13FBOX
IronOak Wealth LLC. · 13F Holdings
Options Calculator Rankings

IronOak Wealth LLC.

No.9083 Data as of 2025Q3
Latest AUM (Q3 2025)
$103.9M
QoQ Change Q2 2025
+$1.0M+1.0%
Holdings
64
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
64
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2025 ValueQ3 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRSGOV
4.84%4.89%$5.0M49,980$5.0M49,98000.00%Unchanged
NVIDIA CORPORATIONNVDA
4.55%4.6%$4.7M29,944$4.7M29,94400.00%Unchanged
EEA SERIES TRUSTBOXX
4.31%4.36%$4.5M39,789$4.5M39,78900.00%Unchanged
AMAZON COM INCAMZN
3.65%3.69%$3.8M17,292$3.8M17,29200.00%Unchanged
BROADCOM INCAVGO
3.5%3.54%$3.6M13,205$3.6M13,20500.00%Unchanged
UBER TECHNOLOGIES INCUBER
2.65%2.68%$2.8M29,530$2.8M29,53000.00%Unchanged
INTUITINTU
2.42%2.45%$2.5M3,198$2.5M3,19800.00%Unchanged
COINBASE GLOBALCOIN
2.4%2.42%$2.5M7,105$2.5M7,10500.00%Unchanged
NETFLIX INCNFLX
2.29%2.31%$2.4M1,775$2.4M1,77500.00%Unchanged
GE VERNOVA INCGEV
2.28%2.3%$2.4M4,480$2.4M4,48000.00%Unchanged
MICROSOFT CORPMSFT
2.24%2.26%$2.3M4,671$2.3M4,67100.00%Unchanged
VVanEck Russia ETFBBH
2.23%2.26%$2.3M76,166$2.3M76,16600.00%Unchanged
PPIMCO ETF TRPYLD
2.19%2.22%$2.3M85,888$2.3M85,88800.00%Unchanged
SERVICENOW INCNOW
2.17%2.19%$2.3M2,190$2.3M2,19000.00%Unchanged
META PLATFORMS INCMETA
2.12%2.14%$2.2M2,984$2.2M2,98400.00%Unchanged
VVANECK CLO ETFCLOI
2.01%2.03%$2.1M39,515$2.1M39,51500.00%Unchanged
SALESFORCE INCCRM
1.98%2%$2.1M7,543$2.1M7,54300.00%Unchanged
ELI LILLY & COLLY
1.96%1.97%$2.0M2,606$2.0M2,60600.00%Unchanged
S&P GLOBAL INCSPGI
1.91%1.93%$2.0M3,769$2.0M3,76900.00%Unchanged
PROGRESSIVE CORPPGR
1.91%1.93%$2.0M7,439$2.0M7,43900.00%Unchanged
AAPPLOVIN CORPAPP
1.9%0.94%$2.0M2,752$963,4202,75200.00%Unchanged
PAYPAL HLDGS INC COMPYPL
1.76%1.78%$1.8M24,629$1.8M24,62900.00%Unchanged
JPMORGAN CHASE & COJPM
1.72%1.74%$1.8M6,171$1.8M6,17100.00%Unchanged
VISA INCV
1.72%1.73%$1.8M5,027$1.8M5,02700.00%Unchanged
PALO ALTOPANW
1.71%1.73%$1.8M8,699$1.8M8,69900.00%Unchanged
FFRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUNDFLBL
1.68%1.7%$1.7M72,007$1.7M72,00700.00%Unchanged
PPACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETFFLRT
1.65%1.67%$1.7M36,072$1.7M36,07200.00%Unchanged
DDELL TECHNOLOGIES INC CLASS CDELL
1.63%1.65%$1.7M13,857$1.7M13,85700.00%Unchanged
LLEGG MASON ETF INVTLVHD
1.57%1.58%$1.6M40,882$1.6M40,88200.00%Unchanged
MMASTEC INCMTZ
1.52%1.53%$1.6M9,239$1.6M9,23900.00%Unchanged
HHarbor Etf Trust Commodity All-Weather StrategyHGER
1.44%1.45%$1.5M61,616$1.5M61,61600.00%Unchanged
TAIWAN SEMICONDUCTOR MANUFACTSM
1.42%1.44%$1.5M6,515$1.5M6,51500.00%Unchanged
EMCOR GROUP INCEME
1.41%1.42%$1.5M2,733$1.5M2,73300.00%Unchanged
TESLA INCTSLA
1.4%1.42%$1.5M4,585$1.5M4,58500.00%Unchanged
AMERICAN EXPRESS COAXP
1.39%1.41%$1.4M4,538$1.4M4,53800.00%Unchanged
ALLSTATE CORPALL
1.38%1.39%$1.4M7,067$1.4M7,06700.00%Unchanged
MASTERCARD INCORPORATEDMA
1.22%1.23%$1.3M2,257$1.3M2,25700.00%Unchanged
ROBINHOOD MKTS INCHOOD
1.17%1.19%$1.2M13,030$1.2M13,03000.00%Unchanged
EXPAND ENERGY CORPORATIONEXE
1.15%1.17%$1.2M10,259$1.2M10,25900.00%Unchanged
CCAMBRIA ETF TRTRTY
1.15%1.17%$1.2M44,038$1.2M44,03800.00%Unchanged
PPACER FDS TRCALF
1.11%1.12%$1.1M28,854$1.1M28,85400.00%Unchanged
CROWDSTRIKE HLDGS INCCRWD
1.1%1.11%$1.1M2,242$1.1M2,24200.00%Unchanged
VVANECK ENERGY INCOME ETFEINC
1.09%1.1%$1.1M11,454$1.1M11,45400.00%Unchanged
INTUITIVE SURGICAL INCISRG
1.06%1.07%$1.1M2,022$1.1M2,02200.00%Unchanged
SSPDR GOLD TRGLD
1.04%1.05%$1.1M3,544$1.1M3,54400.00%Unchanged
WORKDAY INCWDAY
1.03%1.04%$1.1M4,464$1.1M4,46400.00%Unchanged
APPLE INCAAPL
0.97%0.98%$1.0M4,907$1.0M4,90700.00%Unchanged
INTERCONTINENTAL EXCHANGE INC COMICE
0.93%0.94%$964,2245,255$964,2245,25500.00%Unchanged
EMERSON ELEC COEMR
0.91%0.92%$950,3767,128$950,3767,12800.00%Unchanged
EATON CORP PLCETN
0.9%0.9%$930,3162,606$930,3162,60600.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow