StockDriftsStockDriftsTop 50 Iron Horse Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 10.55% | 268.3K | $35.8M | — | — | — | 2025-06-30 |
| JPST | J P MORGAN EXCHANGE TRADED F | 10.33% | 690.9K | $35.0M | — | — | — | 2025-06-30 |
| VOOG | VANGUARD ADMIRAL FDS INC | 10.04% | 85.8K | $34.0M | — | — | — | 2025-06-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 6.82% | 405.7K | $23.1M | — | — | — | 2025-06-30 |
| SPY | SPDR S&P 500 ETF TR | 6.82% | 37.4K | $23.1M | — | — | — | 2025-06-30 |
| SPDW | SPDR INDEX SHS FDS | 6.53% | 546.6K | $22.1M | — | — | — | 2025-06-30 |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5.24% | 312.2K | $17.8M | — | — | — | 2025-06-30 |
| VO | VANGUARD INDEX FDS | 4.68% | 56.6K | $15.8M | — | — | — | 2025-06-30 |
| BBAG | J P MORGAN EXCHANGE TRADED F | 4.64% | 340.5K | $15.7M | — | — | — | 2025-06-30 |
| VB | VANGUARD INDEX FDS | 4.54% | 65.0K | $15.4M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.84% | +42.82% |
| Top 20 Holdings Unweighted | +14.09% | +43.70% |
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