Iron Horse Wealth Management, LLC Buys McDonald's Corp, Ford Motor Co, Merck Inc, Sells Vanguard Short-Term Corporate Bond ETF, Baxter International Inc, C.H. Robinson Worldwide Inc

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Apr 13, 2021
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Investment company Iron Horse Wealth Management, LLC (Current Portfolio) buys McDonald's Corp, Ford Motor Co, Merck Inc, The Kroger Co, ARK Innovation ETF, sells Vanguard Short-Term Corporate Bond ETF, Baxter International Inc, C.H. Robinson Worldwide Inc, iShares Core U.S. REIT ETF, New Relic Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Iron Horse Wealth Management, LLC. As of 2021Q1, Iron Horse Wealth Management, LLC owns 200 stocks with a total value of $125 million. These are the details of the buys and sells.

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
  1. Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 174,961 shares, 13.04% of the total portfolio. Shares added by 8.98%
  2. iShares iBoxx USD Investment Grade Corporate Bond (LQD) - 121,403 shares, 12.65% of the total portfolio. Shares added by 9.63%
  3. Vanguard High Dividend Yield Indx ETF (VYM) - 143,212 shares, 11.60% of the total portfolio. Shares added by 3.86%
  4. SPDR Portfolio S&P 500 Growth ETF (SPYG) - 199,367 shares, 9.01% of the total portfolio. Shares added by 1.71%
  5. Vanguard FTSE Developed Markets ETF (VEA) - 160,117 shares, 6.30% of the total portfolio. Shares added by 6.05%
New Purchase: ARK Innovation ETF (ARKK)

Iron Horse Wealth Management, LLC initiated holding in ARK Innovation ETF. The purchase prices were between $110.26 and $156.58, with an estimated average price of $135.31. The stock is now traded at around $125.820000. The impact to a portfolio due to this purchase was 0.01%. The holding were 73 shares as of 2021-03-31.

New Purchase: Lockheed Martin Corp (LMT)

Iron Horse Wealth Management, LLC initiated holding in Lockheed Martin Corp. The purchase prices were between $321.82 and $372.79, with an estimated average price of $342.99. The stock is now traded at around $385.910000. The impact to a portfolio due to this purchase was 0.01%. The holding were 19 shares as of 2021-03-31.

New Purchase: Ocugen Inc (OCGN)

Iron Horse Wealth Management, LLC initiated holding in Ocugen Inc. The purchase prices were between $1.66 and $15.81, with an estimated average price of $6.71. The stock is now traded at around $6.790000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 15 shares as of 2021-03-31.

New Purchase: GrowGeneration Corp (GRWG)

Iron Horse Wealth Management, LLC initiated holding in GrowGeneration Corp. The purchase prices were between $37.79 and $64.58, with an estimated average price of $50. The stock is now traded at around $52.435000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 10 shares as of 2021-03-31.

New Purchase: The Trade Desk Inc (TTD)

Iron Horse Wealth Management, LLC initiated holding in The Trade Desk Inc. The purchase prices were between $612.58 and $903.35, with an estimated average price of $774.27. The stock is now traded at around $724.060000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1 shares as of 2021-03-31.

New Purchase: Lam Research Corp (LRCX)

Iron Horse Wealth Management, LLC initiated holding in Lam Research Corp. The purchase prices were between $478.02 and $598.81, with an estimated average price of $545.54. The stock is now traded at around $647.680000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 2 shares as of 2021-03-31.

Added: McDonald's Corp (MCD)

Iron Horse Wealth Management, LLC added to a holding in McDonald's Corp by 746.43%. The purchase prices were between $204.84 and $227.35, with an estimated average price of $213.87. The stock is now traded at around $230.500000. The impact to a portfolio due to this purchase was 0.04%. The holding were 237 shares as of 2021-03-31.

Added: Merck & Co Inc (MRK)

Iron Horse Wealth Management, LLC added to a holding in Merck & Co Inc by 452.00%. The purchase prices were between $72.17 and $85, with an estimated average price of $77.27. The stock is now traded at around $76.597800. The impact to a portfolio due to this purchase was 0.01%. The holding were 138 shares as of 2021-03-31.

Added: Ford Motor Co (F)

Iron Horse Wealth Management, LLC added to a holding in Ford Motor Co by 158.72%. The purchase prices were between $8.52 and $13.37, with an estimated average price of $11.44. The stock is now traded at around $12.190000. The impact to a portfolio due to this purchase was 0.01%. The holding were 890 shares as of 2021-03-31.

Added: The Kroger Co (KR)

Iron Horse Wealth Management, LLC added to a holding in The Kroger Co by 128.65%. The purchase prices were between $31.52 and $38.75, with an estimated average price of $34.16. The stock is now traded at around $37.920000. The impact to a portfolio due to this purchase was 0.01%. The holding were 439 shares as of 2021-03-31.

Added: Verizon Communications Inc (VZ)

Iron Horse Wealth Management, LLC added to a holding in Verizon Communications Inc by 67.35%. The purchase prices were between $54.15 and $59.29, with an estimated average price of $56.4. The stock is now traded at around $57.520000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 164 shares as of 2021-03-31.

Added: iShares TIPS Bond ETF (TIP)

Iron Horse Wealth Management, LLC added to a holding in iShares TIPS Bond ETF by 30.00%. The purchase prices were between $123.99 and $127.81, with an estimated average price of $126.27. The stock is now traded at around $125.580000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 13 shares as of 2021-03-31.



Here is the complete portfolio of Iron Horse Wealth Management, LLC. Also check out:

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3. Iron Horse Wealth Management, LLC's High Yield stocks
4. Stocks that Iron Horse Wealth Management, LLC keeps buying
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