Iron Horse Wealth Management, LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $241 Million distributed in 489 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard S&P 500 Growth ETF with a value of $27.8M, Vanguard Whitehall Fds (Vangua with a value of $27.7M, Vanguard Intermediate Term Cor with a value of $20.6M, Ishares Iboxx $ Investment Gra with a value of $20.1M, and Spdr S&P 500 ETF Trust with a value of $18.3M.
Examining the 13F form we can see an increase of $8.59M in the current position value, from $232M to 241M.
Also it can be appreciated an additional of 45 stocks purchases and 2 closed positions.
Below you can find more details about Iron Horse Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$241 Million
ETFs: $229 Million
Financial Services: $3.44 Million
Technology: $1.83 Million
Healthcare: $1.38 Million
Industrials: $1.17 Million
Consumer Defensive: $1.12 Million
Consumer Cyclical: $929,000
Energy: $663,000
Other: $859,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions