$134 Million is the total value of Iron Horse Wealth Management, LLC's 133500 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APA | New | APA CORPORATION | $218,000 | – | 12,200 | +100.0% | 0.16% | – |
| ARKK | New | ARK ETF TRinnovation etf | $9,000 | – | 73 | +100.0% | 0.01% | – |
| LMT | New | LOCKHEED MARTIN CORP | $7,000 | – | 19 | +100.0% | 0.01% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC | $5,000 | – | 350 | +100.0% | 0.00% | – |
| CCIV | New | CHURCHILL CAPITAL CORP IVcl a | $3,000 | – | 122 | +100.0% | 0.00% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $2,000 | – | 65 | +100.0% | 0.00% | – |
| FSV | New | FIRSTSERVICE CORP NEW | $1,000 | – | 7 | +100.0% | 0.00% | – |
| BCRX | New | BIOCRYST PHARMACEUTICALS INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
| LRCX | New | LAM RESEARCH CORP | $1,000 | – | 2 | +100.0% | 0.00% | – |
| BW | New | BABCOCK & WILCOX ENTERPRISES | $1,000 | – | 100 | +100.0% | 0.00% | – |
| TTD | New | THE TRADE DESK INC | $1,000 | – | 1 | +100.0% | 0.00% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,000 | – | 15 | +100.0% | 0.00% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $1,000 | – | 2 | +100.0% | 0.00% | – |
| APPN | New | APPIAN CORPcl a | $1,000 | – | 4 | +100.0% | 0.00% | – |
| LMND | New | LEMONADE INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORPcl a | $1,000 | – | 10 | +100.0% | 0.00% | – |
| SKLZ | New | SKILLZ INC | $0 | – | 20 | +100.0% | 0.00% | – |
| GRWG | New | GROWGENERATION CORP | $0 | – | 10 | +100.0% | 0.00% | – |
| NIO | New | NIO INCspon ads | $0 | – | 5 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $0 | – | 29 | +100.0% | 0.00% | – |
| OCGN | New | OCUGEN INC | $0 | – | 15 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 11.9% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 12.5% |
| ISHARES TR | 12 | Q3 2023 | 12.2% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 6.9% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 6.3% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 5.6% |
| SPDR SER TR | 12 | Q3 2023 | 8.7% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 4.6% |
| GLOBAL X FDS | 12 | Q3 2023 | 4.4% |
| SPDR SER TR | 12 | Q3 2023 | 7.4% |
View Iron Horse Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-19 |
View Iron Horse Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.