Dennis L. Markway

0001836270-21-000002.txt : 20210413 0001836270-21-000002.hdr.sgml : 20210413 20210412193905 ACCESSION NUMBER: 0001836270-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210413 DATE AS OF CHANGE: 20210412 EFFECTIVENESS DATE: 20210413 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Iron Horse Wealth Management, LLC CENTRAL INDEX KEY: 0001836270 IRS NUMBER: 460677972 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20425 FILM NUMBER: 21821732 BUSINESS ADDRESS: STREET 1: 8711 WINDSOR PKWY STE. 4 CITY: JOHSTON STATE: IA ZIP: 50131 BUSINESS PHONE: 5157796250 MAIL ADDRESS: STREET 1: 8711 WINDSOR PKWY STE. 4 CITY: JOHSTON STATE: IA ZIP: 50131 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001836270 XXXXXXXX 03-31-2021 03-31-2021 Iron Horse Wealth Management, LLC

8711 WINDSOR PKWY STE. 4 JOHSTON IA 50131

13F HOLDINGS REPORT 028-20425 N Dennis L. Markway Dennis L. Markway 5157796250 Dennis L. Markway Johnston IA 04-12-2021 0 133500 133500 false INFORMATION TABLE 2 aci_13f.xml IRON HORSE WM 13F AT&T INC COM 00206R102 33 1084 SH SOLE 0 0 1084 ARK ETF TR INNOVATION ETF 00214Q104 9 73 SH SOLE 0 0 73 ABBVIE INC COM 00287Y109 1 10 SH SOLE 0 0 10 AGEX THERAPEUTICS INC COM 00848H108 0 11 SH SOLE 0 0 11 ALLIANT ENERGY CORP COM 018802108 15 273 SH SOLE 0 0 273 ALLY FINL INC COM 02005N100 5 100 SH SOLE 0 0 100 AMAZON COM INC COM 023135106 19 6 SH SOLE 0 0 6 AMERICAN AIRLS GROUP INC COM 02376R102 7 311 SH SOLE 0 0 311 AMERICAN EXPRESS CO COM 025816109 14 100 SH SOLE 0 0 100 AMERISOURCEBERGEN CORP COM 03073E105 30 250 SH SOLE 0 0 250 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1 15 SH SOLE 0 0 15 APA CORPORATION COM 03743Q108 218 12200 SH SOLE 0 0 12200 APPIAN CORP CL A 03782L101 1 4 SH SOLE 0 0 4 APPLE INC COM 037833100 458 3746 SH SOLE 0 0 3746 BABCOCK & WILCOX ENTERPRISES COM 05614L209 1 100 SH SOLE 0 0 100 BANK MONTREAL QUE COM 063671101 105 1180 SH SOLE 0 0 1180 BAXTER INTL INC COM 071813109 226 2680 SH SOLE 0 0 2680 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 211 827 SH SOLE 0 0 827 BEST BUY INC COM 086516101 4 35 SH SOLE 0 0 35 BEYOND MEAT INC COM 08862E109 13 100 SH SOLE 0 0 100 BIOCRYST PHARMACEUTICALS INC COM 09058V103 1 50 SH SOLE 0 0 50 BOEING CO COM 097023105 68 265 SH SOLE 0 0 265 BRIGHTHOUSE FINL INC COM 10922N103 0 1 SH SOLE 0 0 1 BRISTOL-MYERS SQUIBB CO COM 110122108 2 26 SH SOLE 0 0 26 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 19 200 SH SOLE 0 0 200 CIGNA CORP NEW COM 125523100 29 121 SH SOLE 0 0 121 CVS HEALTH CORP COM 126650100 94 1244 SH SOLE 0 0 1244 CANOPY GROWTH CORP COM 138035100 1 20 SH SOLE 0 0 20 CATERPILLAR INC COM 