$182 Million is the total value of Iron Horse Wealth Management, LLC's 250 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STIP | New | ISHARES TR0-5 yr tips etf | $104,000 | – | 995 | +100.0% | 0.06% | – |
| LEVI | New | LEVI STRAUSS & CO NEW | $89,000 | – | 4,500 | +100.0% | 0.05% | – |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $78,000 | – | 5,084 | +100.0% | 0.04% | – |
| XME | New | SPDR SER TRs&p metals mng | $40,000 | – | 656 | +100.0% | 0.02% | – |
| SAN | New | BANCO SANTANDER S.A.adr | $39,000 | – | 11,654 | +100.0% | 0.02% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $38,000 | – | 2,280 | +100.0% | 0.02% | – |
| WEAT | New | TEUCRIUM COMMODITY TRwheat fd | $31,000 | – | 3,136 | +100.0% | 0.02% | – |
| OILK | New | PROSHARES TRk1 fre crd oil | $26,000 | – | 479 | +100.0% | 0.01% | – |
| PLTM | New | GRANITESHARES PLATINUM TR | $21,000 | – | 2,127 | +100.0% | 0.01% | – |
| GATX | New | GATX CORP | $18,000 | – | 150 | +100.0% | 0.01% | – |
| O | New | REALTY INCOME CORP | $16,000 | – | 225 | +100.0% | 0.01% | – |
| VALE | New | VALE S Asponsored ads | $14,000 | – | 700 | +100.0% | 0.01% | – |
| CAH | New | CARDINAL HEALTH INC | $14,000 | – | 250 | +100.0% | 0.01% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $13,000 | – | 100 | +100.0% | 0.01% | – |
| WPC | New | WP CAREY INC | $12,000 | – | 150 | +100.0% | 0.01% | – |
| GOGL | New | GOLDEN OCEAN GROUP LTD | $11,000 | – | 850 | +100.0% | 0.01% | – |
| CSX | New | CSX CORP | $10,000 | – | 258 | +100.0% | 0.01% | – |
| NMFC | New | NEW MTN FIN CORP | $10,000 | – | 700 | +100.0% | 0.01% | – |
| AOS | New | SMITH A O CORP | $10,000 | – | 150 | +100.0% | 0.01% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $9,000 | – | 93 | +100.0% | 0.01% | – |
| PYPL | New | PAYPAL HLDGS INC | $8,000 | – | 70 | +100.0% | 0.00% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $8,000 | – | 3 | +100.0% | 0.00% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $5,000 | – | 10 | +100.0% | 0.00% | – |
| APD | New | AIR PRODS & CHEMS INC | $6,000 | – | 25 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC | $5,000 | – | 75 | +100.0% | 0.00% | – |
| UBER | New | UBER TECHNOLOGIES INC | $5,000 | – | 150 | +100.0% | 0.00% | – |
| WSM | New | WILLIAMS SONOMA INC | $5,000 | – | 35 | +100.0% | 0.00% | – |
| UCO | New | PROSHARES TR IIulta blmbg 2017 | $4,000 | – | 24 | +100.0% | 0.00% | – |
| CRM | New | SALESFORCE COM INC | $4,000 | – | 20 | +100.0% | 0.00% | – |
| TROW | New | PRICE T ROWE GROUP INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
| BLK | New | BLACKROCK INC | $4,000 | – | 5 | +100.0% | 0.00% | – |
| RUN | New | SUNRUN INC | $1,000 | – | 30 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORPcl a | $1,000 | – | 25 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-11
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.