Innovative Wealth Building LLC Reduced Holdings in Q1 2025

Innovative Wealth Building LLC

  • $109 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
-3.08K
- 2.73%
$59.61 - $66.71 $184K - $206K
110K $6.64B
IVV
Ishares Core S&P 500 ETF

ETFs
-271
- 2.35%
$554.06 - $615.85 $150K - $167K
11.3K $6.34B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 0.12%
$468.34 - $539.52 $4.68K - $5.4K
8.58K $4.02B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-687
- 2.49%
$102.49 - $119.96 $70.4K - $82.4K
26.9K $2.81B
SCHO
Schwab Short Term Us Treasury

ETFs
-14.7K
- 11.21%
$24.1 - $24.34 $354K - $357K
116K $2.83B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-7.71K
- 8.6%
$36.63 - $37.45 $282K - $289K
81.9K $3.02B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.11K
- 3.69%
$108.02 - $120.45 $120K - $134K
29K $3.19B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-7.23K
- 9.52%
$42.18 - $45.16 $305K - $327K
68.7K $3.04B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.32K
- 25.78%
$49.78 - $53.19 $165K - $177K
9.57K $489M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-55
- 0.47%
$126.86 - $146.45 $6.98K - $8.05K
11.7K $1.48B
SPYG
Spdr Portfolio

ETFs
-395
- 3.39%
$80.05 - $92.39 $31.6K - $36.5K
11.3K $905M
VTI
Vanguard Total Stock Market Et

ETFs
-278
- 13.13%
$271.18 - $303.12 $75.4K - $84.3K
1.84K $506M
VB
Vanguard Small Cap ETF

ETFs
-63
- 1.51%
$217.89 - $252.64 $13.7K - $15.9K
4.1K $909M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.97K
- 2.73%
$60.46 - $64.42 $119K - $127K
70.2K $4.33B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.44K
- 30.29%
$68.32 - $75.06 $98K - $108K
3.3K $247M
ADT
Adt Inc.

Industrials
-10.9K
- 43.02%
$6.87 - $8.23 $75.2K - $90.1K
14.5K $118M
IEFA
Ishares Tr

ETFs
-2.65K
- 9.25%
$69.57 - $78.65 $184K - $209K
26K $1.97B
IYW
Ishares Dj Us Tech ETF

ETFs
-28
- 1.26%
$140.44 - $166.79 $3.93K - $4.67K
2.2K $309M
VLUE
Ishares Msci Usa Value Factor

ETFs
-345
- 3.63%
$104.89 - $113.56 $36.2K - $39.2K
9.16K $976M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-877
- 2.51%
$95.85 - $99.25 $84.1K - $87K
34K $3.37B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-17
- 0.12%
$90.0 - $96.32 $1.53K - $1.64K
13.8K $1.28B
VHT
Vanguard Health Care ETF

ETFs
-31
- 2.01%
$254.06 - $273.83 $7.88K - $8.49K
1.51K $400M
VEA
Vanguard Ftse Developed Market

ETFs
-906
- 3.02%
$47.4 - $52.99 $42.9K - $48K
29.1K $1.48B
Activity Summary
Buys All Purchases 26 New Holdings 3 Increased Positions 23 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Innovative Wealth Building LLC Portfolio

Follow Innovative Wealth Building LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Innovative Wealth Building LLC, based on Form 13F filings with the SEC.

News

Stay updated on Innovative Wealth Building LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email