Intelligence Driven Advisers
Latest statistics and disclosures from Intelligence Driven Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, IWY, QEFA, IUSB, SCHR, and represent 51.45% of Intelligence Driven Advisers's stock portfolio.
- Added to shares of these 10 stocks: VMBS (+$30M), IUS, DYNF, EMXC, PYLD, AVGO, JMST, MRK, LLY, NVDA.
- Started 14 new stock positions in PLTR, ORLY, JMST, SYK, PYLD, FNDE, UNH, VMBS, PG, JNJ. CAT, PGR, IWO, GWW.
- Reduced shares in these 10 stocks: VCSH (-$56M), COWZ, QUAL, IWY, VGSH, QEFA, FRDM, AVUS, OMFL, IGSB.
- Sold out of its positions in AVEM, AIG, BRFS, GM, INTC, INTU, IGSB, LRCX.
- Intelligence Driven Advisers was a net seller of stock by $-40M.
- Intelligence Driven Advisers has $700M in assets under management (AUM), dropping by -0.89%.
- Central Index Key (CIK): 0001819955
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Portfolio Holdings for Intelligence Driven Advisers
Intelligence Driven Advisers holds 111 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equity Market (DFUS) | 15.7 | $110M | 1.8M | 62.20 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 10.3 | $72M | -3% | 328k | 220.05 |
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| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 10.2 | $71M | -2% | 886k | 80.48 |
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| Ishares Tr Core Total Usd (IUSB) | 8.1 | $57M | 1.2M | 47.12 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 7.1 | $50M | 983k | 50.60 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 6.3 | $44M | -8% | 756k | 57.83 |
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 4.5 | $31M | +6% | 631k | 49.47 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.3 | $30M | -2% | 317k | 95.95 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 4.2 | $30M | NEW | 626k | 47.21 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.9 | $27M | -9% | 152k | 179.30 |
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| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 3.1 | $22M | +20% | 433k | 50.30 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 2.5 | $17M | -9% | 479k | 35.78 |
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| Apple (AAPL) | 2.4 | $17M | +2% | 73k | 233.00 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.8 | $13M | 192k | 66.52 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.2 | $8.2M | -6% | 25k | 326.73 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 1.1 | $7.5M | 80k | 94.61 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 1.0 | $7.0M | -13% | 206k | 34.07 |
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| Ishares Msci Emrg Chn (EMXC) | 0.9 | $6.1M | +24% | 100k | 61.11 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.9 | $6.0M | -4% | 107k | 56.57 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $4.4M | 7.7k | 576.80 |
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| Vanguard Index Fds Value Etf (VTV) | 0.6 | $4.1M | 23k | 174.57 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $2.9M | -43% | 49k | 59.02 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.9M | 5.0k | 573.75 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.8M | 6.2k | 460.26 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $2.3M | -3% | 100k | 23.45 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $1.9M | 46k | 41.12 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.8M | +36% | 15k | 121.44 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.3 | $1.8M | 27k | 67.27 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.7M | -2% | 17k | 101.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.7M | +15% | 10k | 167.19 |
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| Microsoft Corporation (MSFT) | 0.2 | $1.6M | +6% | 3.7k | 430.30 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.6M | +49% | 1.8k | 885.94 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.5M | +4% | 3.0k | 493.80 |
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| Meta Platforms Cl A (META) | 0.2 | $1.5M | +5% | 2.5k | 572.44 |
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| Fiserv (FI) | 0.2 | $1.4M | 7.8k | 179.65 |
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| Merck & Co (MRK) | 0.2 | $1.3M | +75% | 12k | 113.56 |
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| Amazon (AMZN) | 0.2 | $1.3M | +43% | 7.1k | 186.33 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.3M | -4% | 5.5k | 237.23 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.1M | -98% | 14k | 79.42 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.1M | +9% | 21k | 52.81 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $1.1M | -24% | 22k | 49.78 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $986k | 2.0k | 487.96 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $966k | -4% | 4.0k | 243.09 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $955k | -6% | 19k | 50.74 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $930k | -31% | 18k | 50.60 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $848k | -17% | 1.6k | 517.78 |
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| Netflix (NFLX) | 0.1 | $845k | +13% | 1.2k | 709.27 |
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| Lennar Corp Cl A (LEN) | 0.1 | $836k | 4.5k | 187.48 |
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| Broadcom (AVGO) | 0.1 | $803k | +563% | 4.7k | 172.50 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $788k | 9.5k | 82.53 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $776k | -13% | 4.5k | 173.67 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $729k | 12k | 62.32 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $713k | NEW | 27k | 26.65 |
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| Ge Aerospace Com New (GE) | 0.1 | $709k | +29% | 3.8k | 188.58 |
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| Booking Holdings (BKNG) | 0.1 | $691k | +3% | 164.00 | 4212.12 |
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| Home Depot (HD) | 0.1 | $664k | +8% | 1.6k | 405.31 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $663k | -70% | 7.0k | 95.15 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $622k | NEW | 12k | 50.94 |
