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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 Q2 2023 · Filed May 2, 2023 · Accession 0001836270-23-000003

Total Value
$200.2M
Positions
362
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (362)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WHITEHALL FDS921946406198,985$21.0M10.49%
2VANGUARD ADMIRAL FDS INC92193250578,348$18.1M9.02%
3VANGUARD SCOTTSDALE FDS92206C870183,433$14.7M7.35%
4SPDR SER TR78468R200474,816$14.4M7.22%
5ISHARES TR464287242124,109$13.6M6.80%
6VANGUARD TAX-MANAGED FDS921943858290,351$13.1M6.55%
7SPDR INDEX SHS FDS78463X889389,842$12.5M6.25%
8VANGUARD INDEX FDS92290875157,568$10.9M5.45%
9SPDR S&P 500 ETF TRSPY23,070$9.4M4.72%
10VANGUARD INDEX FDS92290862940,929$8.6M4.31%
11SCHWAB STRATEGIC TR808524870155,981$8.4M4.18%
12GLOBAL X FDS37954Y475187,628$7.6M3.80%
13VANGUARD INTL EQUITY INDEX F922042858173,080$7.0M3.49%
14GLOBAL X FDS37954Y657330,827$6.6M3.28%
15VANGUARD INDEX FDS92290861137,590$6.0M2.98%
16J P MORGAN EXCHANGE TRADED F46641Q837115,851$5.8M2.91%
17VANGUARD INDEX FDS92290851237,972$5.1M2.54%
18VANGUARD INDEX FDS92290855343,855$3.6M1.82%
19SPDR SER TR78464A40920,333$1.1M0.56%
20SPDR SER TR78464A50824,641$1.0M0.50%
21APPLE INCAAPL3,476$573,3230.29%
22UNITEDHEALTH GROUP INCUNH1,198$566,1630.28%
23WELLS FARGO CO NEW94974610111,651$435,5170.22%
24BERKSHIRE HATHAWAY INC DELBRK-A1,313$405,4810.20%
25SPDR INDEX SHS FDS78463X50910,356$353,4760.18%
26ISHARES TR464287200830$341,1960.17%
27SPDR SER TR78464A8056,428$324,1770.16%
28SPDR SER TR78468R7888,159$310,0420.15%
29VANGUARD INDEX FDS9229087361,163$290,0990.14%
30EXXON MOBIL CORPXOM2,634$288,8670.14%
31PRINCIPAL FINANCIAL GROUP INPFG3,879$288,2870.14%
32SPDR SER TR78464A3757,983$259,3680.13%
33VANGUARD INDEX FDS9229087441,872$258,5420.13%
34COCA COLA COKO4,054$251,4700.13%
35DEERE & CODE608$251,1850.13%
36ISHARES TR46435G6724,591$224,7290.11%
37STARBUCKS CORPSBUX1,678$174,7300.09%
38BERKLEY W R CORPWRB-PH2,744$170,8410.09%
39SPDR SER TR78464A8392,462$162,6890.08%
40PROCTER AND GAMBLE CO7427181091,086$161,4770.08%
41SPDR SER TR78464A4745,279$156,4240.08%
42SPDR SER TR78464A3001,883$143,4470.07%
43VANGUARD INDEX FDS922908595659$142,6140.07%
44VANGUARD INDEX FDS922908538726$141,4900.07%
45TRACTOR SUPPLY COTSCO559$131,3870.07%
46CHEVRON CORP NEWCVX786$128,2440.06%
47SPDR SER TR78464A6494,926$127,0420.06%
48APOLLO GLOBAL MGMT INC03769M1061,692$106,8670.05%
49INTERNATIONAL BUSINESS MACHSINTR800$104,8720.05%
