IH

Iron Horse Wealth Management, LLC

13F
Iron Horse Wealth Management, LLC
Last update 2024-10-23 503 Stocks (27 new)
Value $293.00 Mil Turnover 5 %
Countries:
Top Holdings: VYM(10.75%)VOOG(10.19%)VCIT(7.78%)LQD(7.50%)JAGG(7.48%)
Portfolio Report
Summary Stock Picks Current Portfolio
Iron Horse Wealth Management, ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VYM 		Vanguard High Dividend Yield Indx ETF
245,198
31434.440
+5.11%
10.750
+0.52%
0.060
+10.15%
+18.70%
58918.908
 
VOOG 		Vanguard S&P 500 Growth ETF
86,361
29819.690
+3.58%
10.190
+0.35%
0.250
+15.74%
+34.76%
12674.501
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
271,652
22750.860
+5.47%
7.780
+0.40%
0.050
+0.16%
+0.46%
49141.672
 
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF
194,296
21951.510
+3.70%
7.500
+0.27%
0.080
+0.64%
-0.73%
28241.811
 
JAGG 		JAGG
462,437
21882.540
+1.88%
7.480
+0.14%
-
-1.68%
-2.06%
0.000
 
SPY 		S&P 500 ETF TRUST ETF
35,163
20175.390
+4.45%
6.900
+0.29%
0.000
+12.73%
+25.85%
618697.219
 
VEA 		Vanguard FTSE Developed Markets ETF
354,721
18732.830
+5.85%
6.400
+0.35%
0.010
+3.12%
+4.91%
137683.596
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
476,982
17915.450
+6.22%
6.120
+0.36%
0.080
+3.53%
+5.23%
20718.831
 
JEPI 		JPMorgan Equity Premium Income ETF
269,263
16023.850
+5.57%
5.480
+0.29%
0.040
+6.78%
+9.19%
36447.215
 
VB 		Vanguard Small Cap ETF
58,302
13829.830
+4.76%
4.730
+0.21%
0.020
+15.03%
+18.66%
63030.413
 

Iron Horse Wealth Management, LLC's Historical Top Holdings Breakdowns

Iron Horse Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VYM 		Vanguard High Dividend Yield Indx ETF2024-09-30Add
+0.52%
●
117.9 ($123.45) 128.2
$132.50
7.33%
Add 5.11%
245,198
11,926
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-09-30Add
+0.40%
●
79.29 ($82.23) 84.02
$81.64
-0.72%
Add 5.47%
271,652
14,081
SPDW 		SPDR Portfolio Developed World ex-US ETF2024-09-30Add
+0.36%
●
33.74 ($36.1) 37.96
$35.79
-0.86%
Add 6.22%
476,982
27,926
VOOG 		Vanguard S&P 500 Growth ETF2024-09-30Add
+0.35%
●
305.34 ($332.95) 350.41
$364.92
9.60%
Add 3.58%
86,361
2,982
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.35%
●
47.6 ($50.85) 53.31
$50.25
-1.18%
Add 5.85%
354,721
19,610
JEPI 		JPMorgan Equity Premium Income ETF2024-09-30Add
+0.29%
●
54.98 ($57.52) 59.51
$60.03
4.36%
Add 5.57%
269,263
14,210
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.29%
●
517.38 ($552.93) 573.76
$598.19
8.19%
Add 4.45%
35,163
1,499
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF2024-09-30Add
+0.27%
●
106.11 ($110.63) 113.72
$109.85
-0.71%
Add 3.7%
194,296
6,924
VO 		Vanguard Mid-Cap ETF2024-09-30Add
+0.21%
●
237.84 ($251.14) 263.83
$276.70
10.18%
Add 4.7%
51,439
2,309
VB 		Vanguard Small Cap ETF2024-09-30Add
+0.21%
●
214.77 ($227.22) 237.72
$253.14
11.41%
Add 4.76%
58,302
2,650

Iron Horse Wealth Management, LLC Total Holding History ($B)

To

Iron Horse Wealth Management, LLC's Asset Allocation

To

Iron Horse Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Iron Horse Wealth Management, LLC's Hypothetical Growth since 2024-09-30

Iron Horse Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Iron Horse Wealth Management, LLC's Holdings Heat Map

Size field:

Iron Horse Wealth Management, LLC's Holdings Bubble Chart

Iron Horse Wealth Management, LLC News

  • 1

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