Equal-WT
WhaleScore 2.0
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Iron Horse Wealth Management is based out of Johston. Iron Horse Wealth Management is a large advisory firm with 1318 clients and discretionary assets under management (AUM) of $227,577,463 (Form ADV from 2023-09-29). Their last reported 13F filing for Q4 2023 included $228,668,740 in managed 13F securities
and a top 10 holdings concentration of 73.93%. Iron Horse Wealth Management's largest holding is VANGUARD HIGH DIVIDEND YIELD INDEX FUND-ETF Shares with shares held of 220,871. Whalewisdom has at least 13 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VB VANGUARD SMALL-CAP I | 0.23% |
SPY SPDR S&P 500 ETF TRU | 0.18% |
VO VANGUARD MID-CAP IND | 0.16% |
VEA VANGUARD DEVELOPED M | 0.15% |
SPDW SPDR Portfolio Devel | 0.15% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
FLRN SPDR Bloomberg Inves | 0.14% |
MGK VANGUARD MEGA CAP GR | 0.05% |
NEWR New Relic Inc | 0.05% |
XYLD Global X S&P 500 Cov | 0.04% |
JPST JPMorgan Ultra-Short | 0.04% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VYM VANGUARD HIGH DIVIDE | 10.78% |
VOOG VANGUARD S&P 500 GRO | 9.66% |
VCIT VANGUARD INTERMEDIAT | 8.18% |
LQD iShares iBoxx $ Inve | 7.98% |
BBAG JPMorgan BetaBuilder | 7.91% |
2023-12-31
13F Activity
Market Value | $229m, Prior: $204m |
New Purchases | 27 stocks |
Added To | 50 stocks |
Sold out of | 36 stocks |
Reduced holdings in | 42 stocks |
Top 10 Holdings % | 73.93% |
Turnover %[1] | 12.63% |
Turnover Alt %[2] | 0.49% |
Time Held Top 20 | 8.75 quarters |
Time Held Top 10 | 7.2 quarters |
Time Held All | 5.38 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31