Filer Name: IRONOAK WEALTH LLC.
CIK: 2037081
Period: 2024-12-31
Filed At: 2025-03-06
Number of Holdings: 64
Portfolio Value: $0.09B

Ironoak Wealth Llc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BYLD US ISHARES YIELD OPTIMIZED BOND 224,571 $5M 5.57% - -
TSLA US TESLA INC 9,488 $4M 4.29% - -
META US META PLATFORMS INC-CLASS A 5,977 $3M 3.92% - -
NVDA US NVIDIA CORP 25,526 $3M 3.84% - -
AMZN US AMAZON.COM INC 15,292 $3M 3.76% - -
BUFR US FT VEST LAD BUFFERVETF-USD I 109,050 $3M 3.72% - -
PSFF US PACER SWAN SOS FUND OF FUNDS 111,276 $3M 3.65% - -
CLOI US VANECK CLO ETF 60,332 $3M 3.57% - -
AVGO US BROADCOM INC 13,092 $3M 3.40% - -
PANW US PALO ALTO NETWORKS INC 14,079 $3M 2.87% - -
AXP US AMERICAN EXPRESS CO 8,367 $2M 2.78% - -
AAPL US APPLE INC 9,441 $2M 2.65% - -
GOOG US ALPHABET INC-CL C 11,847 $2M 2.53% - -
PLTR US PALANTIR TECHNOLOGIES INC-A 26,764 $2M 2.27% - -
CAT US CATERPILLAR INC 5,565 $2M 2.26% - -
ANGL US VANECK FALLEN ANGEL HIGH YLD 70,362 $2M 2.26% - -
HODL US VANECK BITCOIN ETF-USD INC 18,876 $2M 2.23% - -
QVAL US ALPHA ARCH US QNT VALUE ETF 43,521 $2M 2.18% - -
CAOS US ALPHA ARCHITECT TAIL RISK 21,171 $2M 2.08% - -
NFLX US NETFLIX INC 1,989 $2M 1.99% - -
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