INNOVATIVE WEALTH BUILDING LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | D | 17K | $1.02M |
 | AAPL | 5K | $1.18M |
 | BAC | 4K | $232.03K |
 | MSFT | 3K | $1.43M |
 | NVDA | 2K | $364.66K |
 | MCD | 2K | $542.10K |
 | AMZN | 1K | $243.28K |
 | PNC | 1K | $200.93K |
 | JPM | 969 | $305.69K |
 | LOW | 935 | $235.06K |
 | TSLA | 740 | $329.09K |
 | BRK-B | 698 | $350.91K |
 | V | 686 | $234.14K |
 | NOC | 449 | $273.35K |
Dominion Energy, Inc.
D
Shares Held
17K
Value
$1.02M
Apple Inc.
AAPL
Shares Held
5K
Value
$1.18M
Bank of America Corporation
BAC
Shares Held
4K
Value
$232.03K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.43M
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$364.66K
McDonald's Corporation
MCD
Shares Held
2K
Value
$542.10K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$243.28K
The PNC Financial Services Group, Inc.
PNC
Shares Held
1K
Value
$200.93K
JPMorgan Chase & Co.
JPM
Shares Held
969
Value
$305.69K
Lowe's Companies, Inc.
LOW
Shares Held
935
Value
$235.06K
Tesla, Inc.
TSLA
Shares Held
740
Value
$329.09K
Berkshire Hathaway Inc.
BRK-B
Shares Held
698
Value
$350.91K
Visa Inc.
V
Shares Held
686
Value
$234.14K
Northrop Grumman Corporation
NOC
Shares Held
449
Value
$273.35K