IronOak Wealth LLC.
CIK 2037081 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $102.9M
- المراكز
- 64
- حتى تاريخ
- 30 يونيو، 2025 البيانات اعتبارًا من Q2 2025
#8306 من 9443 حسب قيمة 13F · أعلى 88.0%
قيمة المحفظة ربع سنويًا: +15.2% لا يكشف نموذج 13F عن النقد
- وزن أكبر 10 مقتنيات
- 33,23%
- وزن أكبر 25 مقتنية
- 62,83%
- المراكز فوق 1%
- 45
- العدد الفعلي للمراكز
- 45,1
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
دوران Q2 2025: 15,07% تقدير المشتريات $65119363 · المبيعات $14485676
- مراكز جديدة
- 37
- زيادة
- 14
- انخفض
- 13
- مغلق
- 0
على هذه الصفحة
توزيع القطاعات
Technology
26,6%
Financial Services
13,3%
Industrials
10,2%
Financials
5,7%
Communication Services
4,9%
Retail
3,7%
Healthcare
3,0%
Energy
2,1%
Consumer Discretionary
1,4%
Communications
0,5%
أخرى/غير معينة
28,6%
المحفظة الكاملة 64 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $5032530 | 4,89% | 49980 | صعود ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $4731207 | 4,60% | 29944 | $1303381 | |||
| BOXX | $4483425 | 4,36% | 39789 | صعود ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3793596 | 3,69% | 17292 | $438780 | |||
| AVGO Broadcom Inc. - Common Stock | $3639832 | 3,54% | 13205 | $604578 | |||
| UBER Uber Technologies, Inc. Common Stock | $2755149 | 2,68% | 29530 | صعود ×1 | |||
| INTU Intuit Inc. - Common Stock | $2518841 | 2,45% | 3198 | صعود ×1 | |||
| COIN Coinbase Global, Inc. - 3Class A Common Stock | $2490231 | 2,42% | 7105 | $1724970 | |||
| NFLX Netflix, Inc. - Common Stock | $2376956 | 2,31% | 1775 | $604121 | |||
| GEV GE Vernova Inc. Common Stock | $2370476 | 2,30% | 4480 | صعود ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $2323221 | 2,26% | 4671 | صعود ×1 | |||
| HODL | $2320778 | 2,26% | 76166 | $325396 | |||
| PYLD | $2279457 | 2,22% | 85888 | صعود ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $2251495 | 2,19% | 2190 | صعود ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $2202803 | 2,14% | 2984 | $-1296759 | |||
| CLOI | $2092293 | 2,03% | 39515 | $-1091430 | |||
| CRM Salesforce, Inc. Common Stock | $2059979 | 2,00% | 7543 | $789093 | |||
| LLY Eli Lilly and Company Common Stock | $2031650 | 1,97% | 2606 | $723343 | |||
| SPGI S&P Global Inc. Common Stock | $1987619 | 1,93% | 3769 | $895823 | |||
| PGR Progressive Corporation (The) Common Stock | $1985294 | 1,93% | 7439 | صعود ×1 | |||
| PYPL PayPal Holdings, Inc. - Common Stock | $1830427 | 1,78% | 24629 | صعود ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1789035 | 1,74% | 6171 | $978804 | |||
| V Visa Inc. | $1784709 | 1,73% | 5027 | $451120 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $1780163 | 1,73% | 8699 | $-781652 | |||
| FLBL | $1744723 | 1,70% | 72007 | صعود ×1 | |||
| FLRT | $1717015 | 1,67% | 36072 | صعود ×1 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $1698868 | 1,65% | 13857 | $839178 | |||
| LVHD Franklin U.S. Low Volatility High Dividend Index ETF | $1629565 | 1,58% | 40882 | صعود ×1 | |||
| MTZ MasTec, Inc. Common Stock | $1574603 | 1,53% | 9239 | صعود ×1 | |||
| HGER Harbor Commodity All-Weather Strategy ETF | $1496653 | 1,45% | 61616 | صعود ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1479887 | 1,44% | 6515 | $246950 | |||
| EME EMCOR Group, Inc. Common Stock | $1461854 | 1,42% | 2733 | صعود ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1456471 | 1,42% | 4585 | $-2375163 | |||
| AXP American Express Company Common Stock | $1447442 | 1,41% | 4538 | $-1035699 | |||
