Iron Horse Wealth Management, LLC Buys Schwab U.S. ...
Investment company Iron Horse Wealth Management, LLC (Current Portfolio) buys Schwab U.S. Tips ETF, Global X S&P 500 Covered Call ETF, Schwab U.S. Large-Cap ETF, Vanguard FTSE Emerging Markets ETF, Schwab U.S. Small-Cap ETF, sells APA Corp, Campbell Soup Co, FedEx Corp, GlaxoSmithKline PLC, Lam Research Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Iron Horse Wealth Management, LLC. As of 2021Q4, Iron Horse Wealth Management, LLC owns 246 stocks with a total value of $178 million. These are the details of the buys and sells.
New Purchases: SCHX, SCHZ, SCHA, RSP, HD, MMP, SCHV, SCHG, WBA, AMGN, PLNT, SCHD, IWN, COIN, AMC, UAA, SWKS, EPD, COST,
Added Positions: SCHP, VYM, XYLD, VEA, SPYG, VB, SPDW, SPEM, JPST, VBR, VOE, VNQ, VWO, IBM, FLRN, JNJ, VZ, DOW, CVX, ESGE, MMM, LCID, FSV, DIS, GILD, F, KO, BMY, BA, MO,
Reduced Positions: LQD, VCIT, SPSB, APA, SPTM, IAGG, SPIB, WFC, FDX, XOM, MRK, MCD, PSK, LMT, SPMD, GE, SPSM,
Sold Out: CPB, GSK, LRCX, BUD, TTD, GRWG, APPN, ZM, LMND, SKLZ, RBLX, OGN,
For the details of Iron Horse Wealth Management, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/iron+horse+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Iron Horse Wealth Management, LLC
Vanguard High Dividend Yield Indx ETF (VYM) - 175,698 shares, 11.06% of the total portfolio. Shares added by 18.54%
SPDR Portfolio S&P 500 Growth ETF (SPYG) - 210,020 shares, 8.55% of the total portfolio. Shares added by 7.77%
iShares iBoxx USD Investment Grade Corporate Bond (LQD) - 101,989 shares, 7.59% of the total portfolio. Shares reduced by 13.63%
Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 143,760 shares, 7.49% of the total portfolio. Shares reduced by 13.04%
Vanguard FTSE Developed Markets ETF (VEA) - 232,045 shares, 6.65% of the total portfolio. Shares added by 13.51%
New Purchase: Schwab U.S. Large-Cap ETF (SCHX)
Iron Horse Wealth Management, LLC initiated holding in Schwab U.S. Large-Cap ETF. The purchase prices were between $103.39 and $114.55, with an estimated average price of $110.61. The stock is now traded at around $107.760000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,997 shares as of 2021-12-31.
New Purchase: Schwab U.S. Small-Cap ETF (SCHA)
Iron Horse Wealth Management, LLC initiated holding in Schwab U.S. Small-Cap ETF. The purchase prices were between $97.28 and $109.61, with an estimated average price of $103.15. The stock is now traded at around $94.880000. The impact to a portfolio due to this purchase was 0.03%. The holding were 569 shares as of 2021-12-31.
New Purchase: Schwab US Aggregate Bond ETF (SCHZ)
Iron Horse Wealth Management, LLC initiated holding in Schwab US Aggregate Bond ETF. The purchase prices were between $53.44 and $54.33, with an estimated average price of $53.89. The stock is now traded at around $52.730000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,119 shares as of 2021-12-31.
New Purchase: Invesco S&P 500 Equal Weight ETF (RSP)
Iron Horse Wealth Management, LLC initiated holding in Invesco S&P 500 Equal Weight ETF. The purchase prices were between $150.44 and $163.01, with an estimated average price of $157.71. The stock is now traded at around $157.360000. The impact to a portfolio due to this purchase was 0.02%. The holding were 173 shares as of 2021-12-31.
New Purchase: Magellan Midstream Partners LP (MMP)
Iron Horse Wealth Management, LLC initiated holding in Magellan Midstream Partners LP. The purchase prices were between $43.99 and $51.44, with an estimated average price of $47.24. The stock is now traded at around $48.650000. The impact to a portfolio due to this purchase was 0.01%. The holding were 310 shares as of 2021-12-31.
