04%
61DOW INCDOW1,481$750.04%
62INTEL CORPINTC2,756$730.04%
63VANGUARD WORLD FDS92204A504292$720.04%
64SPDR SER TR78464A201981$710.04%
65LEVI STRAUSS & CO NEWLEVI4,500$700.04%
66ISHARES TR4642885211,362$670.04%
67KINDER MORGAN INC DELEP-PC3,628$660.04%
68NEW RELIC INC64829B1001,175$660.04%
69MCDONALDS CORPMCD237$620.03%
70JPMORGAN CHASE & COVYLD455$610.03%
71MERCK & CO INCMRK547$610.03%
72ISHARES TR46429B747620$600.03%
73TESLA INCTSLA484$600.03%
74VERIZON COMMUNICATIONS INCVZ1,389$550.03%
75JOHNSON & JOHNSONJNJ300$530.03%
76DUPONT DE NEMOURS INCDD753$520.03%
77VALE S AVALE3,038$520.03%
78SPDR SER TR78464A3672,221$500.03%
79CORTEVA INCCTVA830$490.03%
80AMERISOURCEBERGEN CORPCOR250$410.02%
81CIGNA CORP NEW125523100121$400.02%
82BOEING COBA-PA204$390.02%
83ISHARES TR46435G425422$360.02%
84AT&T INCT-PC1,881$350.02%
85LOWES COS INC548661107175$350.02%
863M COMMM285$340.02%
87GSK PLCGLAXF900$320.02%
88NIKE INCNKE274$320.02%
89CISCO SYS INCCSCO653$310.02%
90CATERPILLAR INCCAT116$280.02%
91MICROSOFT CORPMSFT110$260.01%
92HEALTHPEAK PROPERTIES INCDOC1,000$250.01%
93KROGER COKR548$240.01%
94ISHARES TR46435G516360$240.01%
95ALTRIA GROUP INCMO500$230.01%
96MEDTRONIC PLCMDT301$230.01%
97MAGELLAN MIDSTREAM PRTNRS LP559080106441$220.01%
98ISHARES U S ETF TR46431W598410$220.01%
99CLOROX CO DELCLX155$220.01%
100WALGREENS BOOTS ALLIANCE INC931427108600$220.01%
101DISNEY WALT CO254687106242$210.01%
102TARGET CORPTGT143$210.01%
103GAMESTOP CORP NEWGME-WT1,118$210.01%
104FORD MTR CO DEL3453708601,789$210.01%
105HORMEL FOODS CORPHRL444$200.01%
106REALTY INCOME CORPO313$200.01%
107AMAZON COM INCAMZN233$200.01%
108CARDINAL HEALTH INCCAH250$190.01%
109ISHARES TR464287150209$180.01%
110C H ROBINSON WORLDWIDE INCCHRW200$180.01%
111SIMON PPTY GROUP INC NEW828806109150$180.01%
112MARQETA INCMQ2,983$180.01%
113EBAY INC.EBAY400$170.01%
114ISHARES TR46429B697216$160.01%
115AMERICAN EXPRESS COAXP100$150.01%
116VANGUARD WHITEHALL FDS921946794250$150.01%
117INTERNATIONAL FLAVORS&FRAGRA459506101122$130.01%
118TELEPHONE & DATA SYS INCTDS-PV1,236$130.01%
119EXELON CORPEXC282$120.01%
120LOCKHEED MARTIN CORPLMT25$120.01%
121TJX COS INC NEW872540109150$120.01%
122WP CAREY INC92936U109158$120.01%
123AMGEN INCAMGN47$120.01%
124HOME DEPOT INCHD34$110.01%
125SPROTT PHYSICAL GOLD TRSII800$110.01%
126PFIZER INCPFE193$100.01%
127NEW MTN FIN CORP647551100700$90.00%
128WALMART INCWMT60$90.00%
129PROSHARES TR74347G432174$90.00%
130ALPHABET INCGOOG99$90.00%
131KRONOS WORLDWIDE INCKRO1,000$90.00%
132HANESBRANDS INC4103451021,450$90.00%
133ISHARES INC46434G863257$80.00%
134SPDR INDEX SHS FDS78463X749196$80.00%
135WASTE MGMT INC DEL94106L10950$80.00%
136SPDR SER TR78464A854173$80.00%
