Notify me when Iron Horse Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 591 | $338,998,420 | +$10,596,727 | -$1,161,006 | +$9,435,721 | VYM, JPST, VOOG, VEA, SPY | 13F-HR | 22 Jul 2025, 15:01 |
| Q1 2025 | 596 | $311,523,249 | +$51,289,056 | -$35,565,283 | +$15,723,773 | VYM, JPST, VOOG, SPY, VEA | 13F-HR | 01 May 2025, 13:50 |
| Q4 2024 | 509 | $298,001,631 | +$13,156,468 | -$613,369 | +$12,543,099 | VYM, VOOG, VCIT, LQD, BBAG | 13F-HR | 27 Jan 2025, 17:44 |
| Q3 2024 | 507 | $292,557,568 | +$14,238,865 | -$601,823 | +$13,637,042 | VYM, VOOG, VCIT, LQD, BBAG | 13F-HR | 22 Oct 2024, 16:58 |
| Q2 2024 | 485 | $261,849,673 | +$9,882,026 | -$533,942 | +$9,348,084 | VOOG, VYM, BBAG, VCIT, LQD | 13F-HR | 22 Jul 2024, 15:35 |
| Q1 2024 | 469 | $252,993,401 | +$15,069,269 | -$2,479,877 | +$12,589,392 | VYM, VOOG, BBAG, VCIT, LQD | 13F-HR | 17 Apr 2024, 13:20 |
| Q4 2023 | 498 | $228,668,493 | +$9,191,407 | -$1,187,005 | +$8,004,402 | VYM, VOOG, VCIT, LQD, BBAG | 13F-HR | 22 Jan 2024, 17:06 |
| Q3 2023 | 507 | $203,687,069 | +$9,793,348 | -$1,665,481 | +$8,127,867 | VYM, VOOG, VCIT, BBAG, LQD | 13F-HR | 18 Oct 2023, 15:31 |
| Q2 2023 | 319 | $203,555,126 | +$40,120,379 | -$41,411,211 | -$1,290,832 | VYM, VOOG, VCIT, LQD, BBAG | 13F-HR | 01 Aug 2023, 11:50 |
| Q1 2023 | 359 | $200,190,126 | +$9,768,930 | -$872,598 | +$8,896,332 | VYM, VOOG, VCIT, FLRN, LQD | 13F-HR | 01 May 2023, 17:52 |
| Q4 2022 | 235 | $185,212,000 | +$111,474,893 | -$24,528 | +$111,450,365 | VYM, VOOG, FLRN, VCIT, VEA | 13F-HR | 19 Jan 2023, 10:38 |
| Q3 2022 | 128 | $69,280,000 | +$11,666,572 | -$107,924,090 | -$96,257,518 | VYM, VOOG, VCIT, FLRN, LQD | 13F-HR | 12 Oct 2022, 13:00 |
| Q2 2022 | 243 | $175,646,000 | +$15,685,158 | -$876,556 | +$14,808,602 | VYM, SPYG, FLRN, VEA, SCHP | 13F-HR | 03 Aug 2022, 17:53 |
| Q1 2022 | 214 | $182,211,000 | +$24,819,878 | -$12,150,792 | +$12,669,086 | VYM, SPYG, VEA, FLRN, SCHP | 13F-HR | 08 Apr 2022, 19:21 |
| Q4 2021 | 205 | $178,023,000 | +$15,361,420 | -$4,959,038 | +$10,402,382 | VYM, SPYG, LQD, VCIT, VEA | 13F-HR | 19 Jan 2022, 14:57 |
| Q3 2021 | 197 | $161,256,000 | +$12,294,844 | -$1,035,501 | +$11,259,343 | LQD, VCIT, VYM, SPYG, VEA | 13F-HR | 06 Oct 2021, 16:48 |
| Q2 2021 | 186 | $151,650,000 | +$17,702,641 | -$5,703,284 | +$11,999,357 | LQD, VYM, VCIT, SPYG, VEA | 13F-HR | 23 Jul 2021, 13:25 |
| Q1 2021 | 179 | $133,505,000 | +$6,570,470 | -$1,891,493 | +$4,678,977 | VCIT, LQD, VYM, SPYG, VEA | 13F-HR | 12 Apr 2021, 19:39 |
| Q4 2020 | 167 | $124,873,000 | $0 | $0 | $0 | VCIT, LQD, VYM, SPYG, VEA | 13F-HR | 14 Jan 2021, 12:38 |