Portfolio (Quarterly)
Guide ↗
Innovative Asset Advisors Group, LLC
· CIK 0002127147| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 681 | TPL | TEXAS PACIFIC LAND CORPORATION COM | Energy | 4 | $2K | 0.00% | SOLD |
| 682 | DXCM | DEXCOM INC COM | Healthcare | 30 | $2K | 0.00% | SOLD |
| 683 | DINO | HF SINCLAIR CORP COM | Energy | 30 | $2K | 0.00% | SOLD |
| 684 | FLO | FLOWERS FOODS INC COM | Consumer Defensive | 229 | $2K | 0.00% | SOLD |
| 685 | BITO | PROSHARES BITCOIN ETF | — | 200 | $2K | 0.00% | SOLD |
| 686 | FAST | FASTENAL CO COM | Industrials | 40 | $2K | 0.00% | SOLD |
| 687 | GRMN | GARMIN LTD SHS | Technology | 8 | $2K | 0.00% | SOLD |
| 688 | FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | Financial Services | 54 | $2K | 0.00% | SOLD |
| 689 | CHRW | C H ROBINSON WORLDWIDE IN COM NEW | Industrials | 11 | $2K | 0.00% | SOLD |
| 690 | JPO | YIELDMAX JP OPTION INCOME STRATEGY ETF | — | 131 | $2K | 0.00% | SOLD |
| 691 | INVH | INVITATION HOMES INC COM | Real Estate | 72 | $2K | 0.00% | SOLD |
| 692 | FR | FIRST INDL RLTY TR INC COM | Real Estate | 31 | $2K | 0.00% | SOLD |
| 693 | VOD | VODAFONE GROUP PLC SPONSORED ADR | Communication Services | 120 | $2K | 0.00% | SOLD |
| 694 | FDX | FEDEX CORP COM | Industrials | 5 | $2K | 0.00% | SOLD |
| 695 | RGLD | ROYAL GOLD INC COM | Basic Materials | 7 | $2K | 0.00% | SOLD |
| 696 | ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | Technology | 157 | $2K | 0.00% | SOLD |
| 697 | OSK | OSHKOSH CORP COM | Industrials | 12 | $2K | 0.00% | SOLD |
| 698 | PK | PARK HOTELS & RESORTS INC COM | Real Estate | 163 | $2K | 0.00% | SOLD |
| 699 | TXT | TEXTRON INC COM | Industrials | 20 | $2K | 0.00% | SOLD |
| 700 | SNX | TD SYNNEX CORPORATION COM | Technology | 10 | $2K | 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%