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

IronOak Wealth LLC. quarter change: USA Stocks, Reduced

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).

TSLA: Country of operation United States; Class COM; Shares 2024-12-31 9,488; Shares 2025-06-30 4,585.
AAPL: Country of operation United States; Class COM; Shares 2024-12-31 9,441; Shares 2025-06-30 4,907.
META: Country of operation United States; Class CL A; Shares 2024-12-31 5,977; Shares 2025-06-30 2,984.
AXP: Country of operation United States; Class COM; Shares 2024-12-31 8,367; Shares 2025-06-30 4,538.

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
TSLA TESLA INC	United States	COM	9,488	4,585	-4,903	$3,831,634	$1,456,471	-$2,375,163
AAPL APPLE INC	United States	COM	9,441	4,907	-4,534	$2,364,289	$1,006,778	-$1,357,511
META META PLATFORMS INC	United States	CL A	5,977	2,984	-2,993	$3,499,562	$2,202,803	-$1,296,759
AXP AMERICAN EXPRESS CO	United States	COM	8,367	4,538	-3,829	$2,483,141	$1,447,442	-$1,035,699
XOMXXXX EXXON MOBIL CORP		COM	14,092	6,129	-7,963	$1,515,834	$660,701	-$855,133
BRKB BERKSHIRE HATHAWAY INC DEL		CL B NEW	3,322	1,435	-1,887	$1,505,796	$697,080	-$808,716
PANW PALO ALTO NETWORKS INC	United States	COM	14,079	8,699	-5,380	$2,561,815	$1,780,163	-$781,652
NFLX NETFLIX INC	United States	COM	1,989	1,775	-214	$1,772,835	$2,376,956	+$604,121
ANET ARISTA NETWORKS INC	United States	COM SHS	9,400	5,207	-4,193	$1,038,982	$532,728	-$506,254
ISRG INTUITIVE SURGICAL INC	United States	COM NEW	3,056	2,022	-1,034	$1,595,110	$1,098,775	-$496,335
NXPI NXP SEMICONDUCTORS N V		COM	1,662	1,137	-525	$345,447	$249,576	-$95,871

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