Innovative Advisory Group, LLC

Q4 2024 13F-HR Holdings

Location
Lexington, MA
Holdings as of
12/31/2024
Date filed
9/22/2026
Form type
13F-HR
Num holdings
239
Total value ($000)
$115,189
Net value change ($000)
—
New positions
234
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 9/22/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIL 31,528 —
GLD 17,079 —
AAPL 10,035 —
GBTC 8,731 —
ETHE 7,153 —
SLV 6,118 —
BITB 4,661 —
FBTC 3,022 —
HSY 2,817 —
ETHW 2,326 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,026 (2.6% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type