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CIK: 0001836270
Total reported value
$339.0M
$339.0M
471 檔
33.2%
At the close of Q1 2024, Iron Horse Wealth Management, LLC disclosed equity holdings valued at approximately $339.0M, spread across 471 reported holdings.
During Q1 2024, Iron Horse Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 471 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 10.87% | — | +2.94% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.90% | — | +0.70% | |
| 3 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 7.99% | — | +13.35% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.95% | — | +8.47% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 7.79% | — | +9.73% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.75% | — | +4.65% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.40% | — | +5.96% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.19% | — | +4.61% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.62% | — | +8.10% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 4.88% | — | +3.45% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.71% | — | +4.19% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.60% | — | +9.94% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.45% | — | +3.98% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.40% | — | +5.03% | |
| 15 | PFFD | Global X US Preferred ETF | ETF-Other | 3.07% | — | +5.63% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | — | +14.37% | |
| 17 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.27% | — | -28.10% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.27% | — | +4.75% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | — | -35.55% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | — | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | — | -0.17% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.23% | — | — | |
| 23 | WFC | Wells Fargo & Co | Stock-Financials | 0.22% | — | -2.25% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | — | +3.86% | |
| 26 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.13% | — | +36.38% | |
| 27 | PFG | Principal Financial Group | Stock-Financials | 0.12% | — | -0.83% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | — | +4.64% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.12% | — | -25.73% | |
| 30 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.12% | — | -59.44% | |
| 31 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.12% | — | -0.55% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.11% | — | -3.77% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | — | +13.82% | |
| 34 | APO | Apollo Global Management Inc | Stock-Financials | 0.10% | — | +40.45% | |
| 35 | LII | Lennox International Inc | Stock-Industrials | 0.10% | — | — | |
| 36 | AFL | Aflac Inc | Stock-Financials | 0.10% | — | +3.78% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.10% | — | -2.37% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | — | +14.51% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.09% | — | -39.17% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | — | +142.15% | |
| 41 | FNF | Fidelity National Financial | Stock-Financials | 0.08% | — | +1254.32% | |
| 42 | WRB | Wr Berkley CORP | Stock-Financials | 0.08% | — | -13.83% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.07% | — | -4.78% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.07% | — | -39.73% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.07% | — | +32.76% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.06% | — | +594.81% | |
| 47 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.06% | — | -3.67% | |
| 48 | GE | General Electric | Stock-Industrials | 0.06% | — | -4.97% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.06% | — | +1.71% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.05% | — | +36.77% |
According to official SEC Form 13F filings, Iron Horse Wealth Management, LLC reported a total U.S. public equity portfolio value of $339.0M across 471 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VYM, VOOG, BBAG) accounted for 33.2% of total reported equity market value during Q1 2024.
During Q1 2024, Iron Horse Wealth Management, LLC's top holdings by market value included VYM (10.9%)、VOOG (9.9%)、BBAG (8.0%). The largest single position, VYM, represented 10.9% of total portfolio value.
In Q1 2024, Iron Horse Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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