Iron Horse Wealth Management, LLC Sells in Q3 2024

Iron Horse Wealth Management, LLC

  • $270 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
-1.84K
- 83.41%
$18.9 - $34.87 $34.8K - $64.2K
366 $8K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1K
- 23.46%
$51.58 - $53.79 $51.7K - $54K
3.27K $175K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-1.51K
- 16.07%
$30.55 - $30.85 $46.2K - $46.6K
7.9K $243K
CSCO
Cisco Systems, Inc.

Technology
-675
- 75.84%
$44.74 - $53.22 $30.2K - $35.9K
215 $11K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-506
- 34.75%
$63.28 - $70.06 $32K - $35.5K
950 $66K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-290
- 69.05%
$98.99 - $101.51 $28.7K - $29.4K
130 $13K
AFL
Aflac Inc

Financial Services
-842
- 27.88%
$88.52 - $111.8 $74.5K - $94.1K
2.18K $243K
BA
Boeing CO

Industrials
-66
- 22.15%
$152.04 - $190.6 $10K - $12.6K
232 $35K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-305
- 9.0%
$50.25 - $50.74 $15.3K - $15.5K
3.08K $156K
PG
Procter & Gamble CO

Consumer Defensive
-162
- 8.64%
$160.76 - $177.82 $26K - $28.8K
1.71K $296K
KHC
Kraft Heinz CO

Consumer Defensive
-293
- 85.42%
$31.86 - $36.13 $9.33K - $10.6K
50 $1K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-115
- 34.85%
$77.02 - $85.06 $8.86K - $9.78K
215 $18K
XOM
Exxon Mobil Corp

Energy
-85
- 3.32%
$109.72 - $119.0 $9.33K - $10.1K
2.47K $289K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-307
- 13.48%
$36.02 - $41.68 $11.1K - $12.8K
1.97K $81K
NEE
Nextera Energy Inc

Utilities
-70
- 56.0%
$69.9 - $84.97 $4.89K - $5.95K
55 $4K
BAC
Bank Of America Corp

Financial Services
-51
- 8.53%
$36.65 - $44.13 $1.87K - $2.25K
547 $21K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-155
- 6.55%
$33.58 - $35.96 $5.2K - $5.57K
2.21K $78K
AMZN
Amazon Com Inc

Consumer Cyclical
-4
- 2.25%
$161.02 - $200.0 $644 - $800
174 $32K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-43
- 2.2%
$29.58 - $30.31 $1.27K - $1.3K
1.92K $57K
APO
Apollo Global Management, Inc.

Financial Services
-113
- 5.7%
$99.16 - $125.81 $11.2K - $14.2K
1.87K $233K
MO
Altria Group, Inc.

Consumer Defensive
-100
- 13.07%
$45.95 - $54.71 $4.6K - $5.47K
665 $33K
BAX
Baxter International Inc

Healthcare
-300
- 13.33%
$32.85 - $40.26 $9.86K - $12.1K
1.95K $74K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
-7
- 87.5%
$3.02 - $3.61 $21.1 - $25.3
1 $0
Gsk PLC
-200
- 20.0%
N/A
800 $0
NKE
Nike, Inc.

Consumer Cyclical
-15
- 5.54%
$71.09 - $89.44 $1.07K - $1.34K
256 $22K
PM
Philip Morris International Inc.

Consumer Defensive
-18
- 7.17%
$101.25 - $127.45 $1.82K - $2.29K
233 $28K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-7
- 0.64%
$81.1 - $89.18 $568 - $624
1.08K $95K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-8
- 0.41%
$71.9 - $79.86 $575 - $639
1.94K $153K
VTV
Vanguard Value ETF

ETFs
-35
- 2.13%
$159.75 - $174.57 $5.59K - $6.11K
1.61K $280K
SPYG
Spdr Portfolio

ETFs
-79
- 0.9%
$73.38 - $84.1 $5.8K - $6.64K
8.66K $718K
TSLA
Tesla, Inc.

Consumer Cyclical
-4
- 0.83%
$191.76 - $263.26 $767 - $1.05K
477 $124K
SBUX
Starbucks Corp

Consumer Cyclical
-262
- 9.1%
$72.51 - $98.6 $19K - $25.8K
2.62K $255K
VNQ
Vanguard Specialized Funds Van

ETFs
-115
- 3.43%
$82.97 - $98.97 $9.54K - $11.4K
3.23K $315K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-20
- 0.28%
$39.95 - $45.86 $799 - $917
7.16K $326K
UNH
Unitedhealth Group Inc

Healthcare
-43
- 3.68%
$488.01 - $604.18 $21K - $26K
1.12K $657K
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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