Iron Horse Wealth Management, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $295 Million distributed in 596 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $33.9M, Jp Morgan ETF Tr Ultra Short I with a value of $33.1M, Vanguard S&P 500 Growth ETF with a value of $28.2M, Spdr S&P 500 ETF Trust with a value of $20.6M, and Vanguard Ftse Developed Market with a value of $20.3M.
Examining the 13F form we can see an increase of $19.7M in the current position value, from $276M to 295M.
Below you can find more details about Iron Horse Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$295 Million
ETFs: $279 Million
Financial Services: $4.77 Million
Technology: $2.37 Million
Industrials: $2.3 Million
Healthcare: $2.07 Million
Consumer Defensive: $1.51 Million
Consumer Cyclical: $1.14 Million
Energy: $919,000
Other: $1.58 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
