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Innovative Portfolios

13F
Innovative Portfolios
Last update 2022-06-10 51 Stocks (7 new)
Value $43.00 Mil Turnover 8 %
Countries:
Innovative Portfolios Top Holdings of 2021-12-31 View Full List
Ticker
SPY PUT
HPQ
AVGO
ACN
PAYX
ALL
COR
CL
MCK
ABT
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY PUT
S&P 500 ETF TRUST ETF
53,200
25,268.0
0%
58.900
0%
0.010
-5.54%
-3.01%
588,853.5
 
HPQ
HP Inc
10,995
414.0
0%
0.970
0%
0.000
-19.34%
-19.66%
24,463.1
Hardware
AVGO
Broadcom Inc
5,980
398.0
0%
0.930
0%
0.000
-7.69%
-11.90%
957,504.8
Semiconductors
ACN
Accenture PLC
916
380.0
0%
0.890
0%
0.000
-20.29%
-12.41%
191,144.5
Software
PAYX
Paychex Inc
2,761
377.0
0%
0.880
0%
0.000
+2.12%
+7.54%
53,960.2
Software
ALL
Allstate Corp
3,176
374.0
0%
0.870
0%
0.000
+4.14%
+3.89%
52,778.1
Insurance
COR
AmerisourceBergen Corp
2,786
370.0
0%
0.860
0%
0.000
+15.17%
+30.31%
56,587.3
Medical Distribution
CL
Colgate-Palmolive Co
4,312
368.0
0%
0.860
0%
0.000
+4.94%
+0.65%
73,326.8
Consumer Packaged Goods
MCK
McKesson Corp
1,480
368.0
0%
0.860
0%
0.000
+19.24%
+24.44%
88,782.5
Medical Distribution
ABT
Abbott Laboratories
2,608
367.0
0%
0.860
0%
0.000
+4.30%
+18.59%
230,352.8
Medical Devices & Instruments

Innovative Portfolios's Historical Top Holdings Breakdowns

Innovative Portfolios Total Holding History ($B)

To

Innovative Portfolios's Asset Allocation

To

Innovative Portfolios Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Innovative Portfolios's Hypothetical Growth since 2021-12-31

Innovative Portfolios's Yearly Returns

Year Portfolio % % Excess Gain %

Innovative Portfolios's Holdings Heat Map

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Innovative Portfolios's Holdings Bubble Chart

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