149123101 64 276 SH SOLE 0 0 276 CHEMOURS CO COM 163851108 9 317 SH SOLE 0 0 317 CHEVRON CORP NEW COM 166764100 159 1513 SH SOLE 0 0 1513 CHURCHILL CAPITAL CORP IV CL A 171439102 3 122 SH SOLE 0 0 122 CISCO SYS INC COM 17275R102 8 153 SH SOLE 0 0 153 CITIGROUP INC COM NEW 172967424 5 75 SH SOLE 0 0 75 CLOROX CO DEL COM 189054109 24 125 SH SOLE 0 0 125 COCA COLA CO COM 191216100 208 3948 SH SOLE 0 0 3948 COMCAST CORP NEW CL A 20030N101 8 152 SH SOLE 0 0 152 CORNING INC COM 219350105 5 125 SH SOLE 0 0 125 CORTEVA INC COM 22052L104 39 830 SH SOLE 0 0 830 DXC TECHNOLOGY CO COM 23355L106 0 6 SH SOLE 0 0 6 DEERE & CO COM 244199105 209 558 SH SOLE 0 0 558 DISNEY WALT CO COM 254687106 39 211 SH SOLE 0 0 211 DOW INC COM 260557103 39 604 SH SOLE 0 0 604 DRAFTKINGS INC COM CL A 26142R104 2 37 SH SOLE 0 0 37 DUPONT DE NEMOURS INC COM 26614N102 47 604 SH SOLE 0 0 604 EBAY INC. COM 278642103 46 750 SH SOLE 0 0 750 EXELON CORP COM 30161N101 12 282 SH SOLE 0 0 282 EXXON MOBIL CORP COM 30231G102 146 2607 SH SOLE 0 0 2607 FASTENAL CO COM 311900104 55 1100 SH SOLE 0 0 1100 FEDEX CORP COM 31428X106 16 58 SH SOLE 0 0 58 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 0 5 SH SOLE 0 0 5 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 1 25 SH SOLE 0 0 25 FIRST TR MLP & ENERGY INCOM COM 33739B104 2 250 SH SOLE 0 0 250 FIRSTSERVICE CORP NEW COM 33767E202 1 7 SH SOLE 0 0 7 FORD MTR CO DEL COM 345370860 11 890 SH SOLE 0 0 890 GENERAL ELECTRIC CO COM 369604103 183 13915 SH SOLE 0 0 13915 GILEAD SCIENCES INC COM 375558103 1 10 SH SOLE 0 0 10 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 2 65 SH SOLE 0 0 65 GLOBAL X FDS S&P 500 COVERED 37954Y475 2535 53003 SH SOLE 0 0 53003 GLOBAL X FDS US PFD ETF 37954Y657 5823 228244 SH SOLE 0 0 228245 GROWGENERATION CORP COM 39986L109 0 10 SH SOLE 0 0 10 HSBC HLDGS PLC SPON ADR NEW 404280406 3 100 SH SOLE 0 0 100 HP INC COM 40434L105 2 77 SH SOLE 0 0 77 HANESBRANDS INC COM 410345102 39 2003 SH SOLE 0 0 2003 HEALTHPEAK PROPERTIES INC COM 42250P103 65 2050 SH SOLE 0 0 2050 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1 73 SH SOLE 0 0 73 HONEYWELL INTL INC COM 438516106 5 23 SH SOLE 0 0 23 HORMEL FOODS CORP COM 440452100 21 444 SH SOLE 0 0 444 HUNTINGTON BANCSHARES INC COM 446150104 2 130 SH SOLE 0 0 130 INTEL CORP COM 458140100 151 2359 SH SOLE 0 0 2360 INTERNATIONAL BUSINESS MACHS COM 459200101 40 300 SH SOLE 0 0 300 ISHARES INC EM MKTS DIV ETF 464286319 0 5 SH SOLE 0 0 5 ISHARES TR TIPS BD ETF 464287176 2 13 SH SOLE 0 0 13 ISHARES TR CORE S&P500 ETF 464287200 330 830 SH SOLE 0 0 830 ISHARES TR CORE US AGGBD ET 464287226 0 2 SH SOLE 0 0 2 ISHARES TR IBOXX INV CP