HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD WHITEHALL FDS (VYM) |
227,354 | +6,483 | $27,508 |
| VYM | 227,354 | +6,483 | $27,508 |
| VANGUARD ADMIRAL FDS INC (VOOG) |
82,156 | +568 | $25,034 |
| VOOG | 82,156 | +568 | $25,034 |
| J P MORGAN EXCHANGE TRADED F (BBAG) |
440,809 | +51,929 | $20,220 |
| BBAG | 440,809 | +51,929 | $20,220 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
249,668 | +19,500 | $20,101 |
| VCIT | 249,668 | +19,500 | $20,101 |
| ISHARES TR (LQD) |
181,000 | +16,055 | $19,715 |
| LQD | 181,000 | +16,055 | $19,715 |
| SPDR S&P 500 ETF TR (SPY) |
32,641 | +1,450 | $17,074 |
| SPY | 32,641 | +1,450 | $17,074 |
| VANGUARD TAX MANAGED FDS (VEA) |
322,647 | +18,144 | $16,187 |
| VEA | 322,647 | +18,144 | $16,187 |
| SPDR INDEX SHS FDS (SPDW) |
436,672 | +19,237 | $15,650 |
| SPDW | 436,672 | +19,237 | $15,650 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
245,923 | +18,436 | $14,229 |
| JEPI | 245,923 | +18,436 | $14,229 |
| VANGUARD INDEX FDS (VB) |
53,986 | +1,801 | $12,341 |
| VB | 53,986 | +1,801 | $12,341 |
| VANGUARD INDEX FDS (VO) |
47,697 | +1,919 | $11,918 |
| VO | 47,697 | +1,919 | $11,918 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
218,103 | +19,727 | $9,110 |
| VWO | 218,103 | +19,727 | $9,110 |
| VANGUARD INDEX FDS (VBR) |
45,530 | +1,743 | $8,736 |
| VBR | 45,530 | +1,743 | $8,736 |
| VANGUARD INDEX FDS (VOE) |
55,207 | +2,643 | $8,607 |
| VOE | 55,207 | +2,643 | $8,607 |
| GLOBAL X FDS |
384,916 | +20,504 | $7,760 |
| PFFD | 384,916 | +20,504 | $7,760 |
| SPDR SER TR (SPYV) |
29,392 | +3,692 | $1,473 |
| SPYV | 29,392 | +3,692 | $1,473 |
| GLOBAL X FDS |
16,584 | -6,482 | $676 |
| XYLD | 16,584 | -6,482 | $676 |
| APPLE INC |
3,924 | +178 | $673 |
| AAPL | 3,924 | +178 | $673 |
| SPDR SER TR (SPYG) |
8,798 | -4,853 | $644 |
| SPYG | 8,798 | -4,853 | $644 |
 BERKSHIRE HATHAWAY INC DEL |
$606 | ||
| BRK.B | 1,441 | UNCH | $606 |
| VANGUARD INDEX FDS (VOO) |
1,205 | -2 | $579 |
| VOO | 1,205 | -2 | $579 |
| UNITEDHEALTH GROUP INC |
1,167 | UNCH | $577 |
| UNH | 1,167 | UNCH | $577 |
| WELLS FARGO CO NEW |
9,780 | -225 | $567 |
| WFC | 9,780 | -225 | $567 |
| ISHARES TR (IVV) |
905 | UNCH | $476 |
| IVV | 905 | UNCH | $476 |
| VANGUARD INDEX FDS (VUG) |
1,344 | +50 | $463 |
| VUG | 1,344 | +50 | $463 |
| ISHARES TR (IAGG) |
6,748 | +1,800 | $337 |
| IAGG | 6,748 | +1,800 | $337 |
| PRINCIPAL FINANCIAL GROUP IN |
3,599 | -30 | $311 |
| PFG | 3,599 | -30 | $311 |
| EXXON MOBIL CORP |
2,618 | +116 | $304 |
| XOM | 2,618 | +116 | $304 |
| VANGUARD INDEX FDS (VNQ) |
3,440 | -1,192 | $297 |
| VNQ | 3,440 | -1,192 | $297 |
| SPDR SER TR (FLRN) |
9,566 | -14,020 | $295 |
| FLRN | 9,566 | -14,020 | $295 |
| SPDR SER TR (SPYD) |
7,176 | -40 | $292 |
| SPYD | 7,176 | -40 | $292 |
| COCA COLA CO |
4,721 | -185 | $289 |
| KO | 4,721 | -185 | $289 |
| VANGUARD INDEX FDS (VTV) |
1,713 | +208 | $279 |
| VTV | 1,713 | +208 | $279 |
| APOLLO GLOBAL MGMT INC |
2,354 | +678 | $265 |
| APO | 2,354 | +678 | $265 |
| LENNOX INTL INC |
535 | +535 | $261 |
| LII | 535 | +535 | $261 |
| AFLAC INC |
3,020 | +110 | $259 |
| AFL | 3,020 | +110 | $259 |
| DEERE & CO |
618 | -15 | $254 |
| DE | 618 | -15 | $254 |
| PROCTER AND GAMBLE CO |
1,460 | +185 | $237 |
| PG | 1,460 | +185 | $237 |
| SCHWAB STRATEGIC TR |
4,512 | -2,906 | $235 |
| SCHP | 4,512 | -2,906 | $235 |
| JOHNSON & JOHNSON |
1,419 | +833 | $224 |
| JNJ | 1,419 | +833 | $224 |
| FIDELITY NATIONAL FINANCIAL |
3,765 | +3,487 | $200 |
| FNF | 3,765 | +3,487 | $200 |
| BERKLEY W R CORP |
2,218 | -356 | $196 |
| WRB | 2,218 | -356 | $196 |
| STARBUCKS CORP |
1,992 | -100 | $182 |
| SBUX | 1,992 | -100 | $182 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
3,509 | -2,313 | $177 |
| JPST | 3,509 | -2,313 | $177 |
| ISHARES TR (IJR) |
1,540 | +380 | $170 |
| IJR | 1,540 | +380 | $170 |
| ISHARES TR (IJH) |
2,675 | +2,290 | $162 |
| IJH | 2,675 | +2,290 | $162 |
| SPDR SER TR (MDYV) |
1,943 | -74 | $148 |
| MDYV | 1,943 | -74 | $148 |
| GENERAL ELECTRIC CO |
823 | -43 | $144 |
| GE | 823 | -43 | $144 |
| CHEVRON CORP NEW |
890 | +15 | $140 |
| CVX | 890 | +15 | $140 |
| INTERNATIONAL BUSINESS MACHS |
670 | UNCH | $128 |
| IBM | 670 | UNCH | $128 |
See Full List: All Stocks Held By Iron Horse Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Iron Horse Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $252,981 At 12/31/2023: $228,658 Iron Horse Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Iron Horse Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
