IronOak Wealth

IronOak Wealth as of June 30, 2025

Portfolio Holdings for IronOak Wealth

IronOak Wealth holds 64 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV) 4.9 $5.0M 50k 100.69
NVIDIA Corporation (NVDA) 4.6 $4.7M 30k 158.00
Ea Series Trust Alpha Arch 1-3 (BOXX) 4.4 $4.5M 40k 112.68
Amazon (AMZN) 3.7 $3.8M 17k 219.38
Broadcom (AVGO) 3.5 $3.6M 13k 275.64
Uber Technologies (UBER) 2.7 $2.8M 30k 93.30
Intuit (INTU) 2.4 $2.5M 3.2k 787.63
Coinbase Global Com Cl A (COIN) 2.4 $2.5M 7.1k 350.49
Netflix (NFLX) 2.3 $2.4M 1.8k 1339.13
Ge Vernova (GEV) 2.3 $2.4M 4.5k 529.12
Microsoft Corporation (MSFT) 2.3 $2.3M 4.7k 497.37
Vaneck Bitcoin Etf Sh Ben Int (HODL) 2.3 $2.3M 76k 30.47
Pimco Etf Tr Multisector Bd (PYLD) 2.2 $2.3M 86k 26.54
Servicenow (NOW) 2.2 $2.3M 2.2k 1028.08
Meta Platforms Cl A (META) 2.1 $2.2M 3.0k 738.20
Vaneck Etf Trust Clo Etf (CLOI) 2.0 $2.1M 40k 52.95
salesforce (CRM) 2.0 $2.1M 7.5k 273.10
Eli Lilly & Co. (LLY) 2.0 $2.0M 2.6k 779.60
S&p Global (SPGI) 1.9 $2.0M 3.8k 527.36
Progressive Corporation (PGR) 1.9 $2.0M 7.4k 266.88
Paypal Holdings (PYPL) 1.8 $1.8M 25k 74.32
JPMorgan Chase & Co. (JPM) 1.7 $1.8M 6.2k 289.91
Visa Com Cl A (V) 1.7 $1.8M 5.0k 355.02
Palo Alto Networks (PANW) 1.7 $1.8M 8.7k 204.64
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 1.7 $1.7M 72k 24.23
Pacer Fds Tr Pac Asset Fltg (FLRT) 1.7 $1.7M 36k 47.60
Dell Technologies CL C (DELL) 1.7 $1.7M 14k 122.60
Legg Mason Etf Invt Franklin Us Low (LVHD) 1.6 $1.6M 41k 39.86
MasTec (MTZ) 1.5 $1.6M 9.2k 170.43
Harbor Etf Trust Harbor Commodity (HGER) 1.5 $1.5M 62k 24.29
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.4 $1.5M 6.5k 227.15
Emcor (EME) 1.4 $1.5M 2.7k 534.89
Tesla Motors (TSLA) 1.4 $1.5M 4.6k 317.66
American Express Company (AXP) 1.4 $1.4M 4.5k 318.96
Allstate Corporation (ALL) 1.4 $1.4M 7.1k 202.21
Mastercard Incorporated Cl A (MA) 1.2 $1.3M 2.3k 561.89
Robinhood Mkts Com Cl A (HOOD) 1.2 $1.2M 13k 93.63
Chesapeake Energy Corp (EXE) 1.2 $1.2M 10k 116.94
Cambria Etf Tr Global Value Etf (GVAL) 1.2 $1.2M 44k 27.23
Pacer Fds Tr Us Small Cap Cas (CALF) 1.1 $1.1M 29k 39.81
Crowdstrike Hldgs Cl A (CRWD) 1.1 $1.1M 2.2k 509.31
Vaneck Etf Trust Energy Incme Et (EINC) 1.1 $1.1M 12k 98.70
Intuitive Surgical Com New (ISRG) 1.1 $1.1M 2.0k 543.41
Spdr Gold Tr Gold Shs (GLD) 1.0 $1.1M 3.5k 304.83
Workday Cl A (WDAY) 1.0 $1.1M 4.5k 240.00
Apple (AAPL) 1.0 $1.0M 4.9k 205.17
Intercontinental Exchange (ICE) 0.9 $964k 5.3k 183.49
Applovin Corp Com Cl A (APP) 0.9 $963k 2.8k 350.08
Emerson Electric (EMR) 0.9 $950k 7.1k 133.33
Eaton Corp SHS (ETN) 0.9 $930k 2.6k 356.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $697k 1.4k 485.77
Bank of New York Mellon Corporation (BK) 0.6 $668k 7.3k 91.11
Exxon Mobil Corporation (XOM) 0.6 $661k 6.1k 107.80
Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.6 $629k 23k 27.15
Arthur J. Gallagher & Co. (AJG) 0.6 $622k 1.9k 320.08
Arista Networks Com Shs (ANET) 0.5 $533k 5.2k 102.31
Spotify Technology S A SHS (SPOT) 0.5 $511k 666.00 767.34
Raytheon Technologies Corp (RTX) 0.4 $422k 2.9k 146.02
International Business Machines (IBM) 0.4 $408k 1.4k 294.85
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.3 $310k 17k 18.32
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.3 $299k 5.9k 50.75
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.3 $272k 8.5k 31.80
Nxp Semiconductors N V (NXPI) 0.2 $250k 1.1k 219.50
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.2 $202k 8.1k 25.05