50TESLA INCTSLA484$100,4110.05%
51SPDR SER TR78464A8211,455$99,5800.05%
52SPDR SER TR78464A2922,868$97,3970.05%
53GENERAL ELECTRIC CO3696043011,009$96,4600.05%
54INVESCO QQQ TRIVZ300$96,2790.05%
55J P MORGAN EXCHANGE TRADED F46641Q3321,758$95,9870.05%
56CVS HEALTH CORPCVS1,244$92,4420.05%
57BAXTER INTL INC0718131092,250$91,2600.05%
58INTEL CORPINTC2,756$90,0390.04%
59NEW RELIC INC64829B1001,175$88,4660.04%
60VANGUARD SCOTTSDALE FDS92206C4091,147$87,4360.04%
61BANK MONTREAL QUE063671101980$87,3280.04%
62ISHARES U S ETF TR46431W5071,746$86,6020.04%
63LEVI STRAUSS & CO NEWLEVI4,500$82,0350.04%
64SPDR SER TR78464A201984$72,5700.04%
65VERIZON COMMUNICATIONS INCVZ1,789$69,5870.03%
66VANGUARD WORLD FDS92204A504285$67,9610.03%
67ISHARES TR4642885211,348$67,9390.03%
68DOW INCDOW1,206$66,1130.03%
69ISHARES TR46429B747653$64,7970.03%
70KINDER MORGAN INC DELEP-PC3,628$63,5260.03%
71MCDONALDS CORPMCD225$62,9120.03%
72JPMORGAN CHASE & COVYLD455$59,3020.03%
73SPDR SER TR78464A3672,193$51,7990.03%
74CORTEVA INCCTVA831$50,1560.03%
75DUPONT DE NEMOURS INCDD678$48,6600.02%
76BOEING COBA-PA229$48,6460.02%
77MEDTRONIC PLCMDT601$48,4530.02%
78AMERISOURCEBERGEN CORPCOR262$41,9490.02%
79JOHNSON & JOHNSONJNJ251$38,9050.02%
80ISHARES TR46435G425422$38,1700.02%
81MERCK & CO INCMRK357$37,9810.02%
82LOWES COS INC548661107185$36,9940.02%
833M COMMM335$35,2650.02%
84CISCO SYS INCCSCO653$34,1360.02%
85MICROSOFT CORPMSFT118$34,0190.02%
86NIKE INCNKE274$33,6190.02%
87AT&T INCT-PC1,732$33,3590.02%
88GSK PLCGLAXF900$32,0220.02%
89THE CIGNA GROUP125523100121$30,9190.02%
90US BANCORP DELUSB-PS800$28,8400.01%
91ALTRIA GROUP INCMO600$26,7720.01%
92CATERPILLAR INCCAT116$26,5450.01%
93ISHARES TR46435G516360$25,8620.01%
94CLOROX CO DELCLX155$24,5270.01%
95NICE LTDNCSYF25,000$23,9380.01%
96TARGET CORPTGT143$23,6850.01%
97PIONEER NAT RES CO723787AP211,000$23,4850.01%
98DISNEY WALT CO254687106230$23,0460.01%
99BIOMARIN PHARMACEUTICAL INCBMRN22,000$22,5720.01%
100FORD MTR CO DEL3453708601,759$22,1630.01%
101HEALTHPEAK PROPERTIES INCDOC1,000$21,9700.01%
102ISHARES U S ETF TR46431W598410$21,1230.01%
103WALGREENS BOOTS ALLIANCE INC931427108600$20,7480.01%
104VALE S AVALE1,300$20,5140.01%
105HELIX ENERGY SOLUTIONS GRP I42330PAK315,000$20,5120.01%
106C H ROBINSON WORLDWIDE INCCHRW200$19,8740.01%
107CARDINAL HEALTH INCCAH250$18,8750.01%
108VANGUARD SPECIALIZED FUNDS921908844120$18,4810.01%
109AMAZON COM INCAMZN178$18,3860.01%
110PALO ALTO NETWORKS INCPANW9,000$18,1490.01%
111MAGELLAN MIDSTREAM PRTNRS LP559080106331$17,9600.01%
