IronOak Wealth LLC. Last Quarter Change: USA Stocks, Added

IronOak Wealth LLC. quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-06-30, IronOak Wealth LLC. opened 24 positions, added to 12, reduced 11, sold out of 17 and left 0 unchanged. The largest increase in value was UBER (+$2,755,149); the largest decrease was TSLA (-$2,375,163).

COIN: Country of operation United States; Class COM CL A; Shares 2024-12-31 3,082; Shares 2025-06-30 7,105.
NVDA: Country of operation United States; Class COM; Shares 2024-12-31 25,526; Shares 2025-06-30 29,944.
JPM: Country of operation United States; Class COM; Shares 2024-12-31 3,380; Shares 2025-06-30 6,171.
SPGI: Country of operation United States; Class COM; Shares 2024-12-31 2,192; Shares 2025-06-30 3,769.

Two Form 13F-HR filings compared (SEC CIK 2037081): 2024-12-31 (filed 2025-03-06) and 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; share change is the position change.

Stock	Country of operation	Class	Shares 2024-12-31	Shares 2025-06-30	Share change	Value 2024-12-31	Value 2025-06-30	Value change
COIN COINBASE GLOBAL INC	United States	COM CL A	3,082	7,105	+4,023	$765,261	$2,490,231	+$1,724,970
NVDA NVIDIA CORPORATION	United States	COM	25,526	29,944	+4,418	$3,427,826	$4,731,207	+$1,303,381
JPM JPMORGAN CHASE & CO.	United States	COM	3,380	6,171	+2,791	$810,231	$1,789,035	+$978,804
SPGI S&P GLOBAL INC	United States	COM	2,192	3,769	+1,577	$1,091,796	$1,987,619	+$895,823
DELL DELL TECHNOLOGIES INC	United States	CL C	7,460	13,857	+6,397	$859,690	$1,698,868	+$839,178
CRM SALESFORCE INC	United States	COM	3,797	7,543	+3,746	$1,270,886	$2,059,979	+$789,093
LLY ELI LILLY & CO	United States	COM	1,695	2,606	+911	$1,308,307	$2,031,650	+$723,343
AVGO BROADCOM INC	United States	COM	13,092	13,205	+113	$3,035,254	$3,639,832	+$604,578
V VISA INC	United States	COM CL A	4,220	5,027	+807	$1,333,589	$1,784,709	+$451,120
AMZN AMAZON COM INC	United States	COM	15,292	17,292	+2,000	$3,354,816	$3,793,596	+$438,780
IBM INTERNATIONAL BUSINESS MACHS	United States	COM	1,068	1,382	+314	$234,801	$407,479	+$172,678
AJG GALLAGHER ARTHUR J & CO	United States	COM	1,931	1,944	+13	$548,090	$622,240	+$74,150

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