Iron Oak Wealth Llc. Purchases in Q2 2025

Iron Oak Wealth Llc.

  • $103 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
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
Uber Technologies, Inc

Technology
29.5K
New
$64.62 - $93.3 $1.91M - $2.76M
29.5K $2.76B
INTU
Intuit Inc

Technology
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
Microsoft Corp

Technology
4.67K
New
$354.56 - $497.45 $1.66M - $2.32M
4.67K $2.32B
Pimco ETF Tr
85.9K
New
N/A
85.9K $2.28B
NOW
Service Now, Inc.

Technology
2.19K
New
$721.65 - $1040.18 $1.58M - $2.28M
2.19K $2.25B
PGR
Progressive Corp

Financial Services
7.44K
New
$255.27 - $288.74 $1.9M - $2.15M
7.44K $1.99B
PYPL
Pay Pal Holdings, Inc.

Financial Services
24.6K
New
$57.41 - $74.81 $1.41M - $1.84M
24.6K $1.83B
COIN
Coinbase Global, Inc.

Technology
4.02K
+ 130.53%
$151.47 - $375.07 $609K - $1.51M
7.11K $2.49B
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
36.1K
New
$45.89 - $47.6 $1.66M - $1.72M
36.1K $1.72B
LVHD
Franklin U.S. Low Volatility H

ETFs
40.9K
New
$37.37 - $40.85 $1.53M - $1.67M
40.9K $1.63B
MTZ
Mastec Inc

Industrials
9.24K
New
$106.07 - $171.99 $980K - $1.59M
9.24K $1.57B
HGER
Harbor ETF Tr All Weather Infl
61.6K
New
$22.13 - $25.39 $1.36M - $1.56M
61.6K $1.5B
EME
Emcor Group, Inc.

Industrials
2.73K
New
$342.02 - $534.89 $935K - $1.46M
2.73K $1.46B
ALL
Allstate Corp

Financial Services
7.07K
New
$180.53 - $212.64 $1.28M - $1.5M
7.07K $1.43B
NVDA
Nvidia Corp

Technology
4.42K
+ 17.31%
$94.31 - $157.99 $417K - $698K
29.9K $4.73B
MA
Mastercard Inc

Financial Services
2.26K
New
$479.92 - $590.74 $1.08M - $1.33M
2.26K $1.27B
HOOD
Robinhood Markets, Inc.

Technology
13K
New
$34.17 - $93.63 $445K - $1.22M
13K $1.22B
CHK
Chesapeake Energy Corp

Energy
10.3K
New
N/A
10.3K $1.2B
GVAL
Cambria Global Value ETF
44K
New
N/A
44K $1.2B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
28.9K
New
$32.0 - $39.87 $923K - $1.15M
28.9K $1.15B
CRWD
Crowd Strike Holdings, Inc.

Technology
2.24K
New
$321.63 - $509.31 $721K - $1.14M
2.24K $1.14B
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
11.5K
New
$86.9 - $101.84 $995K - $1.17M
11.5K $1.13B
GLD
Spdr Gold Trust

ETFs
3.54K
New
$273.71 - $316.29 $970K - $1.12M
3.54K $1.08B
WDAY
Workday, Inc.

Technology
4.46K
New
$210.47 - $274.71 $940K - $1.23M
4.46K $1.07B
JPM
Jpmorgan Chase & CO

Financial Services
2.79K
+ 82.57%
$210.28 - $289.91 $587K - $809K
6.17K $1.79B
ICE
Intercontinental Exchange, Inc.

Financial Services
5.26K
New
$151.62 - $183.47 $797K - $964K
5.26K $964M
APP
App Lovin Corp

Technology
2.75K
New
$219.37 - $417.89 $604K - $1.15M
2.75K $963M
EMR
Emerson Electric CO

Industrials
7.13K
New
$94.15 - $133.33 $671K - $950K
7.13K $950M
ETN
Eaton Corp PLC

Industrials
2.61K
New
$246.52 - $356.99 $642K - $930K
2.61K $930M
SPGI
S&P Global Inc.

Financial Services
1.58K
+ 71.94%
$438.31 - $527.29 $691K - $832K
3.77K $1.99B
DELL
Dell Technologies Inc.

Technology
6.4K
+ 85.75%
$71.63 - $125.98 $458K - $806K
13.9K $1.7B
CRM
Salesforce, Inc.

Technology
3.75K
+ 98.66%
$236.26 - $291.15 $885K - $1.09M
7.54K $2.06B
LLY
Eli Lilly & CO

Healthcare
911
+ 53.75%
$713.71 - $898.95 $650K - $819K
2.61K $2.03B
BK
Bank Of New York Mellon Corp

Financial Services
7.33K
New
$73.31 - $91.62 $537K - $672K
7.33K $668M
Franklin Templeton ETF Tr
23.2K
New
N/A
23.2K $629M
AVGO
Broadcom Inc.

Technology
113
+ 0.86%
$146.29 - $275.65 $16.5K - $31.1K
13.2K $3.64B
SPOT
Spotify Technology S.A.

Communication Services
666
New
$503.3 - $775.9 $335K - $517K
666 $511M
V
Visa Inc.

Financial Services
807
+ 19.12%
$308.27 - $373.31 $249K - $301K
5.03K $1.78B
AMZN
Amazon Com Inc

Consumer Cyclical
2K
+ 13.08%
$167.32 - $223.3 $335K - $447K
17.3K $3.79B
RTX
Raytheon Technologies Corp

Industrials
2.89K
New
$113.75 - $148.48 $329K - $429K
2.89K $422M
Vaneck Bitcoin ETF
57.3K
+ 303.51%
N/A
76.2K $2.32B
PAA
Plains All American Pipeline LP

Energy
16.9K
New
$16.03 - $20.28 $271K - $343K
16.9K $310M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.88K
New
$49.79 - $50.75 $293K - $299K
5.88K $299M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
272
+ 4.36%
$141.37 - $228.57 $38.5K - $62.2K
6.52K $1.48B
VRIG
Invesco Actively Managed ETF F

ETFs
8.06K
New
$24.89 - $25.14 $200K - $203K
8.06K $202M
IBM
International Business Machines Corp

Technology
314
+ 29.4%
$221.03 - $294.78 $69.4K - $92.6K
1.38K $407M
Activity Summary
Buys All Purchases 51 New Holdings 37 Increased Positions 14 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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