IronOak Wealth LLC. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 1 quarter from 2024-12-31 to 2025-06-30, IronOak Wealth LLC. opened 24 positions, added to 12, reduced 11 and sold out of 17.
- Q2 2025: Stock COIN; Country of operation United States; Class COM CL A; Shares before 3,082.
- Q2 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 25,526.
- Q2 2025: Stock JPM; Country of operation United States; Class COM; Shares before 3,380.
- Q2 2025: Stock SPGI; Country of operation United States; Class COM; Shares before 2,192.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2037081), 1 quarter: Q2 2025 (2024-12-31 to 2025-06-30, filed 2025-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | COIN
COINBASE GLOBAL INC | United States | COM CL A | 3,082 | 7,105 | +4,023 | $765,261 | $2,490,231 | +$1,724,970 | 2025-07-14 |
|---|
| Q2 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 25,526 | 29,944 | +4,418 | $3,427,826 | $4,731,207 | +$1,303,381 | 2025-07-14 |
|---|
| Q2 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 3,380 | 6,171 | +2,791 | $810,231 | $1,789,035 | +$978,804 | 2025-07-14 |
|---|
| Q2 2025 | SPGI
S&P GLOBAL INC | United States | COM | 2,192 | 3,769 | +1,577 | $1,091,796 | $1,987,619 | +$895,823 | 2025-07-14 |
|---|
| Q2 2025 | DELL
DELL TECHNOLOGIES INC | United States | CL C | 7,460 | 13,857 | +6,397 | $859,690 | $1,698,868 | +$839,178 | 2025-07-14 |
|---|
| Q2 2025 | CRM
SALESFORCE INC | United States | COM | 3,797 | 7,543 | +3,746 | $1,270,886 | $2,059,979 | +$789,093 | 2025-07-14 |
|---|
| Q2 2025 | LLY
ELI LILLY & CO | United States | COM | 1,695 | 2,606 | +911 | $1,308,307 | $2,031,650 | +$723,343 | 2025-07-14 |
|---|
| Q2 2025 | AVGO
BROADCOM INC | United States | COM | 13,092 | 13,205 | +113 | $3,035,254 | $3,639,832 | +$604,578 | 2025-07-14 |
|---|
| Q2 2025 | V
VISA INC | United States | COM CL A | 4,220 | 5,027 | +807 | $1,333,589 | $1,784,709 | +$451,120 | 2025-07-14 |
|---|
| Q2 2025 | AMZN
AMAZON COM INC | United States | COM | 15,292 | 17,292 | +2,000 | $3,354,816 | $3,793,596 | +$438,780 | 2025-07-14 |
|---|
| Q2 2025 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,068 | 1,382 | +314 | $234,801 | $407,479 | +$172,678 | 2025-07-14 |
|---|
| Q2 2025 | AJG
GALLAGHER ARTHUR J & CO | United States | COM | 1,931 | 1,944 | +13 | $548,090 | $622,240 | +$74,150 | 2025-07-14 |
|---|
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