Iron Horse Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$6.73M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.41M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.68M |
| 4 |
Apollo Global Management
APO
|
+$115K |
| 5 |
W.R. Berkley
WRB
|
+$31.2K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$14.2M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$13.4M |
| 3 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$8.04M |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$7.85M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$7.61M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 0.94% |
| 2 | Technology | 0.62% |
| 3 | Energy | 0.43% |
| 4 | Consumer Discretionary | 0.37% |
| 5 | Consumer Staples | 0.32% |
Similar funds
Iron Horse Wealth Management's Q3 2022 Portfolio in Review
As of Q3 2022, Iron Horse Wealth Management held 315 positions worth $69.3M, down 61% from $176M the previous quarter. Its ten largest holdings account for 68% of the portfolio.
Iron Horse Wealth Management withdrew a net $104M in Q3 2022, closing 159 positions and reducing 101 holdings. Its most notable exit was UnitedHealth, an estimated $639K position sold in full.
By sector, the portfolio is most concentrated in Financials at 0.94% of assets, up from 0.78% a quarter earlier, followed by Technology and Energy.
Against the trend, Iron Horse Wealth Management opened a new position in Vanguard S&P 500 Growth ETF worth $5.99M.
- Iron Horse Wealth Management's largest Q3 2022 buy was Vanguard S&P 500 Growth ETF: 172,410 shares worth $5.99M.
- Iron Horse Wealth Management added most to State Street SPDR S&P 500 ETF Trust in Q3 2022, an estimated $3.41M increase.
- Iron Horse Wealth Management's biggest Q3 2022 reduction was State Street SPDR Portfolio S&P 500 Growth ETF, cutting an estimated $14.2M.
- Iron Horse Wealth Management fully exited UnitedHealth in Q3 2022, selling an estimated $639K.
- Iron Horse Wealth Management's ten largest holdings make up 68% of its $69.3M portfolio in Q3 2022.
- Iron Horse Wealth Management opened 5 new positions and closed 159 in Q3 2022.
- Iron Horse Wealth Management's portfolio value fell 61% quarter-over-quarter to $69.3M.
Based on Iron Horse Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.