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| Anthem (ELV) | 0.1 | $613k | +6% | 1.2k | 520.00 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $604k | -38% | 6.6k | 91.31 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $598k | +12% | 2.8k | 210.90 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $594k | -6% | 1.1k | 527.47 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $583k | -23% | 20k | 29.53 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $575k | +10% | 2.6k | 220.93 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $540k | +29% | 7.4k | 72.63 |
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| Uber Technologies (UBER) | 0.1 | $477k | +19% | 6.4k | 75.16 |
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| Wells Fargo & Company (WFC) | 0.1 | $462k | +10% | 8.2k | 56.49 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $403k | +6% | 1.1k | 375.31 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $395k | +28% | 3.4k | 117.23 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $387k | +15% | 1.4k | 283.17 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $386k | +15% | 1.5k | 263.83 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $370k | -16% | 7.9k | 46.74 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $365k | 1.5k | 243.44 |
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| Invesco Db Commdy Indx Trck Unit (DBC) | 0.1 | $361k | 16k | 22.27 |
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| Procter & Gamble Company (PG) | 0.1 | $360k | NEW | 2.1k | 173.20 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $354k | -2% | 4.1k | 86.82 |
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| Citigroup Com New (C) | 0.0 | $348k | -4% | 5.6k | 62.60 |
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| Coca-Cola Company (KO) | 0.0 | $342k | +26% | 4.8k | 71.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $339k | -3% | 2.0k | 165.85 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $328k | 2.0k | 167.66 |
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| Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.0 | $317k | 15k | 21.00 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $312k | 5.4k | 57.53 |
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| Amgen (AMGN) | 0.0 | $311k | +48% | 964.00 | 322.05 |
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| Lowe's Companies (LOW) | 0.0 | $308k | 1.1k | 270.85 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $302k | 2.1k | 142.02 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $280k | NEW | 7.5k | 37.20 |
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| Altria (MO) | 0.0 | $275k | +8% | 5.4k | 51.04 |
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| Wal-Mart Stores (WMT) | 0.0 | $273k | 3.4k | 80.75 |
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| UnitedHealth (UNH) | 0.0 | $264k | NEW | 452.00 | 584.68 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $263k | 1.2k | 225.76 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $261k | -61% | 2.9k | 90.65 |
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| FedEx Corporation (FDX) | 0.0 | $254k | +12% | 929.00 | 273.68 |
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| Stryker Corporation (SYK) | 0.0 | $246k | NEW | 681.00 | 361.26 |
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| Progressive Corporation (PGR) | 0.0 | $244k | NEW | 962.00 | 253.76 |
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| Johnson & Johnson (JNJ) | 0.0 | $243k | NEW | 1.5k | 162.06 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $236k | 1.2k | 200.70 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $232k | 5.6k | 41.69 |
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| Caterpillar (CAT) | 0.0 | $232k | NEW | 593.00 | 391.04 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $225k | 3.1k | 71.73 |
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| Dex (DXCM) | 0.0 | $224k | -34% | 3.3k | 67.04 |
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| W.W. Grainger (GWW) | 0.0 | $219k | NEW | 211.00 | 1038.81 |
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| J&J Snack Foods (JJSF) | 0.0 | $219k | 1.3k | 172.12 |
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| Synopsys (SNPS) | 0.0 | $218k | -22% | 430.00 | 506.39 |
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| Cadence Design Systems (CDNS) | 0.0 | $218k | -7% | 803.00 | 271.03 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.0 | $216k | -86% | 4.1k | 52.99 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $215k | NEW | 757.00 | 284.06 |
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| O'reilly Automotive (ORLY) | 0.0 | $211k | NEW | 183.00 | 1151.60 |
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| Ishares Tr International Sl (ISCF) | 0.0 | $202k | -80% | 5.7k | 35.25 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $202k | -22% | 994.00 | 202.75 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $200k | NEW | 6.2k | 32.27 |
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| Telefonica S A Sponsored Adr (TEF) | 0.0 | $68k | +16% | 14k | 4.86 |
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Past Filings by Intelligence Driven Advisers
SEC 13F filings are viewable for Intelligence Driven Advisers going back to 2020
- Intelligence Driven Advisers 2024 Q3 filed Nov. 6, 2024
- Intelligence Driven Advisers 2024 Q2 filed Aug. 5, 2024
- Intelligence Driven Advisers 2024 Q1 filed May 1, 2024
- Intelligence Driven Advisers 2023 Q4 filed Feb. 6, 2024
- Intelligence Driven Advisers 2023 Q3 filed Nov. 7, 2023
- Intelligence Driven Advisers 2023 Q2 filed July 18, 2023
- Intelligence Driven Advisers 2023 Q1 filed May 11, 2023
- Intelligence Driven Advisers 2022 Q4 restated filed Feb. 14, 2023
- Intelligence Driven Advisers 2022 Q4 filed Jan. 23, 2023
- Intelligence Driven Advisers 2022 Q3 filed Oct. 21, 2022
- Intelligence Driven Advisers 2022 Q2 filed July 22, 2022
- Intelligence Driven Advisers 2022 Q1 filed April 25, 2022
- Intelligence Driven Advisers 2021 Q4 restated filed Feb. 2, 2022
- Intelligence Driven Advisers 2021 Q4 filed Jan. 19, 2022
- Intelligence Driven Advisers 2021 Q3 filed Oct. 14, 2021
- Intelligence Driven Advisers 2021 Q2 filed July 29, 2021