Innovative Advisory Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of June 30, 2025. The filing lists a total of 255 individual securities held by the firm.
The portfolio is diversified across various sectors, including technology, healthcare, and energy. Major positions include shares in Apple Inc., Microsoft Corporation, and NVIDIA Corporation. The firm also holds significant stakes in exchange-traded funds, such as the SPDR S&P 500 ETF Trust and the Invesco QQQ Trust Unit.
Notable holdings in the filing include:
- Apple Inc. (378,099 shares)
- Microsoft Corporation (614 shares)
- NVIDIA Corporation (230 shares)
- SPDR S&P 500 ETF Trust (353 shares)
- SPDR Gold Trust (69,611 shares)
The report indicates that all positions are held in a sole voting capacity with no shared investment power.
