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Innovative Asset Advisors Group, LLC

Portfolio Manager
Innovative Asset Advisors Group, LLC
Performance
0% (N/A)
AUM (13F)
$173.17M
# of Holdings
1039
Performance Rank
N/A
Allocation (Top 20)
46.31%

Innovative Asset Advisors Group, LLC Holdings Map

Top 50 Innovative Asset Advisors Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION COM
14.66%145.6K$25.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 145.6K shares
$180.45(+7.97%)
2026-03-31
AAPL
APPLE INC COM
5.08%34.7K$8.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 34.7K shares
$262.82(+17.43%)
2026-03-31
MSFT
MICROSOFT CORP COM
3.74%17.5K$6.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 17.5K shares
$426.90(-8.53%)
2026-03-31
AMZN
AMAZON COM INC COM
2.57%21.3K$4.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 21.3K shares
$219.55(+10.53%)
2026-03-31
GOOG
ALPHABET INC CAP STK CL C
1.98%12.0K$3.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 12.0K shares
$300.33(+18.60%)
2026-03-31
AVGO
BROADCOM INC COM
1.98%11.1K$3.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 11.1K shares
$327.23(+10.15%)
2026-03-31
GLD
SPDR GOLD SHARES
1.74%7.0K$3.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 7.0K shares
$413.30(-8.51%)
2026-03-31
NBIS
NEBIUS GROUP N.V. SHS CLASS A
1.46%24.4K$2.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 24.4K shares
$93.73(+135.94%)
2026-03-31
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
1.45%64.6K$2.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 64.6K shares
$39.23(+12.81%)
2026-03-31
GOOGL
ALPHABET INC CAP STK CL A
1.22%7.4K$2.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 7.4K shares
$300.28(+19.86%)
2026-03-31

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