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IronOak Wealth LLC. Historic Quarter Change: USA Stocks, New

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IronOak Wealth LLC. historic quarter change: USA Stocks, New

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 UBER; Country of operation United States; Class COM; Shares before 0.
  • Q2 2025: Stock INTU; Country of operation United States; Class COM; Shares before 0.
  • Q2 2025: Stock GEV; Country of operation United States; Class COM; Shares before 0.
  • Q2 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 0.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025UBER
UBER TECHNOLOGIES INC		United StatesCOM029,530+29,530$0$2,755,149+$2,755,1492025-07-14
Q2 2025INTU
INTUIT		United StatesCOM03,198+3,198$0$2,518,841+$2,518,8412025-07-14
Q2 2025GEV
GE VERNOVA INC		United StatesCOM04,480+4,480$0$2,370,476+$2,370,4762025-07-14
Q2 2025MSFT
MICROSOFT CORP		United StatesCOM04,671+4,671$0$2,323,221+$2,323,2212025-07-14
Q2 2025NOW
SERVICENOW INC		United StatesCOM02,190+2,190$0$2,251,495+$2,251,4952025-07-14
Q2 2025PGR
PROGRESSIVE CORP		United StatesCOM07,439+7,439$0$1,985,294+$1,985,2942025-07-14
Q2 2025PYPL
PAYPAL HLDGS INC		United StatesCOM024,629+24,629$0$1,830,427+$1,830,4272025-07-14
Q2 2025MTZ
MASTEC INC		United StatesCOM09,239+9,239$0$1,574,603+$1,574,6032025-07-14
Q2 2025EME
EMCOR GROUP INC		United StatesCOM02,733+2,733$0$1,461,854+$1,461,8542025-07-14
Q2 2025ALL
ALLSTATE CORP		United StatesCOM07,067+7,067$0$1,429,052+$1,429,0522025-07-14
Q2 2025MA
MASTERCARD INCORPORATED		United StatesCL A02,257+2,257$0$1,268,190+$1,268,1902025-07-14
Q2 2025HOOD
ROBINHOOD MKTS INC		United StatesCOM CL A013,030+13,030$0$1,219,999+$1,219,9992025-07-14
Q2 2025EXE
EXPAND ENERGY CORPORATION		United StatesCOM010,259+10,259$0$1,199,687+$1,199,6872025-07-14
Q2 2025CRWD
CROWDSTRIKE HLDGS INC		United StatesCL A02,242+2,242$0$1,141,873+$1,141,8732025-07-14
Q2 2025GLD
SPDR GOLD TR		United StatesGOLD SHS03,544+3,544$0$1,080,318+$1,080,3182025-07-14
Q2 2025WDAY
WORKDAY INC		United StatesCL A04,464+4,464$0$1,071,360+$1,071,3602025-07-14
Q2 2025ICE
INTERCONTINENTAL EXCHANGE IN		United StatesCOM05,255+5,255$0$964,224+$964,2242025-07-14
Q2 2025APP
APPLOVIN CORP		United StatesCOM CL A02,752+2,752$0$963,420+$963,4202025-07-14
Q2 2025EMR
EMERSON ELEC CO		United StatesCOM07,128+7,128$0$950,376+$950,3762025-07-14
Q2 2025ETN
EATON CORP PLC		SHS02,606+2,606$0$930,316+$930,3162025-07-14
Q2 2025BNY
BANK NEW YORK MELLON CORP		United StatesCOM07,331+7,331$0$667,921+$667,9212025-07-14
Q2 2025SPOT
SPOTIFY TECHNOLOGY S A		SHS0666+666$0$511,048+$511,0482025-07-14
Q2 2025RTX
RTX CORPORATION		United StatesCOM02,891+2,891$0$422,144+$422,1442025-07-14
Q2 2025PAA
PLAINS ALL AMERN PIPELINE L		United StatesUNIT LTD PARTN016,923+16,923$0$310,029+$310,0292025-07-14

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