Iron Oak Wealth Llc. Portfolio Holdings by Sector
Iron Oak Wealth Llc.
- $103 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SGOV CLOI FLBL FLRT LVHD CALF EINC GLD 11 stocks |
$16.3 Million
18.66% of portfolio
|
9
|
2
|
9
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER INTU COIN NOW CRM WDAY APP 7 stocks |
$14.1 Million
16.11% of portfolio
|
7
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM NXPI 4 stocks |
$10.1 Million
11.53% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW HOOD CRWD 4 stocks |
$6.47 Million
7.38% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL V AXP MA 4 stocks |
$6.33 Million
7.23% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.79 Million
4.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR ALL 2 stocks |
$3.41 Million
3.9% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTZ EME 2 stocks |
$3.04 Million
3.47% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE 2 stocks |
$2.95 Million
3.37% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META SPOT 2 stocks |
$2.71 Million
3.1% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$2.38 Million
2.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$2.03 Million
2.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR ETN 2 stocks |
$1.88 Million
2.15% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.79 Million
2.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$1.7 Million
1.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.46 Million
1.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CHK 1 stocks |
$1.2 Million
1.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1.1 Million
1.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.01 Million
1.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$697,080
0.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK 1 stocks |
$667,921
0.76% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$660,701
0.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$622,240
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$422,144
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$407,479
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
PAA 1 stocks |
$310,029
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|