ETF 464287242 15788 121403 SH SOLE 0 0 121403 ISHARES TR S&P 500 GRWT ETF 464287309 0 2 SH SOLE 0 0 2 ISHARES TR RUS 1000 VAL ETF 464287598 3 23 SH SOLE 0 0 23 ISHARES TR RUS 1000 GRW ETF 464287614 7 30 SH SOLE 0 0 30 ISHARES TR CORE S&P US VLU 464287663 0 2 SH SOLE 0 0 2 ISHARES TR U.S. REAL ES ETF 464287739 0 4 SH SOLE 0 0 4 ISHARES TR SP SMCP600VL ETF 464287879 0 1 SH SOLE 0 0 1 ISHARES TR S&P SML 600 GWT 464287887 0 1 SH SOLE 0 0 1 ISHARES TR NATIONAL MUN ETF 464288414 6 50 SH SOLE 0 0 50 ISHARES TR INTL SEL DIV ETF 464288448 0 9 SH SOLE 0 0 9 ISHARES TR IBOXX HI YD ETF 464288513 0 2 SH SOLE 0 0 2 ISHARES TR CRE U S REIT ETF 464288521 116 2216 SH SOLE 0 0 2216 ISHARES TR PFD AND INCM SEC 464288687 8 205 SH SOLE 0 0 205 ISHARES TR AGGRES ALLOC ETF 464289859 5 72 SH SOLE 0 0 72 ISHARES TR FLTG RATE NT ETF 46429B655 8 154 SH SOLE 0 0 154 ISHARES TR CORE HIGH DV ETF 46429B663 1 7 SH SOLE 0 0 7 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 176 3500 SH SOLE 0 0 3500 ISHARES TR CORE MSCI TOTAL 46432F834 0 7 SH SOLE 0 0 7 ISHARES TR CORE 1 5 YR USD 46432F859 0 2 SH SOLE 0 0 2 ISHARES INC ESG AWR MSCI EM 46434G863 9 200 SH SOLE 0 0 200 ISHARES TR ESG AWR MSCI USA 46435G425 31 343 SH SOLE 0 0 343 ISHARES TR ESG AW MSCI EAFE 46435G516 26 338 SH SOLE 0 0 338 ISHARES TR CORE INTL AGGR 46435G672 220 4016 SH SOLE 0 0 4016 JPMORGAN CHASE & CO COM 46625H100 29 190 SH SOLE 0 0 190 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 2953 58186 SH SOLE 0 0 58186 JOHNSON & JOHNSON COM 478160104 34 204 SH SOLE 0 0 204 KINDER MORGAN INC DEL COM 49456B101 60 3628 SH SOLE 0 0 3628 KROGER CO COM 501044101 16 439 SH SOLE 0 0 439 LAM RESEARCH CORP COM 512807108 1 2 SH SOLE 0 0 2 LEMONADE INC COM 52567D107 1 6 SH SOLE 0 0 6 LINEAGE CELL THERAPEUTICS IN COM 53566P109 0 110 SH SOLE 0 0 110 LOCKHEED MARTIN CORP COM 539830109 7 19 SH SOLE 0 0 19 LOWES COS INC COM 548661107 48 250 SH SOLE 0 0 250 LUMEN TECHNOLOGIES INC COM 550241103 5 350 SH SOLE 0 0 350 LUMOS PHARMA INC COM 55028X109 0 0 SH SOLE 0 0 0 MCDONALDS CORP COM 580135101 53 237 SH SOLE 0 0 237 MERCK & CO. INC COM 58933Y105 11 138 SH SOLE 0 0 138 METLIFE INC COM 59156R108 1 20 SH SOLE 0 0 20 MICROSOFT CORP COM 594918104 26 110 SH SOLE 0 0 110 NIO INC SPON ADS 62914V106 0 5 SH SOLE 0 0 5 NEW RELIC INC COM 64829B100 72 1175 SH SOLE 0 0 1175 NIKE INC CL B 654106103 3 20 SH SOLE 0 0 20 NOKIA CORP SPONSORED ADR 654902204 0 29 SH SOLE 0 0 29 OCUGEN INC COM 67577C105 0 15 SH SOLE 0 0 15 ONCOCYTE CORP COM 68235C107 0 5 SH SOLE 0 0 5 ONEOK INC NEW COM 682680103 34 675 SH SOLE 0 0 675 PPL CORP COM 69351T106 1 25 SH SOLE 0 0 25 PEPSICO INC COM 713448108 2 17 SH SOLE 