Iron Horse Wealth Management, LLC Portfolio Holdings

Iron Horse Wealth Management, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $276 Million distributed in 510 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $32.4M, Vanguard S&P 500 Growth ETF with a value of $32.3M, Vanguard Intermediate Term Cor with a value of $22.9M, Ishares Iboxx $ Investment Gra with a value of $21.7M, and Spdr S&P 500 ETF Trust with a value of $21.2M.

Examining the 13F form we can see an increase of $5.57M in the current position value, from $270M to 276M.

Below you can find more details about Iron Horse Wealth Management, LLC portfolio as well as his latest detailed transactions.