IronOak Wealth LLC.
- SEC CIK
- 0002037081
- 最新申報
- 2025/7/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/3/6 申報。只含多頭部位。
- 持股檔數
- 64
- 2024 年第 3 季沒有申報
- 總值
- $8,930 萬
- 2024 年第 3 季沒有申報
IronOak Wealth LLC. 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V787 | YLD OPTIM BD | 224,571 | $497.8 萬 | 5.6% | – | – | – |
| TSLATesla, Inc. | Stock | 9,488 | $383.2 萬 | 4.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,977 | $350.0 萬 | 3.9% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 25,526 | $342.8 萬 | 3.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,292 | $335.5 萬 | 3.8% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 109,050 | $332.3 萬 | 3.7% | – | – | – |
| Pacer FDS Tr69374H568 | SWAN SOS FD OF | 111,276 | $325.9 萬 | 3.6% | – | – | – |
| VanEck ETF Trust92189H748 | CLO ETF | 60,332 | $318.4 萬 | 3.6% | – | – | – |
| AVGOBroadcom Inc. | Stock | 13,092 | $303.5 萬 | 3.4% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 14,079 | $256.2 萬 | 2.9% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 8,367 | $248.3 萬 | 2.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 9,441 | $236.4 萬 | 2.6% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 11,847 | $225.6 萬 | 2.5% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 26,764 | $202.4 萬 | 2.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 5,565 | $201.9 萬 | 2.3% | – | – | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 70,362 | $201.7 萬 | 2.3% | – | – | – |
| HODLVanEck Bitcoin ETF | SH BEN INT | 18,876 | $199.5 萬 | 2.2% | – | – | 歷史 |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 43,521 | $194.3 萬 | 2.2% | – | – | – |
| Ea Series Trust02072L516 | ALPHA ARCHITECT | 21,171 | $185.3 萬 | 2.1% | – | – | – |
| NFLXNetflix Inc | Stock | 1,989 | $177.3 萬 | 2.0% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,056 | $159.5 萬 | 1.8% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,092 | $151.6 萬 | 1.7% | – | – | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 37,220 | $150.7 萬 | 1.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,322 | $150.6 萬 | 1.7% | – | – | 歷史 |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 22,473 | $144.1 萬 | 1.6% | – | – | – |
| VVisa Inc. | Stock | 4,220 | $133.4 萬 | 1.5% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,695 | $130.8 萬 | 1.5% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,797 | $127.1 萬 | 1.4% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,243 | $123.3 萬 | 1.4% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,192 | $109.2 萬 | 1.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 24,489 | $107.6 萬 | 1.2% | – | – | 歷史 |
| ANETArista Networks, Inc. | Stock | 9,400 | $103.9 萬 | 1.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 16,411 | $99.8 萬 | 1.1% | – | – | – |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 19,126 | $95.4 萬 | 1.1% | – | – | – |
| VRTVertiv Holdings Co | COM CL A | 8,203 | $93.2 萬 | 1.0% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 16,410 | $93.1 萬 | 1.0% | – | – | – |
| HIMSHims & Hers Health, Inc. | Stock | 38,122 | $92.2 萬 | 1.0% | – | – | 歷史 |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 36,523 | $89.0 萬 | 1.0% | – | – | – |
| LDOSLeidos Holdings, Inc. | COM | 6,133 | $88.3 萬 | 1.0% | – | – | 歷史 |
| VSTVistra Corp. | Stock | 6,252 | $86.2 萬 | 1.0% | – | – | 歷史 |
| DELLDell Technologies Inc. | Stock | 7,460 | $86.0 萬 | 1.0% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 10,039 | $84.6 萬 | 0.9% | – | – | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,368 | $81.3 萬 | 0.9% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,380 | $81.0 萬 | 0.9% | – | – | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 3,082 | $76.5 萬 | 0.9% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 4,101 | $63.3 萬 | 0.7% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,546 | $62.3 萬 | 0.7% | – | – | 歷史 |
| MSTRStrategy Inc | Stock | 2,026 | $58.7 萬 | 0.7% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,931 | $54.8 萬 | 0.6% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 2,391 | $39.8 萬 | 0.4% | – | – | 歷史 |
| VanEck Vectors ETF Tr92189H862 | MOODYS ANLYTS IG | 18,493 | $39.0 萬 | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 634 | $37.3 萬 | 0.4% | – | – | – |
| NXPINXP Semiconductors N.V. | COM | 1,662 | $34.5 萬 | 0.4% | – | – | 歷史 |
| DOVDOVER Corp | COM | 1,810 | $34.0 萬 | 0.4% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,199 | $31.3 萬 | 0.4% | – | – | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 5,465 | $29.4 萬 | 0.3% | – | – | – |
| First Tr Exchange Traded FD33738R407 | NASDAQ BUYWRITE | 13,836 | $28.8 萬 | 0.3% | – | – | – |
| QCOMQualcomm Inc | Stock | 1,847 | $28.4 萬 | 0.3% | – | – | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 10,648 | $27.1 萬 | 0.3% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,930 | $25.4 萬 | 0.3% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 1,068 | $23.5 萬 | 0.3% | – | – | 歷史 |
| Ea Series Trust02072L631 | ALPHA ARCHITECT | 10,093 | $22.5 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 8,401 | $20.4 萬 | 0.2% | – | – | – |
| Amplify ETF Tr032108847 | CEF HIGH INCOME | 10,944 | $12.6 萬 | 0.1% | – | – | – |