New Purchase: Amgen Inc (AMGN)
Iron Horse Wealth Management, LLC initiated holding in Amgen Inc. The purchase prices were between $198.88 and $227.6, with an estimated average price of $211.1. The stock is now traded at around $231.300000. The impact to a portfolio due to this purchase was 0.01%. The holding were 47 shares as of 2021-12-31.
Added: Schwab U.S. Tips ETF (SCHP)
Iron Horse Wealth Management, LLC added to a holding in Schwab U.S. Tips ETF by 58.61%. The purchase prices were between $61.62 and $63.22, with an estimated average price of $62.39. The stock is now traded at around $60.920000. The impact to a portfolio due to this purchase was 2.16%. The holding were 165,578 shares as of 2021-12-31.
Added: Global X S&P 500 Covered Call ETF (XYLD)
Iron Horse Wealth Management, LLC added to a holding in Global X S&P 500 Covered Call ETF by 31.71%. The purchase prices were between $47.4 and $50.67, with an estimated average price of $49.49. The stock is now traded at around $49.610000. The impact to a portfolio due to this purchase was 0.96%. The holding were 139,797 shares as of 2021-12-31.
Added: Vanguard FTSE Emerging Markets ETF (VWO)
Iron Horse Wealth Management, LLC added to a holding in Vanguard FTSE Emerging Markets ETF by 125.63%. The purchase prices were between $47.81 and $51.82, with an estimated average price of $50.01. The stock is now traded at around $50.140000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,690 shares as of 2021-12-31.
Added: SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN)
Iron Horse Wealth Management, LLC added to a holding in SPDR Bloomberg Investment Grade Floating Rate ETF by 329.35%. The purchase prices were between $30.56 and $30.62, with an estimated average price of $30.6. The stock is now traded at around $30.590000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,331 shares as of 2021-12-31.
Added: International Business Machines Corp (IBM)
Iron Horse Wealth Management, LLC added to a holding in International Business Machines Corp by 46.83%. The purchase prices were between $115.81 and $138.13, with an estimated average price of $125.15. The stock is now traded at around $131.580000. The impact to a portfolio due to this purchase was 0.02%. The holding were 881 shares as of 2021-12-31.
Added: Verizon Communications Inc (VZ)
Iron Horse Wealth Management, LLC added to a holding in Verizon Communications Inc by 43.40%. The purchase prices were between $49.77 and $54.53, with an estimated average price of $52.14. The stock is now traded at around $53.500000. The impact to a portfolio due to this purchase was 0.01%. The holding were 988 shares as of 2021-12-31.
Sold Out: Campbell Soup Co (CPB)
Iron Horse Wealth Management, LLC sold out a holding in Campbell Soup Co. The sale prices were between $39.91 and $44.18, with an estimated average price of $41.61.
Sold Out: Skillz Inc (SKLZ)
Iron Horse Wealth Management, LLC sold out a holding in Skillz Inc. The sale prices were between $7.19 and $12.5, with an estimated average price of $9.6.
Sold Out: Anheuser-Busch InBev SA/NV (BUD)
Iron Horse Wealth Management, LLC sold out a holding in Anheuser-Busch InBev SA/NV. The sale prices were between $54.21 and $62.53, with an estimated average price of $58.25.
Sold Out: GrowGeneration Corp (GRWG)
Iron Horse Wealth Management, LLC sold out a holding in GrowGeneration Corp. The sale prices were between $12.55 and $25.53, with an estimated average price of $18.98.
Sold Out: Lemonade Inc (LMND)
Iron Horse Wealth Management, LLC sold out a holding in Lemonade Inc. The sale prices were between $39.64 and $72.06, with an estimated average price of $55.85.
Sold Out: Roblox Corp (RBLX)
Iron Horse Wealth Management, LLC sold out a holding in Roblox Corp. The sale prices were between $70.22 and $134.72, with an estimated average price of $97.97.
Here is the complete portfolio of Iron Horse Wealth Management, LLC. Also check out:
1. Iron Horse Wealth Management, LLC's Undervalued Stocks
2. Iron Horse Wealth Management, LLC's Top Growth Companies, and
3. Iron Horse Wealth Management, LLC's High Yield stocks
4. Stocks that Iron Horse Wealth Management, LLC keeps buyingThis article first appeared on GuruFocus.
