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IronOak Wealth

Latest statistics and disclosures from IronOak Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002037081

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Positions held by IronOak Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for IronOak Wealth

IronOak Wealth holds 64 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Yld Optim Bd (BYLD)	5.6	$5.0M	225k	22.16	View chart
Tesla Motors (TSLA)	4.3	$3.8M	9.5k	403.84	View chart
Meta Platforms Cl A (META)	3.9	$3.5M	6.0k	585.50	View chart
NVIDIA Corporation (NVDA)	3.8	$3.4M	26k	134.29	View chart
Amazon (AMZN)	3.8	$3.4M	15k	219.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	3.7	$3.3M	109k	30.47	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	3.6	$3.3M	111k	29.29	View chart
Vaneck Etf Trust Clo Etf (CLOI)	3.6	$3.2M	60k	52.77	View chart
Broadcom (AVGO)	3.4	$3.0M	13k	231.84	View chart
Palo Alto Networks (PANW)	2.9	$2.6M	14k	181.96	View chart
American Express Company (AXP)	2.8	$2.5M	8.4k	296.78	View chart
Apple (AAPL)	2.6	$2.4M	9.4k	250.43	View chart
Alphabet Cap Stk Cl C (GOOG)	2.5	$2.3M	12k	190.43	View chart
Palantir Technologies Cl A (PLTR)	2.3	$2.0M	27k	75.63	View chart
Caterpillar (CAT)	2.3	$2.0M	5.6k	362.75	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.3	$2.0M	70k	28.67	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	2.2	$2.0M	19k	105.71	View chart
Ea Series Trust Us Quan Value (QVAL)	2.2	$1.9M	44k	44.64	View chart
Ea Series Trust Alpha Architect (CAOS)	2.1	$1.9M	21k	87.54	View chart
Netflix (NFLX)	2.0	$1.8M	2.0k	891.32	View chart
Intuitive Surgical Com New (ISRG)	1.8	$1.6M	3.1k	521.96	View chart
Exxon Mobil Corporation (XOM)	1.7	$1.5M	14k	107.57	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.7	$1.5M	37k	40.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$1.5M	3.3k	453.28	View chart
Ea Series Trust Us Quan Momentum (QMOM)	1.6	$1.4M	23k	64.13	View chart
Visa Com Cl A (V)	1.5	$1.3M	4.2k	316.02	View chart
Eli Lilly & Co. (LLY)	1.5	$1.3M	1.7k	771.86	View chart
salesforce (CRM)	1.4	$1.3M	3.8k	334.71	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.4	$1.2M	6.2k	197.49	View chart
S&p Global (SPGI)	1.2	$1.1M	2.2k	498.08	View chart
Bank of America Corporation (BAC)	1.2	$1.1M	25k	43.95	View chart
Arista Networks Com Shs	1.2	$1.0M	9.4k	110.53	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	1.1	$998k	16k	60.82	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	1.1	$954k	19k	49.86	View chart
Vertiv Holdings Com Cl A (VRT)	1.0	$932k	8.2k	113.61	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.0	$931k	16k	56.72	View chart
Hims & Hers Health Com Cl A (HIMS)	1.0	$922k	38k	24.18	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	1.0	$890k	37k	24.37	View chart
Leidos Holdings (LDOS)	1.0	$884k	6.1k	144.06	View chart
Vistra Energy (VST)	1.0	$862k	6.3k	137.86	View chart
Dell Technologies CL C (DELL)	1.0	$860k	7.5k	115.24	View chart
Micron Technology (MU)	0.9	$846k	10k	84.28	View chart
Axon Enterprise (AXON)	0.9	$813k	1.4k	594.32	View chart
JPMorgan Chase & Co. (JPM)	0.9	$810k	3.4k	239.71	View chart
Coinbase Global Com Cl A (COIN)	0.9	$765k	3.1k	248.30	View chart
Snowflake Cl A (SNOW)	0.7	$633k	4.1k	154.41	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.7	$623k	1.5k	402.70	View chart
Microstrategy Cl A New (MSTR)	0.7	$587k	2.0k	289.62	View chart
Arthur J. Gallagher & Co. (AJG)	0.6	$548k	1.9k	283.84	View chart
Oracle Corporation (ORCL)	0.4	$399k	2.4k	166.66	View chart
Vaneck Etf Trust Moodys Anltcs Ig (MIG)	0.4	$390k	19k	21.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$373k	634.00	588.54	View chart
Nxp Semiconductors N V (NXPI)	0.4	$345k	1.7k	207.85	View chart
Dover Corporation (DOV)	0.4	$340k	1.8k	187.59	View chart
Amgen (AMGN)	0.4	$313k	1.2k	260.74	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$294k	5.5k	53.80	View chart
First Tr Exchange-traded Nasdaq Buywrite (FTQI)	0.3	$288k	14k	20.82	View chart
Qualcomm (QCOM)	0.3	$284k	1.8k	153.61	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$271k	11k	25.45	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$254k	1.9k	131.74	View chart
International Business Machines (IBM)	0.3	$235k	1.1k	219.85	View chart
Ea Series Trust Alpha Architect (HIDE)	0.3	$225k	10k	22.26	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$204k	8.4k	24.24	View chart
Amplify Etf Tr High Income (YYY)	0.1	$126k	11k	11.52	View chart

Past Filings by IronOak Wealth

SEC 13F filings are viewable for IronOak Wealth going back to 2024

IronOak Wealth 2024 Q4 filed March 6, 2025

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