Iron Horse Wealth Management, LLC Reduced Holdings in Q4 2024

Iron Horse Wealth Management, LLC

  • $276 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.65K
- 5.62%
$51.09 - $55.27 $84.2K - $91.1K
27.7K $1.42M
VNQ
Vanguard Specialized Funds Van

ETFs
-319
- 9.86%
$87.85 - $98.6 $28K - $31.5K
2.92K $259K
KO
Coca Cola CO

Consumer Defensive
-35
- 0.74%
$61.74 - $71.71 $2.16K - $2.51K
4.7K $292K
SVOL
Simplify ETF Simplify Volatili

ETFs
-2K
- 90.91%
$20.4 - $21.93 $40.8K - $43.9K
200 $4K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-478
- 6.38%
$49.87 - $52.46 $23.8K - $25.1K
7.02K $350K
PFG
Principal Financial Group Inc

Financial Services
-85
- 2.36%
$74.91 - $91.26 $6.37K - $7.76K
3.51K $272K
XOM
Exxon Mobil Corp

Energy
-126
- 5.1%
$105.51 - $125.37 $13.3K - $15.8K
2.35K $252K
GE
General Electric CO

Industrials
-99
- 11.29%
$159.95 - $194.23 $15.8K - $19.2K
778 $129K
KR
Kroger CO

Consumer Defensive
-348
- 86.14%
$55.21 - $63.3 $19.2K - $22K
56 $3K
AMGN
Amgen Inc

Healthcare
-7
- 2.42%
$258.78 - $328.31 $1.81K - $2.3K
282 $73K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.15%
$442.29 - $483.08 $1.33K - $1.45K
2.02K $915K
VHT
Vanguard Health Care ETF

ETFs
-8
- 2.81%
$250.81 - $283.3 $2.01K - $2.27K
277 $70K
CVX
Chevron Corp

Energy
-54
- 5.74%
$141.15 - $162.53 $7.62K - $8.78K
887 $128K
IBM
International Business Machines Corp

Technology
-30
- 3.09%
$204.9 - $238.04 $6.15K - $7.14K
940 $206K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-29
- 1.47%
$38.37 - $42.82 $1.11K - $1.24K
1.94K $74K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-10
- 0.45%
$32.75 - $35.81 $328 - $358
2.2K $72K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-96
- 10.11%
$69.3 - $74.3 $6.65K - $7.13K
854 $61K
F
Ford Motor CO

Consumer Cyclical
-250
- 24.22%
$9.69 - $11.4 $2.42K - $2.85K
782 $7K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-3
- 0.12%
$32.65 - $33.68 $97.9 - $101
2.42K $79K
TXN
Texas Instruments Inc

Technology
-12
- 35.29%
N/A
22 $4K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-47
- 0.6%
$30.67 - $30.84 $1.44K - $1.45K
7.85K $241K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-68
- 3.55%
$29.77 - $30.19 $2.02K - $2.05K
1.85K $55K
MET
Metlife Inc

Financial Services
-20
- 36.36%
$78.15 - $88.25 $1.56K - $1.77K
35 $2K
INTC
Intel Corp

Technology
-23
- 6.28%
$19.07 - $26.23 $439 - $603
343 $6K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-25
- 10.25%
$77.25 - $91.3 $1.93K - $2.28K
219 $18K
SPMD
Spdr Portfolio

ETFs
-10
- 17.86%
$54.13 - $59.56 $541 - $596
46 $2K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-32
- 1.65%
$78.43 - $87.17 $2.51K - $2.79K
1.9K $152K
USRT
Ishares Core U.S. Reit ETF

ETFs
-11
- 5.82%
$55.97 - $62.75 $616 - $690
178 $10K
VOT
Vanguard Mid Cap Growth Index

ETFs
-20
- 3.77%
$241.48 - $274.89 $4.83K - $5.5K
510 $129K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2
- 1.21%
$44.33 - $49.55 $88.7 - $99.1
163 $7K
CUZ
Cousins Properties Inc

Real Estate
-10
- 10.75%
$28.63 - $31.94 $286 - $319
83 $2K
Ge Vernova Inc
-37
- 18.32%
N/A
165 $0
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 1.98%
$570.51 - $610.59 $11.4K - $12.2K
990 $582K
T
At&T Inc.

Communication Services
-9
- 0.33%
$21.22 - $23.88 $191 - $215
2.73K $62K
BA
Boeing CO

Industrials
-10
- 4.31%
$138.14 - $180.72 $1.38K - $1.81K
222 $39K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-24
- 0.14%
$40.86 - $43.42 $981 - $1.04K
17.2K $721K
TDS
Telephone & Data Systems Inc

Communication Services
-200
- 16.18%
$22.86 - $35.22 $4.57K - $7.04K
1.04K $35K
AXP
American Express CO

Financial Services
-22
- 3.2%
$267.35 - $305.57 $5.88K - $6.72K
666 $197K
HON
Honeywell International Inc

Industrials
-9
- 1.27%
$202.84 - $236.0 $1.83K - $2.12K
702 $158K
SPYG
Spdr Portfolio

ETFs
-137
- 1.58%
$81.74 - $91.38 $11.2K - $12.5K
8.52K $748K
APO
Apollo Global Management, Inc.

Financial Services
-226
- 12.08%
$131.36 - $178.61 $29.7K - $40.4K
1.65K $271K
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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