112SILICON LABORATORIES INCSLAB12,000$17,9260.01%
113SCHWAB STRATEGIC TR808524805514$17,8870.01%
114MICROCHIP TECHNOLOGY INC.MCHPP16,000$17,8610.01%
115HORMEL FOODS CORPHRL444$17,7070.01%
116EQT CORPEQT8,000$17,6190.01%
117SCHWAB STRATEGIC TR808524854344$17,3480.01%
118KROGER COKR348$17,1810.01%
119PATRICK INDS INC703343AG819,000$17,1570.01%
120DEXCOM INCDXCM16,000$17,1390.01%
121SIMON PPTY GROUP INC NEW828806109150$16,7960.01%
122AMERICAN EXPRESS COAXP100$16,4950.01%
123NRG ENERGY INCNRG16,000$16,4400.01%
124ZILLOW GROUP INCZ16,000$16,3520.01%
125VAIL RESORTS INCMTN18,000$16,0760.01%
126FORD MTR CO DEL345370CZ116,000$15,9840.01%
127CHEESECAKE FACTORY INCCAKE19,000$15,7230.01%
128ISHARES TR46429B697216$15,7120.01%
129INTEGRA LIFESCIENCES HLDGS CIART16,000$15,5610.01%
130VANGUARD WHITEHALL FDS921946794250$15,4880.01%
131ENVESTNET INC29404KAB215,000$14,8500.01%
132CONMED CORPCNMD12,000$14,7420.01%
133CABLE ONE INCCABO20,000$14,6200.01%
134EBAY INC.EBAY325$14,4200.01%
135PEBBLEBROOK HOTEL TRPEB-PH17,000$14,3900.01%
136MGP INGREDIENTS INC NEWMGPI12,000$14,1300.01%
137NUVASIVE INCNU16,000$14,1280.01%
138RINGCENTRAL INCRNG16,000$14,0880.01%
139LUMENTUM HLDGS INCLITE16,000$13,8400.01%
140GAMESTOP CORP NEWGME-WT600$13,8120.01%
141BURLINGTON STORES INCBURL12,000$13,7780.01%
142SOUTHWEST AIRLS CO844741BG212,000$13,6320.01%
143TELADOC HEALTH INCTDOC17,000$13,1120.01%
144TELEPHONE & DATA SYS INCTDS-PV1,236$12,9900.01%
145ETSY INCETSY9,000$12,8730.01%
146DISH NETWORK CORPORATION25470MAB524,000$12,3600.01%
147MEDICAL PPTYS TRUST INC58463J3041,500$12,3300.01%
148ROYAL CARIBBEAN GROUP780153BB712,000$12,1560.01%
149EXELON CORPEXC282$11,8130.01%
150TJX COS INC NEW872540109150$11,7540.01%
151PROGRESSIVE CORP74331510381$11,7100.01%
152WP CAREY INC92936U109150$11,6180.01%
153INTERNATIONAL FLAVORS&FRAGRA459506101122$11,2190.01%
154WALMART INCWMT74$10,9110.01%
155EXACT SCIENCES CORP30063PAC912,000$10,5370.01%
156SCHWAB STRATEGIC TR808524607242$10,1470.01%
157ALPHABET INCGOOG95$9,8540.00%
158LIBERTY MEDIA CORP DELFWONB9,000$9,7610.00%
159KRONOS WORLDWIDE INCKRO1,000$9,2100.00%
160AKAMAI TECHNOLOGIES INCAKAM9,000$9,0480.00%
161BROOKFIELD REAL ASSETS INCOMRA550$9,0480.00%
162FIDELITY NATIONAL FINANCIALFNF256$8,9530.00%
163SPDR SER TR78464A76372$8,9070.00%
164SPLUNK INC848637AD69,000$8,7090.00%
165NEW MTN FIN CORP647551100700$8,5190.00%
166SPDR SER TR78464A854173$8,3300.00%
167ISHARES INC464286533150$8,1860.00%
168WASTE MGMT INC DEL94106L10950$8,1590.00%
