IronOak Wealth

IronOak Wealth as of Dec. 31, 2024

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