Top 50 Innovative Asset Advisors Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | 14.66% | 145.6K | $25.4M | new | $180.45(+7.97%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 5.08% | 34.7K | $8.8M | new | $262.82(+17.43%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.74% | 17.5K | $6.5M | new | $426.90(-8.53%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 2.57% | 21.3K | $4.4M | new | $219.55(+10.53%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 1.98% | 12.0K | $3.4M | new | $300.33(+18.60%) | 2026-03-31 | |
| AVGO | BROADCOM INC COM | 1.98% | 11.1K | $3.4M | new | $327.23(+10.15%) | 2026-03-31 | |
| GLD | SPDR GOLD SHARES | 1.74% | 7.0K | $3.0M | new | $413.30(-8.51%) | 2026-03-31 | |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | 1.46% | 24.4K | $2.5M | new | $93.73(+135.94%) | 2026-03-31 | |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 1.45% | 64.6K | $2.5M | new | $39.23(+12.81%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 1.22% | 7.4K | $2.1M | new | $300.28(+19.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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