Intelligence Driven Advisers
Latest statistics and disclosures from Intelligence Driven Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCSH, SHY, QEFA, QUAL, USMV, and represent 44.60% of Intelligence Driven Advisers's stock portfolio.
- Added to shares of these 10 stocks: VCSH (+$54M), SHY (+$53M), QEFA (+$51M), COWZ (+$26M), ISCF (+$18M), AVUV (+$14M), QUAL (+$11M), AVUS (+$11M), GOVT (+$9.1M), VONV.
- Started 13 new stock positions in SPHD, WPC, BA, EELV, VONV, AVUS, BIIB, EFTR, AVUV, ISCF. COWZ, SHY, QEFA.
- Reduced shares in these 10 stocks: IUSB (-$34M), EFV (-$25M), JAGG (-$19M), IVV (-$19M), EFG (-$18M), VOO (-$14M), FALN (-$14M), IEFA (-$10M), SPTL (-$9.7M), XLV (-$9.6M).
- Sold out of its positions in FTEC, FBND, IVW, IVE, IYE, HYG, STIP, CMDY, COMT, ICVT. NMR, QCOM, CWB, JNK, SCHQ, FNDF, TSLA, BND, VIGI, VHT, VGLT.
- Intelligence Driven Advisers was a net buyer of stock by $18M.
- Intelligence Driven Advisers has $545M in assets under management (AUM), dropping by 9.52%.
- Central Index Key (CIK): 0001819955
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Portfolio Holdings for Intelligence Driven Advisers
Intelligence Driven Advisers holds 99 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 10.5 | $58M | +1569% | 760k | 75.72 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 9.7 | $53M | NEW | 649k | 81.52 | |
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 9.3 | $51M | NEW | 769k | 66.22 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 8.3 | $45M | +34% | 388k | 116.14 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 6.8 | $37M | +3% | 501k | 73.46 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 5.0 | $27M | +13% | 188k | 145.77 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 4.8 | $26M | NEW | 553k | 47.44 | |
| Ishares Tr Msci Intl Sml Cp (ISCF) | 3.2 | $18M | NEW | 580k | 30.42 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 2.8 | $15M | 361k | 42.20 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 2.8 | $15M | 81k | 187.42 | ||
| Ishares Tr Us Treas Bd Etf (GOVT) | 2.6 | $14M | +176% | 616k | 23.14 | |
| Ishares Msci Emerg Mrkt (EEMV) | 2.5 | $14M | -4% | 254k | 54.67 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.5 | $14M | NEW | 177k | 76.49 | |
| Ishares Tr Russell 3000 Etf (IWV) | 2.1 | $12M | +2% | 52k | 223.74 | |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.1 | $12M | -5% | 253k | 45.45 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.9 | $11M | NEW | 151k | 69.34 | |
| Ishares Msci Emerg Mkt (EMGF) | 1.8 | $9.9M | -3% | 231k | 42.78 | |
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 1.7 | $9.3M | +3% | 236k | 39.54 | |
| Apple (AAPL) | 1.6 | $9.0M | 69k | 129.62 | ||
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.4 | $7.4M | -12% | 114k | 64.91 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $5.6M | -71% | 16k | 356.59 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.0 | $5.5M | +10% | 98k | 56.63 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 1.0 | $5.5M | +356% | 59k | 92.20 | |
| Ishares Tr Core Msci Total (IXUS) | 0.9 | $4.7M | +13% | 79k | 60.23 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.9 | $4.7M | NEW | 69k | 68.18 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $4.1M | +352% | 82k | 50.18 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.7 | $4.0M | +19% | 124k | 31.83 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $3.7M | +27% | 38k | 97.04 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.5M | -84% | 9.1k | 389.83 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.6 | $3.2M | +494% | 72k | 44.88 | |
| Vizio Hldg Corp Cl A Com (VZIO) | 0.6 | $3.0M | -34% | 401k | 7.55 | |
| General Mills (GIS) | 0.5 | $2.5M | 29k | 85.96 | ||
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $2.3M | -3% | 46k | 50.33 | |
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.4 | $2.1M | NEW | 89k | 23.64 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $2.0M | +105% | 49k | 41.37 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.0M | +3% | 6.1k | 318.69 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $1.9M | -33% | 37k | 50.17 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $1.8M | -21% | 54k | 33.41 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.6M | -55% | 4.1k | 388.09 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $1.5M | -2% | 33k | 46.53 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $1.1M | NEW | 24k | 45.19 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $988k | -90% | 6.9k | 143.40 | |
