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.
Portfolio value
$270 Million
ETFs: $256 Million
Financial Services: $3.91 Million
Technology: $2.06 Million
Industrials: $1.75 Million
Healthcare: $1.7 Million
Consumer Defensive: $1.37 Million
Consumer Cyclical: $1.1 Million
Energy: $678,000
Other: $1.19 Million
Stock Holdings Table Market Cap. of $200 Billions or more
