• 13F History

Iron Horse Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$298M
Signature - Title
Dennis L Markway - President
Location
Johston, IA
Summary
This page shows a list of all the recent 13F filings made by Iron Horse Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Iron Horse Wealth Management, LLC reported 509 stock holdings with total value $298M as of Q4 2024. Top holdings included VYM, VOOG, VCIT, LQD, and BBAG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 509 $298M +$13.2M -$613K +$12.5M VYM, VOOG, VCIT, LQD, BBAG 13F-HR 1/27/2025, 05:44 PM
Q3 2024 507 $293M +$14.2M -$602K +$13.6M VYM, VOOG, VCIT, LQD, BBAG 13F-HR 10/22/2024, 04:58 PM
Q2 2024 485 $262M +$9.88M -$534K +$9.35M VOOG, VYM, BBAG, VCIT, LQD 13F-HR 7/22/2024, 03:35 PM
Q1 2024 465 $253M +$15.1M -$2.48M +$12.6M VYM, VOOG, BBAG, VCIT, LQD 13F-HR 4/17/2024, 01:20 PM
Q4 2023 497 $229M +$9.19M -$1.19M +$8M VYM, VOOG, VCIT, LQD, BBAG 13F-HR 1/22/2024, 05:06 PM
Q3 2023 504 $204M +$9.79M -$1.57M +$8.22M VYM, VOOG, VCIT, BBAG, LQD 13F-HR 10/18/2023, 03:31 PM
Q2 2023 318 $204M +$40.1M -$41.2M -$1.05M VYM, VOOG, VCIT, LQD, BBAG 13F-HR 8/1/2023, 11:50 AM
Q1 2023 358 $200M +$9.77M -$823K +$8.95M VYM, VOOG, VCIT, FLRN, LQD 13F-HR 5/1/2023, 05:52 PM
Q4 2022 215 $185M +$112M -$4.53K +$112M VYM, VOOG, FLRN, VCIT, VEA 13F-HR 1/19/2023, 09:38 AM
Q3 2022 122 $69.3M +$11.7M -$106M -$94.3M VYM, VOOG, VCIT, FLRN, LQD 13F-HR 10/12/2022, 01:00 PM
Q2 2022 211 $176M +$15.7M -$738K +$14.9M VYM, SPYG, FLRN, VEA, SCHP 13F-HR 8/3/2022, 05:53 PM
Q1 2022 205 $182M +$24.8M -$11.5M +$13.3M VYM, SPYG, VEA, FLRN, SCHP 13F-HR 4/8/2022, 07:21 PM
Q4 2021 190 $178M +$15.4M -$4.94M +$10.4M VYM, SPYG, LQD, VCIT, VEA 13F-HR 1/19/2022, 01:57 PM
Q3 2021 188 $161M +$12.3M -$1.04M +$11.3M LQD, VCIT, VYM, SPYG, VEA 13F-HR 10/6/2021, 04:48 PM
Q2 2021 180 $152M +$17.7M -$5.7M +$12M LQD, VYM, VCIT, SPYG, VEA 13F-HR 7/23/2021, 01:25 PM
Q1 2021 169 $134M +$6.57M -$1.89M +$4.68M VCIT, LQD, VYM, SPYG, VEA 13F-HR 4/12/2021, 07:39 PM
Q4 2020 157 $125M VCIT, LQD, VYM, SPYG, VEA 13F-HR 1/14/2021, 11:38 AM