$152 Million is the total value of Iron Horse Wealth Management, LLC's 210 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 137.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OCGN | Exit | OCUGEN INC | $0 | – | -15 | -100.0% | 0.00% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -29 | -100.0% | 0.00% | – |
| PRSP | Exit | PERSPECTA INC | $0 | – | -3 | -100.0% | 0.00% | – |
| SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -60 | -100.0% | -0.00% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -13 | -100.0% | -0.00% | – |
| BTWN | Exit | BRIDGETOWN HOLDINGS LTD | $0 | – | -227 | -100.0% | -0.00% | – |
| CCIV | Exit | CHURCHILL CAPITAL CORP IVcl a | $0 | – | -122 | -100.0% | -0.00% | – |
| IPOF | Exit | SOCIAL CAPITAL HEDOSOPHA HLD | $0 | – | -564 | -100.0% | -0.00% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -30 | -100.0% | -0.01% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -89 | -100.0% | -0.01% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -521 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | 15 | Q2 2024 | 11.9% |
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 12.5% |
| ISHARES TR | 15 | Q2 2024 | 12.2% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 6.9% |
| SPDR INDEX SHS FDS | 15 | Q2 2024 | 6.3% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 5.6% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.7% |
| SPDR SER TR | 15 | Q2 2024 | 8.7% |
| GLOBAL X FDS | 15 | Q2 2024 | 4.4% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 7.0% |
View Iron Horse Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-01 |
| 13F-HR | 2024-07-22 |
| 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 |
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.