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $948k | -89% | 40k | 23.96 | |
| Fiserv (FISV) | 0.2 | $885k | 8.7k | 102.18 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $866k | -22% | 16k | 53.73 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $779k | -92% | 12k | 63.91 | |
| Stryker Corporation (SYK) | 0.1 | $722k | 2.8k | 256.25 | ||
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $703k | +9% | 6.0k | 116.49 | |
| Coca-Cola Company (KO) | 0.1 | $689k | 11k | 63.40 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $685k | -80% | 6.9k | 99.09 | |
| Microsoft Corporation (MSFT) | 0.1 | $592k | 2.6k | 224.97 | ||
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $559k | -97% | 12k | 47.47 | |
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $555k | -98% | 12k | 45.88 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $551k | +17% | 2.0k | 268.76 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $550k | -96% | 22k | 25.13 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $517k | -75% | 12k | 43.52 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $495k | 5.8k | 86.04 | ||
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $462k | -97% | 5.3k | 86.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $441k | +10% | 5.0k | 88.16 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $432k | -52% | 11k | 40.07 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $428k | -67% | 9.4k | 45.40 | |
| Home Depot (HD) | 0.1 | $420k | -4% | 1.3k | 317.42 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $401k | -17% | 4.8k | 84.37 | |
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $371k | -4% | 16k | 23.49 | |
| Eli Lilly & Co. (LLY) | 0.1 | $370k | 1.0k | 362.94 | ||
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $357k | -96% | 12k | 30.54 | |
| Invesco Actively Managed Etf Total Return (GTO) | 0.1 | $357k | -95% | 7.5k | 47.40 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $357k | -90% | 4.1k | 87.56 | |
| Amgen (AMGN) | 0.1 | $351k | +33% | 1.3k | 275.09 | |
| Rbc Cad (RY) | 0.1 | $351k | 3.6k | 96.98 | ||
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.1 | $340k | +12% | 9.6k | 35.31 | |
| J P Morgan Exchange Traded F Us Aggregate Etf (JAGG) | 0.1 | $320k | -98% | 6.8k | 46.69 | |
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $312k | -86% | 14k | 22.87 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $311k | 4.1k | 76.75 | ||
| Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.1 | $301k | -13% | 15k | 19.97 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $292k | -3% | 1.1k | 269.21 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $290k | +3% | 5.9k | 49.24 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $290k | 1.2k | 248.08 | ||
| JPMorgan Chase & Co. (JPM) | 0.0 | $266k | -7% | 1.9k | 137.93 | |
| Wells Fargo & Company (WFC) | 0.0 | $266k | +7% | 6.2k | 42.80 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $264k | 1.3k | 207.79 | ||
| Intuit (INTU) | 0.0 | $247k | 640.00 | 386.39 | ||
| Oracle Corporation (ORCL) | 0.0 | $242k | -13% | 2.8k | 85.67 | |
| Wp Carey (WPC) | 0.0 | $242k | NEW | 3.0k | 80.61 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $240k | -9% | 1.7k | 138.64 | |
| 3M Company (MMM) | 0.0 | $235k | 1.9k | 126.72 | ||
| Sempra Energy (SRE) | 0.0 | $234k | 1.5k | 154.54 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $233k | -18% | 4.5k | 52.18 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $230k | -79% | 5.6k | 40.74 | |
| Shell Spon Ads (SHEL) | 0.0 | $227k | -10% | 4.0k | 57.25 | |
| Anthem (ELV) | 0.0 | $224k | 471.00 | 475.48 | ||
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $222k | -76% | 4.2k | 53.38 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $221k | -97% | 1.6k | 135.67 | |
| Amazon (AMZN) | 0.0 | $219k | -30% | 2.5k | 86.09 | |
| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $213k | -95% | 6.8k | 31.21 | |
| Boeing Company (BA) | 0.0 | $211k | NEW | 992.00 | 213.08 | |
| Biogen Idec (BIIB) | 0.0 | $201k | NEW | 720.00 | 279.25 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $59k | +10% | 12k | 4.83 | |
| Effector Therapeutics (EFTR) | 0.0 | $24k | NEW | 49k | 0.50 | |
Past Filings by Intelligence Driven Advisers
SEC 13F filings are viewable for Intelligence Driven Advisers going back to 2020
- 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
- Intelligence Driven Advisers 2020 Q3 filed Oct. 9, 2020
- Intelligence Driven Advisers 2020 Q2 amended filed Sept. 10, 2020
- Intelligence Driven Advisers 2018 Q4 filed Sept. 4, 2020