§ 13F · FUND PROFILE
IronOak Wealth LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 64Turnover · — · Q4Filed · Mar 6, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2024
FILED MAR 6, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BYLD | ISHARES TR | 225K | $5.0T | — | — |
| 2 | TSLA | TESLA INC | 9K | $3.8T | — | — |
| 3 | META | META PLATFORMS INC | 6K | $3.5T | — | — |
| 4 | NVDA | NVIDIA CORPORATION | 26K | $3.4T | — | — |
| 5 | AMZN | AMAZON COM INC | 15K | $3.4T | — | — |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | 109K | $3.3T | — | — |
| 7 | PSFF | PACER FDS TR | 111K | $3.3T | — | — |
| 8 | CLOI | VANECK ETF TRUST | 60K | $3.2T | — | — |
| 9 | AVGO | BROADCOM INC | 13K | $3.0T | — | — |
| 10 | PANW | PALO ALTO NETWORKS INC | 14K | $2.6T | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IRONOAK SIGNAL
AC read
IronOak Wealth LLC. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed