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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 Q3 2023 · Filed August 1, 2023 · Accession 0001836270-23-000004

Total Value
$203,555
Positions
322
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (322)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WHITEHALL FDS921946406203,388$21.6M10.60%
2VANGUARD ADMIRAL FDS INC92193250576,049$19.3M9.49%
3VANGUARD SCOTTSDALE FDS92206C870217,099$17.2M8.43%
4ISHARES TR464287242156,179$16.9M8.30%
5J P MORGAN EXCHANGE TRADED F46641Q241354,703$16.4M8.05%
6SPDR S&P 500 ETF TRSPY28,624$12.7M6.23%
7VANGUARD TAX-MANAGED FDS921943858271,347$12.5M6.16%
8SPDR INDEX SHS FDS78463X889378,139$12.3M6.04%
9J P MORGAN EXCHANGE TRADED F46641Q332211,350$11.7M5.74%
10VANGUARD INDEX FDS92290875147,950$9.5M4.69%
11VANGUARD INDEX FDS92290862942,376$9.3M4.58%
12VANGUARD INTL EQUITY INDEX F922042858174,947$7.1M3.50%
13GLOBAL X FDS37954Y657349,473$6.8M3.33%
14VANGUARD INDEX FDS92290861140,958$6.8M3.33%
15VANGUARD INDEX FDS92290851248,590$6.7M3.30%
16SPDR SER TR78468R20047,627$1.5M0.72%
17GLOBAL X FDS37954Y47525,841$1.1M0.52%
18SPDR SER TR78464A50822,920$990,1440.49%
19SPDR SER TR78464A40913,628$831,4440.41%
20SCHWAB STRATEGIC TR80852487014,587$764,7830.38%
21APPLE INCAAPL3,477$674,4080.33%
22UNITEDHEALTH GROUP INCUNH1,198$575,8070.28%
23J P MORGAN EXCHANGE TRADED F46641Q83710,613$532,1130.26%
24VANGUARD INDEX FDS9229085535,567$465,1990.23%
25WELLS FARGO CO NEW94974610110,755$459,0230.23%
26BERKSHIRE HATHAWAY INC DELBRK-A1,313$447,8060.22%
27ISHARES TR464287200830$369,9390.18%
28VANGUARD INDEX FDS9229087361,163$329,0820.16%
29EXXON MOBIL CORPXOM2,602$279,0860.14%
30PRINCIPAL FINANCIAL GROUP INPFG3,629$275,2230.14%
31SPDR SER TR78468R7887,197$266,8650.13%
32COCA COLA COKO4,054$244,1320.12%
33DEERE & CODE570$231,1100.11%
34ISHARES TR46435G6724,222$208,1020.10%
35AFLAC INCAFL2,885$201,3730.10%
36VANGUARD INDEX FDS9229087441,390$197,5190.10%
37SPDR INDEX SHS FDS78463X5094,972$170,9370.08%
38STARBUCKS CORPSBUX1,678$166,2230.08%
39BERKLEY W R CORPWRB-PH2,744$163,4330.08%
40PROCTER AND GAMBLE CO742718109988$149,9190.07%
41SPDR SER TR78464A8052,682$146,0080.07%
42SPDR SER TR78464A8392,074$142,6500.07%
43APOLLO GLOBAL MGMT INC03769M1061,692$129,9630.06%
44TESLA INCTSLA484$126,6970.06%
45CHEVRON CORP NEWCVX795$125,0930.06%
46TRACTOR SUPPLY COTSCO559$123,5950.06%
47SPDR SER TR78464A3753,808$122,2750.06%
48INVESCO QQQ TRIVZ300$110,8260.05%
49INTERNATIONAL BUSINESS MACHSINTR800$107,0480.05%
50VANGUARD INDEX FDS922908538520$107,0000.05%
51GENERAL ELECTRIC CO369604301972$106,7740.05%
52BAXTER INTL INC0718131092,250$102,5100.05%
53VANGUARD INDEX FDS922908595406$93,2740.05%
54INTEL CORPINTC2,756$92,1610.05%
55BANK MONTREAL QUE063671101980$88,5040.04%
56CVS HEALTH CORPCVS1,244$85,9980.04%
57SPDR SER TR78464A2922,569$85,9840.04%
58SPDR SER TR78464A3001,094$84,4460.04%
59SPDR SER TR78464A8211,161$83,1860.04%
60SPDR SER TR78464A6493,166$80,3210.04%
61VANGUARD SCOTTSDALE FDS92206C4091,050$79,4430.04%
62SPDR SER TR78464A4742,680$78,8990.04%
63NEW RELIC INC64829B1001,175$76,8920.04%
64DOW INCDOW1,406$74,8840.04%
65VANGUARD WORLD FDS92204A504285$69,7740.03%
66MCDONALDS CORPMCD225$67,1420.03%
67JPMORGAN CHASE & COVYLD455$66,1870.03%
68LEVI STRAUSS & CO NEWLEVI4,500$64,9350.03%
69ISHARES U S ETF TR46431W5071,296$64,4370.03%
70VERIZON COMMUNICATIONS INCVZ1,688$62,7890.03%
71KINDER MORGAN INC DELEP-PC3,628$62,4740.03%
72ISHARES TR46429B747620$60,5120.03%
73HORMEL FOODS CORPHRL1,420$57,1120.03%
74MEDTRONIC PLCMDT601$52,9480.03%
75AMERISOURCEBERGEN CORPCOR262$50,4170.02%
76SPDR SER TR78464A201632$48,6390.02%
77DUPONT DE NEMOURS INCDD678$48,4360.02%
78BOEING COBA-PA229$48,3560.02%
79CORTEVA INCCTVA832$47,6990.02%
80LOWES COS INC548661107185$41,7550.02%
81MERCK & CO INCMRK357$41,1940.02%
82MICROSOFT CORPMSFT118$40,1840.02%
83JOHNSON & JOHNSONJNJ222$36,7450.02%
84CISCO SYS INCCSCO703$36,3730.02%
85GSK PLCGLAXF1,000$35,6400.02%
86NIKE INCNKE313$34,5010.02%
87THE CIGNA GROUP125523100121$33,9530.02%
88ALTRIA GROUP INCMO700$31,7100.02%
89ISHARES TR46435G425315$30,7000.02%
90US BANCORP DELUSB-PS900$29,7360.01%
913M COMMM291$29,1260.01%
92CATERPILLAR INCCAT116$28,5420.01%
93MEDICAL PPTYS TRUST INC58463J3043,000$27,7800.01%
94FORD MTR CO DEL3453708601,759$26,6140.01%
95ISHARES TR46435G516361$26,3280.01%
96AT&T INCT-PC1,627$25,9510.01%
97CLOROX CO DELCLX155$24,6510.01%
98PIONEER NAT RES CO723787AP211,000$24,1850.01%
99AMAZON COM INCAMZN178$23,2040.01%
100PALO ALTO NETWORKS INCPANW9,000$23,1620.01%
101WALGREENS BOOTS ALLIANCE INC931427108800$22,7920.01%
102EQT CORPEQT8,000$22,5080.01%
103BIOMARIN PHARMACEUTICAL INCBMRN22,000$21,6100.01%
104DISNEY WALT CO254687106231$20,6380.01%
105ISHARES U S ETF TR46431W598410$20,2990.01%
106HEALTHPEAK PROPERTIES INCDOC1,000$20,1000.01%
107HELIX ENERGY SOLUTIONS GRP I42330PAK315,000$19,8150.01%
108BROOKFIELD REAL ASSETS INCOMRA1,135$19,0230.01%
109CARDINAL HEALTH INCCAH200$18,9140.01%
110C H ROBINSON WORLDWIDE INCCHRW200$18,8700.01%
111TARGET CORPTGT143$18,8620.01%
112CONMED CORPCNMD12,000$18,4560.01%
113PATRICK INDS INC703343AG819,000$18,4490.01%
114MICROCHIP TECHNOLOGY INC.MCHPP16,000$18,1000.01%
115FORD MTR CO DEL345370CZ116,000$17,5280.01%
116VALE S AVALE1,300$17,4460.01%
117AMERICAN EXPRESS COAXP100$17,4200.01%
118SIMON PPTY GROUP INC NEW828806109150$17,3220.01%
119DEXCOM INCDXCM16,000$17,0800.01%
120NRG ENERGY INCNRG16,000$16,8880.01%
121ZILLOW GROUP INCZ16,000$16,7840.01%
122KROGER COKR348$16,3560.01%
123VAIL RESORTS INCMTN18,000$16,0760.01%
124ISHARES TR46429B697216$16,0550.01%
125CHEESECAKE FACTORY INCCAKE19,000$15,9360.01%
126VANGUARD WHITEHALL FDS921946794250$15,8000.01%
127MAGELLAN MIDSTREAM PRTNRS LP559080106250$15,5800.01%
128CABLE ONE INCCABO20,000$15,0500.01%
129MGP INGREDIENTS INC NEWMGPI12,000$14,7840.01%
130RINGCENTRAL INCRNG16,000$14,7120.01%
131INTEGRA LIFESCIENCES HLDGS CIART16,000$14,6080.01%
132GAMESTOP CORP NEWGME-WT600$14,5500.01%
133EBAY INC.EBAY325$14,5240.01%
134NUVASIVE INCNU16,000$14,4400.01%
135PEBBLEBROOK HOTEL TRPEB-PH17,000$14,3500.01%
136LUMENTUM HLDGS INCLITE16,000$14,1180.01%
137SOUTHWEST AIRLS CO844741BG212,000$13,7580.01%
138TELADOC HEALTH INCTDOC17,000$13,5150.01%
139TJX COS INC NEW872540109150$12,7190.01%
140BURLINGTON STORES INCBURL12,000$12,4130.01%
141EXACT SCIENCES CORP30063PAC912,000$12,2780.01%
142DISH NETWORK CORPORATION25470MAB524,000$12,1800.01%
143SPDR SER TR78464A367503$11,7000.01%
144WALMART INCWMT74$11,6310.01%
145EXELON CORPEXC282$11,4890.01%
146ALPHABET INCGOOG95$11,3720.01%
147ETSY INCETSY9,000$10,6470.01%
148LIBERTY MEDIA CORP DELFWONB9,000$10,4090.01%
149ISHARES TR464288521202$10,3850.01%
150ROYAL CARIBBEAN GROUPV7780T103100$10,3740.01%
151TELEPHONE & DATA SYS INCTDS-PV1,236$10,1720.00%
152WP CAREY INC92936U109150$10,1340.00%
153INTERNATIONAL FLAVORS&FRAGRA459506101122$9,7100.00%
154AKAMAI TECHNOLOGIES INCAKAM9,000$9,6020.00%
155FIDELITY NATIONAL FINANCIALFNF265$9,5230.00%
156SPLUNK INC848637AD69,000$9,0000.00%
157KRONOS WORLDWIDE INCKRO1,000$8,7300.00%
158NEW MTN FIN CORP647551100700$8,7080.00%
159WASTE MGMT INC DEL94106L10950$8,6710.00%
160FIRSTSERVICE CORP NEWFSV56$8,6290.00%
161ISHARES TR46428761430$8,2550.00%
162ISHARES INC46434G863257$8,1290.00%
163SPIRIT AIRLS INC848577AB810,000$8,0800.00%
164SPDR INDEX SHS FDS78463X749196$8,0500.00%
165IONIS PHARMACEUTICALS INCIONS8,000$7,5450.00%
166BLOCK INCBSQKZ8,000$7,5400.00%
167PFIZER INCPFE193$7,0790.00%
168GE HEALTHCARE TECHNOLOGIES IGEHC87$7,0680.00%
169UBER TECHNOLOGIES INCUBER160$6,9070.00%
170CONSTELLATION ENERGY CORPCEG75$6,8660.00%
171HONEYWELL INTL INC43851610633$6,8480.00%
172HANESBRANDS INC4103451021,450$6,5830.00%
173GOLDEN OCEAN GROUP LTDNVGLF850$6,4180.00%
174UNION PAC CORPUNP31$6,3430.00%
175COMCAST CORP NEWCCZ152$6,3330.00%
176ISHARES TR46428715061$5,9680.00%
177VIAVI SOLUTIONS INCVIAV6,000$5,9510.00%
178FASTENAL COFAST100$5,8990.00%
179AMERICAN AIRLS GROUP INC02376R102311$5,5790.00%
180SNAP INCSNAP6,000$5,5350.00%
181EVERBRIDGE INCEVEX-WT6,000$5,4080.00%
182KELLOGG COBEKE80$5,3920.00%
