Holdings
Innovative Advisory Group, LLC
As of Sep 30, 2026, Innovative Advisory Group, LLC reported 9 positions worth US$8.96M. Largest: Apple Inc, Alphabet Inc (google) Class C and Tesla, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 13,697 | US$4.56M | first report | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 5,642 | US$1.93M | first report | Sep 30, 2026 |
| Tesla, Inc. | 2,041 | US$724K | first report | Sep 30, 2026 |
| Viatris Inc. | 26,223 | US$465K | first report | Sep 30, 2026 |
| Belpointe Prep, Llc | 8,997 | US$369K | first report | Sep 30, 2026 |
| Entergy Corporation | 2,508 | US$249K | first report | Sep 30, 2026 |
| Microsoft Corp. | 452 | US$232K | first report | Sep 30, 2026 |
| American Express Company | 723 | US$220K | first report | Sep 30, 2026 |
| Strategy Inc | 1,383 | US$212K | first report | Sep 30, 2026 |