President

0001836270-21-000003.txt : 20210723 0001836270-21-000003.hdr.sgml : 20210723 20210723132539 ACCESSION NUMBER: 0001836270-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210723 DATE AS OF CHANGE: 20210723 EFFECTIVENESS DATE: 20210723 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: 211110197 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 06-30-2021 06-30-2021 Iron Horse Wealth Management, LLC

8711 WINDSOR PKWY STE. 4 JOHSTON IA 50131

13F HOLDINGS REPORT 028-20425 N Dennis Markway President 5157796250 Dennis L Markway Johnston IA 07-23-2021 0 210 151664 false INFORMATION TABLE 2 aci_13f.xml AT&T INC COM 00206R102 31 1084 SH SOLE 0 0 1084 ARK ETF TR INNOVATION ETF 00214Q104 10 73 SH SOLE 0 0 73 ABBOTT LABS COM 002824100 8 66 SH SOLE 0 0 66 ABBVIE INC COM 00287Y109 9 76 SH SOLE 0 0 76 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 ALTRIA GROUP INC COM 02209S103 10 200 SH SOLE 0 0 200 AMAZON COM INC COM 023135106 31 9 SH SOLE 0 0 9 AMERICAN AIRLS GROUP INC COM 02376R102 7 311 SH SOLE 0 0 311 AMERICAN EXPRESS CO COM 025816109 17 100 SH SOLE 0 0 100 AMERISOURCEBERGEN CORP COM 03073E105 29 250 SH SOLE 0 0 250 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1 15 SH SOLE 0 0 15 APA CORPORATION COM 03743Q108 264 12200 SH SOLE 0 0 12200 APPIAN CORP CL A 03782L101 1 4 SH SOLE 0 0 4 APPLE INC COM 037833100 498 3636 SH SOLE 0 0 3636 ARCHER DANIELS MIDLAND CO COM 039483102 16 266 SH SOLE 0 0 266 BABCOCK & WILCOX ENTERPRISES COM 05614L209 1 100 SH SOLE 0 0 100 BANK MONTREAL QUE COM 063671101 121 1180 SH SOLE 0 0 1180 BAXTER INTL INC COM 071813109 205 2550 SH SOLE 0 0 2550 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 230 827 SH SOLE 0 0 827 BEST BUY INC COM 086516101 4 35 SH SOLE 0 0 35 BEYOND MEAT INC COM 08862E109 16 100 SH SOLE 0 0 100 BIOCRYST PHARMACEUTICALS INC COM 09058V103 1 50 SH SOLE 0 0 50 BOEING CO COM 097023105 64 269 SH SOLE 0 0 269 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 104 1244 SH SOLE 0 0 1244 CANOPY GROWTH CORP COM 138035100 0 20 SH SOLE 0 0 20 CASEYS GEN STORES INC COM 147528103 2 10 SH SOLE 0 0 10 CATERPILLAR INC COM 149123101 49 226 SH SOLE 0 0 226 CHEMOURS CO COM 163851108 10 299 SH SOLE 0 0 299 CHEVRON CORP NEW COM 166764100 120 1148 SH SOLE 0 0 1148 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 22 125 SH SOLE 0 0 125 COCA COLA CO COM 191216100 203 3748 SH SOLE 0 0 3748 COMCAST CORP NEW CL A 20030N101 22 378 SH SOLE 0 0 378 CORNING INC COM 219350105 5 125 SH SOLE 0 0 125 CORTEVA INC COM 22052L104 37 830 SH SOLE 0 0 830 DXC TECHNOLOGY CO COM 23355L106 0 6 SH SOLE 0 0 6 DEERE & CO COM 244199105 197 558 SH SOLE 0 0 558 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 36 1351 SH SOLE 0 0 1351 DISNEY WALT CO COM 254687106 37 211 SH SOLE 0 0 211 DOW INC COM 260557103 59 931 SH SOLE 0 0 931 DRAFTKINGS INC COM CL A 26142R104 2 37 SH SOLE 0 0 37 DUPONT DE NEMOURS INC COM 26614N102 58 753 SH SOLE 0 0 753 EBAY INC. COM 278642103 23 325 SH SOLE 0 0 325 EXELON CORP COM 30161N101 12 282 SH SOLE 0 0 282 EXXON MOBIL CORP COM 30231G102 189 2993 SH SOLE 0 0 2993 FASTENAL CO COM 311900104 57 1100 SH SOLE 0 0 1100 FEDEX CORP COM 31428X106 17 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 22 1500 SH SOLE 0 0 1500 GENERAL ELECTRIC CO COM 369604103 185 13765 SH SOLE 0 0 13765 GILEAD SCIENCES INC COM 375558103 1 10 SH SOLE 0 0 10 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 3 65 SH SOLE 0 0 65 GLOBAL X FDS S&P 500 