IronOak Wealth LLC. quarter change: USA Stocks, New
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).
- UBER: Country of operation United States; Class COM; Shares 2024-12-31 0; Shares 2025-06-30 29,530.
- INTU: Country of operation United States; Class COM; Shares 2024-12-31 0; Shares 2025-06-30 3,198.
- GEV: Country of operation United States; Class COM; Shares 2024-12-31 0; Shares 2025-06-30 4,480.
- MSFT: Country of operation United States; Class COM; Shares 2024-12-31 0; Shares 2025-06-30 4,671.
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 |
|---|
UBER
UBER TECHNOLOGIES INC | United States | COM | 0 | 29,530 | +29,530 | $0 | $2,755,149 | +$2,755,149 |
|---|
INTU
INTUIT | United States | COM | 0 | 3,198 | +3,198 | $0 | $2,518,841 | +$2,518,841 |
|---|
GEV
GE VERNOVA INC | United States | COM | 0 | 4,480 | +4,480 | $0 | $2,370,476 | +$2,370,476 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 0 | 4,671 | +4,671 | $0 | $2,323,221 | +$2,323,221 |
|---|
NOW
SERVICENOW INC | United States | COM | 0 | 2,190 | +2,190 | $0 | $2,251,495 | +$2,251,495 |
|---|
PGR
PROGRESSIVE CORP | United States | COM | 0 | 7,439 | +7,439 | $0 | $1,985,294 | +$1,985,294 |
|---|
PYPL
PAYPAL HLDGS INC | United States | COM | 0 | 24,629 | +24,629 | $0 | $1,830,427 | +$1,830,427 |
|---|
MTZ
MASTEC INC | United States | COM | 0 | 9,239 | +9,239 | $0 | $1,574,603 | +$1,574,603 |
|---|
EME
EMCOR GROUP INC | United States | COM | 0 | 2,733 | +2,733 | $0 | $1,461,854 | +$1,461,854 |
|---|
ALL
ALLSTATE CORP | United States | COM | 0 | 7,067 | +7,067 | $0 | $1,429,052 | +$1,429,052 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 0 | 2,257 | +2,257 | $0 | $1,268,190 | +$1,268,190 |
|---|
HOOD
ROBINHOOD MKTS INC | United States | COM CL A | 0 | 13,030 | +13,030 | $0 | $1,219,999 | +$1,219,999 |
|---|
EXE
EXPAND ENERGY CORPORATION | United States | COM | 0 | 10,259 | +10,259 | $0 | $1,199,687 | +$1,199,687 |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 0 | 2,242 | +2,242 | $0 | $1,141,873 | +$1,141,873 |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 0 | 3,544 | +3,544 | $0 | $1,080,318 | +$1,080,318 |
|---|
WDAY
WORKDAY INC | United States | CL A | 0 | 4,464 | +4,464 | $0 | $1,071,360 | +$1,071,360 |
|---|
ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 0 | 5,255 | +5,255 | $0 | $964,224 | +$964,224 |
|---|
APP
APPLOVIN CORP | United States | COM CL A | 0 | 2,752 | +2,752 | $0 | $963,420 | +$963,420 |
|---|
EMR
EMERSON ELEC CO | United States | COM | 0 | 7,128 | +7,128 | $0 | $950,376 | +$950,376 |
|---|
ETN
EATON CORP PLC | | SHS | 0 | 2,606 | +2,606 | $0 | $930,316 | +$930,316 |
|---|
BNY
BANK NEW YORK MELLON CORP | United States | COM | 0 | 7,331 | +7,331 | $0 | $667,921 | +$667,921 |
|---|
SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 0 | 666 | +666 | $0 | $511,048 | +$511,048 |
|---|
RTX
RTX CORPORATION | United States | COM | 0 | 2,891 | +2,891 | $0 | $422,144 | +$422,144 |
|---|
PAA
PLAINS ALL AMERN PIPELINE L | United States | UNIT LTD PARTN | 0 | 16,923 | +16,923 | $0 | $310,029 | +$310,029 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |