Innovative Advisory Group, LLC has filed its Form 13F-HR for the period ending March 31, 2025, disclosing a portfolio of 242 equity securities. The filing details the firm's holdings as of the close of the first quarter of 2025.
The report lists a diverse range of investments, including major technology companies, exchange-traded funds, and precious metals. Notable positions include Apple Inc., with 39,189 shares; Microsoft Corporation, holding 533 shares; and Tesla Inc., with 2,064 shares. The firm also holds significant stakes in exchange-traded funds, including the SPDR Gold Trust, with 70,207 shares, and the iShares Silver Trust, with 231,870 shares.
Other disclosed holdings include shares in NVIDIA Corporation, Amazon.com Inc., Meta Platforms Inc., and Berkshire Hathaway Inc. The filing also lists various sector-specific ETFs and investment trusts, such as the Invesco DB Commodity Index Trust and the VanEck ETF Trust Gold Miners ETF.
The report was filed on March 31, 2025, and lists Aryn Sands as the agent for the filing.
