Iron Horse Wealth Management, LLC Purchases in Q4 2024

Iron Horse Wealth Management, LLC

  • $276 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.95K
+ 2.25%
$340.59 - $380.5 $663K - $741K
88.3K $32.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
994
+ 2.83%
$567.81 - $607.81 $564K - $604K
36.2K $21.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.81K
+ 3.59%
$126.68 - $134.74 $1.12M - $1.19M
254K $32.4M
VB
Vanguard Small Cap ETF

ETFs
1.74K
+ 2.98%
$233.76 - $261.58 $406K - $455K
60K $14.4M
VO
Vanguard Mid Cap ETF

ETFs
1.57K
+ 3.05%
$261.5 - $284.63 $411K - $447K
53K $14M
NVDA
Nvidia Corp

Technology
2.92K
+ 497.27%
$117.0 - $148.88 $342K - $435K
3.51K $470K
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.3K
+ 5.69%
$57.53 - $60.83 $882K - $933K
285K $16.4M
LII
Lennox International Inc

Industrials
535
+ 50.0%
$589.36 - $678.43 $315K - $363K
1.61K $977K
MSFT
Microsoft Corp

Technology
582
+ 82.44%
$406.35 - $454.46 $236K - $264K
1.29K $542K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
347
+ 23.15%
$521.84 - $558.82 $181K - $194K
1.85K $994K
GOOGL
Alphabet Inc.

Communication Services
676
+ 150.22%
$161.86 - $196.66 $109K - $133K
1.13K $213K
WFC
Wells Fargo & Company

Financial Services
60
+ 0.61%
$54.98 - $77.35 $3.3K - $4.64K
9.82K $689K
LNT
Alliant Energy Corp

Utilities
2.47K
+ 50.0%
$56.24 - $63.63 $139K - $157K
7.4K $437K
VBR
Vanguard Small Cap Value ETF

ETFs
1.33K
+ 2.74%
$197.36 - $217.3 $263K - $290K
49.9K $9.89M
VCIT
Vanguard Intermediate Term Cor

ETFs
13.4K
+ 4.94%
$80.13 - $83.77 $1.08M - $1.12M
285K $22.9M
JNJ
Johnson & Johnson

Healthcare
822
+ 33.23%
$143.34 - $165.86 $118K - $136K
3.3K $476K
ABT
Abbott Laboratories

Healthcare
678
+ 150.67%
$111.93 - $119.39 $75.9K - $80.9K
1.13K $127K
TSLA
Tesla, Inc.

Consumer Cyclical
8
+ 1.68%
$213.65 - $479.86 $1.71K - $3.84K
485 $195K
SAP
Sap Se

Technology
232
New
$218.13 - $255.54 $50.6K - $59.3K
232 $57K
QQQ
Invesco Qqq Trust, Series 1

ETFs
100
+ 70.42%
$481.22 - $538.17 $48.1K - $53.8K
242 $123K
MMM
3 M CO

Industrials
479
+ 46.01%
$124.74 - $137.12 $59.8K - $65.7K
1.52K $196K
VUG
Vanguard Growth ETF

ETFs
35
+ 2.6%
$378.79 - $428.11 $13.3K - $15K
1.38K $565K
WMT
Walmart Inc.

Consumer Defensive
420
+ 39.55%
$79.1 - $95.7 $33.2K - $40.2K
1.48K $133K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
666
+ 50.0%
$62.09 - $82.32 $41.4K - $54.8K
2K $133K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
750
+ 20.24%
$61.68 - $67.87 $46.3K - $50.9K
4.46K $277K
XLP
Consumer Staples Sector Spdr

ETFs
582
New
N/A
582 $44K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
196
+ 236.14%
$172.07 - $207.36 $33.7K - $40.6K
279 $55K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
380
+ 19.79%
$113.92 - $127.38 $43.3K - $48.4K
2.3K $265K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
783
+ 25.4%
$50.37 - $50.6 $39.4K - $39.6K
3.87K $194K
CAG
Conagra Brands Inc.

Consumer Defensive
2K
+ 50.0%
$26.48 - $32.72 $53K - $65.4K
6K $166K
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.87%
$205.18 - $250.29 $2.05K - $2.5K
1.17K $279K
CHKP
Check Point Software Technologies LTD

Technology
189
+ 370.59%
$170.18 - $209.01 $32.2K - $39.5K
240 $44K
RTX
Raytheon Technologies Corp

Industrials
279
+ 296.81%
$114.45 - $127.21 $31.9K - $35.5K
373 $43K
AMZN
Amazon Com Inc

Consumer Cyclical
112
+ 64.37%
$180.88 - $232.93 $20.3K - $26.1K
286 $62K
AMD
Advanced Micro Devices Inc

Technology
283
+ 266.98%
$118.88 - $172.8 $33.6K - $48.9K
389 $46K
PFE
Pfizer Inc

Healthcare
1K
+ 119.62%
$24.8 - $30.19 $24.8K - $30.2K
1.84K $48K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
51
New
$417.69 - $450.94 $21.3K - $23K
51 $21K
VEU
Vanguard Ftse All World Ex Us

ETFs
350
New
$57.29 - $63.1 $20.1K - $22.1K
350 $20K
LMT
Lockheed Martin Corp

Industrials
55
+ 67.9%
$479.66 - $614.62 $26.4K - $33.8K
136 $66K
VTI
Vanguard Total Stock Market Et

ETFs
50
+ 6.29%
$280.04 - $302.45 $14K - $15.1K
845 $244K
VDE
Vanguard Energy ETF

ETFs
158
New
$116.67 - $136.78 $18.4K - $21.6K
158 $19K
AVGO
Broadcom Inc.

Technology
1
+ 0.35%
$159.67 - $250.0 $160 - $250
283 $65K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
200
+ 33.33%
$76.72 - $82.83 $15.3K - $16.6K
800 $61K
LOW
Lowes Companies Inc

Consumer Cyclical
90
+ 28.57%
$244.52 - $284.07 $22K - $25.6K
405 $99K
MCD
Mcdonalds Corp

Consumer Cyclical
65
+ 19.76%
$288.47 - $316.54 $18.8K - $20.6K
394 $114K
TROW
Price T Rowe Group Inc

Financial Services
110
+ 47.62%
$106.48 - $124.69 $11.7K - $13.7K
341 $38K
MA
Mastercard Inc

Financial Services
1
+ 0.25%
$491.3 - $536.15 $491 - $536
404 $212K
APD
Air Products & Chemicals, Inc.

Basic Materials
48
+ 41.03%
$285.5 - $335.62 $13.7K - $16.1K
165 $47K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
200
+ 27.03%
$53.94 - $58.15 $10.8K - $11.6K
940 $52K
Activity Summary
Buys All Purchases 143 New Holdings 22 Increased Positions 121 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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