Iron Horse Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$1.44M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$734K |
| 3 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$723K |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$692K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$616K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$251K |
| 2 |
Fidelity National Financial
FNF
|
+$70.4K |
| 3 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$48.6K |
| 4 |
Vanguard Morningstar Growth ETF
VUG
|
+$46.7K |
| 5 |
Chevron
CVX
|
+$30.3K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 0.83% |
| 2 | Healthcare | 0.53% |
| 3 | Technology | 0.43% |
| 4 | Consumer Discretionary | 0.36% |
| 5 | Consumer Staples | 0.28% |
Similar funds
Iron Horse Wealth Management's Q1 2023 Portfolio in Review
As of Q1 2023, Iron Horse Wealth Management held 381 positions worth $200M, up 8.1% from $185M the previous quarter. Its ten largest holdings account for 68% of the portfolio.
Iron Horse Wealth Management deployed $8.26M of net new capital in Q1 2023, opening 56 new positions and adding to 51 existing holdings. Its largest new stake was US Bancorp: 800 shares worth $28.8K.
By sector, the portfolio is most concentrated in Financials at 0.83% of assets, down from 0.97% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was Vanguard FTSE Developed Markets ETF, an estimated $251K trimmed.
- Iron Horse Wealth Management's largest Q1 2023 buy was US Bancorp: 800 shares worth $28.8K.
- Iron Horse Wealth Management added most to Vanguard S&P 500 Growth ETF in Q1 2023, an estimated $1.44M increase.
- Iron Horse Wealth Management's biggest Q1 2023 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $251K.
- Iron Horse Wealth Management fully exited Marqeta in Q1 2023, selling an estimated $18K.
- Iron Horse Wealth Management's ten largest holdings make up 68% of its $200M portfolio in Q1 2023.
- Iron Horse Wealth Management opened 56 new positions and closed 21 in Q1 2023.
- Iron Horse Wealth Management's portfolio value rose 8.1% quarter-over-quarter to $200M.
Based on Iron Horse Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.