Intelligence Driven Advisers

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

  • Top 5 stock holdings are EFG, QUAL, VTV, IUSB, USMV, and represent 30.61% of Intelligence Driven Advisers's stock portfolio.
  • Added to shares of these 10 stocks: VTV (+$145M), EFG (+$132M), QUAL (+$113M), VB (+$108M), IUSB (+$91M), USMV (+$89M), MTUM (+$88M), SPTL (+$88M), FALN (+$87M), GTO (+$73M).
  • Started 95 new stock positions in BA, HMC, VO, NMR, EVRG, ADBE, VEA, DIS, OPEN, LMT.
  • Reduced shares in these 3 stocks: NEAR, TLT, .
  • Sold out of its positions in FLOT, NEAR.
  • Intelligence Driven Advisers was a net buyer of stock by $1.8B.
  • Intelligence Driven Advisers has $2.3B in assets under management (AUM), dropping by 416.66%.
  • Central Index Key (CIK): 0001819955

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Intelligence Driven Advisers

Companies in the Intelligence Driven Advisers portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Eafe Grwth Etf (EFG) 7.5 $173M +324% 1.6M 106.17
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.5 $149M +308% 1.1M 140.97
Vanguard Index Fds Value Etf (VTV) 6.3 $145M NEW 961k 150.31
Ishares Tr Core Total Usd (IUSB) 5.2 $120M +317% 2.3M 52.24
Ishares Tr Msci Usa Min Vol (USMV) 5.2 $119M +294% 1.5M 78.62
Ishares Tr Msci Usa Mmentm (MTUM) 5.1 $116M +314% 658k 177.07
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 5.0 $115M +324% 2.8M 40.89
Ishares Tr Faln Angls Usd (FALN) 4.9 $113M +328% 3.8M 29.63
Vanguard Index Fds Small Cp Etf (VB) 4.7 $108M NEW 484k 222.67
Ishares Tr Eafe Value Etf (EFV) 4.3 $99M +211% 1.9M 52.48
Ishares Tr Core S&p500 Etf (IVV) 4.1 $94M +280% 200k 471.83
Invesco Actively Managed Etf Total Return (GTO) 3.7 $85M +587% 1.5M 55.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $59M NEW 136k 431.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.3 $52M +288% 465k 111.47

