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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 5 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FCEL FUELCELL ENERGY INC COM NEW Industrials 15,250.0 $549K 0.24% NEW $36.01 -52.2%
82 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 577.0 $540K 0.24% $935.68 +0.9%
83 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 2,822.0 $538K 0.23% $190.50 -2.1%
84 VTEB VANGUARD TAX-EXEMPT BOND ETF 10,609.0 $537K 0.23% $50.58 -2.5%
85 NVO NOVO-NORDISK A S ADR Healthcare 10,900.0 $523K 0.23% -547.0 -4.8% $47.94 -5.4%
86 COWZ PACER US CASH COWS 100 ETF 8,382.0 $521K 0.23% +1K +16.3% $62.20 +15.9%
87 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 12,599.0 $507K 0.22% NEW $40.21 -1.2%
88 IBM INTERNATIONAL BUSINESS MACHS COM Technology 1,749.0 $492K 0.21% -613.0 -25.9% $281.27 -16.9%
89 GE GE AEROSPACE COM NEW Industrials 1,307.0 $488K 0.21% -38.0 -2.8% $373.70 -10.2%
90 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,669.0 $487K 0.21% -671.0 -20.1% $182.38 +2.7%
91 TJX TJX COS INC NEW COM Consumer Cyclical 3,203.0 $485K 0.21% +554.0 +20.9% $151.49 -11.6%
92 AME AMETEK INC COM Industrials 1,882.0 $455K 0.20% -36.0 -1.9% $241.94 -2.8%
93 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 8,474.0 $454K 0.20% -464.0 -5.2% $53.61 +7.6%
94 AMLP ALERIAN MLP ETF 8,726.0 $452K 0.20% +105.0 +1.2% $51.85 +7.2%
95 CARR CARRIER GLOBAL CORPORATION COM Industrials 6,161.0 $452K 0.20% -952.0 -13.4% $73.35 -20.6%
96 VPU VANGUARD UTILITIES ETF 2,279.0 $446K 0.20% $195.73 -6.6%
97 DE DEERE & CO COM Industrials 698.0 $443K 0.19% -15.0 -2.1% $634.73 +3.2%
98 DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF 12,306.0 $439K 0.19% NEW $35.65 +1.9%
99 MCD MCDONALDS CORP COM Consumer Cyclical 1,612.0 $436K 0.19% $270.24 -2.5%
100 NVBT ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF 10,959.0 $434K 0.19% NEW $39.60 +2.5%
Page 5 of 15  ·  287 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%