Iron Oak Wealth Llc. Portfolio Holdings
Iron Oak Wealth Llc.
- $89.3 Billion
- Q4 2024
Iron Oak Wealth Llc. has filed its 13F form on March 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $89.3 Billion distributed in 64 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Yield Optimized Bd with a value of $4.98B, Tesla, Inc. with a value of $3.83B, Meta Platforms, Inc. with a value of $3.5B, Nvidia Corp with a value of $3.43B, and Amazon Com Inc with a value of $3.35B.
Examining the 13F form we can see an increase of $89.3B in the current position value.
Iron Oak Wealth Llc. is based out at Cedar Park, TX
Below you can find more details about Iron Oak Wealth Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$89.3 Billion
Technology: $21.8 Billion
ETFs: $21.5 Billion
Financial Services: $8.85 Billion
Communication Services: $7.53 Billion
Consumer Cyclical: $7.19 Billion
Industrials: $4.1 Billion
Healthcare: $3.84 Billion
Energy: $1.52 Billion
Other: $1.78 Billion