Iron Horse Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$907K |
| 2 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$657K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$633K |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$609K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$608K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$200K |
| 2 |
Vanguard Morningstar Mega Cap Growth ETF
MGK
|
+$103K |
| 3 |
NEWR
New Relic, Inc.
NEWR
|
+$101K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$71.6K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$57.1K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 0.96% |
| 2 | Technology | 0.56% |
| 3 | Healthcare | 0.55% |
| 4 | Consumer Discretionary | 0.35% |
| 5 | Consumer Staples | 0.32% |
Similar funds
Iron Horse Wealth Management's Q4 2023 Portfolio in Review
As of Q4 2023, Iron Horse Wealth Management held 526 positions worth $229M, up 12% from $204M the previous quarter. Its ten largest holdings account for 74% of the portfolio.
Iron Horse Wealth Management deployed $7.27M of net new capital in Q4 2023, opening 27 new positions and adding to 49 existing holdings. Its largest new stake was Fidelity Enhanced Large Cap Growth ETF: 6,463 shares worth $170K.
By sector, the portfolio is most concentrated in Financials at 0.96% of assets, up from 0.95% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was State Street SPDR Bloomberg Investment Grade Floating Rate ETF, an estimated $200K trimmed.
- Iron Horse Wealth Management's largest Q4 2023 buy was Fidelity Enhanced Large Cap Growth ETF: 6,463 shares worth $170K.
- Iron Horse Wealth Management added most to Vanguard High Dividend Yield ETF in Q4 2023, an estimated $907K increase.
- Iron Horse Wealth Management's biggest Q4 2023 reduction was State Street SPDR Bloomberg Investment Grade Floating Rate ETF, cutting an estimated $200K.
- Iron Horse Wealth Management fully exited Vanguard Morningstar Mega Cap Growth ETF in Q4 2023, selling an estimated $103K.
- Iron Horse Wealth Management's ten largest holdings make up 74% of its $229M portfolio in Q4 2023.
- Iron Horse Wealth Management opened 27 new positions and closed 28 in Q4 2023.
- Iron Horse Wealth Management's portfolio value rose 12% quarter-over-quarter to $229M.
Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.