137AIR PRODS & CHEMS INCAIIR25$80.00%
138FIRSTSERVICE CORP NEWFSV56$70.00%
139VIPER ENERGY PARTNERS LPVNOM216$70.00%
140GOLDEN OCEAN GROUP LTDNVGLF850$70.00%
141SPDR SER TR78468R853155$60.00%
142ENTERPRISE PRODS PARTNERS L293792107237$60.00%
143CONSTELLATION ENERGY CORPCEG75$60.00%
144UNION PAC CORPUNP31$60.00%
145ISHARES TR46428761430$60.00%
146DIREXION SHS ETF TR25460G336159$60.00%
147KELLOGG COBEKE80$60.00%
148VANGUARD WORLD FD92191073385$60.00%
149ISHARES TR46429B267248$60.00%
150AFLAC INCAFL75$50.00%
151CITIGROUP INCC-PR110$50.00%
152COMCAST CORP NEWCCZ152$50.00%
153FASTENAL COFAST100$50.00%
154HONEYWELL INTL INC43851610623$50.00%
155ISHARES TR464288877114$50.00%
156SPDR SER TR78464A755106$50.00%
157SCHWAB STRATEGIC TR80852471497$50.00%
158UBER TECHNOLOGIES INCUBER160$40.00%
159WORKIVA INCWK50$40.00%
160WILLIAMS SONOMA INCWSM35$40.00%
161PEPSICO INCPEP22$40.00%
162SPDR SER TR78464A84792$40.00%
163AMERICAN AIRLS GROUP INC02376R102311$40.00%
164ENBRIDGE INCENNPF113$40.00%
165ISHARES TR46434V62187$40.00%
166DEVON ENERGY CORP NEW25179M10370$40.00%
167TEUCRIUM COMMODITY TRWEAT499$40.00%
168CORNING INCGLW125$40.00%
169ISHARES TR46428985972$40.00%
170CHEMOURS COCC126$40.00%
171GILEAD SCIENCES INCGILD50$40.00%
172BLACKROCK INCBLK5$40.00%
173ISHARES TR46428765515$30.00%
174SCHLUMBERGER LTDSLB60$30.00%
175ISHARES TR46428759823$30.00%
176HSBC HLDGS PLCHBCYF100$30.00%
177BRISTOL-MYERS SQUIBB COCELG-RI41$30.00%
178GRANITESHARES PLATINUM TRPLTM325$30.00%
179ISHARES TR46428888534$30.00%
180ISHARES TR46428740820$30.00%
181BEST BUY INCBBY35$30.00%
182PRUDENTIAL FINL INCPUKPF26$30.00%
183FEDEX CORPFDX20$30.00%
184TPI COMPOSITES INCTPICQ294$30.00%
185UNIVAR SOLUTIONS INC91336L107100$30.00%
186TWILIO INCTWLO64$30.00%
187SELECT SECTOR SPDR TR81369Y88645$30.00%
188PROSHARES TR74347G80473$30.00%
189SELECT SECTOR SPDR TR81369Y50636$30.00%
190COSTCO WHSL CORP NEW22160K1055$20.00%
191LUMEN TECHNOLOGIES INCLUMN300$20.00%
192ONEOK INC NEWOKE32$20.00%
193ISHARES TR46428733330$20.00%
194CASEYS GEN STORES INC14752810310$20.00%
195BANK NOVA SCOTIA HALIFAX06414910745$20.00%
196APA CORPORATIONAPA50$20.00%
197ALLY FINL INC02005N100100$20.00%
198WARNER BROS DISCOVERY INCWBD190$20.00%
199ABBVIE INCABBV10$20.00%
200WISDOMTREE TRWT86$20.00%
201HUNTINGTON BANCSHARES INCHBANP130$20.00%
202ARK ETF TR00214Q10473$20.00%
203KRAFT HEINZ COKHC50$20.00%
204PLANET FITNESS INCPLNT25$20.00%
205SCHWAB STRATEGIC TR80852460746$20.00%
206ISHARES SILVER TRSLV100$20.00%
207ISHARES TR46432F38823$20.00%
208FIRST TR MLP & ENERGY INCOM33739B104250$20.00%
209LUCID GROUP INCLCID94$10.00%
210AMC ENTMT HLDGS INC00165C104150$10.00%
211ISHARES TR4642873098$10.00%
212METLIFE INCMET-PF20$10.00%
