Iron Horse Wealth Management, LLC Portfolio Holdings

Iron Horse Wealth Management, LLC

  • $276 Million
  • Q4 2024

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.

Portfolio value $276 Million
ETFs: $260 Million
Financial Services: $4.13 Million
Technology: $3.03 Million
Industrials: $2.2 Million
Healthcare: $1.72 Million
Consumer Defensive: $1.45 Million
Consumer Cyclical: $1.1 Million
Energy: $669,000
Other: $1.48 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.4 Million 11.76% of portfolio
254,011
Q4 2024 Added 3.59%
$0
$32.3 Million 11.73% of portfolio
88,308
Q4 2024 Added 2.25%
$0
$22.9 Million 8.3% of portfolio
285,075
Q4 2024 Added 4.94%
$0
$21.7 Million 7.86% of portfolio
202,846
Q4 2024 Added 4.4%
$0
$21.2 Million 7.69% of portfolio
36,157
Q4 2024 Added 2.83%
$0
$17.8 Million 6.46% of portfolio
372,555
Q4 2024 Added 5.03%
$0
$17.1 Million 6.22% of portfolio
502,211
Q4 2024 Added 5.29%
$0
$16.4 Million 5.94% of portfolio
284,596
Q4 2024 Added 5.69%
$0
$14.4 Million 5.23% of portfolio
60,040
Q4 2024 Added 2.98%
$0
$14 Million 5.08% of portfolio
53,010
Q4 2024 Added 3.05%
$0
$10.8 Million 3.91% of portfolio
244,519
Q4 2024 Added 3.82%
$0
$9.89 Million 3.59% of portfolio
49,914
Q4 2024 Added 2.74%
$0
$9.81 Million 3.56% of portfolio
60,656
Q4 2024 Added 2.56%
$0
$8.65 Million 3.14% of portfolio
443,290
Q4 2024 Added 4.28%
$0
$1.42 Million 0.51% of portfolio
27,678
Q4 2024 Reduced 5.62%
$3.89T
$1.27 Million 0.46% of portfolio
5,060
Q4 2024 Added 5.15%
$21.3B
$977,000 0.35% of portfolio
1,605
Q4 2024 Added 50.0%
$654B
$915,000 0.33% of portfolio
2,019
Q4 2024 Reduced 0.15%
$0
$748,000 0.27% of portfolio
8,521
Q4 2024 Reduced 1.58%
$0
$721,000 0.26% of portfolio
17,210
Q4 2024 Reduced 0.14%
$297B
$689,000 0.25% of portfolio
9,817
Q4 2024 Added 0.61%
$444B
$575,000 0.21% of portfolio
1,137
Q4 2024 Added 1.16%
$0
$582,000 0.21% of portfolio
990
Q4 2024 Reduced 1.98%
$0
$565,000 0.21% of portfolio
1,379
Q4 2024 Added 2.6%
$2.96T
$542,000 0.2% of portfolio
1,288
Q4 2024 Added 82.44%
$311B
$470,000 0.17% of portfolio
3,506
Q4 2024 Added 497.27%
$431B
$476,000 0.17% of portfolio
3,296
Q4 2024 Added 33.23%
$16.2B
$437,000 0.16% of portfolio
7,395
Q4 2024 Added 50.0%
$0
$350,000 0.13% of portfolio
7,019
Q4 2024 Reduced 6.38%
$412B
$299,000 0.11% of portfolio
1,784
Q4 2024 Added 4.08%
$0
$309,000 0.11% of portfolio
7,152
Q4 2024 Reduced 0.06%
$308B
$292,000 0.11% of portfolio
4,701
Q4 2024 Reduced 0.74%
$0
$265,000 0.1% of portfolio
2,300
Q4 2024 Added 19.79%
$776B
$279,000 0.1% of portfolio
1,165
Q4 2024 Added 0.87%
$0
$272,000 0.1% of portfolio
1,608
Q3 2024 Reduced 2.13%
$89.6B
$271,000 0.1% of portfolio
1,645
Q4 2024 Reduced 12.08%
$0
$277,000 0.1% of portfolio
4,456
Q4 2024 Added 20.24%
$145B
$269,000 0.1% of portfolio
636
Q3 2024 Added 3.41%
$22.2B
$272,000 0.1% of portfolio
3,514
Q4 2024 Reduced 2.36%
$69.2B
$236,000 0.09% of portfolio
2,288
Q4 2024 Added 5.05%
$0
$244,000 0.09% of portfolio
845
Q4 2024 Added 6.29%
$464B
$252,000 0.09% of portfolio
2,346
Q4 2024 Reduced 5.1%
$0
$241,000 0.09% of portfolio
7,848
Q4 2024 Reduced 0.6%
$0
$259,000 0.09% of portfolio
2,915
Q4 2024 Reduced 9.86%
$131B
$238,000 0.09% of portfolio
2,622
Q4 2024 Added 0.15%
$1.01T
$213,000 0.08% of portfolio
1,126
Q4 2024 Added 150.22%
$17.8B
$217,000 0.08% of portfolio
3,876
Q4 2024 Added 8.72%
$550B
$212,000 0.08% of portfolio
404
Q4 2024 Added 0.25%
$85.7B
$196,000 0.07% of portfolio
1,520
Q4 2024 Added 46.01%

Summary

  • Portfolio
  • No. of Stocks 510
  • Current Value $276 Million
  • Prior Value $270 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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