Innovative Wealth Building LLC Portfolio Holdings
Q3 2025•55 long positions•$128.3M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding55 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $44.8M 34.89% | +$1.1M Bought | — 73.1K shares | 71.3K → 73.1K +$1.1M | +2.53% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $7.0M 5.49% | +$724.0K Bought | — 141.5K shares | 126.9K → 141.5K +$724.0K | +11.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.0M 5.42% | -$413.6K Sold | — 10.4K shares | 11.0K → 10.4K −$413.6K | -5.61% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.6M 5.16% | -$439.1K Sold | — 91.3K shares | 97.4K → 91.3K −$439.1K | -6.22% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.5M 3.54% | +$251.6K Bought | — 7.6K shares | 7.2K → 7.6K +$251.6K | +5.85% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.5M 3.49% | +$244.2K Bought | — 6.0K shares | 5.7K → 6.0K +$244.2K | +5.77% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.2M 3.31% | -$146.0K Sold | — 14.5K shares | 15.0K → 14.5K −$146.0K | -3.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 3.11% | -$460.0K Sold | — 58.6K shares | 65.3K → 58.6K −$460.0K | -10.34% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.8M 2.93% | -$256.3K Sold | — 37.5K shares | 40.1K → 37.5K −$256.3K | -6.38% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.6M 2.78% | +$193.9K Bought | — 39.8K shares | 37.6K → 39.8K +$193.9K | +5.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 2.08% | -$929.6K Sold | — 20.5K shares | 27.6K → 20.5K −$929.6K | -25.82% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 2.02% | -$445.0K Sold | — 21.8K shares | 25.5K → 21.8K −$445.0K | -14.66% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 1.95% | -$86.1K Sold | — 56.7K shares | 58.7K → 56.7K −$86.1K | -3.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.85% | -$290.4K Sold | — 62.8K shares | 70.5K → 62.8K −$290.4K | -10.9% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.69% | -$420.8K Sold | — 88.9K shares | 106.2K → 88.9K −$420.8K | -16.24% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 1.21% | -$105.8K Sold | — 17.8K shares | 19.1K → 17.8K −$105.8K | -6.36% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 1.13% | +$375.3K Bought | — 25.4K shares | 18.8K → 25.4K +$375.3K | +34.95% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.4M 1.12% | +$112.4K Bought | 0.0% 2.8K shares | 2.5K → 2.8K +$112.4K | +8.52% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 1.01% | +$25.0K Bought | — 7.9K shares | 7.8K → 7.9K +$25.0K | +1.96% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.977% | +$109.7K Bought | — 24.8K shares | 22.6K → 24.8K +$109.7K | +9.59% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 0.956% | -$15.8K Sold | — 2.6K shares | 2.6K → 2.6K −$15.8K | -1.27% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $1.2M 0.923% | +$40.5K Bought | 0.0% 4.7K shares | 4.5K → 4.7K +$40.5K | +3.54% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.81% | -$492.4K Sold | — 8.0K shares | 11.8K → 8.0K −$492.4K | -32.14% | — — | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $1.0M 0.793% | +$11.1K Bought | 0.002% 16.6K shares | 16.4K → 16.6K +$11.1K | +1.11% | $52.2B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $877.5K 0.684% | -$16.2K Sold | — 15.3K shares | 15.5K → 15.3K −$16.2K | -1.81% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $869.0K 0.677% | -$3.8K Sold | — 3.4K shares | 3.4K → 3.4K −$3.8K | -0.44% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $836.4K 0.652% | +$98.3K Bought | — 30.2K shares | 26.6K → 30.2K +$98.3K | +13.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $791.5K 0.617% | -$43.1K Sold | — 12.1K shares | 12.8K → 12.1K −$43.1K | -5.16% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $786.5K 0.613% | -$250.6K Sold | — 6.3K shares | 8.3K → 6.3K −$250.6K | -24.16% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $772.1K 0.602% | +$958.7 Bought | — 12.9K shares | 12.9K → 12.9K +$958.7 | +0.12% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $745.6K 0.581% | +$4.1K Bought | — 7.5K shares | 7.4K → 7.5K +$4.1K | +0.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $739.0K 0.576% | -$14.0K Sold | — 1.1K shares | 1.1K → 1.1K −$14.0K | -1.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $711.0K 0.554% | +$100.3K Bought | — 7.4K shares | 6.3K → 7.4K +$100.3K | +16.43% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $656.1K 0.511% | +$31.2K Bought | — 6.3K shares | 6.0K → 6.3K +$31.2K | +5.0% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $629.7K 0.491% | +$45.0K Bought | — 1.4K shares | 1.3K → 1.4K +$45.0K | +7.69% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $555.8K 0.433% | +$18.4K Bought | — 1.7K shares | 1.6K → 1.7K +$18.4K | +3.42% | — — | Q4 2024 Held for 11 months | |
Restaurants Consumer Cyclical | $542.1K 0.422% | +$3.0K Bought | 0.0% 1.8K shares | 1.8K → 1.8K +$3.0K | +0.56% | $216.86B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $383.8K 0.299% | +$2.3K Bought | — 1.5K shares | 1.5K → 1.5K +$2.3K | +0.61% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $364.7K 0.284% | +$23.9K Bought | 0.0% 2.0K shares | 1.8K → 2.0K +$23.9K | +7.01% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $350.9K 0.273% | — | 0.0% 698.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $333.9K 0.26% | +$60.0K Bought | — 1.1K shares | 890.0 → 1.1K +$60.0K | +21.91% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $330.0K 0.257% | -$10.9K Sold | — 758.0 shares | 783.0 → 758.0 −$10.9K | -3.19% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $329.1K 0.256% | +$889.4 Bought | 0.0% 740.0 shares | 738.0 → 740.0 +$889.4 | +0.27% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $305.7K 0.238% | +$1.3K Bought | 0.0% 969.0 shares | 965.0 → 969.0 +$1.3K | +0.41% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $290.5K 0.226% | +$32.7K Bought | — 2.1K shares | 1.8K → 2.1K +$32.7K | +12.68% | — — | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $273.3K 0.213% | +$1.2K Bought | 0.0% 449.0 shares | 447.0 → 449.0 +$1.2K | +0.45% | $87.2B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $250.9K 0.196% | +$27.8K Bought | — 1.3K shares | 1.2K → 1.3K +$27.8K | +12.46% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $247.7K 0.193% | +$247.7K New | — 9.1K shares | 0 → 9.1K +$247.7K | New | — — | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $243.3K 0.19% | +$24.8K Bought | 0.0% 1.1K shares | 995.0 → 1.1K +$24.8K | +11.36% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $235.1K 0.183% | +$235.1K New | 0.0% 935.0 shares | 0 → 935.0 +$235.1K | New | $140.94B Large Cap | Q3 2025 Held for 2 months |