213CARNIVAL CORPCUKPF77$10.00%
214OCCIDENTAL PETE CORP67459910515$10.00%
215ISHARES TR46432F3968$10.00%
216ISHARES U S ETF TR46431W85335$10.00%
217ISHARES TR46434V61332$10.00%
218ISHARES TR46429B6639$10.00%
219COINBASE GLOBAL INCCOIN16$10.00%
220ISHARES TR4642876637$10.00%
221DRAFTKINGS INC NEWDKNG47$10.00%
222URANIUM ENERGY CORPUEC300$10.00%
223UNILEVER PLCUNLYF10$10.00%
224WABTEC92974010810$10.00%
225SPDR SER TR78464A14433$10.00%
226ISHARES TR46428951112$10.00%
227ISHARES TR46432F8348$10.00%
228ROBLOX CORPRBLX25$10.00%
229PPL CORPPPLC25$10.00%
230UNDER ARMOUR INCUA120$10.00%
231BABCOCK & WILCOX ENTERPRISESBW-PA100$10.00%
232MARRIOTT INTL INC NEW57190320210$10.00%
233BEYOND MEAT INCBYND109$10.00%
234SUNRUN INCRUN30$10.00%
235FIDELITY COVINGTON TRUST3160928089$10.00%
236TRAVELERS COMPANIES INCTRV2$00.00%
237LUMOS PHARMA INC55028X1090$00.00%
238ISHARES TR46432F8594$00.00%
239NIO INCNIOIF5$00.00%
240OATLY GROUP ABOTLY250$00.00%
241OVERSTOCK COM INC DELBBBY-WT14$00.00%
242ISHARES TR46429B6554$00.00%
243PHILLIPS 66PSX1$00.00%
244PLUG POWER INCPLUG2$00.00%
245ISHARES TR46429B5982$00.00%
246RAYTHEON TECHNOLOGIES CORPRTX1$00.00%
247ISHARES TR4642886877$00.00%
248ISHARES TR4642885133$00.00%
249ISHARES TR46428844814$00.00%
250ISHARES TR4642878872$00.00%
251ISHARES TR4642878792$00.00%
252ISHARES TR4642877395$00.00%
253ISHARES TR4642872341$00.00%
254ISHARES TR4642872262$00.00%
255ISHARES INC4642863198$00.00%
256SABRA HEALTH CARE REIT INCSBRA40$00.00%
257SCHWAB STRATEGIC TR8085243006$00.00%
258SCHWAB STRATEGIC TR8085244095$00.00%
259ZIM INTEGRATED SHIPPING SERVZIM17$00.00%
260SCHWAB STRATEGIC TR8085247972$00.00%
261GENERAL MTRS CO37045V1001$00.00%
262SELECT SECTOR SPDR TR81369Y6052$00.00%
263FTAI INFRASTRUCTURE INCFIP4$00.00%
264SMITH MICRO SOFTWARE INCSMSI107$00.00%
265SNAP INCSNAP1$00.00%
266SOFI TECHNOLOGIES INCSOFI104$00.00%
267FIVE BELOW INCFIVE1$00.00%
268TAIWAN SEMICONDUCTOR MFG LTD8740391001$00.00%
269FIDELITY COVINGTON TRUST3160926005$00.00%
270EXTRA SPACE STORAGE INCEXR1$00.00%
271F&G ANNUITIES & LIFE INCFGSN15$00.00%
272ESSENTIAL UTILS INC29670G1025$00.00%
273ETF SER SOLUTIONS26922A8421$00.00%
274UPSTART HLDGS INCUPST15$00.00%
275VANECK ETF TRUST92189F40340$00.00%
276DIMENSIONAL ETF TRUST25434V7080$00.00%
277DELTA AIR LINES INC DELDAL2$00.00%
278COGENT COMMUNICATIONS HLDGSCCOI8$00.00%
279VANGUARD SCOTTSDALE FDS92206C7061$00.00%
280CANOPY GROWTH CORPCGC120$00.00%
281BRIGHTHOUSE FINL INC10922N1031$00.00%
282AURORA CANNABIS INCACB12$00.00%
283PARAMOUNT GLOBAL92556H20625$00.00%
284ANTERO MIDSTREAM CORPAM1$00.00%
285ADVISORSHARES TR00768Y4531$00.00%
286ZYNERBA PHARMACEUTICALS INC98986X1091$00.00%
287FTAI AVIATION LTDFTAIN4$00.00%