183AMES NATL CORP031001100291$5,2470.00%
184PEPSICO INCPEP28$5,1860.00%
185WORKIVA INCWK50$5,0830.00%
186FEDEX CORPFDX20$4,9580.00%
187SPDR SER TR78468R853127$4,9330.00%
188COSTCO WHSL CORP NEW22160K1059$4,8450.00%
189ISHARES TR46428985972$4,7760.00%
190CHEMOURS COCC126$4,6480.00%
191ISHARES TR46434V62187$4,4830.00%
192CORNING INCGLW125$4,3800.00%
193TWILIO INCTWLO64$4,0720.00%
194HSBC HLDGS PLCHBCYF100$3,9620.00%
195GILEAD SCIENCES INCGILD50$3,8540.00%
196CITIGROUP INCC-PR80$3,6830.00%
197ISHARES TR46428759823$3,6300.00%
198SPDR SER TR78464A84779$3,6250.00%
199UNIVAR SOLUTIONS INC91336L107100$3,5840.00%
200DIREXION SHS ETF TR25460G336336$3,3160.00%
201PROSHARES TR74347G432174$3,2900.00%
202ISHARES TR46428740820$3,2240.00%
203ARK ETF TR00214Q10473$3,2220.00%
204TPI COMPOSITES INCTPICQ294$3,0490.00%
205SCHLUMBERGER LTDSLB60$2,9470.00%
206SELECT SECTOR SPDR TR81369Y88645$2,9450.00%
207STRYKER CORPORATIONSYK9$2,7460.00%
208BRISTOL-MYERS SQUIBB COCELG-RI41$2,6220.00%
209F&G ANNUITIES & LIFE INCFGSN105$2,6050.00%
210CINTAS CORPCTAS5$2,4850.00%
211CASEYS GEN STORES INC14752810310$2,4390.00%
212J P MORGAN EXCHANGE TRADED F46654Q20350$2,4190.00%
213BROWN & BROWN INCBRO35$2,4090.00%
214S&P GLOBAL INCSPGI6$2,4050.00%
215GRAINGER W W INC3848021043$2,3660.00%
216ANALOG DEVICES INCADI12$2,3380.00%
217BROADRIDGE FINL SOLUTIONS IN11133T10314$2,3190.00%
218PRUDENTIAL FINL INCPUKPF26$2,2940.00%
219LINDE PLCLIN6$2,2860.00%
220ILLINOIS TOOL WKS INC4523081099$2,2510.00%
221TEXAS INSTRS INC88250810412$2,1600.00%
222ACCENTURE PLC IRELANDACN7$2,1600.00%
223INTERCONTINENTAL EXCHANGE IN45866F10419$2,1490.00%
224SHERWIN WILLIAMS COSHW8$2,1240.00%
225BECTON DICKINSON & COBDX8$2,1120.00%
226AIR PRODS & CHEMS INCAIIR7$2,0970.00%
227BLACKROCK INCBLK3$2,0730.00%
228ABBOTT LABSABLZF19$2,0710.00%
229RAYTHEON TECHNOLOGIES CORPRTX21$2,0570.00%
230XYLEM INCXYL18$2,0270.00%
231NEW JERSEY RES CORPNJR42$1,9820.00%
232ATMOS ENERGY CORPATO17$1,9780.00%
233UNITED PARCEL SERVICE INCUPS11$1,9720.00%
234FIRST TR MLP & ENERGY INCOM33739B104250$1,9280.00%
235SPROTT PHYSICAL GOLD TRSII129$1,9250.00%
236SMUCKER J M CO83269640513$1,9200.00%
237PHILLIPS 66PSX20$1,9080.00%
238PAYCHEX INCPAYX17$1,9020.00%
239HOME DEPOT INCHD6$1,8640.00%
240NEXTERA ENERGY INCNEE-PW25$1,8550.00%
241MARRIOTT INTL INC NEW57190320210$1,8510.00%
242LOCKHEED MARTIN CORPLMT4$1,8420.00%
243HENRY JACK & ASSOC INC42628110111$1,8410.00%
244FEDERAL RLTY INVT TR NEW31374510119$1,8390.00%
245KRAFT HEINZ COKHC50$1,7750.00%
246EVERSOURCE ENERGYES25$1,7730.00%
247AUTOMATIC DATA PROCESSING INADP8$1,7580.00%
248CHUBB LIMITEDCB9$1,7330.00%
249GENERAL DYNAMICS CORPGD8$1,7210.00%
250APA CORPORATIONAPA50$1,7090.00%