| ALL Allstate Corporation (The) Common Stock | $1429052 | 1,39% | 7067 | صعود ×1 | |||
| MA Mastercard Incorporated Common Stock | $1268190 | 1,23% | 2257 | صعود ×1 | |||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $1219999 | 1,19% | 13030 | صعود ×1 | |||
| EXE Expand Energy Corporation - Common Stock | $1199687 | 1,17% | 10259 | صعود ×1 | |||
| GVAL | $1199155 | 1,17% | 44038 | صعود ×1 | |||
| CALF | $1148822 | 1,12% | 28854 | صعود ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1141873 | 1,11% | 2242 | صعود ×1 | |||
| EINC | $1130479 | 1,10% | 11454 | صعود ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $1098775 | 1,07% | 2022 | $-496335 | |||
| GLD | $1080318 | 1,05% | 3544 | صعود ×1 | |||
| WDAY Workday, Inc. - Class A Common Stock | $1071360 | 1,04% | 4464 | صعود ×1 | |||
| AAPL Apple Inc. - Common Stock | $1006778 | 0,98% | 4907 | $-1357511 | |||
| ICE Intercontinental Exchange Inc. Common Stock | $964224 | 0,94% | 5255 | صعود ×1 | |||
| APP Applovin Corporation - Class A Common Stock | $963420 | 0,94% | 2752 | صعود ×1 | |||
| EMR Emerson Electric Company Common Stock | $950376 | 0,92% | 7128 | صعود ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $930316 | 0,90% | 2606 | صعود ×1 | |||
| BRKB | $697080 | 0,68% | 1435 | $-808716 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $667921 | 0,65% | 7331 | صعود ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $660701 | 0,64% | 6129 | $-855133 | |||
| INCM | $628883 | 0,61% | 23165 | صعود ×1 | |||
| AJG Arthur J. Gallagher & Co. Common Stock | $622240 | 0,60% | 1944 | $74150 | |||
| ANET Arista Networks, Inc. Common Stock | $532728 | 0,52% | 5207 | $-506254 | |||
| SPOT Spotify Technology S.A. Ordinary Shares | $511048 | 0,50% | 666 | صعود ×1 | |||
| RTX RTX Corporation Common Stock | $422144 | 0,41% | 2891 | صعود ×1 | |||
| IBM International Business Machines Corporation Common Stock | $407479 | 0,40% | 1382 | $172678 | |||
| PAA Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests | $310029 | 0,30% | 16923 | صعود ×1 | |||
| JAAA | $298609 | 0,29% | 5884 | صعود ×1 | |||
| BUFR | $271540 | 0,26% | 8539 | $-3051214 | |||
| NXPI NXP Semiconductors N.V. - Common Stock | $249576 | 0,24% | 1137 | $-95871 | |||
| VRIG Invesco Variable Rate Investment Grade ETF | $201778 | 0,20% | 8055 | صعود ×1 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
| الأمان | القيمة | الأسهم | % من المحفظة |
|---|---|---|---|
| SGOV | $5032530 | 49980 | 4,89% |
| BOXX | $4483425 | 39789 | 4,36% |
| UBER | $2755149 | 29530 | 2,68% |
| INTU | $2518841 | 3198 | 2,45% |
| GEV | $2370476 | 4480 | 2,30% |
| MSFT | $2323221 | 4671 | 2,26% |
| PYLD | $2279457 | 85888 | 2,22% |
| NOW | $2251495 | 2190 | 2,19% |
| PGR | $1985294 | 7439 | 1,93% |
| PYPL | $1830427 | 24629 | 1,78% |
| FLBL | $1744723 | 72007 | 1,70% |
| FLRT | $1717015 | 36072 | 1,67% |
| LVHD | $1629565 | 40882 | 1,58% |
| MTZ | $1574603 | 9239 | 1,53% |
| HGER | $1496653 | 61616 | 1,45% |
أكبر التحركات (ربع سنوي)
| الأمان | الإجراء | الأسهم Δ | القيمة Δ |
|---|---|---|---|
| TSLA | تقليص | -5K | -$2.4M |
| COIN | تم الشراء أكثر | +4K | +$1.7M |
| AAPL | تقليص | -5K | -$1.4M |
| NVDA | تم الشراء أكثر | +4K | +$1.3M |
| META | تقليص | -3K | -$1.3M |
| CLOI | تقليص | -21K | -$1.1M |
| AXP | تقليص | -4K | -$1.0M |
| JPM | تم الشراء أكثر | +3K | +$979K |
| SPGI | تم الشراء أكثر | +2K | +$896K |
| XOM | تقليص | -8K | -$855K |
1 مركز مخفي (فحص اكتمال البيانات)