169GE HEALTHCARE TECHNOLOGIES IGEHC99$8,1210.00%
170GOLDEN OCEAN GROUP LTDNVGLF850$8,0920.00%
171ISHARES INC46434G863257$8,0900.00%
172SPDR INDEX SHS FDS78463X749196$8,0670.00%
173SPIRIT AIRLS INC848577AB810,000$8,0550.00%
174FIRSTSERVICE CORP NEWFSV56$7,8950.00%
175PFIZER INCPFE193$7,8740.00%
176BLOCK INCBSQKZ8,000$7,6440.00%
177HANESBRANDS INC4103451021,450$7,6270.00%
178ISHARES TR46428761430$7,3300.00%
179IONIS PHARMACEUTICALS INCIONS8,000$7,2600.00%
180ROYAL CARIBBEAN GROUPV7780T103100$6,5300.00%
181HONEYWELL INTL INC43851610633$6,3070.00%
182UNION PAC CORPUNP31$6,2390.00%
183VIPER ENERGY PARTNERS LPVNOM219$6,1520.00%
184VIAVI SOLUTIONS INCVIAV6,000$6,0750.00%
185AMES NATL CORP031001100291$6,0530.00%
186CONSTELLATION ENERGY CORPCEG75$5,8880.00%
187ISHARES TR46429B267248$5,7980.00%
188INVESCO EXCH TRD SLF IDX FDIVZ86$5,7870.00%
189COMCAST CORP NEWCCZ152$5,7790.00%
190SPDR SER TR78468R853151$5,7030.00%
191ISHARES TR464288877114$5,5320.00%
192ISHARES TR46428715061$5,5240.00%
193SNAP INCSNAP6,000$5,4960.00%
194DIREXION SHS ETF TR25460G336336$5,4700.00%
195EVERBRIDGE INCEVEX-WT6,000$5,4080.00%
196FASTENAL COFAST100$5,3940.00%
197KELLOGG COBEKE80$5,3570.00%
198SCHWAB STRATEGIC TR80852450878$5,2920.00%
199WORKIVA INCWK50$5,1210.00%
200PROSHARES TR74347G432174$5,1090.00%
201PEPSICO INCPEP28$5,1040.00%
202UBER TECHNOLOGIES INCUBER160$5,0720.00%
203VANGUARD WORLD FDS92204A70213$5,0110.00%
204BRISTOL-MYERS SQUIBB COCELG-RI71$4,9210.00%
205INVESCO EXCHANGE TRADED FD TIVZ99$4,6850.00%
206SCHWAB STRATEGIC TR80852471497$4,6140.00%
207AMERICAN AIRLS GROUP INC02376R102311$4,5870.00%
208ISHARES TR46428985972$4,5780.00%
209FEDEX CORPFDX20$4,5700.00%
210COSTCO WHSL CORP NEW22160K1059$4,4720.00%
211CORNING INCGLW125$4,4100.00%
212ISHARES TR46434V62187$4,3490.00%
213TWILIO INCTWLO64$4,2640.00%
214GILEAD SCIENCES INCGILD50$4,1490.00%
215REALTY INCOME CORPO63$3,9890.00%
216ENBRIDGE INCENNPF103$3,9290.00%
217SPDR SER TR78464A84789$3,9110.00%
218TPI COMPOSITES INCTPICQ294$3,8370.00%
219CHEMOURS COCC126$3,7720.00%
220CITIGROUP INCC-PR80$3,7510.00%
221UNIVAR SOLUTIONS INC91336L107100$3,5030.00%
222ISHARES TR46428759823$3,5020.00%
223INVESCO EXCHANGE TRADED FD TIVZ12$3,5000.00%
224HSBC HLDGS PLCHBCYF100$3,4130.00%
225ISHARES TR46428858835$3,3160.00%
226ISHARES TR46429B36671$3,2790.00%
227ISHARES TR46428888534$3,1850.00%
228SELECT SECTOR SPDR TR81369Y88645$3,0460.00%
229ISHARES TR46428740820$3,0350.00%
230SELECT SECTOR SPDR TR81369Y50636$2,9820.00%
231SCHLUMBERGER LTDSLB60$2,9460.00%