251PLANET FITNESS INCPLNT25$1,6860.00%
252FACTSET RESH SYS INC3030751054$1,6030.00%
253AMGEN INCAMGN7$1,5540.00%
254CARNIVAL CORPCUKPF77$1,4500.00%
255BANK AMERICA CORP06050510450$1,4450.00%
256BEYOND MEAT INCBYND109$1,4150.00%
257COMMERCE BANCSHARES INCCBSH29$1,4120.00%
258HUNTINGTON BANCSHARES INCHBANP130$1,4010.00%
259ABBVIE INCABBV10$1,3470.00%
260GOLDMAN SACHS ETF TRNVGLF20$1,2500.00%
261DRAFTKINGS INC NEWDKNG47$1,2490.00%
262WARNER BROS DISCOVERY INCWBD96$1,2040.00%
263METLIFE INCMET-PF20$1,1310.00%
264VANGUARD STAR FDS92190976820$1,1220.00%
265URANIUM ENERGY CORPUEC300$1,0200.00%
266ROBLOX CORPRBLX25$1,0080.00%
267WABTEC9297401089$9870.00%
268SPDR SER TR78464A14434$9810.00%
269ISHARES TR46429B66310$9730.00%
270OCCIDENTAL PETE CORP67459910515$9040.00%
271UNDER ARMOUR INCUA120$8660.00%
272RUMBLE INCRUMBW97$8650.00%
273SPDR SER TR78464A75517$8640.00%
274PROGRESSIVE CORP7433151036$8260.00%
275LUMEN TECHNOLOGIES INCLUMN300$6780.00%
276PPL CORPPPLC25$6620.00%
277AMC ENTMT HLDGS INC00165C104150$6600.00%
278LUCID GROUP INCLCID94$6480.00%
279ISHARES TR4642873099$6280.00%
280BABCOCK & WILCOX ENTERPRISESBW-PA100$5900.00%
281ISHARES TR4642876637$5750.00%
282ISHARES TR46432F8349$5570.00%
283UPSTART HLDGS INCUPST15$5370.00%
284TEUCRIUM COMMODITY TRWEAT83$5350.00%
285OATLY GROUP ABOTLY250$5130.00%
286ISHARES TR4642877395$4600.00%
287SCHWAB STRATEGIC TR8085243006$4500.00%
288PROSHARES TR74347G80411$4470.00%
289GRANITESHARES PLATINUM TRPLTM48$4240.00%
290ISHARES TR46428844815$3900.00%
291FIDELITY COVINGTON TRUST3160926006$3620.00%
292SCHWAB STRATEGIC TR8085244095$3350.00%
293ZIM INTEGRATED SHIPPING SERVZIM23$2830.00%
294ISHARES TR4642878872$2500.00%
295ISHARES TR4642886878$2480.00%
296ISHARES TR4642872262$2390.00%
297ISHARES TR46429B6555$2340.00%
298ISHARES TR4642885133$2320.00%
299ISHARES TR46432F8595$2230.00%
300ISHARES TR4642878792$2170.00%
301ISHARES INC4642863199$2080.00%
302FIVE BELOW INCFIVE1$1970.00%
303SCHWAB STRATEGIC TR8085247972$1450.00%
304FTAI AVIATION LTDFTAIN4$1270.00%
305SMITH MICRO SOFTWARE INCSMSI107$1190.00%
306TAIWAN SEMICONDUCTOR MFG LTD8740391001$1010.00%
307DELTA AIR LINES INC DELDAL2$950.00%
308VANECK ETF TRUST92189H8395$820.00%
309VANGUARD SCOTTSDALE FDS92206C7061$590.00%
310NIO INCNIOIF5$480.00%
311BRIGHTHOUSE FINL INC10922N1031$470.00%
312CANOPY GROWTH CORPCGC120$470.00%
313GENERAL MTRS CO37045V1001$390.00%
314SOFI TECHNOLOGIES INCSOFI4$330.00%
315PLUG POWER INCPLUG2$210.00%
316FTAI INFRASTRUCTURE INCFIP4$150.00%
317SNAP INCSNAP1$120.00%
318ANTERO MIDSTREAM CORPAM1$120.00%
319AURORA CANNABIS INCACB12$60.00%
320ZYNERBA PHARMACEUTICALS INC98986X1091$00.00%
321LUMOS PHARMA INC55028X1090$00.00%
322DIMENSIONAL ETF TRUST25434V7080$00.00%