IronOak Wealth LLC.

data from 30/06/2025

Capitalization

$ 102.903 M 100.00 %

Average holding period

1 ans

Performance

$ 0.000 0.00 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in IronOak Wealth LLC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/06/30 SGOV ISHARES TR 4.89% 5.033 M $ 49980 2025/06/30 0.000 $ 0.00 %
2025/06/30 NVDA NVIDIA CORPORATION 4.60% 4.731 M $ 29944 2025/06/30 0.000 $ 0.00 %
2025/06/30 BOXX EA SERIES TRUST 4.36% 4.483 M $ 39789 2025/06/30 0.000 $ 0.00 %
2025/06/30 AMZN AMAZON COM INC 3.69% 3.794 M $ 17292 2025/06/30 0.000 $ 0.00 %
2025/06/30 AVGO BROADCOM INC 3.54% 3.640 M $ 13205 2025/06/30 0.000 $ 0.00 %
2025/06/30 UBER UBER TECHNOLOGIES INC 2.68% 2.755 M $ 29530 2025/06/30 0.000 $ 0.00 %
2025/06/30 INTU INTUIT 2.45% 2.519 M $ 3198 2025/06/30 0.000 $ 0.00 %
2025/06/30 COIN COINBASE GLOBAL INC 2.42% 2.490 M $ 7105 2025/06/30 0.000 $ 0.00 %
2025/06/30 NFLX NETFLIX INC 2.31% 2.377 M $ 1775 2025/06/30 0.000 $ 0.00 %
2025/06/30 GEV GE VERNOVA INC 2.30% 2.370 M $ 4480 2025/06/30 0.000 $ 0.00 %
2025/06/30 MSFT MICROSOFT CORP 2.26% 2.323 M $ 4671 2025/06/30 0.000 $ 0.00 %
2025/06/30 HODL VANECK BITCOIN ETF 2.26% 2.321 M $ 76166 2025/06/30 0.000 $ 0.00 %
2025/06/30 PYLD PIMCO ETF TR 2.22% 2.279 M $ 85888 2025/06/30 0.000 $ 0.00 %
2025/06/30 NOW SERVICENOW INC 2.19% 2.251 M $ 2190 2025/06/30 0.000 $ 0.00 %
2025/06/30 META META PLATFORMS INC 2.14% 2.203 M $ 2984 2025/06/30 0.000 $ 0.00 %
2025/06/30 CLOI VANECK ETF TRUST 2.03% 2.092 M $ 39515 2025/06/30 0.000 $ 0.00 %
2025/06/30 CRM SALESFORCE INC 2.00% 2.060 M $ 7543 2025/06/30 0.000 $ 0.00 %
2025/06/30 LLY ELI LILLY & CO 1.97% 2.032 M $ 2606 2025/06/30 0.000 $ 0.00 %
2025/06/30 SPGI S&P GLOBAL INC 1.93% 1.988 M $ 3769 2025/06/30 0.000 $ 0.00 %
2025/06/30 PGR PROGRESSIVE CORP 1.93% 1.985 M $ 7439 2025/06/30 0.000 $ 0.00 %
2025/06/30 PYPL PAYPAL HLDGS INC 1.78% 1.830 M $ 24629 2025/06/30 0.000 $ 0.00 %
2025/06/30 JPM JPMORGAN CHASE & CO. 1.74% 1.789 M $ 6171 2025/06/30 0.000 $ 0.00 %
2025/06/30 V VISA INC 1.73% 1.785 M $ 5027 2025/06/30 0.000 $ 0.00 %
2025/06/30 PANW PALO ALTO NETWORKS INC 1.73% 1.780 M $ 8699 2025/06/30 0.000 $ 0.00 %
2025/06/30 FLBL FRANKLIN TEMPLETON ETF TR 1.70% 1.745 M $ 72007 2025/06/30 0.000 $ 0.00 %
2025/06/30 FLRT PACER FDS TR 1.67% 1.717 M $ 36072 2025/06/30 0.000 $ 0.00 %
2025/06/30 DELL DELL TECHNOLOGIES INC 1.65% 1.699 M $ 13857 2025/06/30 0.000 $ 0.00 %
2025/06/30 LVHD LEGG MASON ETF INVT 1.58% 1.630 M $ 40882 2025/06/30 0.000 $ 0.00 %
2025/06/30 MTZ MASTEC INC 1.53% 1.575 M $ 9239 2025/06/30 0.000 $ 0.00 %
2025/06/30 HGER HARBOR ETF TRUST 1.45% 1.497 M $ 61616 2025/06/30 0.000 $ 0.00 %
2025/06/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.44% 1.480 M $ 6515 2025/06/30 0.000 $ 0.00 %
