Iron Horse Wealth Management, LLC Portfolio Holdings
Iron Horse Wealth Management, LLC
- $270 Million
- Q3 2024
Iron Horse Wealth Management, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $270 Million distributed in 507 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $31.4M, Vanguard S&P 500 Growth ETF with a value of $29.8M, Vanguard Intermediate Term Cor with a value of $22.8M, Ishares Iboxx $ Investment Gra with a value of $22M, and Spdr S&P 500 ETF Trust with a value of $20.2M.
Examining the 13F form we can see an increase of $29.3M in the current position value, from $241M to 270M.
Below you can find more details about Iron Horse Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 507
- Current Value $270 Million
- Prior Value $241 Million
- Filing
- Period Q3 2024
- Filing Date October 22, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 28 stocks
- Additional Purchases 116 stocks
- Sold out of 0 stocks
- Reduced holdings in 36 stocks