Iron Oak Wealth Llc. New Holdings in Q4 2024

Iron Oak Wealth Llc.

  • $89.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BYLD
Ishares Tr Yield Optimized Bd
225K
New
N/A
225K $4.98B
TSLA
Tesla, Inc.

Consumer Cyclical
9.49K
New
$213.65 - $479.86 $2.03M - $4.55M
9.49K $3.83B
META
Meta Platforms, Inc.

Communication Services
5.98K
New
$554.08 - $632.68 $3.31M - $3.78M
5.98K $3.5B
NVDA
Nvidia Corp

Technology
25.5K
New
$117.0 - $148.88 $2.99M - $3.8M
25.5K $3.43B
AMZN
Amazon Com Inc

Consumer Cyclical
15.3K
New
$180.88 - $232.93 $2.77M - $3.56M
15.3K $3.35B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
109K
New
$29.73 - $30.81 $3.24M - $3.36M
109K $3.32B
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
111K
New
$28.48 - $29.56 $3.17M - $3.29M
111K $3.26B
CLOI
Vaneck ETF Tr

ETFs
60.3K
New
$52.7 - $53.15 $3.18M - $3.21M
60.3K $3.18B
AVGO
Broadcom Inc.

Technology
13.1K
New
$159.67 - $250.0 $2.09M - $3.27M
13.1K $3.04B
PANW
Palo Alto Networks Inc

Technology
14.1K
New
$181.96 - $405.9 $2.56M - $5.71M
14.1K $2.56B
AAPL
Apple Inc.

Technology
9.44K
New
$221.69 - $259.02 $2.09M - $2.45M
9.44K $2.36B
GOOG
Alphabet Inc.

Communication Services
11.8K
New
$163.08 - $198.16 $1.93M - $2.35M
11.8K $2.26B
PLTR
Palantir Technologies Inc.

Technology
26.8K
New
$36.46 - $82.38 $976K - $2.2M
26.8K $2.02B
CAT
Caterpillar Inc

Industrials
5.57K
New
$360.37 - $416.88 $2.01M - $2.32M
5.57K $2.02B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
70.4K
New
$28.6 - $29.27 $2.01M - $2.06M
70.4K $2.02B
Vaneck Bitcoin ETF
18.9K
New
N/A
18.9K $2B
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
43.5K
New
$44.25 - $47.77 $1.93M - $2.08M
43.5K $1.94B
Ea Series Trust
21.2K
New
N/A
21.2K $1.85B
NFLX
Netflix Inc

Communication Services
1.99K
New
$687.65 - $936.56 $1.37M - $1.86M
1.99K $1.77B
ISRG
Intuitive Surgical Inc

Healthcare
3.06K
New
$471.27 - $550.62 $1.44M - $1.68M
3.06K $1.6B
XOM
Exxon Mobil Corp

Energy
14.1K
New
$105.51 - $125.37 $1.49M - $1.77M
14.1K $1.52B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
37.2K
New
$40.26 - $42.88 $1.5M - $1.6M
37.2K $1.51B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.32K
New
$442.29 - $483.08 $1.47M - $1.6M
3.32K $1.51B
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
22.5K
New
$63.64 - $71.85 $1.43M - $1.61M
22.5K $1.44B
V
Visa Inc.

Financial Services
4.22K
New
$273.87 - $320.91 $1.16M - $1.35M
4.22K $1.33B
LLY
Eli Lilly & CO

Healthcare
1.7K
New
$727.2 - $932.06 $1.23M - $1.58M
1.7K $1.31B
CRM
Salesforce, Inc.

Technology
3.8K
New
$270.87 - $367.87 $1.03M - $1.4M
3.8K $1.27B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.24K
New
$172.07 - $207.36 $1.07M - $1.29M
6.24K $1.23B
SPGI
S&P Global Inc.

Financial Services
2.19K
New
$480.36 - $529.17 $1.05M - $1.16M
2.19K $1.09B
BAC
Bank Of America Corp

Financial Services
24.5K
New
$39.22 - $47.77 $960K - $1.17M
24.5K $1.08B
Arista Networks Inc
9.4K
New
N/A
9.4K $1.04B
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
16.4K
New
$60.51 - $65.57 $993K - $1.08M
16.4K $998M
Morgan Stanley ETF Trust
19.1K
New
N/A
19.1K $954M
VRT
Vertiv Holdings CO

Industrials
8.2K
New
N/A
8.2K $932M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
16.4K
New
$56.06 - $61.35 $920K - $1.01M
16.4K $931M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
38.1K
New
$17.13 - $34.23 $653K - $1.3M
38.1K $922M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
36.5K
New
$24.31 - $49.53 $888K - $1.81M
36.5K $890M
LDOS
Leidos Holdings, Inc.

Technology
6.13K
New
$143.17 - $201.39 $878K - $1.24M
6.13K $883M
VST
Vistra Corp.

Utilities
6.25K
New
$115.74 - $166.61 $724K - $1.04M
6.25K $862M
DELL
Dell Technologies Inc.

Technology
7.46K
New
$111.96 - $144.21 $835K - $1.08M
7.46K $860M
MU
Micron Technology Inc

Technology
10K
New
$84.16 - $113.41 $845K - $1.14M
10K $846M
AXON
Axon Enterprise, Inc.

Industrials
1.37K
New
$399.22 - $689.78 $546K - $944K
1.37K $813M
JPM
Jpmorgan Chase & CO

Financial Services
3.38K
New
$205.18 - $250.29 $694K - $846K
3.38K $810M
COIN
Coinbase Global, Inc.

Technology
3.08K
New
$163.17 - $343.62 $503K - $1.06M
3.08K $765M
SNOW
Snowflake Inc.

Technology
4.1K
New
$109.65 - $186.51 $450K - $765K
4.1K $633M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.55K
New
$396.64 - $516.74 $613K - $799K
1.55K $623M
MSTR
Microstrategy Inc

Technology
2.03K
New
$162.69 - $473.83 $330K - $960K
2.03K $587M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.93K
New
$278.49 - $315.16 $538K - $609K
1.93K $548M
ORCL
Oracle Corp

Technology
2.39K
New
$165.41 - $192.43 $395K - $460K
2.39K $398M
Activity Summary
Buys All Purchases 64 New Holdings 64 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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