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Intelligence Driven Advisers

Latest statistics and disclosures from Intelligence Driven Advisers's latest quarterly 13F-HR filing:

Top 5 stock holdings are QEFA, VCSH, VGSH, IWY, QUAL, and represent 49.68% of Intelligence Driven Advisers's stock portfolio.
Added to shares of these 10 stocks: OMFL (+$7.8M), AVUS (+$6.8M), VGSH (+$5.5M), IWY, QEFA, VCSH, FRDM, AVUV, SCHR, ISCF.
Started 6 new stock positions in DXCM, LPL, LOW, VTI, UMC, NOK.
Reduced shares in these 10 stocks: QUAL (-$5.3M), SHY, USMV, GIS, MTUM, VB, , DFUS, EEMV, IWV.
Sold out of its positions in ABT, ABBV, BIIB, KO, GIS, EEMV, USIG, GOVT, NVDA, ORCL. PG, RY, XLK, VMBS, WPC.
Intelligence Driven Advisers was a net buyer of stock by $8.0M.
Intelligence Driven Advisers has $563M in assets under management (AUM), dropping by -1.28%.
Central Index Key (CIK): 0001819955

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Positions held by Intelligence Driven Advisers consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Intelligence Driven Advisers

Intelligence Driven Advisers holds 86 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	12.9	$73M	+4%	1.1M	65.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	11.5	$65M	+4%	870k	74.74	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	8.9	$50M	+12%	876k	57.45	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	8.5	$48M	+8%	311k	154.80	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	7.8	$44M	-10%	332k	131.53	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	5.2	$29M		608k	47.99	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	5.0	$28M	+38%	626k	44.97	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.8	$27M	+33%	372k	72.19	View chart
Ea Series Trust Freedom 100 Em (FRDM)	4.5	$25M	+11%	907k	27.81	View chart
Ishares Tr International Sl (ISCF)	4.0	$23M	+4%	794k	28.46	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.7	$15M	+9%	203k	75.10	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	2.6	$15M	-7%	314k	46.18	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.5	$14M	+8%	298k	47.64	View chart
Apple (AAPL)	2.1	$12M		68k	173.66	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.9	$11M	-2%	220k	49.39	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.7	$9.8M	-7%	40k	242.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$9.7M	-14%	53k	183.99	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.5	$8.5M	-4%	198k	42.94	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.8	$4.3M	-10%	49k	86.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$3.8M	-40%	53k	71.77	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$3.7M	-8%	75k	49.58	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$3.2M	-5%	23k	135.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$3.1M		7.3k	426.56	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$2.6M	-3%	53k	49.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.4M		5.6k	424.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.2M		6.4k	343.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.1M	-7%	23k	91.70	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.8M		53k	33.07	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$1.2M	-15%	20k	56.91	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$1.1M	-22%	21k	50.02	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$1.0M	-9%	15k	65.29	View chart
Microsoft Corporation (MSFT)	0.2	$990k	-2%	3.1k	318.98	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$984k	-65%	7.1k	138.46	View chart
Fiserv (FI)	0.2	$979k		8.7k	112.97	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$972k		39k	24.67	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$935k	-32%	16k	58.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$801k		2.2k	358.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$797k		5.8k	136.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$796k	-40%	2.0k	389.93	View chart
Mastercard Incorporated Cl A (MA)	0.1	$777k	+44%	2.0k	393.76	View chart
Lennar Corp Cl A (LEN)	0.1	$702k	-6%	6.4k	108.97	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$694k	-15%	31k	22.19	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$646k	-83%	8.0k	80.80	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$641k	-39%	22k	29.63	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$607k		10k	58.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$598k	+5%	4.4k	135.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$589k		2.4k	243.32	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$563k	+41%	15k	37.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$544k	+9%	13k	42.52	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$536k	-59%	9.1k	58.88	View chart
Dex (DXCM)	0.1	$526k	NEW	6.0k	87.70	View chart
Adobe Systems Incorporated (ADBE)	0.1	$513k	+41%	989.00	518.42	View chart
Eli Lilly & Co. (LLY)	0.1	$493k	+17%	927.00	531.46	View chart
Amazon (AMZN)	0.1	$444k	-5%	3.5k	127.00	View chart
Home Depot (HD)	0.1	$433k		1.5k	292.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$421k		5.7k	73.71	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$416k	-48%	10k	40.17	View chart
Amgen (AMGN)	0.1	$396k	+39%	1.5k	265.35	View chart
UnitedHealth (UNH)	0.1	$391k	+18%	766.00	510.62	View chart
Novo-nordisk A S Adr (NVO)	0.1	$348k	+126%	3.9k	89.04	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$330k		7.0k	47.25	View chart
Ishares S&p Gsci Commodity- Unit Ben Int (GSG)	0.1	$324k		15k	21.49	View chart
Booking Holdings (BKNG)	0.1	$320k	+6%	105.00	3046.47	View chart
Meta Platforms Cl A (META)	0.1	$309k	+41%	1.0k	305.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$299k	-21%	3.2k	93.05	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$296k	+7%	4.2k	69.95	View chart
General Electric Com New (GE)	0.1	$296k	+24%	2.7k	108.85	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.1	$293k	+2%	9.0k	32.65	View chart
JPMorgan Chase & Co. (JPM)	0.1	$287k	-6%	2.0k	143.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$284k	+8%	1.4k	204.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$283k	NEW	1.3k	210.56	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$280k		3.3k	84.89	View chart
Intuit (INTU)	0.0	$272k		526.00	517.02	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$263k	+21%	3.0k	86.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$240k		898.00	267.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$239k	-17%	4.6k	52.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$228k		3.3k	68.39	View chart
Wells Fargo & Company (WFC)	0.0	$215k	+15%	5.5k	38.97	View chart
Lowe's Companies (LOW)	0.0	$214k	NEW	1.1k	199.59	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$213k		4.2k	50.61	View chart
Vizio Hldg Corp Cl A Com (VZIO)	0.0	$157k		30k	5.22	View chart
United Microelectronics Corp Spon Adr New (UMC)	0.0	$77k	NEW	11k	6.89	View chart
Lg Display Spons Adr Rep (LPL)	0.0	$64k	NEW	14k	4.65	View chart
Telefonica S A Sponsored Adr (TEF)	0.0	$62k	+42%	16k	3.91	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$49k	NEW	14k	3.62	View chart
Enel Chile Sponsored Adr (ENIC)	0.0	$31k		11k	2.86	View chart

Past Filings by Intelligence Driven Advisers

SEC 13F filings are viewable for Intelligence Driven Advisers going back to 2020

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
Intelligence Driven Advisers 2021 Q1 filed April 13, 2021
Intelligence Driven Advisers 2020 Q4 restated filed Feb. 17, 2021
Intelligence Driven Advisers 2020 Q4 restated filed Jan. 19, 2021
Intelligence Driven Advisers 2020 Q4 filed Jan. 13, 2021

View all past filings

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