0 0 17 PERSPECTA INC COM 715347100 0 3 SH SOLE 0 0 3 PFIZER INC COM 717081103 7 183 SH SOLE 0 0 183 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 213 3554 SH SOLE 0 0 3554 PROCTER AND GAMBLE CO COM 742718109 118 874 SH SOLE 0 0 874 PRUDENTIAL FINL INC COM 744320102 1 16 SH SOLE 0 0 16 RAYTHEON TECHNOLOGIES CORP COM 75513E101 0 1 SH SOLE 0 0 1 ROBLOX CORP CL A 771049103 1 10 SH SOLE 0 0 10 ROKU INC COM CL A 77543R102 22 68 SH SOLE 0 0 68 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 8 200 SH SOLE 0 0 200 SPDR S&P 500 ETF TR TR UNIT 78462F103 41 104 SH SOLE 0 0 104 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 5396 123252 SH SOLE 0 0 123252 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 12 256 SH SOLE 0 0 256 SPDR INDEX SHS FDS S&P GBLINF ETF 78463X855 1 12 SH SOLE 0 0 12 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6750 190888 SH SOLE 0 0 190888 SPDR SER TR PORTFOLIO CRPORT 78464A144 1 33 SH SOLE 0 0 34 SPDR SER TR S&P 600 SMCP GRW 78464A201 113 1317 SH SOLE 0 0 1317 SPDR SER TR WELLS FG PFD ETF 78464A292 171 3934 SH SOLE 0 0 3934 SPDR SER TR S&P 600 SMCP VAL 78464A300 201 2456 SH SOLE 0 0 2456 SPDR SER TR PORTFOLIO LN COR 78464A367 128 4237 SH SOLE 0 0 4237 SPDR SER TR PORTFOLIO INTRMD 78464A375 625 17242 SH SOLE 0 0 17242 SPDR SER TR PRTFLO S&P500 GW 78464A409 11244 199367 SH SOLE 0 0 199367 SPDR SER TR PORTFOLIO SHORT 78464A474 5232 167095 SH SOLE 0 0 167095 SPDR SER TR PRTFLO S&P500 VL 78464A508 1083 28565 SH SOLE 0 0 28565 SPDR SER TR PORTFOLIO AGRGTE 78464A649 165 5567 SH SOLE 0 0 5567 SPDR SER TR PORTFOLIO LN TSR 78464A664 2 60 SH SOLE 0 0 60 SPDR SER TR PORTFOLI S&P1500 78464A805 5104 103771 SH SOLE 0 0 103771 SPDR SER TR S&P 400 MDCP GRW 78464A821 177 2352 SH SOLE 0 0 2352 SPDR SER TR S&P 400 MDCP VAL 78464A839 219 3353 SH SOLE 0 0 3353 SPDR SER TR PORTFOLIO S&P400 78464A847 8 185 SH SOLE 0 0 185 SPDR SER TR BLOMBERG BRC INV 78468R200 10 329 SH SOLE 0 0 329 SPDR SER TR PRTFLO S&P500 HI 78468R788 536 13910 SH SOLE 0 0 13910 SPDR SER TR PORTFOLIO S&P600 78468R853 13 317 SH SOLE 0 0 317 SCHLUMBERGER LTD COM 806857108 7 260 SH SOLE 0 0 260 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3 45 SH SOLE 0 0 45 SKILLZ INC COM 83067L109 0 20 SH SOLE 0 0 20 SMITH MICRO SOFTWARE INC COM NEW 832154207 1 107 SH SOLE 0 0 107 STARBUCKS CORP COM 855244109 201 1844 SH SOLE 0 0 1844 TJX COS INC NEW COM 872540109 10 150 SH SOLE 0 0 150 TPI COMPOSITES INC COM 87266J104 17 294 SH SOLE 0 0 294 TARGET CORP COM 87612E106 39 197 SH SOLE 0 0 197 TELEPHONE & DATA SYS INC COM NEW 879433829 14 604 SH SOLE 0 0 604 TESLA INC COM 88160R101 77 116 SH SOLE 0 0 116 THE TRADE