Innovative Wealth Building LLC Purchases in Q2 2025

Innovative Wealth Building LLC

  • $121 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.9K
+ 5.79%
$456.74 - $568.03 $1.78M - $2.22M
71.3K $40.5B
PULS
Pgim ETF Tr

ETFs
70.4K
+ 124.36%
$49.39 - $49.76 $3.48M - $3.5M
127K $6.32B
BKIE
Bny Mellon ETF Tr Internationa

ETFs
26.4K
+ 235.65%
$69.01 - $86.17 $1.82M - $2.28M
37.6K $3.24B
VGT
Vanguard Information Technolog

ETFs
866
+ 18.02%
$470.37 - $663.28 $407K - $574K
5.67K $3.76B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
22.6K
New
$49.57 - $50.27 $1.12M - $1.14M
22.6K $1.14B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.04K
+ 17.76%
$96.84 - $99.46 $585K - $601K
40.1K $3.97B
VUG
Vanguard Growth ETF

ETFs
562
+ 27.68%
$329.49 - $438.4 $185K - $246K
2.59K $1.14B
MSFT
Microsoft Corp

Technology
93
+ 3.79%
$354.56 - $497.45 $33K - $46.3K
2.55K $1.27B
VV
Vanguard Large Cap ETF

ETFs
890
New
$228.25 - $285.3 $203K - $254K
890 $254M
TSLA
Tesla, Inc.

Consumer Cyclical
738
New
$221.86 - $362.89 $164K - $268K
738 $234M
AMZN
Amazon Com Inc

Consumer Cyclical
995
New
$167.32 - $223.3 $166K - $222K
995 $218M
VTV
Vanguard Value ETF

ETFs
1.2K
New
$153.67 - $176.74 $184K - $211K
1.2K $211M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.08K
+ 24.68%
$45.88 - $54.4 $141K - $167K
15.5K $845M
IWR
Ishares Russell Mid Cap ETF

ETFs
835
+ 15.21%
$74.88 - $91.97 $62.5K - $76.8K
6.33K $582M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.05K
+ 5.93%
$51.14 - $57.0 $53.9K - $60K
18.8K $1.07B
JPM
Jpmorgan Chase & CO

Financial Services
22
+ 2.33%
$210.28 - $289.91 $4.63K - $6.38K
965 $280M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9
+ 0.07%
$51.16 - $62.02 $460 - $558
12.8K $793M
V
Visa Inc.

Financial Services
71
+ 11.56%
$308.27 - $373.31 $21.9K - $26.5K
685 $243M
D
Dominion Energy, Inc

Utilities
169
+ 1.04%
$49.66 - $58.0 $8.39K - $9.8K
16.4K $929M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
37
+ 0.85%
$48.13 - $49.85 $1.78K - $1.84K
4.42K $216M
NOC
Northrop Grumman Corp

Industrials
2
+ 0.45%
$456.3 - $540.39 $913 - $1.08K
447 $223M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
44
+ 6.73%
$483.48 - $539.8 $21.3K - $23.8K
698 $339M
MCD
Mcdonalds Corp

Consumer Cyclical
16
+ 0.91%
$285.55 - $321.23 $4.57K - $5.14K
1.77K $518M
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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