2025/06/30 EME EMCOR GROUP INC 1.42% 1.462 M $ 2733 2025/06/30 0.000 $ 0.00 %
2025/06/30 TSLA TESLA INC 1.42% 1.456 M $ 4585 2025/06/30 0.000 $ 0.00 %
2025/06/30 AXP AMERICAN EXPRESS CO 1.41% 1.447 M $ 4538 2025/06/30 0.000 $ 0.00 %
2025/06/30 ALL ALLSTATE CORP 1.39% 1.429 M $ 7067 2025/06/30 0.000 $ 0.00 %
2025/06/30 MA MASTERCARD INCORPORATED 1.23% 1.268 M $ 2257 2025/06/30 0.000 $ 0.00 %
2025/06/30 HOOD ROBINHOOD MKTS INC 1.19% 1.220 M $ 13030 2025/06/30 0.000 $ 0.00 %
2025/06/30 EXE EXPAND ENERGY CORPORATION 1.17% 1.200 M $ 10259 2025/06/30 0.000 $ 0.00 %
2025/06/30 GVAL CAMBRIA ETF TR 1.17% 1.199 M $ 44038 2025/06/30 0.000 $ 0.00 %
2025/06/30 CALF PACER FDS TR 1.12% 1.149 M $ 28854 2025/06/30 0.000 $ 0.00 %
2025/06/30 CRWD CROWDSTRIKE HLDGS INC 1.11% 1.142 M $ 2242 2025/06/30 0.000 $ 0.00 %
2025/06/30 EINC VANECK ETF TRUST 1.10% 1.130 M $ 11454 2025/06/30 0.000 $ 0.00 %
2025/06/30 ISRG INTUITIVE SURGICAL INC 1.07% 1.099 M $ 2022 2025/06/30 0.000 $ 0.00 %
2025/06/30 GLD SPDR GOLD TR 1.05% 1.080 M $ 3544 2025/06/30 0.000 $ 0.00 %
2025/06/30 WDAY WORKDAY INC 1.04% 1.071 M $ 4464 2025/06/30 0.000 $ 0.00 %
2025/06/30 AAPL APPLE INC 0.98% 1.007 M $ 4907 2025/06/30 0.000 $ 0.00 %
2025/06/30 ICE INTERCONTINENTAL EXCHANGE IN 0.94% 964.224 K $ 5255 2025/06/30 0.000 $ 0.00 %
2025/06/30 APP APPLOVIN CORP 0.94% 963.420 K $ 2752 2025/06/30 0.000 $ 0.00 %
2025/06/30 EMR EMERSON ELEC CO 0.92% 950.376 K $ 7128 2025/06/30 0.000 $ 0.00 %
2025/06/30 ETN EATON CORP PLC 0.90% 930.316 K $ 2606 2025/06/30 0.000 $ 0.00 %
2025/06/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.68% 697.080 K $ 1435 2025/06/30 0.000 $ 0.00 %
2025/06/30 BK BANK NEW YORK MELLON CORP 0.65% 667.921 K $ 7331 2025/06/30 0.000 $ 0.00 %
2025/06/30 XOM EXXON MOBIL CORP 0.64% 660.701 K $ 6129 2025/06/30 0.000 $ 0.00 %
2025/06/30 INCM FRANKLIN TEMPLETON ETF TR 0.61% 628.883 K $ 23165 2025/06/30 0.000 $ 0.00 %
2025/06/30 AJG GALLAGHER ARTHUR J & CO 0.60% 622.240 K $ 1944 2025/06/30 0.000 $ 0.00 %
2025/06/30 ANET ARISTA NETWORKS INC 0.52% 532.728 K $ 5207 2025/06/30 0.000 $ 0.00 %
2025/06/30 SPOT SPOTIFY TECHNOLOGY S A 0.50% 511.048 K $ 666 2025/06/30 0.000 $ 0.00 %
2025/06/30 RTX RTX CORPORATION 0.41% 422.144 K $ 2891 2025/06/30 0.000 $ 0.00 %
2025/06/30 IBM INTERNATIONAL BUSINESS MACHS 0.40% 407.479 K $ 1382 2025/06/30 0.000 $ 0.00 %
2025/06/30 PAA PLAINS ALL AMERN PIPELINE L 0.30% 310.029 K $ 16923 2025/06/30 0.000 $ 0.00 %
2025/06/30 JAAA JANUS DETROIT STR TR 0.29% 298.609 K $ 5884 2025/06/30 0.000 $ 0.00 %
2025/06/30 BUFR FIRST TR EXCHNG TRADED FD VI 0.26% 271.540 K $ 8539 2025/06/30 0.000 $ 0.00 %
2025/06/30 NXPI NXP SEMICONDUCTORS N V 0.24% 249.576 K $ 1137 2025/06/30 0.000 $ 0.00 %
2025/06/30 VRIG INVESCO ACTIVELY MANAGED EXC 0.20% 201.778 K $ 8055 2025/06/30 0.000 $ 0.00 %