President

0001836270-21-000001.txt : 20210114 0001836270-21-000001.hdr.sgml : 20210114 20210114123806 ACCESSION NUMBER: 0001836270-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210114 DATE AS OF CHANGE: 20210114 EFFECTIVENESS DATE: 20210114 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: 21528151 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 false false 0001836270 XXXXXXXX 12-31-2020 12-31-2020 Iron Horse Wealth Management, LLC

8711 WINDSOR PKWY STE. 4 JOHSTON IA 50131

13F HOLDINGS REPORT 028-20425 N Dennis L. Markway President 515-779-6250 Dennis L. Markway Johnston IA 01-13-2021 0 189 124882 false INFORMATION TABLE 2 aci_13f.xml AT&T INC COM 00206R102 31 1084 SH SOLE 0 0 1084 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 8 150 SH SOLE 0 0 150 ALLY FINL INC COM 02005N100 4 100 SH SOLE 0 0 100 AMAZON COM INC COM 023135106 20 6 SH SOLE 0 0 6 AMERICAN AIRLS GROUP INC COM 02376R102 5 311 SH SOLE 0 0 311 AMERICAN EXPRESS CO COM 025816109 12 100 SH SOLE 0 0 100 AMERISOURCEBERGEN CORP COM 03073E105 24 250 SH SOLE 0 0 250 APACHE CORP COM 037411105 173 12200 SH SOLE 0 0 12200 APPLE INC COM 037833100 497 3743 SH SOLE 0 0 3744 BANK MONTREAL QUE COM 063671101 90 1180 SH SOLE 0 0 1180 BAXTER INTL INC COM 071813109 367 4580 SH SOLE 0 0 4580 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 163 704 SH SOLE 0 0 704 BEST BUY INC COM 086516101 3 35 SH SOLE 0 0 35 BEYOND MEAT INC COM 08862E109 13 100 SH SOLE 0 0 100 BOEING CO COM 097023105 50 232 SH SOLE 0 0 232 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 66 700 SH SOLE 0 0 700 CIGNA CORP NEW COM 125523100 25 121 SH SOLE 0 0 121 CVS HEALTH CORP COM 126650100 85 1244 SH SOLE 0 0 1244 CANOPY GROWTH CORP COM 138035100 0 20 SH SOLE 0 0 20 CATERPILLAR INC COM 149123101 50 276 SH SOLE 0 0 276 LUMEN TECHNOLOGIES INC COM 156700106 8 850 SH SOLE 0 0 850 CHEMOURS CO COM 163851108 8 335 SH SOLE 0 0 335 CHEVRON CORP NEW COM 166764100 128 1513 SH SOLE 0 0 1513 CISCO SYS INC COM 17275R102 7 153 SH SOLE 0 0 153 CITIGROUP INC COM NEW 172967424 5 75 SH SOLE 0 0 75 CLOROX CO DEL COM 189054109 25 125 SH SOLE 0 0 125 COCA COLA CO COM 191216100 217 3948 SH SOLE 0 0 3948 COMCAST CORP NEW CL A 20030N101 22 412 SH SOLE 0 0 412 CORNING INC COM 219350105 5 125 SH SOLE 0 0 125 CORTEVA INC COM 22052L104 32 830 SH SOLE 0 0 830 DXC TECHNOLOGY CO COM 23355L106 0 6 SH SOLE 0 0 6 DEERE & CO COM 244199105 158 588 SH SOLE 0 0 588 DISNEY WALT CO COM 254687106 38 211 SH SOLE 0 0 211 DOW INC COM 260557103 38 679 SH SOLE 0 0 679 DRAFTKINGS INC COM CL A 26142R104 2 37 SH SOLE 0 0 37 DUPONT DE NEMOURS INC COM 26614N102 48 679 SH SOLE 0 0 679 EBAY INC. COM 278642103 38 750 SH SOLE 0 0 750 EXELON CORP COM 30161N101 12 282 SH SOLE 0 0 282 EXXON MOBIL CORP COM 30231G102 102 2486 SH SOLE 0 0 2486 FASTENAL CO COM 311900104 54 1100 SH SOLE 0 0 1100 FEDEX CORP COM 31428X106 15 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 1 250 SH SOLE 0 0 250 FOLEY TRASIMENE ACQUISITION COM CL A 344328109 2 126 SH SOLE 0 0 126 FORD MTR CO DEL COM 345370860 3 344 SH SOLE 0 0 344 GENERAL ELECTRIC CO COM 369604103 150 13914 SH SOLE 0 0 13915 GILEAD SCIENCES INC COM 375558103 1 10 SH SOLE 0 0 10 GLOBAL X FDS S&P 500 COVERED 37954Y475 2250 48491 SH SOLE 0 0 48491 GLOBAL X FDS US PFD ETF 37954Y657 