COVERED 37954Y475 4743 96708 SH SOLE 0 0 96708 GLOBAL X FDS US PFD ETF 37954Y657 6565 250850 SH SOLE 0 0 250850 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 37 2003 SH SOLE 0 0 2003 HEALTHPEAK PROPERTIES INC COM 42250P103 65 1950 SH SOLE 0 0 1950 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 144 2559 SH SOLE 0 0 2559 INTERNATIONAL BUSINESS MACHS COM 459200101 44 300 SH SOLE 0 0 300 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 18 122 SH SOLE 0 0 122 INVESCO MORTGAGE CAPITAL INC COM 46131B100 12 3049 SH SOLE 0 0 3049 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 3 19 SH SOLE 0 0 19 ISHARES INC EM MKTS DIV ETF 464286319 0 5 SH SOLE 0 0 5 ISHARES TR CORE S&P500 ETF 464287200 357 830 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 14460 107624 SH SOLE 0 0 107624 ISHARES TR S&P 500 GRWT ETF 464287309 0 2 SH SOLE 0 0 2 ISHARES TR S&P 500 VAL ETF 464287408 3 20 SH SOLE 0 0 20 ISHARES TR RUS 1000 VAL ETF 464287598 4 23 SH SOLE 0 0 23 ISHARES TR RUS 1000 GRW ETF 464287614 8 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 126 2155 SH SOLE 0 0 2155 ISHARES TR PFD AND INCM SEC 464288687 8 205 SH SOLE 0 0 205 ISHARES TR EAFE VALUE ETF 464288877 27 525 SH SOLE 0 0 525 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 1 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 34 343 SH SOLE 0 0 343 ISHARES TR ESG AW MSCI EAFE 46435G516 27 338 SH SOLE 0 0 338 ISHARES TR CORE INTL AGGR 46435G672 278 5047 SH SOLE 0 0 5047 JPMORGAN CHASE & CO COM 46625H100 45 290 SH SOLE 0 0 290 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 4471 88113 SH SOLE 0 0 88113 JOHNSON & JOHNSON COM 478160104 34 204 SH SOLE 0 0 204 KELLOGG CO COM 487836108 2 30 SH SOLE 0 0 30 KINDER MORGAN INC DEL COM 49456B101 66 3628 SH SOLE 0 0 3628 KROGER CO COM 501044101 17 439 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 55 237 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 30 110 SH SOLE 0 0 110 NIO INC SPON ADS 62914V106 0 5 SH SOLE 0 0 5 NEW RELIC INC COM 64829B100 79 1175 SH SOLE 0 0 1175 NIKE INC CL B 654106103 3 20 SH SOLE 0 0 20 OATLY GROUP AB SPONSORED ADS 67421J108 6 250 SH SOLE 0 0 250 ONCOCYTE CORP COM 68235C107 0 5 SH SOLE 0 0 5 ONEOK INC NEW COM 682680103 38 675 SH SOLE 0 0 675 ORGANON & CO COMMON STOCK 68622V106 0 11 SH SOLE 0 0 11 PPL CORP COM 69351T106 1 25 SH SOLE 0 0 25 PEPSICO INC COM 713448108 3 17 SH SOLE 0 0 17 PFIZER INC COM 717081103 7 183 SH SOLE 0 0 183 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 231 3654 SH SOLE 0 0 3654 PROCTER AND GAMBLE CO COM 742718109 118 874 SH SOLE 0 0 874 PRUDENTIAL FINL INC COM 744320102 2 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 31 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 45 104 SH SOLE 0 0 104 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 6363 139840 SH SOLE 0 0 139840 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 13 256 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 8149 221506 SH SOLE 0 0 221506 SPDR SER TR PORTFOLIO CRPORT 78464A144 1 33 SH SOLE 0 0 33 SPDR SER TR S&P 600 SMCP GRW 78464A201 113 1273 SH SOLE 0 0 1273 SPDR SER TR ICE PFD SEC ETF 78464A292 166 3744 SH SOLE 0 0 3744 SPDR SER TR S&P 600 SMCP VAL 78464A300 202 2358 SH SOLE 0 0 2358 SPDR SER TR PORTFOLIO LN COR 78464A367 75 2367 SH SOLE 0 0 2367 SPDR SER TR PORTFOLIO INTRMD 78464A375 607 16547 SH SOLE 0 0 16547 SPDR SER TR PRTFLO S&P500 GW 78464A409 12248 194500 SH SOLE 0 0 194500 SPDR SER TR PORTFOLIO SHORT 