IronOak Wealth LLC.
CIK 2037081 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $102.9M
- ポジション
- 64
- 時点
- 2025年6月30日 Q2 2025時点のデータ
13F価値別で9,443件中 #8,306 位 · 88.0% トップ
ポートフォリオ価値 前期比: +15.2% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 33.23%
- 上位25銘柄のウェイト
- 62.83%
- 1%超のポジション
- 45
- 実効ポジション数
- 45.1
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2025: 15.07% 推定買付額 $65,119,363 · 推定売付額 $14,485,676
- 新規ポジション
- 37
- 増加
- 14
- 減少
- 13
- クローズ
- 0
このページについて
セクター別内訳
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%
その他/マッピングなし
28.6%
ポートフォリオ全体 64 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $5,032,530 | 4.89% | 49,980 | 上昇 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $4,731,207 | 4.60% | 29,944 | $1,303,381 | |||
| BOXX | $4,483,425 | 4.36% | 39,789 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3,793,596 | 3.69% | 17,292 | $438,780 | |||
| AVGO Broadcom Inc. - Common Stock | $3,639,832 | 3.54% | 13,205 | $604,578 | |||
| UBER Uber Technologies, Inc. Common Stock | $2,755,149 | 2.68% | 29,530 | 上昇 ×1 | |||
| INTU Intuit Inc. - Common Stock | $2,518,841 | 2.45% | 3,198 | 上昇 ×1 | |||
| COIN Coinbase Global, Inc. - 3Class A Common Stock | $2,490,231 | 2.42% | 7,105 | $1,724,970 | |||
| NFLX Netflix, Inc. - Common Stock | $2,376,956 | 2.31% | 1,775 | $604,121 | |||
| GEV GE Vernova Inc. Common Stock | $2,370,476 | 2.30% | 4,480 | 上昇 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $2,323,221 | 2.26% | 4,671 | 上昇 ×1 | |||
| HODL | $2,320,778 | 2.26% | 76,166 | $325,396 | |||
| PYLD | $2,279,457 | 2.22% | 85,888 | 上昇 ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $2,251,495 | 2.19% | 2,190 | 上昇 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $2,202,803 | 2.14% | 2,984 | $-1,296,759 | |||
| CLOI | $2,092,293 | 2.03% | 39,515 | $-1,091,430 | |||
| CRM Salesforce, Inc. Common Stock | $2,059,979 | 2.00% | 7,543 | $789,093 | |||
| LLY Eli Lilly and Company Common Stock | $2,031,650 | 1.97% | 2,606 | $723,343 | |||
| SPGI S&P Global Inc. Common Stock | $1,987,619 | 1.93% | 3,769 | $895,823 | |||
| PGR Progressive Corporation (The) Common Stock | $1,985,294 | 1.93% | 7,439 | 上昇 ×1 | |||
| PYPL PayPal Holdings, Inc. - Common Stock | $1,830,427 | 1.78% | 24,629 | 上昇 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1,789,035 | 1.74% | 6,171 | $978,804 | |||
| V Visa Inc. | $1,784,709 | 1.73% | 5,027 | $451,120 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $1,780,163 | 1.73% | 8,699 | $-781,652 | |||
| FLBL | $1,744,723 | 1.70% | 72,007 | 上昇 ×1 | |||
| FLRT | $1,717,015 | 1.67% | 36,072 | 上昇 ×1 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $1,698,868 | 1.65% | 13,857 | $839,178 | |||
| LVHD Franklin U.S. Low Volatility High Dividend Index ETF | $1,629,565 | 1.58% | 40,882 | 上昇 ×1 | |||
| MTZ MasTec, Inc. Common Stock | $1,574,603 | 1.53% | 9,239 | 上昇 ×1 | |||
| HGER Harbor Commodity All-Weather Strategy ETF | $1,496,653 | 1.45% | 61,616 | 上昇 ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,479,887 | 1.44% | 6,515 | $246,950 | |||
| EME EMCOR Group, Inc. Common Stock | $1,461,854 | 1.42% | 2,733 | 上昇 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1,456,471 | 1.42% | 4,585 | $-2,375,163 | |||
| AXP American Express Company Common Stock | $1,447,442 | 1.41% | 4,538 | $-1,035,699 | |||
| ALL Allstate Corporation (The) Common Stock | $1,429,052 | 1.39% | 7,067 | 上昇 ×1 | |||
| MA Mastercard Incorporated Common Stock | $1,268,190 | 1.23% | 2,257 | 上昇 ×1 | |||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $1,219,999 | 1.19% | 13,030 | 上昇 ×1 | |||
| EXE Expand Energy Corporation - Common Stock | $1,199,687 | 1.17% | 10,259 | 上昇 ×1 | |||
| GVAL | $1,199,155 | 1.17% | 44,038 | 上昇 ×1 | |||
| CALF | $1,148,822 | 1.12% | 28,854 | 上昇 ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1,141,873 | 1.11% | 2,242 | 上昇 ×1 | |||
| EINC | $1,130,479 | 1.10% | 11,454 | 上昇 ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $1,098,775 | 1.07% | 2,022 | $-496,335 | |||
| GLD | $1,080,318 | 1.05% | 3,544 | 上昇 ×1 | |||
| WDAY Workday, Inc. - Class A Common Stock | $1,071,360 | 1.04% | 4,464 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $1,006,778 | 0.98% | 4,907 | $-1,357,511 | |||
| ICE Intercontinental Exchange Inc. Common Stock | $964,224 | 0.94% | 5,255 | 上昇 ×1 | |||
| APP Applovin Corporation - Class A Common Stock | $963,420 | 0.94% | 2,752 | 上昇 ×1 | |||
| EMR Emerson Electric Company Common Stock | $950,376 | 0.92% | 7,128 | 上昇 ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $930,316 | 0.90% | 2,606 | 上昇 ×1 | |||
| BRKB | $697,080 | 0.68% | 1,435 | $-808,716 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $667,921 | 0.65% | 7,331 | 上昇 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $660,701 | 0.64% | 6,129 | $-855,133 | |||
| INCM | $628,883 | 0.61% | 23,165 | 上昇 ×1 | |||
| AJG Arthur J. Gallagher & Co. Common Stock | $622,240 | 0.60% | 1,944 | $74,150 | |||
| ANET Arista Networks, Inc. Common Stock | $532,728 | 0.52% | 5,207 | $-506,254 | |||
| SPOT Spotify Technology S.A. Ordinary Shares | $511,048 | 0.50% | 666 | 上昇 ×1 | |||
| RTX RTX Corporation Common Stock | $422,144 | 0.41% | 2,891 | 上昇 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $407,479 | 0.40% | 1,382 | $172,678 | |||
| PAA Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests | $310,029 | 0.30% | 16,923 | 上昇 ×1 | |||
| JAAA | $298,609 | 0.29% | 5,884 | 上昇 ×1 | |||
| BUFR | $271,540 | 0.26% | 8,539 | $-3,051,214 | |||
| NXPI NXP Semiconductors N.V. - Common Stock | $249,576 | 0.24% | 1,137 | $-95,871 | |||
| VRIG Invesco Variable Rate Investment Grade ETF | $201,778 | 0.20% | 8,055 | 上昇 ×1 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| SGOV | $5,032,530 | 49,980 | 4.89% |
| BOXX | $4,483,425 | 39,789 | 4.36% |
| UBER | $2,755,149 | 29,530 | 2.68% |
| INTU | $2,518,841 | 3,198 | 2.45% |
| GEV | $2,370,476 | 4,480 | 2.30% |
| MSFT | $2,323,221 | 4,671 | 2.26% |
| PYLD | $2,279,457 | 85,888 | 2.22% |
| NOW | $2,251,495 | 2,190 | 2.19% |
| PGR | $1,985,294 | 7,439 | 1.93% |
| PYPL | $1,830,427 | 24,629 | 1.78% |
| FLBL | $1,744,723 | 72,007 | 1.70% |
| FLRT | $1,717,015 | 36,072 | 1.67% |
| LVHD | $1,629,565 | 40,882 | 1.58% |
| MTZ | $1,574,603 | 9,239 | 1.53% |
| HGER | $1,496,653 | 61,616 | 1.45% |
上位変動銘柄（四半期比）
| 証券 | アクション | 株式数Δ | 金額Δ |
|---|---|---|---|
| TSLA | 削減 | -5K | -$2.4M |
| COIN | 買い増し | +4K | +$1.7M |
| AAPL | 削減 | -5K | -$1.4M |
| NVDA | 買い増し | +4K | +$1.3M |
| META | 削減 | -3K | -$1.3M |
| CLOI | 削減 | -21K | -$1.1M |
| AXP | 削減 | -4K | -$1.0M |
| JPM | 買い増し | +3K | +$979K |
| SPGI | 買い増し | +2K | +$896K |
| XOM | 削減 | -8K | -$855K |
1件のポジションが非表示です（データ完全性チェック）