Innovative Asset Advisors Group, LLC
Top Portfolio Positions
831 positions ·
$207,931,297 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AEP |
American Electric Power Co Inc
Utilities
|
573,369 | $75,157,208 | 36.15% | |
| NVDA |
Nvidia Corp
Technology
|
145,575 | $25,388,280 | 12.21% | |
| AAPL |
Apple Inc.
Technology
|
34,689 | $8,803,721 | 4.23% | |
| MSFT |
Microsoft Corp
Technology
|
17,502 | $6,478,715 | 3.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,347 | $4,445,939 | 2.14% | |
| AVGO |
Broadcom Inc.
Technology
|
11,052 | $3,420,704 | 1.65% | |
| GLD |
Spdr Gold Trust
|
7,020 | $3,020,635 | 1.45% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
24,400 | $2,531,744 | 1.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,351 | $2,113,853 | 1.02% | |
| RTX |
RTX Corp
Industrials
|
10,430 | $2,011,947 | 0.97% |
Holdings in VIRT
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,796 | 200 | Shares | Sole | 2026-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||