Iron Oak Wealth Llc. Purchases and Sells in Q2 2025

Iron Oak Wealth Llc.

$103 Billion
Q2 2025

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COIN	4.02K + 130.53%	$151.47 - $375.07 $609K - $1.51M	7.11K $2.49B
NVDA	4.42K + 17.31%	$94.31 - $157.99 $417K - $698K	29.9K $4.73B
JPM	2.79K + 82.57%	$210.28 - $289.91 $587K - $809K	6.17K $1.79B
SPGI	1.58K + 71.94%	$438.31 - $527.29 $691K - $832K	3.77K $1.99B
DELL	6.4K + 85.75%	$71.63 - $125.98 $458K - $806K	13.9K $1.7B
CRM	3.75K + 98.66%	$236.26 - $291.15 $885K - $1.09M	7.54K $2.06B

New Holdings

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	50K New	$100.35 - $100.71 $5.02M - $5.03M	50K $5.03B
EA SERIES TRUST	39.8K New	N/A	39.8K $4.48B
UBER	29.5K New	$64.62 - $93.3 $1.91M - $2.76M	29.5K $2.76B
INTU	3.2K New	$544.07 - $787.63 $1.74M - $2.52M	3.2K $2.52B
GE VERNOVA INC	4.48K New	N/A	4.48K $2.37B
MSFT	4.67K New	$354.56 - $497.45 $1.66M - $2.32M	4.67K $2.32B

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUFR	-101K - 92.17%	$27.3 - $31.8 $2.74M - $3.2M	8.54K $272M
TSLA	-4.9K - 51.68%	$221.86 - $362.89 $1.09M - $1.78M	4.59K $1.46B
AAPL	-4.53K - 48.02%	$172.42 - $223.89 $782K - $1.02M	4.91K $1.01B
META	-2.99K - 50.08%	$484.66 - $738.09 $1.45M - $2.21M	2.98K $2.2B
CLOI	-20.8K - 34.5%	$51.16 - $53.02 $1.06M - $1.1M	39.5K $2.09B
AXP	-3.83K - 45.76%	$231.39 - $318.98 $886K - $1.22M	4.54K $1.45B

Activity Summary All Purchases 51 New Holdings 37 Increased Positions 14 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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