Innovative Asset Advisors Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IA Innovative Asset Advisors Group, LLC | Institutional Filer | — | $173.2M | 1039 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1039)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 146K | $25.4M | 14.66% |
| 2 | AAPL | Apple Inc. | Technology | 35K | $8.8M | 5.08% |
| 3 | MSFT | Microsoft Corporation | Technology | 18K | $6.5M | 3.74% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 21K | $4.4M | 2.57% |
| 5 | GOOG | Alphabet Inc. | Technology | 12K | $3.4M | 1.98% |
| 6 | AVGO | Broadcom Inc. | Technology | 11K | $3.4M | 1.98% |
| 7 | GLD | SPDR GOLD SHARES | — | 7K | $3.0M | 1.74% |
| 8 | NBIS | Nebius Group N.V. | Communication Services | 24K | $2.5M | 1.46% |
| 9 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | — | 65K | $2.5M | 1.45% |
| 10 | GOOGL | Alphabet Inc. | Technology | 7K | $2.1M | 1.22% |
| 11 | RTX | RTX Corporation | Industrials | 10K | $2.0M | 1.16% |
| 12 | PLTR | Palantir Technologies Inc. | Technology | 13K | $2.0M | 1.14% |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 4K | $1.9M | 1.12% |
| 14 | VOO | VANGUARD S&P 500 ETF | — | 3K | $1.9M | 1.10% |
| 15 | XOM | Exxon Mobil Corporation | Energy | 11K | $1.9M | 1.07% |
Showing 1 to 15 of 1000 holdings