DESK INC COM CL A 88339J105 1 1 SH SOLE 0 0 1 3M CO COM 88579Y101 14 71 SH SOLE 0 0 71 TRACTOR SUPPLY CO COM 892356106 115 650 SH SOLE 0 0 650 TRAVELERS COMPANIES INC COM 89417E109 2 16 SH SOLE 0 0 16 TWILIO INC CL A 90138F102 22 64 SH SOLE 0 0 64 TWITTER INC COM 90184L102 7 115 SH SOLE 0 0 115 UNION PAC CORP COM 907818108 7 31 SH SOLE 0 0 31 UNITEDHEALTH GROUP INC COM 91324P102 500 1344 SH SOLE 0 0 1344 VANGUARD STAR FDS VG TL INTL STK F 921909768 33 521 SH SOLE 0 0 521 VANGUARD BD INDEX FDS INTERMED TERM 921937819 14 160 SH SOLE 0 0 160 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 7863 160117 SH SOLE 0 0 160117 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 14477 143212 SH SOLE 0 0 143213 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 43 830 SH SOLE 0 0 830 VANGUARD WORLD FDS ENERGY ETF 92204A306 14 200 SH SOLE 0 0 200 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 8 35 SH SOLE 0 0 35 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 445 5394 SH SOLE 0 0 5394 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 0 1 SH SOLE 0 0 1 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 16277 174961 SH SOLE 0 0 174962 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11 30 SH SOLE 0 0 30 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3442 25517 SH SOLE 0 0 25517 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 169 789 SH SOLE 0 0 789 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2520 27429 SH SOLE 0 0 27430 VANGUARD INDEX FDS SML CP GRW ETF 922908595 194 706 SH SOLE 0 0 706 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4077 24615 SH SOLE 0 0 24615 VANGUARD INDEX FDS MID CAP ETF 922908629 5693 25718 SH SOLE 0 0 25719 VANGUARD INDEX FDS GROWTH ETF 922908736 418 1625 SH SOLE 0 0 1625 VANGUARD INDEX FDS VALUE ETF 922908744 316 2405 SH SOLE 0 0 2405 VANGUARD INDEX FDS SMALL CP ETF 922908751 6747 31518 SH SOLE 0 0 31518 VANGUARD INDEX FDS TOTAL STK MKT 922908769 18 89 SH SOLE 0 0 89 VERIZON COMMUNICATIONS INC COM 92343V104 10 164 SH SOLE 0 0 164 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 3 200 SH SOLE 0 0 200 WABTEC COM 929740108 1 11 SH SOLE 0 0 11 WALMART INC COM 931142103 8 60 SH SOLE 0 0 60 WASTE MGMT INC DEL COM 94106L109 6 50 SH SOLE 0 0 50 WELLS FARGO CO NEW COM 949746101 351 8984 SH SOLE 0 0 8984 WISDOMTREE TR US DIVID EX FNCL 97717W406 1 7 SH SOLE 0 0 7 WORKIVA INC COM CL A 98139A105 4 50 SH SOLE 0 0 50 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1 2 SH SOLE 0 0 2 BRIDGETOWN HOLDINGS LTD COM CL A G1355U113 2 227 SH SOLE 0 0 227 SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G8251L105 6 564 SH SOLE 0 0 564