Innovative Wealth Building LLC Portfolio Holdings by Sector

Innovative Wealth Building LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO DFUS IVV DGRO VO QQQ AGG GSLC 38 stocks	$103 Million 95.12% of portfolio	16	22	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1 Million 0.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$921,375 0.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities D 1 stocks	$912,496 0.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$549,182 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$505,693 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$348,307 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$238,791 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$231,205 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$227,764 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$215,306 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ADT 1 stocks	$117,997 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts

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