IronOak Wealth LLC.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 6, 2025), IronOak Wealth LLC. reported 64 stock positions worth $89.3 million. Its top holding was iShares Yield Optimized Bond (BYLD) at 5.6% of the portfolio, followed by Tesla (TSLA, 4.3%) and Meta Platforms Class A (META, 3.9%).
- Most Recent 13F
- Q2 2025
- Location
- CEDAR PARK, TX
- CIK
- 0002037081
- Portfolio Value
- $89.3M (Q4 2024)
- SEC Filing
- 0002037081-25-000002 ↗ filed Mar 6, 2025
Holdings Value
Holdings 64 stocks · $89.3M
| BYLD iShares Yield Optimized Bond | 5.57% | 224,571 | $5.0M | — |
| TSLA Tesla Inc. | 4.29% | 9,488 | $3.8M | — |
| META Meta Platforms Inc. Class A | 3.92% | 5,977 | $3.5M | — |
| NVDA Nvidia Corp. | 3.84% | 25,526 | $3.4M | — |
| AMZN Amazon.com Inc. | 3.76% | 15,292 | $3.4M | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.72% | 109,050 | $3.3M | — |
| PSFF Pacer Swan Sos Fund of Funds | 3.65% | 111,276 | $3.3M | — |
| CLOI Vaneck Clo ETF | 3.57% | 60,332 | $3.2M | — |
| AVGO Broadcom Inc. | 3.40% | 13,092 | $3.0M | — |
| PANW Palo Alto Networks Inc. | 2.87% | 14,079 | $2.6M | — |
| AXP American Express Co. | 2.78% | 8,367 | $2.5M | — |
| AAPL Apple Inc. | 2.65% | 9,441 | $2.4M | — |
| GOOG Alphabet Inc. Class C | 2.53% | 11,847 | $2.3M | — |
| PLTR Palantir Technologies Inc. Class A | 2.27% | 26,764 | $2.0M | — |
| CAT Caterpillar Inc. | 2.26% | 5,565 | $2.0M | — |
| ANGL Vaneck Fallen Angel High YLD | 2.26% | 70,362 | $2.0M | — |
| HODL Vaneck Bitcoin ETF | 2.23% | 18,876 | $2.0M | — |
| QVAL Alpha Arch US QNT Value ETF | 2.18% | 43,521 | $1.9M | — |
| CAOS Alpha Architect Tail Risk | 2.08% | 21,171 | $1.9M | — |
| NFLX Netflix Inc. | 1.99% | 1,989 | $1.8M | — |
| ISRG Intuitive Surgical Inc. | 1.79% | 3,056 | $1.6M | — |
| XOM Exxon Mobil Corp. | 1.70% | 14,092 | $1.5M | — |
| DIVO Amplify CWP Enhan Divid ETF | 1.69% | 37,220 | $1.5M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.69% | 3,322 | $1.5M | — |
| QMOM Alpha US Quant Mom ETF | 1.61% | 22,473 | $1.4M | — |
| V Visa Inc. Class A | 1.49% | 4,220 | $1.3M | — |
| LLY Eli Lilly & Co. | 1.47% | 1,695 | $1.3M | — |
| CRM Salesforce Inc. | 1.42% | 3,797 | $1.3M | — |
| TSM Taiwan Semiconductor-SP ADR | 1.38% | 6,243 | $1.2M | — |
| SPGI S&P Global Inc. | 1.22% | 2,192 | $1.1M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.21% | 24,489 | $1.1M | — |
| ANET Arista Networks Inc. | 1.16% | 9,400 | $1.0M | — |
| XMLV Invesco S&P Midcap Low Volat | 1.12% | 16,411 | $998K | — |
| EVTR Eaton Vance Total Return | 1.07% | 19,126 | $954K | — |
| VRT Vertiv Holdings Co. Class A | 1.04% | 8,203 | $932K | — |
| COWZ Pacer US Cash Cows 100 ETF | 1.04% | 16,410 | $931K | — |
| HIMS Hims & Hers Health Inc. | 1.03% | 38,122 | $922K | — |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 1.00% | 36,523 | $890K | — |
| LDOS Leidos Holdings Inc. | 0.99% | 6,133 | $883K | — |
| VST Vistra Corp. | 0.97% | 6,252 | $862K | — |
| DELL Dell Technologies -C | 0.96% | 7,460 | $860K | — |
| MU Micron Technology Inc. | 0.95% | 10,039 | $846K | — |
| AXON Axon Enterprise Inc. | 0.91% | 1,368 | $813K | — |
| JPM JPMorgan Chase & Co. | 0.91% | 3,380 | $810K | — |
| COIN Coinbase Global Inc. Class A | 0.86% | 3,082 | $765K | — |
| SNOW Snowflake Inc. | 0.71% | 4,101 | $633K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.70% | 1,546 | $623K | — |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.66% | 2,026 | $587K | — |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.61% | 1,931 | $548K | — |
| ORCL Oracle Corp. | 0.45% | 2,391 | $398K | — |
| MIG Vaneck Moody's Analytics Ig | 0.44% | 18,493 | $390K | — |
| IVV iShares Core S&P 500 ETF | 0.42% | 634 | $373K | — |
| NXPI NXP Semiconductors NV | 0.39% | 1,662 | $345K | — |
| DOV Dover Corp. | 0.38% | 1,810 | $340K | — |
| AMGN Amgen Inc. | 0.35% | 1,199 | $313K | — |
| PTLC Pacer Trendpilot US Large Ca | 0.33% | 5,465 | $294K | — |
| FTQI First Trust Nasdaq Buywrite | 0.32% | 13,836 | $288K | — |
| QCOM Qualcomm Inc. | 0.32% | 1,847 | $284K | — |
| FLTR Vaneck Ig Floating Rate ETF | 0.30% | 10,648 | $271K | — |
| XLI SS Industrial Select Sector | 0.28% | 1,930 | $254K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 1,068 | $235K | — |
| HIDE Alpha Arc High Inf & Def ETF | 0.25% | 10,093 | $225K | — |
| RDVI FT Vest Rising Dividend Achi | 0.23% | 8,401 | $204K | — |
| YYY Amplify Cef High Income ETF | 0.14% | 10,944 | $126K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.