232ARK ETF TR00214Q10473$2,9450.00%
233ZIMMER BIOMET HOLDINGS INCZBH20$2,5840.00%
234STRYKER CORPORATIONSYK9$2,5690.00%
235ALLY FINL INC02005N100100$2,5490.00%
236WISDOMTREE TRWT86$2,3940.00%
237ANALOG DEVICES INCADI12$2,3670.00%
238CINTAS CORPCTAS5$2,3130.00%
239J P MORGAN EXCHANGE TRADED F46654Q20350$2,2550.00%
240NEW JERSEY RES CORPNJR42$2,2340.00%
241TEXAS INSTRS INC88250810412$2,2320.00%
242ILLINOIS TOOL WKS INC4523081099$2,1910.00%
243WARNER BROS DISCOVERY INCWBD144$2,1740.00%
244CASEYS GEN STORES INC14752810310$2,1650.00%
245PRUDENTIAL FINL INCPUKPF26$2,1510.00%
246UNITED PARCEL SERVICE INCUPS11$2,1340.00%
247LINDE PLCLIN6$2,1330.00%
248ISHARES TR46432F38823$2,1300.00%
249ISHARES TR46428733330$2,0700.00%
250S&P GLOBAL INCSPGI6$2,0690.00%
251GRAINGER W W INC3848021043$2,0660.00%
252RAYTHEON TECHNOLOGIES CORPRTX21$2,0570.00%
253BROADRIDGE FINL SOLUTIONS IN11133T10314$2,0520.00%
254SMUCKER J M CO83269640513$2,0460.00%
255PHILLIPS 66PSX20$2,0280.00%
256BROWN & BROWN INCBRO35$2,0100.00%
257AIR PRODS & CHEMS INCAIIR7$2,0100.00%
258BLACKROCK INCBLK3$2,0070.00%
259ACCENTURE PLC IRELANDACN7$2,0010.00%
260SPROTT PHYSICAL GOLD TRSII129$1,9940.00%
261INTERCONTINENTAL EXCHANGE IN45866F10419$1,9820.00%
262BECTON DICKINSON & COBDX8$1,9800.00%
263EVERSOURCE ENERGYES25$1,9570.00%
264PAYCHEX INCPAYX17$1,9480.00%
265PLANET FITNESS INCPLNT25$1,9420.00%
266KRAFT HEINZ COKHC50$1,9340.00%
267NEXTERA ENERGY INCNEE-PW25$1,9270.00%
268ABBOTT LABSABLZF19$1,9240.00%
269ATMOS ENERGY CORPATO17$1,9100.00%
270FIRST TR MLP & ENERGY INCOM33739B104250$1,9100.00%
271LOCKHEED MARTIN CORPLMT4$1,8910.00%
272XYLEM INCXYL18$1,8850.00%
273FEDERAL RLTY INVT TR NEW31374510119$1,8780.00%
274AFLAC INCAFL29$1,8710.00%
275GENERAL DYNAMICS CORPGD8$1,8260.00%
276APA CORPORATIONAPA50$1,8030.00%
277SHERWIN WILLIAMS COSHW8$1,7980.00%
278AUTOMATIC DATA PROCESSING INADP8$1,7810.00%
279HOME DEPOT INCHD6$1,7710.00%
280BEYOND MEAT INCBYND109$1,7690.00%
281CHUBB LIMITEDCB9$1,7480.00%
282COMMERCE BANCSHARES INCCBSH29$1,6920.00%
283AMGEN INCAMGN7$1,6920.00%
284MARRIOTT INTL INC NEW57190320210$1,6690.00%
285FACTSET RESH SYS INC3030751054$1,6600.00%
286HENRY JACK & ASSOC INC42628110111$1,6580.00%
287ABBVIE INCABBV10$1,5940.00%
288ISHARES TR46434V61332$1,4770.00%
289HUNTINGTON BANCSHARES INCHBANP130$1,4560.00%
290BANK AMERICA CORP06050510450$1,4300.00%
291METLIFE INCMET-PF20$1,1590.00%
292UNDER ARMOUR INCUA120$1,1390.00%
293ROBLOX CORPRBLX25$1,1250.00%
294ISHARES TR46432F3968$1,1120.00%
