Ironoak-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SNOW",
  "MU",
  null,
  "AXP",
  null,
  null,
  "CAT",
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "QCOM",
  "ISRG",
  "META",
  null,
  null,
  null,
  null,
  "ANET",
  "ORCL",
  null,
  "PANW",
  "IVV",
  "AAPL",
  "NVDA",
  "LDOS",
  "PLTR",
  "AMGN",
  null,
  "MSTR",
  "SPGI",
  "IBM",
  null,
  null,
  "TSM",
  null,
  "VRTX",
  "VRT",
  "AXON",
  "DOV",
  "AJG",
  "AMZN",
  "HIMS",
  null,
  "V",
  "VST",
  "NXPI",
  "CRM",
  "BAC",
  "BRK-B",
  "COIN",
  "DELL",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-03-06
Total Holdings: 64
Total Value: 89295961
Accession Number: 0002037081-25-000002
Form Type: 13F-HR
CIK: ironoak-wealth
Manager Name: Ironoak-Wealth

Data Enrichment

66% identified

42 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $89.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:3.1K

Value:$1.6M

% of Portfolio:1.8% ($1.6M/$89.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:14.1K

Value:$1.5M

% of Portfolio:1.7% ($1.5M/$89.3M)

032108409

Shares:37.2K

Value:$1.5M

% of Portfolio:1.7% ($1.5M/$89.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.3K

Value:$1.5M

% of Portfolio:1.7% ($1.5M/$89.3M)

02072L409

Shares:22.5K

Value:$1.4M

% of Portfolio:1.6% ($1.4M/$89.3M)

VISA INC.

V|92826C839

Shares:4.2K

Value:$1.3M

% of Portfolio:1.5% ($1.3M/$89.3M)

ELI LILLY & Co

LLY|532457108

Shares:1.7K

Value:$1.3M

% of Portfolio:1.5% ($1.3M/$89.3M)

Salesforce, Inc.

CRM|79466L302

Shares:3.8K

Value:$1.3M

% of Portfolio:1.4% ($1.3M/$89.3M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:6.2K

Value:$1.2M

% of Portfolio:1.4% ($1.2M/$89.3M)

S&P Global Inc.

SPGI|78409V104

Shares:2.2K

Value:$1.1M

% of Portfolio:1.2% ($1.1M/$89.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:24.5K

Value:$1.1M

% of Portfolio:1.2% ($1.1M/$89.3M)

Arista Networks, Inc.

ANET|040413205

Shares:9.4K

Value:$1.0M

% of Portfolio:1.2% ($1.0M/$89.3M)

46138E198

Shares:16.4K

Value:$998.1K

% of Portfolio:1.1% ($998.1K/$89.3M)

61774R841

Shares:19.1K

Value:$953.6K

% of Portfolio:1.1% ($953.6K/$89.3M)

Vertiv Holdings Co

VRT|92537N108

Shares:8.2K

Value:$931.9K

% of Portfolio:1.0% ($931.9K/$89.3M)

69374H881

Shares:16.4K

Value:$930.7K

% of Portfolio:1.0% ($930.7K/$89.3M)

Hims & Hers Health, Inc.

HIMS|433000106

Shares:38.1K

Value:$921.8K

% of Portfolio:1.0% ($921.8K/$89.3M)

808524714

Shares:36.5K

Value:$890.2K

% of Portfolio:1.0% ($890.2K/$89.3M)

Leidos Holdings, Inc.

LDOS|525327102

Shares:6.1K

Value:$883.5K

% of Portfolio:1.0% ($883.5K/$89.3M)

Vistra Corp.

VST|92840M102

Shares:6.3K

Value:$861.9K

% of Portfolio:1.0% ($861.9K/$89.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	3.1K	QoQ- YoY-	All Managers (Combined)	$1.6M	1.8% ($1.6M/$89.3M)	QoQ- YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	14.1K	QoQ- YoY-	All Managers (Combined)	$1.5M	1.7% ($1.5M/$89.3M)	QoQ- YoY-
(cusip032108409)✕	37.2K	QoQ- YoY-	All Managers (Combined)	$1.5M	1.7% ($1.5M/$89.3M)	QoQ- YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.3K	QoQ- YoY-	All Managers (Combined)	$1.5M	1.7% ($1.5M/$89.3M)	QoQ- YoY-
(cusip02072L409)✕	22.5K	QoQ- YoY-	All Managers (Combined)	$1.4M	1.6% ($1.4M/$89.3M)	QoQ- YoY-
VISA INC.(Vcusip92826C839)	4.2K	QoQ- YoY-	All Managers (Combined)	$1.3M	1.5% ($1.3M/$89.3M)	QoQ- YoY-
ELI LILLY & Co(LLYcusip532457108)	1.7K	QoQ- YoY-	All Managers (Combined)	$1.3M	1.5% ($1.3M/$89.3M)	QoQ- YoY-
Salesforce, Inc.(CRMcusip79466L302)	3.8K	QoQ- YoY-	All Managers (Combined)	$1.3M	1.4% ($1.3M/$89.3M)	QoQ- YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	6.2K	QoQ- YoY-	All Managers (Combined)	$1.2M	1.4% ($1.2M/$89.3M)	QoQ- YoY-
S&P Global Inc.(SPGIcusip78409V104)	2.2K	QoQ- YoY-	All Managers (Combined)	$1.1M	1.2% ($1.1M/$89.3M)	QoQ- YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	24.5K	QoQ- YoY-	All Managers (Combined)	$1.1M	1.2% ($1.1M/$89.3M)	QoQ- YoY-
Arista Networks, Inc.(ANETcusip040413205)	9.4K	QoQ- YoY-	All Managers (Combined)	$1.0M	1.2% ($1.0M/$89.3M)	QoQ- YoY-
(cusip46138E198)✕	16.4K	QoQ- YoY-	All Managers (Combined)	$998.1K	1.1% ($998.1K/$89.3M)	QoQ- YoY-
(cusip61774R841)✕	19.1K	QoQ- YoY-	All Managers (Combined)	$953.6K	1.1% ($953.6K/$89.3M)	QoQ- YoY-
Vertiv Holdings Co(VRTcusip92537N108)	8.2K	QoQ- YoY-	All Managers (Combined)	$931.9K	1.0% ($931.9K/$89.3M)	QoQ- YoY-
(cusip69374H881)✕	16.4K	QoQ- YoY-	All Managers (Combined)	$930.7K	1.0% ($930.7K/$89.3M)	QoQ- YoY-
Hims & Hers Health, Inc.(HIMScusip433000106)	38.1K	QoQ- YoY-	All Managers (Combined)	$921.8K	1.0% ($921.8K/$89.3M)	QoQ- YoY-
(cusip808524714)✕	36.5K	QoQ- YoY-	All Managers (Combined)	$890.2K	1.0% ($890.2K/$89.3M)	QoQ- YoY-
Leidos Holdings, Inc.(LDOScusip525327102)	6.1K	QoQ- YoY-	All Managers (Combined)	$883.5K	1.0% ($883.5K/$89.3M)	QoQ- YoY-
Vistra Corp.(VSTcusip92840M102)	6.3K	QoQ- YoY-	All Managers (Combined)	$861.9K	1.0% ($861.9K/$89.3M)	QoQ- YoY-