IW

Innovative Wealth Building LLC

13F
Innovative Wealth Building LLC
Last update 2025-04-25 50 Stocks (3 new)
Value $109.00 Mil Turnover 5 %
Countries:
Top Holdings: VOO(31.91%)DFUS(6.12%)IVV(5.84%)DGRO(3.99%)VO(3.87%)
Summary Stock Picks Current Portfolio
Innovative Wealth Building LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
67,389
34,631.7
+6.56%
31.910
+1.96%
0.010
-9.46%
-6.07%
650,637.7
 
DFUS 		Dimensional U.S. Equity Market ETF
109,855
6,644.0
-2.73%
6.120
-0.18%
0.050
-10.18%
-6.54%
13,346.2
 
IVV 		iShares Core S&P 500 ETF
11,282
6,339.4
-2.35%
5.840
-0.14%
0.000
-9.45%
-6.03%
565,189.1
 
DGRO 		iShares Core Dividend Growth ETF
70,157
4,334.3
-2.73%
3.990
-0.11%
0.010
-6.08%
-3.03%
29,262.5
 
VO 		Vanguard Mid-Cap ETF
16,224
4,195.9
+0.42%
3.870
+0.02%
0.010
-8.51%
-3.94%
77,944.5
 
QQQ 		INVESCO QQQ Trust
8,576
4,021.3
-0.12%
3.710
0%
0.000
-10.78%
-7.56%
302,981.8
 
AGG 		iShares Core U.S. Aggregate Bond ETF
34,025
3,365.8
-2.51%
3.100
-0.08%
0.000
+1.64%
+1.75%
123,580.9
 
GSLC 		Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
28,956
3,187.4
-3.69%
2.940
-0.12%
0.030
-9.57%
-5.98%
12,280.0
 
SPYD 		SPDR Portfolio S&P 500 High Dividend ETF
68,743
3,042.6
-9.52%
2.800
-0.28%
0.040
-5.46%
-3.82%
6,542.1
 
USHY 		iShares Broad USD High Yield Corporate Bond ETF
81,923
3,015.6
-8.60%
2.780
-0.26%
0.020
-1.50%
-0.16%
19,434.1
 

Innovative Wealth Building LLC's Historical Top Holdings Breakdowns

Innovative Wealth Building LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+1.96%
●
507.05 ($540.58) 563.67
$506.11
-6.38%
Add 6.56%
67,389
4,148
PULS 		PGIM Ultra Short Bond ETF2025-03-31Add
+1.00%
●
49.56 ($49.66) 49.78
$49.64
-0.04%
Add 62.5%
56,576
21,760
JEPI 		JPMorgan Equity Premium Income ETF2025-03-31Add
+0.55%
●
56.17 ($58.26) 59.71
$54.98
-5.63%
Add 142.1%
17,753
10,420
BRK.B 		Berkshire Hathaway Inc2025-03-31New Buy
+0.32%
●
442.66 ($486.15) 534.52
$530.96
9.22%
New holding
654
654
SCHO 		Schwab Short-Term U.S. Treasury ETF2025-03-31Reduce
-0.32%
●
24.1 ($24.21) 24.34
$24.38
0.70%
Reduce -11.21%
116,287
-14,677
TSLA 		Tesla Inc2025-03-31Sold Out
-0.30%
●
222.15 ($333.26) 428.22
$284.95
-14.50%
Sold Out
0
-818
SPYD 		SPDR Portfolio S&P 500 High Dividend ETF2025-03-31Reduce
-0.28%
●
42.18 ($43.96) 45.16
$41.59
-5.39%
Reduce -9.52%
68,743
-7,233
USHY 		iShares Broad USD High Yield Corporate Bond ETF2025-03-31Reduce
-0.26%
●
36.63 ($37.08) 37.45
$36.73
-0.94%
Reduce -8.6%
81,923
-7,705
VUG 		Vanguard Growth ETF2025-03-31Add
+0.23%
●
369.1 ($404.54) 427.61
$376.48
-6.94%
Add 49.59%
2,030
673
TXN 		Texas Instruments Inc2025-03-31Sold Out
-0.23%
●
173.6 ($187.2) 203.96
$162.86
-13.00%
Sold Out
0
-1,351

Innovative Wealth Building LLC Total Holding History ($B)

To

Innovative Wealth Building LLC's Asset Allocation

To

Innovative Wealth Building LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Innovative Wealth Building LLC's Hypothetical Growth since 2025-03-31

Innovative Wealth Building LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Innovative Wealth Building LLC's Holdings Heat Map

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Innovative Wealth Building LLC's Holdings Bubble Chart

Innovative Wealth Building LLC News

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