Iron Horse Wealth Management, LLC Purchases in Q3 2024

Iron Horse Wealth Management, LLC

  • $270 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
221
New
$84.35 - $93.39 $18.6K - $20.6K
221 $19K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
61
+ 0.82%
$49.77 - $51.95 $3.04K - $3.17K
7.5K $388K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 20.83%
$801.83 - $917.05 $12K - $13.8K
87 $77K
MPW
Medical Properties Trust Inc

Real Estate
500
+ 6.25%
$4.03 - $6.38 $2.02K - $3.19K
8.5K $49K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
80
+ 7.71%
$77.23 - $87.97 $6.18K - $7.04K
1.12K $96K
XLU
Utilities Sector Spdr

ETFs
100
+ 22.47%
$67.67 - $80.78 $6.77K - $8.08K
545 $44K
WRB
Berkley W R Corp

Financial Services
1.11K
+ 50.0%
$51.54 - $79.62 $57.2K - $88.3K
3.33K $188K
V
Visa Inc.

Financial Services
37
+ 15.88%
$253.74 - $291.56 $9.39K - $10.8K
270 $74K
PH
Parker Hannifin Corp

Industrials
21
New
$501.01 - $635.92 $10.5K - $13.4K
21 $13K
CB
Chubb LTD

Financial Services
42
+ 247.06%
$252.51 - $292.2 $10.6K - $12.3K
59 $17K
TROW
Price T Rowe Group Inc

Financial Services
110
+ 90.91%
$101.71 - $120.75 $11.2K - $13.3K
231 $25K
GWW
W.W. Grainger, Inc.

Industrials
10
+ 76.92%
$896.19 - $1044.18 $8.96K - $10.4K
23 $23K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
45
+ 23.08%
$210.25 - $231.86 $9.46K - $10.4K
240 $53K
VOT
Vanguard Mid Cap Growth Index

ETFs
15
+ 2.91%
$218.05 - $243.47 $3.27K - $3.65K
530 $129K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
253
New
$42.22 - $48.62 $10.7K - $12.3K
253 $11K
ABBV
Abb Vie Inc.

Healthcare
45
+ 62.5%
$163.84 - $199.33 $7.37K - $8.97K
117 $23K
CAT
Caterpillar Inc

Industrials
5
+ 3.82%
$316.8 - $391.12 $1.58K - $1.96K
136 $53K
NVDA
Nvidia Corp

Technology
87
+ 17.4%
$98.91 - $134.91 $8.61K - $11.7K
587 $71K
ACN
Accenture PLC

Technology
28
+ 400.0%
$295.44 - $355.81 $8.27K - $9.96K
35 $12K
GOOG
Alphabet Inc.

Communication Services
84
+ 32.31%
$149.54 - $192.66 $12.6K - $16.2K
344 $57K
T
At&T Inc.

Communication Services
95
+ 3.6%
$18.21 - $22.28 $1.73K - $2.12K
2.74K $60K
DOV
Dover Corp

Industrials
45
+ 100.0%
$172.5 - $193.03 $7.76K - $8.69K
90 $17K
VZ
Verizon Communications Inc

Communication Services
80
+ 4.83%
$38.89 - $45.0 $3.11K - $3.6K
1.74K $77K
ADP
Automatic Data Processing Inc

Industrials
25
+ 75.76%
$233.44 - $279.45 $5.84K - $6.99K
58 $16K
VDC
Vanguard Consumer Staples ETF

ETFs
43
New
$201.77 - $221.32 $8.68K - $9.52K
43 $9K
TGT
Target Corp

Consumer Defensive
45
+ 20.18%
$133.47 - $159.25 $6.01K - $7.17K
268 $41K
CRM
Salesforce, Inc.

Technology
17
+ 7.23%
$238.42 - $276.53 $4.05K - $4.7K
252 $68K
AZN
Astrazeneca PLC

Healthcare
113
+ 282.5%
$76.67 - $87.62 $8.66K - $9.9K
153 $11K
BDX
Becton Dickinson & CO

Healthcare
30
+ 78.95%
$221.47 - $242.41 $6.64K - $7.27K
68 $16K
ETR
Entergy Corp

Utilities
3
+ 1.29%
$104.75 - $131.61 $314 - $395
236 $31K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.73%
$391.53 - $469.81 $392 - $470
138 $64K
ORCL
Oracle Corp

Technology
30
+ 130.43%
$125.9 - $170.35 $3.78K - $5.11K
53 $9K
SYY
Sysco Corp

Consumer Defensive
55
+ 100.0%
$69.16 - $78.98 $3.8K - $4.34K
110 $8K
GIS
General Mills Inc

Consumer Defensive
55
+ 63.22%
$62.5 - $75.15 $3.44K - $4.13K
142 $10K
EMR
Emerson Electric CO

Industrials
45
+ 36.0%
$98.19 - $118.87 $4.42K - $5.35K
170 $18K
AMGN
Amgen Inc

Healthcare
1
+ 0.35%
$309.38 - $337.38 $309 - $337
289 $93K
BKH
Black Hills Corp

Utilities
60
+ 100.0%
$53.42 - $61.53 $3.21K - $3.69K
120 $7K
AMD
Advanced Micro Devices Inc

Technology
20
+ 23.26%
$128.67 - $183.96 $2.57K - $3.68K
106 $17K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 12.2%
$333.64 - $405.2 $1.67K - $2.03K
46 $18K
TMO
Thermo Fisher Scientific Inc.

Healthcare
8
New
$531.86 - $624.21 $4.25K - $4.99K
8 $4K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
10
+ 90.91%
$460.0 - $505.78 $4.6K - $5.06K
21 $9K
MRK
Merck & Co., Inc.

Healthcare
80
+ 19.0%
$111.15 - $128.97 $8.89K - $10.3K
501 $56K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2
+ 0.67%
$29.24 - $45.37 $58.5 - $90.7
300 $13K
RTX
Raytheon Technologies Corp

Industrials
20
+ 27.03%
$99.55 - $123.34 $1.99K - $2.47K
94 $11K
ROK
Rockwell Automation, Inc

Industrials
15
+ 100.0%
$248.27 - $294.37 $3.72K - $4.42K
30 $8K
PFE
Pfizer Inc

Healthcare
100
+ 13.59%
$27.7 - $31.39 $2.77K - $3.14K
836 $24K
ADBE
Adobe Inc.

Technology
8
+ 16.0%
$508.13 - $586.55 $4.07K - $4.69K
58 $30K
BMY
Bristol Myers Squibb CO

Healthcare
35
+ 30.97%
$39.66 - $51.75 $1.39K - $1.81K
148 $7K
PRU
Prudential Financial Inc

Financial Services
2
+ 0.29%
$105.53 - $127.32 $211 - $255
680 $82K
Activity Summary
Buys All Purchases 144 New Holdings 28 Increased Positions 116 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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