Iron Horse Wealth Management, LLC Incresed Positions in Q3 2024

Iron Horse Wealth Management, LLC

  • $270 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11.9K
+ 5.11%
$117.9 - $128.2 $1.41M - $1.53M
245K $31.4M
VEA
Vanguard Ftse Developed Market

ETFs
19.6K
+ 5.85%
$47.6 - $53.31 $933K - $1.05M
355K $18.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27.9K
+ 6.22%
$33.74 - $37.96 $942K - $1.06M
477K $17.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
14.1K
+ 5.47%
$79.29 - $84.02 $1.12M - $1.18M
272K $22.8M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.98K
+ 3.58%
$305.34 - $350.41 $911K - $1.04M
86.4K $29.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.92K
+ 3.7%
$106.11 - $113.72 $735K - $787K
194K $22M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.5K
+ 4.45%
$517.38 - $573.86 $776K - $860K
35.2K $20.2M
VB
Vanguard Small Cap ETF

ETFs
2.65K
+ 4.76%
$214.77 - $237.72 $569K - $630K
58.3K $13.8M
VO
Vanguard Mid Cap ETF

ETFs
2.31K
+ 4.7%
$237.84 - $263.83 $549K - $609K
51.4K $13.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.2K
+ 5.57%
$54.98 - $59.51 $781K - $846K
269K $16M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.38K
+ 4.18%
$149.02 - $167.67 $354K - $398K
59.1K $9.92M
VBR
Vanguard Small Cap Value ETF

ETFs
1.76K
+ 3.75%
$179.99 - $201.6 $316K - $354K
48.6K $9.75M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
23.4K
+ 5.83%
$19.48 - $20.97 $456K - $491K
425K $8.83M
LII
Lennox International Inc

Industrials
535
+ 100.0%
$523.72 - $620.83 $280K - $332K
1.07K $646K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
310
+ 26.07%
$475.2 - $527.7 $147K - $164K
1.5K $790K
LNT
Alliant Energy Corp

Utilities
2.47K
+ 100.0%
$50.74 - $60.74 $125K - $150K
4.93K $299K
JNJ
Johnson & Johnson

Healthcare
887
+ 55.89%
$145.48 - $167.38 $129K - $148K
2.47K $400K
JPM
Jpmorgan Chase & CO

Financial Services
780
+ 208.0%
$194.9 - $224.8 $152K - $175K
1.16K $243K
AAPL
Apple Inc.

Technology
241
+ 5.27%
$207.23 - $234.82 $49.9K - $56.6K
4.81K $1.12M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
605
+ 2.11%
$48.51 - $52.86 $29.3K - $32K
29.3K $1.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
46
+ 2.33%
$405.19 - $478.57 $18.6K - $22K
2.02K $930K
IVV
Ishares Core S&P 500 ETF

ETFs
105
+ 11.6%
$520.18 - $576.82 $54.6K - $60.6K
1.01K $582K
MMM
3 M CO

Industrials
479
+ 85.23%
$99.69 - $139.42 $47.8K - $66.8K
1.04K $142K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.47K
+ 9.33%
$38.49 - $41.61 $56.6K - $61.2K
17.2K $715K
CAG
Conagra Brands Inc.

Consumer Defensive
2K
+ 100.0%
$28.13 - $32.83 $56.3K - $65.7K
4K $130K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
380
+ 24.68%
$105.53 - $118.34 $40.1K - $45K
1.92K $224K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
750
+ 25.37%
$57.32 - $62.65 $43K - $47K
3.71K $230K
META
Meta Platforms, Inc.

Communication Services
72
+ 189.47%
$453.41 - $572.44 $32.6K - $41.2K
110 $62K
WMT
Walmart Inc.

Consumer Defensive
420
+ 65.42%
$66.91 - $81.4 $28.1K - $34.2K
1.06K $85K
KO
Coca Cola CO

Consumer Defensive
15
+ 0.32%
$62.69 - $73.01 $940 - $1.1K
4.74K $340K
DE
Deere & CO

Industrials
21
+ 3.41%
$344.84 - $418.0 $7.24K - $8.78K
636 $265K
LOW
Lowes Companies Inc

Consumer Cyclical
90
+ 40.0%
$213.3 - $270.78 $19.2K - $24.4K
315 $85K
AVGO
Broadcom Inc.

Technology
274
+ 3425.0%
$136.27 - $1745.86 $37.3K - $478K
282 $48K
MCD
Mcdonalds Corp

Consumer Cyclical
65
+ 24.62%
$245.82 - $304.51 $16K - $19.8K
329 $100K
MSFT
Microsoft Corp

Technology
101
+ 16.69%
$395.15 - $467.56 $39.9K - $47.2K
706 $303K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
400
+ 200.0%
$70.04 - $77.47 $28K - $31K
600 $46K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
666
+ 100.0%
$53.01 - $82.74 $35.3K - $55.1K
1.33K $86K
ABT
Abbott Laboratories

Healthcare
256
+ 131.96%
$100.07 - $118.13 $25.6K - $30.2K
450 $51K
PEP
Pepsico Inc

Consumer Defensive
156
+ 28.62%
$161.9 - $179.3 $25.3K - $28K
701 $119K
AXP
American Express CO

Financial Services
1
+ 0.15%
$225.92 - $271.17 $226 - $271
688 $186K
CMCSA
Comcast Corp

Communication Services
522
+ 220.25%
$37.33 - $41.78 $19.5K - $21.8K
759 $31K
APD
Air Products & Chemicals, Inc.

Basic Materials
55
+ 88.71%
$247.34 - $300.11 $13.6K - $16.5K
117 $34K
OKE
Oneok Inc

Energy
44
+ 2.79%
$78.62 - $95.27 $3.46K - $4.19K
1.62K $147K
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
WRB
Berkley W R Corp

Financial Services
1.11K
+ 50.0%
$51.54 - $79.62 $57.2K - $88.3K
3.33K $188K
XLU
Utilities Sector Spdr

ETFs
100
+ 22.47%
$67.67 - $80.78 $6.77K - $8.08K
545 $44K
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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