IronOak Wealth LLC.
- SEC CIK
- 0002037081
- Latest filing
- Jul 14, 2025
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Mar 6, 2025. Long positions only.
- Positions
- 64
- No filing for Q3 2024
- Portfolio value
- $89.3M
- No filing for Q3 2024
IronOak Wealth LLC. did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V787 | YLD OPTIM BD | 224,571 | $4.98M | 5.6% | – | – | – |
| TSLATesla, Inc. | Stock | 9,488 | $3.83M | 4.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 5,977 | $3.50M | 3.9% | – | – | History |
| NVDANVIDIA Corp | Stock | 25,526 | $3.43M | 3.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 15,292 | $3.35M | 3.8% | – | – | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 109,050 | $3.32M | 3.7% | – | – | – |
| Pacer FDS Tr69374H568 | SWAN SOS FD OF | 111,276 | $3.26M | 3.6% | – | – | – |
| VanEck ETF Trust92189H748 | CLO ETF | 60,332 | $3.18M | 3.6% | – | – | – |
| AVGOBroadcom Inc. | Stock | 13,092 | $3.04M | 3.4% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 14,079 | $2.56M | 2.9% | – | – | History |
| AXPAmerican Express Co | Stock | 8,367 | $2.48M | 2.8% | – | – | History |
| AAPLApple Inc. | Stock | 9,441 | $2.36M | 2.6% | – | – | History |
| GOOGAlphabet Inc. | Stock | 11,847 | $2.26M | 2.5% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 26,764 | $2.02M | 2.3% | – | – | History |
| CATCaterpillar Inc | Stock | 5,565 | $2.02M | 2.3% | – | – | History |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 70,362 | $2.02M | 2.3% | – | – | – |
| HODLVanEck Bitcoin ETF | SH BEN INT | 18,876 | $2.00M | 2.2% | – | – | History |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 43,521 | $1.94M | 2.2% | – | – | – |
| Ea Series Trust02072L516 | ALPHA ARCHITECT | 21,171 | $1.85M | 2.1% | – | – | – |
| NFLXNetflix Inc | Stock | 1,989 | $1.77M | 2.0% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,056 | $1.60M | 1.8% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 14,092 | $1.52M | 1.7% | – | – | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 37,220 | $1.51M | 1.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,322 | $1.51M | 1.7% | – | – | History |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 22,473 | $1.44M | 1.6% | – | – | – |
| VVisa Inc. | Stock | 4,220 | $1.33M | 1.5% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,695 | $1.31M | 1.5% | – | – | History |
| CRMSalesforce, Inc. | Stock | 3,797 | $1.27M | 1.4% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,243 | $1.23M | 1.4% | – | – | History |
| SPGIS&P Global Inc. | Stock | 2,192 | $1.09M | 1.2% | – | – | History |
| BACBank of America Corp | Stock | 24,489 | $1.08M | 1.2% | – | – | History |
| ANETArista Networks, Inc. | Stock | 9,400 | $1.04M | 1.2% | – | – | History |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 16,411 | $998.1K | 1.1% | – | – | – |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 19,126 | $953.6K | 1.1% | – | – | – |
| VRTVertiv Holdings Co | COM CL A | 8,203 | $931.9K | 1.0% | – | – | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 16,410 | $930.7K | 1.0% | – | – | – |
| HIMSHims & Hers Health, Inc. | Stock | 38,122 | $921.8K | 1.0% | – | – | History |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 36,523 | $890.2K | 1.0% | – | – | – |
| LDOSLeidos Holdings, Inc. | COM | 6,133 | $883.5K | 1.0% | – | – | History |
| VSTVistra Corp. | Stock | 6,252 | $861.9K | 1.0% | – | – | History |
| DELLDell Technologies Inc. | Stock | 7,460 | $859.7K | 1.0% | – | – | History |
| MUMicron Technology Inc | Stock | 10,039 | $846.1K | 0.9% | – | – | History |
| AXONAxon Enterprise, Inc. | COM | 1,368 | $813.0K | 0.9% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 3,380 | $810.2K | 0.9% | – | – | History |
| COINCoinbase Global, Inc. | COM CL A | 3,082 | $765.3K | 0.9% | – | – | History |
| SNOWSnowflake Inc. | Stock | 4,101 | $633.2K | 0.7% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,546 | $622.6K | 0.7% | – | – | History |
| MSTRStrategy Inc | Stock | 2,026 | $586.8K | 0.7% | – | – | History |
| AJGArthur J. Gallagher & Co. | COM | 1,931 | $548.1K | 0.6% | – | – | History |
| ORCLOracle Corp | Stock | 2,391 | $398.5K | 0.4% | – | – | History |
| VanEck Vectors ETF Tr92189H862 | MOODYS ANLYTS IG | 18,493 | $390.1K | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 634 | $373.1K | 0.4% | – | – | – |
| NXPINXP Semiconductors N.V. | COM | 1,662 | $345.4K | 0.4% | – | – | History |
| DOVDOVER Corp | COM | 1,810 | $339.5K | 0.4% | – | – | History |
| AMGNAmgen Inc | Stock | 1,199 | $312.6K | 0.4% | – | – | History |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 5,465 | $294.0K | 0.3% | – | – | – |
| First Tr Exchange Traded FD33738R407 | NASDAQ BUYWRITE | 13,836 | $288.1K | 0.3% | – | – | – |
| QCOMQualcomm Inc | Stock | 1,847 | $283.7K | 0.3% | – | – | History |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 10,648 | $271.0K | 0.3% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,930 | $254.3K | 0.3% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 1,068 | $234.8K | 0.3% | – | – | History |
| Ea Series Trust02072L631 | ALPHA ARCHITECT | 10,093 | $224.7K | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 8,401 | $203.6K | 0.2% | – | – | – |
| Amplify ETF Tr032108847 | CEF HIGH INCOME | 10,944 | $126.1K | 0.1% | – | – | – |