INNOVATIVE WEALTH BUILDING LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | D | 16K | $964.95K |
 | AAPL | 5K | $1.30M |
 | BAC | 5K | $261.19K |
 | MSFT | 3K | $1.39M |
 | NVDA | 2K | $453.68K |
 | MCD | 2K | $548.40K |
 | JNJ | 1K | $289.42K |
 | AMZN | 1K | $321.99K |
 | LOW | 1K | $300.51K |
 | PNC | 1K | $208.73K |
 | JPM | 974 | $313.72K |
 | V | 850 | $298.18K |
 | BRK-B | 813 | $408.65K |
 | TSLA | 748 | $336.39K |
 | HD | 685 | $235.81K |
 | NOC | 429 | $244.81K |
 | CAT | 400 | $229.15K |
Dominion Energy, Inc.
D
Shares Held
16K
Value
$964.95K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.30M
Bank of America Corporation
BAC
Shares Held
5K
Value
$261.19K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.39M
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$453.68K
McDonald's Corporation
MCD
Shares Held
2K
Value
$548.40K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$289.42K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$321.99K
Lowe's Companies, Inc.
LOW
Shares Held
1K
Value
$300.51K
The PNC Financial Services Group, Inc.
PNC
Shares Held
1K
Value
$208.73K
JPMorgan Chase & Co.
JPM
Shares Held
974
Value
$313.72K
Visa Inc.
V
Shares Held
850
Value
$298.18K
Berkshire Hathaway Inc.
BRK-B
Shares Held
813
Value
$408.65K
Tesla, Inc.
TSLA
Shares Held
748
Value
$336.39K
The Home Depot, Inc.
HD
Shares Held
685
Value
$235.81K
Northrop Grumman Corporation
NOC
Shares Held
429
Value
$244.81K
Caterpillar Inc.
CAT
Shares Held
400
Value
$229.15K