78464A474 6059 193570 SH SOLE 0 0 193570 SPDR SER TR PRTFLO S&P500 VL 78464A508 1152 29137 SH SOLE 0 0 29137 SPDR SER TR PORTFOLIO AGRGTE 78464A649 183 6086 SH SOLE 0 0 6086 SPDR SER TR PORTFOLI S&P1500 78464A805 7099 134025 SH SOLE 0 0 134025 SPDR SER TR S&P 400 MDCP GRW 78464A821 179 2310 SH SOLE 0 0 2310 SPDR SER TR S&P 400 MDCP VAL 78464A839 212 3147 SH SOLE 0 0 3147 SPDR SER TR PORTFOLIO S&P400 78464A847 8 160 SH SOLE 0 0 160 SPDR SER TR BLOMBERG BRC INV 78468R200 10 322 SH SOLE 0 0 322 SPDR SER TR PRTFLO S&P500 HI 78468R788 537 13386 SH SOLE 0 0 13386 SPDR SER TR PORTFOLIO S&P600 78468R853 12 272 SH SOLE 0 0 272 SCHLUMBERGER LTD COM STK 806857108 8 260 SH SOLE 0 0 260 SCHWAB STRATEGIC TR US TIPS ETF 808524870 5639 90212 SH SOLE 0 0 90212 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 203 1820 SH SOLE 0 0 1820 TJX COS INC NEW COM 872540109 10 150 SH SOLE 0 0 150 TPI COMPOSITES INC COM 87266J104 14 294 SH SOLE 0 0 294 TARGET CORP COM 87612E106 48 197 SH SOLE 0 0 197 TELEPHONE & DATA SYS INC COM NEW 879433829 28 1236 SH SOLE 0 0 1236 TESLA INC COM 88160R101 79 116 SH SOLE 0 0 116 THE TRADE DESK INC COM CL A 88339J105 1 10 SH SOLE 0 0 10 3M CO COM 88579Y101 14 71 SH SOLE 0 0 71 TRACTOR SUPPLY CO COM 892356106 121 650 SH SOLE 0 0 650 TRAVELERS COMPANIES INC COM 89417E109 2 16 SH SOLE 0 0 16 TWILIO INC CL A 90138F102 25 64 SH SOLE 0 0 64 TWITTER INC COM 90184L102 8 115 SH SOLE 0 0 115 UNION PAC CORP COM 907818108 7 31 SH SOLE 0 0 31 UNITEDHEALTH GROUP INC COM 91324P102 538 1344 SH SOLE 0 0 1344 UNIVAR SOLUTIONS USA INC COM 91336L107 2 100 SH SOLE 0 0 100 VANGUARD BD INDEX FDS INTERMED TERM 921937819 14 160 SH SOLE 0 0 160 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 9555 185471 SH SOLE 0 0 185471 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 14327 136747 SH SOLE 0 0 136747 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 30 478 SH SOLE 0 0 478 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 41 759 SH SOLE 0 0 759 VANGUARD WORLD FDS ENERGY ETF 92204A306 15 200 SH SOLE 0 0 200 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 9 35 SH SOLE 0 0 35 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 372 4494 SH SOLE 0 0 4494 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 0 1 SH SOLE 0 0 1 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 14200 149368 SH SOLE 0 0 149368 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3697 26310 SH SOLE 0 0 26310 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 186 789 SH SOLE 0 0 789 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2988 29352 SH SOLE 0 0 29352 VANGUARD INDEX FDS SML CP GRW ETF 922908595 205 706 SH SOLE 0 0 706 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4492 25868 SH SOLE 0 0 25868 VANGUARD INDEX FDS MID CAP ETF 922908629 6668 28094 SH SOLE 0 0 28094 VANGUARD INDEX FDS GROWTH ETF 922908736 466 1624 SH SOLE 0 0 1624 VANGUARD INDEX FDS VALUE ETF 922908744 335 2439 SH SOLE 0 0 2439 VANGUARD INDEX FDS SMALL CP ETF 922908751 7754 34417 SH SOLE 0 0 34417 VERIZON COMMUNICATIONS INC COM 92343V104 39 689 SH SOLE 0 0 689 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 4 200 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 7 50 SH SOLE 0 0 50 WELLS FARGO CO NEW COM 949746101 400 8834 SH SOLE 0 0 8834 WISDOMTREE TR US DIVID EX FNCL 97717W406 1 7 SH SOLE 0 0 7 WORKIVA INC COM CL A 98139A105 6 50 SH SOLE 0 0 50 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1 2 SH SOLE 0 0 2