Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRON HORSE WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 471 | 252,993,517 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P MCP ETF | 51 | $162,480 | 2,675 | 0.00 | 0.00 | 2,290 | 594.81 | 03-31-2024 |
| SPDR SER TR | S&P 400 MDCP VAL | 52 | $147,668 | 1,943 | 0.00 | 0.00 | -74 | -3.67 | 03-31-2024 |
| GENERAL ELECTRIC CO | COM NEW | 53 | $144,461 | 823 | 0.00 | 0.00 | -43 | -4.97 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 54 | $140,389 | 890 | 0.00 | 0.00 | 15 | 1.71 | 03-31-2024 |
