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:

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INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.1K

Value:$234.8K

% of Portfolio:0.3% ($234.8K/$89.3M)

02072L631

Shares:10.1K

Value:$224.7K

% of Portfolio:0.3% ($224.7K/$89.3M)

33738D879

Shares:8.4K

Value:$203.6K

% of Portfolio:0.2% ($203.6K/$89.3M)

032108847

Shares:10.9K

Value:$126.1K

% of Portfolio:0.1% ($126.1K/$89.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.1K	QoQ- YoY-	All Managers (Combined)	$234.8K	0.3% ($234.8K/$89.3M)	QoQ- YoY-
(cusip02072L631)✕	10.1K	QoQ- YoY-	All Managers (Combined)	$224.7K	0.3% ($224.7K/$89.3M)	QoQ- YoY-
(cusip33738D879)✕	8.4K	QoQ- YoY-	All Managers (Combined)	$203.6K	0.2% ($203.6K/$89.3M)	QoQ- YoY-
(cusip032108847)✕	10.9K	QoQ- YoY-	All Managers (Combined)	$126.1K	0.1% ($126.1K/$89.3M)	QoQ- YoY-