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Portfolio (Quarterly) Guide ↗

Innovative Asset Advisors Group, LLC

· CIK 0002127147
13F Portfolio $229M AUM 287 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 93 Added 83 Reduced 813 Exited
Page 3 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AXP AMERICAN EXPRESS CO COM Financial Services 912.0 $309K 0.14% -93.0 -9.2% $338.29 -2.4%
42 ALL ALLSTATE CORP COM Financial Services 1,237.0 $296K 0.13% -8.0 -0.6% $238.97 +7.9%
43 URA GLOBAL X URANIUM ETF 6,703.0 $293K 0.13% -150.0 -2.2% $43.70 +4.1%
44 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 6,362.0 $288K 0.13% -1K -14.5% $45.34 -6.9%
45 MKSI MKS INC. COM Technology 642.0 $286K 0.12% -23.0 -3.5% $444.80 -42.4%
46 BAC BANK OF AMER CORP COM Financial Services 4,907.0 $280K 0.12% -1K -17.4% $56.98 +8.7%
47 AZO AUTOZONE INC COM Consumer Cyclical 84.0 $268K 0.12% -3.0 -3.5% $3195.94 -6.4%
48 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,985.0 $266K 0.12% -1K -11.6% $33.29 +34.2%
49 NSC NORFOLK SOUTHN CORP COM Industrials 821.0 $258K 0.11% -9.0 -1.1% $314.69 +8.9%
50 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 2,819.0 $248K 0.11% -149.0 -5.0% $87.89 +2.7%
51 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 4,300.0 $243K 0.11% -600.0 -12.2% $56.48 +1.8%
52 CL COLGATE PALMOLIVE CO COM Consumer Defensive 2,608.0 $239K 0.10% -45.0 -1.7% $91.69 -2.0%
53 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 1,014.0 $229K 0.10% -53.0 -5.0% $225.87 +26.7%
54 VXF VANGUARD EXTENDED MARKET ETF 913.0 $225K 0.10% -50.0 -5.2% $246.21 -1.9%
55 NOC NORTHROP GRUMMAN CORP COM Industrials 433.0 $221K 0.10% -5.0 -1.1% $509.37 +6.0%
56 PKG PACKAGING CORP AMER COM Consumer Cyclical 892.0 $214K 0.09% -9.0 -1.0% $239.75 -2.4%
57 LOW LOWES COS INC COM Consumer Cyclical 930.0 $205K 0.09% -83.0 -8.2% $220.46 -7.1%
58 DTE DTE ENERGY CO COM Utilities 1,304.0 $200K 0.09% -131.0 -9.1% $153.57 -11.7%
59 TOI THE ONCOLOGY INSTITUTE INC COM Healthcare 36,000.0 $195K 0.09% -11K -23.8% $5.43 +16.8%
60 PANW PALO ALTO NETWORKS INC COM Technology 571.0 $195K 0.09% -120.0 -17.4% $341.02 +12.1%
Page 3 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%