Iron Horse Wealth Management, LLC Portfolio Holdings

Iron Horse Wealth Management, LLC

  • $270 Million
  • Q3 2024

Iron Horse Wealth Management, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $270 Million distributed in 507 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $31.4M, Vanguard S&P 500 Growth ETF with a value of $29.8M, Vanguard Intermediate Term Cor with a value of $22.8M, Ishares Iboxx $ Investment Gra with a value of $22M, and Spdr S&P 500 ETF Trust with a value of $20.2M.

Examining the 13F form we can see an increase of $29.3M in the current position value, from $241M to 270M.

Below you can find more details about Iron Horse Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $270 Million
ETFs: $256 Million
Financial Services: $3.91 Million
Technology: $2.06 Million
Industrials: $1.75 Million
Healthcare: $1.7 Million
Consumer Defensive: $1.37 Million
Consumer Cyclical: $1.1 Million
Energy: $678,000
Other: $1.19 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.4 Million 11.64% of portfolio
245,198
Q3 2024 Added 5.11%
$0
$29.8 Million 11.04% of portfolio
86,361
Q3 2024 Added 3.58%
$0
$22.8 Million 8.42% of portfolio
271,652
Q3 2024 Added 5.47%
$0
$22 Million 8.13% of portfolio
194,296
Q3 2024 Added 3.7%
$0
$20.2 Million 7.47% of portfolio
35,163
Q3 2024 Added 4.45%
$0
$18.7 Million 6.94% of portfolio
354,721
Q3 2024 Added 5.85%
$0
$17.9 Million 6.63% of portfolio
476,982
Q3 2024 Added 6.22%
$0
$16 Million 5.93% of portfolio
269,263
Q3 2024 Added 5.57%
$0
$13.8 Million 5.12% of portfolio
58,302
Q3 2024 Added 4.76%
$0
$13.6 Million 5.03% of portfolio
51,439
Q3 2024 Added 4.7%
$0
$11.3 Million 4.17% of portfolio
235,525
Q3 2024 Added 5.03%
$0
$9.92 Million 3.67% of portfolio
59,144
Q3 2024 Added 4.18%
$0
$9.75 Million 3.61% of portfolio
48,581
Q3 2024 Added 3.75%
$0
$8.83 Million 3.27% of portfolio
425,094
Q3 2024 Added 5.83%
$0
$1.55 Million 0.57% of portfolio
29,326
Q3 2024 Added 2.11%
$3.85T
$1.12 Million 0.41% of portfolio
4,812
Q3 2024 Added 5.27%
$0
$790,000 0.29% of portfolio
1,499
Q3 2024 Added 26.07%
$0
$718,000 0.27% of portfolio
8,658
Q3 2024 Reduced 0.9%
$0
$715,000 0.26% of portfolio
17,234
Q3 2024 Added 9.33%
$23.7B
$646,000 0.24% of portfolio
1,070
Q3 2024 Added 100.0%
$569B
$657,000 0.24% of portfolio
1,124
Q3 2024 Reduced 3.68%
$0
$582,000 0.22% of portfolio
1,010
Q3 2024 Added 11.6%
$286B
$550,000 0.2% of portfolio
9,757
Q3 2024 Added 1.31%
$0
$516,000 0.19% of portfolio
1,344
Q1 2024 Added 3.86%
$405B
$400,000 0.15% of portfolio
2,474
Q3 2024 Added 55.89%
$0
$388,000 0.14% of portfolio
7,497
Q3 2024 Added 0.82%
$275B
$340,000 0.13% of portfolio
4,736
Q3 2024 Added 0.32%
$0
$315,000 0.12% of portfolio
3,234
Q3 2024 Reduced 3.43%
$0
$326,000 0.12% of portfolio
7,156
Q3 2024 Reduced 0.28%
$491B
$289,000 0.11% of portfolio
2,472
Q3 2024 Reduced 3.32%
$21.3B
$309,000 0.11% of portfolio
3,599
Q1 2024 Reduced 0.83%
$15.6B
$299,000 0.11% of portfolio
4,930
Q3 2024 Added 100.0%
$426B
$296,000 0.11% of portfolio
1,714
Q3 2024 Reduced 8.64%
$3.21T
$303,000 0.11% of portfolio
706
Q3 2024 Added 16.69%
$140B
$265,000 0.1% of portfolio
636
Q3 2024 Added 3.41%
$0
$280,000 0.1% of portfolio
1,608
Q3 2024 Reduced 2.13%
$118B
$255,000 0.09% of portfolio
2,618
Q3 2024 Reduced 9.1%
$722B
$243,000 0.09% of portfolio
1,155
Q3 2024 Added 208.0%
$0
$230,000 0.09% of portfolio
3,706
Q3 2024 Added 25.37%
$70.4B
$243,000 0.09% of portfolio
2,178
Q3 2024 Reduced 27.88%
$0
$243,000 0.09% of portfolio
7,895
Q3 2024 Reduced 16.07%
$103B
$233,000 0.09% of portfolio
1,871
Q3 2024 Reduced 5.7%
$17.4B
$221,000 0.08% of portfolio
3,565
Q2 2024 Reduced 5.31%
$0
$225,000 0.08% of portfolio
795
Q2 2024 Added 70.97%
$204B
$214,000 0.08% of portfolio
970
Q2 2024 Added 44.78%
$0
$224,000 0.08% of portfolio
1,920
Q3 2024 Added 24.68%
$507B
$199,000 0.07% of portfolio
403
Q2 2024 New
$226B
$186,000 0.07% of portfolio
688
Q3 2024 Added 0.15%
$16.9B
$188,000 0.07% of portfolio
3,327
Q3 2024 Added 50.0%

Summary

  • Portfolio
  • No. of Stocks 507
  • Current Value $270 Million
  • Prior Value $241 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 28 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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