295FIDELITY COVINGTON TRUST3160928089$1,0260.00%
296SPDR SER TR78464A14433$9940.00%
297F&G ANNUITIES & LIFE INCFGSN53$9760.00%
298ISHARES TR46429B6639$9730.00%
299RUMBLE INCRUMBW97$9700.00%
300OCCIDENTAL PETE CORP67459910515$9570.00%
301ISHARES U S ETF TR46431W85335$9460.00%
302WABTEC9297401089$9100.00%
303DRAFTKINGS INC NEWDKNG47$9100.00%
304SPDR SER TR78464A75517$9040.00%
305URANIUM ENERGY CORPUEC300$8640.00%
306LUMEN TECHNOLOGIES INCLUMN300$7950.00%
307CARNIVAL CORPCUKPF77$7820.00%
308LUCID GROUP INCLCID94$7560.00%
309AMC ENTMT HLDGS INC00165C104150$7520.00%
310PPL CORPPPLC25$6950.00%
311ISHARES TR46428951112$6290.00%
312BABCOCK & WILCOX ENTERPRISESBW-PA100$6060.00%
313OATLY GROUP ABOTLY250$6050.00%
314TEUCRIUM COMMODITY TRWEAT83$5860.00%
315ISHARES TR4642873098$5680.00%
316ISHARES TR46432F8348$5430.00%
317ISHARES TR4642876637$5400.00%
318PROSHARES TR74347G80411$4670.00%
319GRANITESHARES PLATINUM TRPLTM48$4650.00%
320ISHARES TR4642877395$4490.00%
321ZIM INTEGRATED SHIPPING SERVZIM18$4240.00%
322ISHARES TR46428844814$3960.00%
323SCHWAB STRATEGIC TR8085243006$3910.00%
324FIDELITY COVINGTON TRUST3160926005$3510.00%
325SCHWAB STRATEGIC TR8085244095$3280.00%
326ISHARES TR4642886877$2460.00%
327ISHARES TR4642872262$2410.00%
328UPSTART HLDGS INCUPST15$2380.00%
329ISHARES TR4642878872$2380.00%
330ISHARES TR4642885133$2300.00%
331ISHARES TR46429B6554$2290.00%
332ISHARES TR46432F8594$2240.00%
333ISHARES TR4642878792$2130.00%
334CANOPY GROWTH CORPCGC120$2100.00%
335FIVE BELOW INCFIVE1$2060.00%
336ISHARES INC4642863198$2020.00%
337SCHWAB STRATEGIC TR8085247972$1460.00%
338SMITH MICRO SOFTWARE INCSMSI107$1240.00%
339FTAI AVIATION LTDFTAIN4$1120.00%
340TAIWAN SEMICONDUCTOR MFG LTD8740391001$930.00%
341ISHARES TR46429B5982$790.00%
342VANECK ETF TRUST92189H8395$750.00%
343ZIMVIE INC98888T10710$720.00%
344DELTA AIR LINES INC DELDAL2$700.00%
345SELECT SECTOR SPDR TR81369Y6052$640.00%
346VANGUARD SCOTTSDALE FDS92206C7061$600.00%
347NIO INCNIOIF5$530.00%
348BRIGHTHOUSE FINL INC10922N1031$440.00%
349ISHARES TR4642872341$390.00%
350GENERAL MTRS CO37045V1001$370.00%
351ORGANON & COOGN1$240.00%
352SOFI TECHNOLOGIES INCSOFI4$240.00%
353PLUG POWER INCPLUG2$230.00%
354ETF SER SOLUTIONS26922A8421$190.00%
355FTAI INFRASTRUCTURE INCFIP4$120.00%
356SNAP INCSNAP1$110.00%
357ANTERO MIDSTREAM CORPAM1$100.00%
358AURORA CANNABIS INCACB12$80.00%
359ADVISORSHARES TR00768Y4531$60.00%
360DIMENSIONAL ETF TRUST25434V7080$00.00%
361ZYNERBA PHARMACEUTICALS INC98986X1091$00.00%
362LUMOS PHARMA INC55028X1090$00.00%