Innovative Wealth Building LLC Incresed Positions in Q3 2025

Innovative Wealth Building LLC

  • $128 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.81K
+ 2.53%
$567.77 - $614.76 $1.02M - $1.11M
73.1K $44.8B
PULS
Pgim ETF Tr

ETFs
14.5K
+ 11.45%
$49.58 - $49.83 $720K - $724K
141K $7.05B
VGT
Vanguard Information Technolog

ETFs
327
+ 5.77%
$656.44 - $753.15 $215K - $246K
6K $4.48B
QQQ
Invesco Qqq Trust, Series 1

ETFs
419
+ 5.85%
$546.99 - $602.2 $229K - $252K
7.58K $4.55B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.57K
+ 34.95%
$55.61 - $57.37 $366K - $377K
25.4K $1.45B
BKIE
Bny Mellon ETF Tr Internationa

ETFs
2.17K
+ 5.75%
$83.41 - $89.78 $181K - $194K
39.8K $3.56B
AAPL
Apple Inc.

Technology
159
+ 3.54%
$202.38 - $256.87 $32.2K - $40.8K
4.65K $1.18B
MSFT
Microsoft Corp

Technology
217
+ 8.52%
$491.09 - $535.64 $107K - $116K
2.76K $1.43B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
152
+ 1.96%
$148.97 - $165.88 $22.6K - $25.2K
7.91K $1.3B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.04K
+ 16.43%
$92.26 - $97.51 $95.9K - $101K
7.36K $711M
Franklin Templeton ETF Tr
3.54K
+ 13.32%
N/A
30.2K $836M
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.27%
$293.94 - $444.72 $588 - $889
740 $329M
D
Dominion Energy, Inc

Utilities
182
+ 1.11%
$56.32 - $62.1 $10.3K - $11.3K
16.6K $1.02B
SPYG
Spdr Portfolio

ETFs
299
+ 5.0%
$94.33 - $105.31 $28.2K - $31.5K
6.28K $656M
VV
Vanguard Large Cap ETF

ETFs
195
+ 21.91%
$285.05 - $309.14 $55.6K - $60.3K
1.09K $334M
NVDA
Nvidia Corp

Technology
128
+ 7.01%
$153.3 - $186.58 $19.6K - $23.9K
1.95K $365M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
97
+ 7.69%
$435.72 - $463.74 $42.3K - $45K
1.36K $630M
VTI
Vanguard Total Stock Market Et

ETFs
56
+ 3.42%
$303.93 - $329.86 $17K - $18.5K
1.69K $556M
NOC
Northrop Grumman Corp

Industrials
2
+ 0.45%
$498.9 - $609.32 $998 - $1.22K
449 $273M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
232
+ 12.68%
$132.9 - $142.03 $30.8K - $33K
2.06K $290M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
41
+ 0.55%
$94.17 - $99.95 $3.86K - $4.1K
7.46K $746M
VTV
Vanguard Value ETF

ETFs
149
+ 12.46%
$175.51 - $186.57 $26.2K - $27.8K
1.35K $251M
VEA
Vanguard Ftse Developed Market

ETFs
16
+ 0.12%
$56.02 - $60.3 $896 - $965
12.9K $772M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.41%
$282.78 - $316.06 $1.13K - $1.26K
969 $306M
AMZN
Amazon Com Inc

Consumer Cyclical
113
+ 11.36%
$211.65 - $238.24 $23.9K - $26.9K
1.11K $243M
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.56%
$291.67 - $316.99 $2.92K - $3.17K
1.78K $542M
VHT
Vanguard Health Care ETF

ETFs
9
+ 0.61%
$239.12 - $259.95 $2.15K - $2.34K
1.48K $384M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
41
+ 1.0%
$52.12 - $55.33 $2.14K - $2.27K
4.14K $229M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
37
+ 0.84%
$48.5 - $50.19 $1.79K - $1.86K
4.45K $223M
V
Visa Inc.

Financial Services
1
+ 0.15%
$332.09 - $358.86 $332 - $359
686 $234M
Activity Summary
Buys All Purchases 35 New Holdings 4 Increased Positions 31 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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