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IRON HORSE WEALTH MANAGEMENT, LLC

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JOHSTON IA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance