Portfolio (Quarterly)
Guide ↗
Innovative Asset Advisors Group, LLC
· CIK 0002127147| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 561 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | — | 151 | $4K | 0.00% | SOLD |
| 562 | REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | — | 50 | $4K | 0.00% | SOLD |
| 563 | CRUS | CIRRUS LOGIC INC COM | Technology | 30 | $4K | 0.00% | SOLD |
| 564 | CSL | CARLISLE COS INC COM | Industrials | 13 | $4K | 0.00% | SOLD |
| 565 | WULF | TERAWULF INC COM | Financial Services | 300 | $4K | 0.00% | SOLD |
| 566 | MEDP | MEDPACE HLDGS INC COM | Healthcare | 9 | $4K | 0.00% | SOLD |
| 567 | AMT | AMERICAN TOWER CORP COM | Real Estate | 25 | $4K | 0.00% | SOLD |
| 568 | KIM | KIMCO REALTY CORP COM | Real Estate | 190 | $4K | 0.00% | SOLD |
| 569 | IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | — | 54 | $4K | 0.00% | SOLD |
| 570 | KEYS | KEYSIGHT TECHNOLOGIES INC COM | Technology | 15 | $4K | 0.00% | SOLD |
| 571 | HUMN | ROUNDHILL HUMANOID ROBOTICS ETF | — | 150 | $4K | 0.00% | SOLD |
| 572 | MCHI | ISHARES MSCI CHINA ETF | — | 75 | $4K | 0.00% | SOLD |
| 573 | BKNG | BOOKING HOLDINGS INC COM | Consumer Cyclical | 1 | $4K | 0.00% | SOLD |
| 574 | AYI | ACUITY INC COM | Industrials | 15 | $4K | 0.00% | SOLD |
| 575 | LAMR | LAMAR ADVERTISING CO CL A | Real Estate | 33 | $4K | 0.00% | SOLD |
| 576 | EVR | EVERCORE INC CLASS A | Financial Services | 14 | $4K | 0.00% | SOLD |
| 577 | BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | Utilities | 103 | $4K | 0.00% | SOLD |
| 578 | ACGL | ARCH CAP GROUP LTD ORD | Financial Services | 43 | $4K | 0.00% | SOLD |
| 579 | UHS | UNIVERSAL HLTH SVCS INC CL B | Healthcare | 23 | $4K | 0.00% | SOLD |
| 580 | FRMI | FERMI INC COM | Utilities | 702 | $4K | 0.00% | SOLD |
Sector Allocation
Technology
54.9%
Financial Services
11.2%
Industrials
11.0%
Consumer Cyclical
7.6%
Healthcare
5.1%
Communication Services
3.4%
Consumer Defensive
2.4%
Basic Materials
1.8%
Energy
1.8%
Utilities
0.8%