test

Dennis Markway

@Iron Horse Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$292.558MTotal holdings507
Assets growth rate11.73%Assets growth rate (2-Q avg)7.62%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Iron Horse Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 507 positions.

Assets under management

The assets under management (AUM) of Iron Horse Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 292.558M in assets, with a quarterly growth rate of 11.73% and a 2-quarter average growth rate of 7.62%. The portfolio is managed by Dennis Markway, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VYMVanguard Whitehall Fds
Recent Activity
Increased 5.12%
10.75%
$31.434M
245,198 shares@ $128.21 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Increased 3.58%
10.2%
$29.82M
86,361 shares@ $345.3 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 5.47%
7.78%
$22.751M
271,652 shares@ $83.75 avg price
LQDIshares Tr
Recent Activity
Increased 3.7%
7.51%
$21.952M
194,296 shares@ $112.98 avg price
BBAGJ P Morgan Exchange Traded F
Recent Activity
Increased 1.89%
7.48%
$21.883M
462,437 shares@ $47.33 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 4.46%
6.9%
$20.175M
35,163 shares@ $573.77 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 5.86%
6.41%
$18.733M
354,721 shares@ $52.82 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 6.22%
6.13%
$17.915M
476,982 shares@ $37.57 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 5.58%
5.48%
$16.024M
269,263 shares@ $59.52 avg price
VBVanguard Index Fds
Recent Activity
Increased 4.77%
4.73%
$13.83M
58,302 shares@ $237.22 avg price