5499 213141 SH SOLE 0 0 213141 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 26 1750 SH SOLE 0 0 1750 HEALTHPEAK PROPERTIES INC COM 42250P103 77 2550 SH SOLE 0 0 2550 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 118 2359 SH SOLE 0 0 2359 INTERNATIONAL BUSINESS MACHS COM 459200101 38 300 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 1 10 SH SOLE 0 0 10 ISHARES TR CORE S&P500 ETF 464287200 312 830 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 15297 110740 SH SOLE 0 0 110741 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 138 2847 SH SOLE 0 0 2847 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 204 4069 SH SOLE 0 0 4069 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 8 200 SH SOLE 0 0 200 ISHARES TR ESG AWR MSCI USA 46435G425 30 343 SH SOLE 0 0 343 ISHARES TR ESG AW MSCI EAFE 46435G516 25 338 SH SOLE 0 0 338 ISHARES TR CORE INTL AGGR 46435G672 229 4066 SH SOLE 0 0 4066 JPMORGAN CHASE & CO COM 46625H100 24 190 SH SOLE 0 0 190 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 3003 59134 SH SOLE 0 0 59135 JOHNSON & JOHNSON COM 478160104 30 191 SH SOLE 0 0 191 KINDER MORGAN INC DEL COM 49456B101 50 3628 SH SOLE 0 0 3628 KROGER CO COM 501044101 6 192 SH SOLE 0 0 192 LINEAGE CELL THERAPEUTICS IN COM 53566P109 0 110 SH SOLE 0 0 110 LOWES COS INC COM 548661107 40 250 SH SOLE 0 0 250 LUMOS PHARMA INC COM 55028X109 0 0 SH SOLE 0 0 0 MCDONALDS CORP COM 580135101 6 28 SH SOLE 0 0 28 MERCK & CO. INC COM 58933Y105 2 25 SH SOLE 0 0 25 METLIFE INC COM 59156R108 1 20 SH SOLE 0 0 20 MICROSOFT CORP COM 594918104 24 110 SH SOLE 0 0 110 NEW RELIC INC COM 64829B100 96 1475 SH SOLE 0 0 1475 NIKE INC CL B 654106103 3 20 SH SOLE 0 0 20 ONCOCYTE CORP COM 68235C107 0 5 SH SOLE 0 0 5 ONEOK INC NEW COM 682680103 26 675 SH SOLE 0 0 675 PPL CORP COM 69351T106 1 25 SH SOLE 0 0 25 PEPSICO INC COM 713448108 3 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 176 3554 SH SOLE 0 0 3554 PROCTER AND GAMBLE CO COM 742718109 122 874 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 ROKU INC COM CL A 77543R102 37 111 SH SOLE 0 0 111 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 7 200 SH SOLE 0 0 200 SPDR S&P 500 ETF TR TR UNIT 78462F103 39 104 SH SOLE 0 0 104 SPDR INDEX SHS FDS EUR STOXX SMCP 78463X392 4 61 SH SOLE 0 0 61 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4996 118506 SH SOLE 0 0 118506 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 11 256 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 6198 183655 SH SOLE 0 0 183655 SPDR SER TR PORTFOLIO CRPORT 78464A144 1 33 SH SOLE 0 0 34 SPDR SER TR S&P 600 SMCP GRW 78464A201 103 1343 SH SOLE 0 0 1343 SPDR SER TR WELLS FG PFD ETF 78464A292 185 4175 SH SOLE 0 0 4175 SPDR SER TR S&P 600 SMCP VAL 78464A300 167 2525 SH SOLE 0 0 2525 SPDR SER TR PORTFOLIO LN COR 78464A367 150 4544 SH SOLE 0 0 4544 SPDR SER TR PORTFOLIO INTRMD 78464A375 655 17606 SH SOLE 0 0 17606 SPDR SER TR PRTFLO S&P500 GW 78464A409 10837 196008 SH SOLE 0 0 196008 SPDR SER TR PORTFOLIO SHORT 78464A474 5020 159866 SH SOLE 0 0 159866 SPDR SER TR PRTFLO S&P500 VL 78464A508 957 27826 SH SOLE 0 0 27826 SPDR SER TR PORTFOLIO AGRGTE 78464A649 178 5791 SH SOLE 0 0 5791 SPDR SER TR PORTFOLIO LN TSR 78464A664 3 59 SH SOLE 0 0 59 SPDR SER TR PORTFOLI S&P1500 78464A805 4667 101252 SH SOLE 0 0 101252 SPDR SER TR S&P 400 MDCP GRW 78464A821 166 2388 SH SOLE 0 0 2388 SPDR SER TR S&P 400 MDCP VAL 78464A839 194 3503 SH SOLE 0 0 3503 SPDR SER TR PORTFOLIO S&P400 78464A847 20 505 SH SOLE 0 0 505 SPDR SER TR BLOMBERG BRC INV 78468R200 19 624 SH SOLE 0 0 624 SPDR SER TR PRTFLO S&P500 HI 78468R788 482 14628 SH SOLE 0 0 14628 SPDR SER TR PORTFOLIO S&P600 78468R853 30 843 SH SOLE 0 0 843 SCHLUMBERGER LTD COM 806857108 6 260 SH SOLE 0 0 260 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3 45 SH SOLE 0 0 45 SMITH MICRO SOFTWARE INC COM NEW 832154207 1 107 SH SOLE 0 0 107 STARBUCKS CORP COM 855244109 197 1844 SH SOLE 0 0 1844 TJX COS INC NEW COM 872540109 10 150 SH SOLE 0 0 150 TPI COMPOSITES INC COM 87266J104 16 294 SH SOLE 0 0 294 TARGET CORP COM 87612E106 35 196 SH SOLE 0 0 197 TELEPHONE & DATA SYS INC COM NEW 879433829 11 604 SH SOLE 0 0 604 TESLA INC COM 88160R101 81 115 SH SOLE 0 0 115 3M CO COM 88579Y101 12 71 SH SOLE 0 0 71 TRACTOR SUPPLY CO COM 892356106 91 650 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 6 115 SH SOLE 0 0 115 UNION PAC CORP COM 907818108 6 31 SH SOLE 0 0 31 UNITEDHEALTH GROUP INC COM 91324P102 471 1344 SH SOLE 0 0 1344 VANGUARD STAR FDS VG TL INTL STK F 921909768 32 530 SH SOLE 0 0 530 VANGUARD BD INDEX FDS INTERMED TERM 921937819 15 160 SH SOLE 0 0 160 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 7128 150977 SH SOLE 0 0 150978 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 12618 137891 SH SOLE 0 0 137892 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 41 822 SH SOLE 0 0 822 VANGUARD WORLD FDS ENERGY ETF 92204A306 10 200 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 1615 19399 SH SOLE 0 0 19399 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 0 1 SH SOLE 0 0 1 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 15595 160546 SH SOLE 0 0 160546 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10 30 SH SOLE 0 0 30 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2878 24192 SH SOLE 0 0 24193 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 167 789 SH SOLE 0 0 789 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2242 26402 SH SOLE 0 0 26402 VANGUARD INDEX FDS SML CP GRW ETF 922908595 189 706 SH SOLE 0 0 706 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3336 23458 SH SOLE 0 0 23458 VANGUARD INDEX FDS MID CAP ETF 922908629 5058 24460 SH SOLE 0 0 24461 VANGUARD INDEX FDS GROWTH ETF 922908736 411 1624 SH SOLE 0 0 1624 VANGUARD INDEX FDS VALUE ETF 922908744 295 2480 SH SOLE 0 0 2480 VANGUARD INDEX FDS SMALL CP ETF 922908751 6060 31129 SH SOLE 0 0 31130 VANGUARD INDEX FDS TOTAL STK MKT 922908769 17 88 SH SOLE 0 0 88 VERIZON COMMUNICATIONS INC COM 92343V104 6 98 SH SOLE 0 0 98 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 2 200 SH SOLE 0 0 200 WABTEC COM 929740108 1 13 SH SOLE 0 0 13 WALMART INC COM 931142103 9 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 265 8769 SH SOLE 0 0 8769 WISDOMTREE TR US DIVID EX FNCL 97717W406 1 7 SH SOLE 0 0 7 WORKIVA INC COM CL A 98139A105 5 50 SH SOLE 0 0 50 BRIDGETOWN HOLDINGS LTD COM CL A G1355U113 4 227 SH SOLE 0 0 227 QELL ACQUISITION CORP CL A G7307X105 2 160 SH SOLE 0 0 160 SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G8251L105 5 412 SH SOLE 0 0 412