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 Market Cap. of $10 Billions to $200 Billions