Setup an alert

Intelligence Driven Advisers will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Ishares Tr Core Msci Eafe (IEFA) 2.1 $49M +316% 659k 74.66
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 2.1 $49M +238% 1.5M 32.17
J P Morgan Exchange-traded F Us Aggregate Etf (JAGG) 2.1 $47M +301% 888k 53.20
Ishares Tr Msci Intl Vlu Ft (IVLU) 2.0 $47M NEW 1.8M 26.69
Vizio Hldg Corp Cl A Com (VZIO) 1.9 $44M NEW 2.4M 18.48
Apple (AAPL) 1.8 $41M +205% 232k 175.08
Ishares Tr U.s. Med Dvc Etf (IHI) 1.7 $38M +299% 608k 63.12
Ishares Tr Us Treas Bd Etf (GOVT) 1.7 $38M +232% 1.5M 26.09
Ishares Tr Russell 3000 Etf (IWV) 1.3 $30M +264% 111k 273.74
Ishares Tr Core Msci Total (IXUS) 0.9 $21M +274% 300k 71.35
Ishares Tr Global Tech Etf (IXN) 0.9 $20M +337% 319k 62.18
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $17M NEW 215k 80.83
Ishares Esg Awr Msci Em (ESGE) 0.7 $17M +292% 406k 40.70
Dimensional Etf Trust Us Equity Etf (DFUS) 0.7 $16M +221% 319k 51.06
Ishares U S Etf Tr Bloomberg Roll (CMDY) 0.6 $15M NEW 291k 51.41
Ishares Tr Usd Inv Grde Etf (USIG) 0.6 $15M +290% 252k 58.83
Ishares Tr Msci Intl Moment (IMTM) 0.5 $13M +393% 332k 37.57
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.5 $12M NEW 237k 52.34
J P Morgan Exchange-traded F Us Qualty Fctr (JQUA) 0.5 $12M +270% 273k 44.34
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.5 $12M NEW 136k 86.74
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $12M +235% 134k 86.34
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $12M +274% 72k 158.94
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $11M +226% 157k 67.07
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.4 $8.4M +85% 167k 50.49
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $8.4M +719% 74k 113.51
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $7.3M +504% 65k 112.60
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $7.3M +247% 186k 39.07
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.3 $7.1M +291% 110k 64.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $6.7M +304% 14k 469.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $6.1M +193% 19k 319.78
Microsoft Corporation (MSFT) 0.3 $5.8M +275% 18k 314.95
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $5.4M +250% 50k 108.02
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $5.1M NEW 61k 83.66
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $4.2M NEW 82k 51.17
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $4.0M +319% 32k 127.33
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.2 $3.6M NEW 200k 17.99
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $2.8M +58% 21k 129.98
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.6M +300% 6.9k 375.07
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.6M +261% 24k 105.56
Moderna (MRNA) 0.1 $2.5M +304% 12k 221.42
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $2.4M +380% 44k 53.59
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.2M NEW 20k 110.55
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.2M +310% 780.00 2800.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.1M +154% 5.5k 385.82
Procter & Gamble Company (PG) 0.1 $2.1M +290% 13k 158.62
Pepsi (PEP) 0.1 $2.1M +300% 12k 174.08
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $2.0M +314% 9.9k 202.64
Home Depot (HD) 0.1 $2.0M +291% 5.1k 386.70
Amazon (AMZN) 0.1 $1.8M +297% 552.00 3309.78
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.8M NEW 7.1k 247.89
Coca-Cola Company (KO) 0.1 $1.7M +300% 28k 60.46
Intuit (INTU) 0.1 $1.7M +300% 2.9k 578.47
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $1.7M +180% 43k 38.36
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.5M +204% 5.3k 279.65
Johnson & Johnson (JNJ) 0.1 $1.5M +253% 8.6k 171.31
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $1.4M +290% 16k 85.99
Tesla Motors (TSLA) 0.1 $1.4M +300% 1.3k 1064.81
Philip Morris International (PM) 0.1 $1.3M +321% 13k 100.98
Ishares Core Msci Emkt (IEMG) 0.1 $1.2M +236% 20k 61.04
J&J Snack Foods (JJSF) 0.1 $1.2M +300% 7.7k 154.89
Manhattan Bridge Capital (LOAN) 0.1 $1.2M +352% 1.2M 1.00
Qualcomm (QCOM) 0.0 $1.2M NEW 6.2k 185.36
Bofi Holding (AX) 0.0 $1.1M +300% 18k 59.88
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $1.0M +258% 19k 54.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $996k NEW 16k 63.96
JPMorgan Chase & Co. (JPM) 0.0 $981k +301% 5.9k 167.46
Affirm Hldgs Com Cl A (AFRM) 0.0 $972k +300% 12k 81.00
Meta Platforms Cl A (FB) 0.0 $963k NEW 2.9k 334.38
Intel Corporation (INTC) 0.0 $929k NEW 17k 55.94
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $912k +187% 29k 32.01
Emerson Electric (EMR) 0.0 $771k NEW 8.0k 96.38
Sonos (SONO) 0.0 $756k NEW 25k 30.48
Netflix (NFLX) 0.0 $752k NEW 1.4k 541.01
Blackrock Innovation And Grw Shs Ben Int (BIGZ) 0.0 $746k +99% 51k 14.51
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $733k +205% 6.5k 112.91
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $731k +144% 16k 45.19
Global X Fds Us Pfd Etf (PFFD) 0.0 $718k NEW 28k 25.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $716k +169% 2.4k 294.05
Select Sector Spdr Tr Energy (XLE) 0.0 $694k NEW 11k 63.25
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $671k NEW 7.9k 85.28
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.0 $664k NEW 12k 57.68
Abbvie (ABBV) 0.0 $662k NEW 4.8k 137.00
Lumentum Hldgs (LITE) 0.0 $646k NEW 6.0k 107.67
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $642k NEW 5.7k 111.69
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $634k NEW 2.7k 237.99
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $616k NEW 10k 61.87
Ishares Tr Russell 2000 Etf (IWM) 0.0 $609k +202% 2.8k 217.50
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $587k NEW 6.8k 86.32
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $586k NEW 1.6k 362.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $572k NEW 3.6k 156.97
Coinbase Global Com Cl A (COIN) 0.0 $559k NEW 2.4k 237.27
Amgen (AMGN) 0.0 $554k +87% 2.4k 232.38
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $538k NEW 8.7k 61.68
Wells Fargo & Company (WFC) 0.0 $529k NEW 9.4k 56.04
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 0.0 $520k NEW 366.00 1420.77
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.0 $512k NEW 9.4k 54.40
Hartford Financial Services (HIG) 0.0 $507k NEW 7.0k 72.43
Ishares Tr U.s. Tech Etf (IYW) 0.0 $505k NEW 4.6k 110.26
Waste Management (WM) 0.0 $483k NEW 3.0k 159.62
Starbucks Corporation (SBUX) 0.0 $483k NEW 4.6k 104.09
Costco Wholesale Corporation (COST) 0.0 $482k NEW 924.00 521.64
Middlesex Water Company (MSEX) 0.0 $477k NEW 4.4k 108.41
Vanguard World Fds Health Car Etf (VHT) 0.0 $437k NEW 1.7k 257.06
Ishares Gold Tr Ishares New (IAU) 0.0 $415k NEW 12k 34.71
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $413k NEW 3.2k 129.06
Lockheed Martin Corporation (LMT) 0.0 $412k NEW 1.1k 363.96
Caterpillar (CAT) 0.0 $408k NEW 1.9k 220.06
Strategy Ns 7handl Idx (HNDL) 0.0 $402k NEW 16k 25.67
Bank of America Corporation (BAC) 0.0 $390k NEW 7.9k 49.19
Biogen Idec (BIIB) 0.0 $386k NEW 1.6k 241.25
Ishares Tr National Mun Etf (MUB) 0.0 $377k +31% 3.3k 115.36
Apellis Pharmaceuticals (APLS) 0.0 $362k NEW 8.8k 41.14
Amphastar Pharmaceuticals (AMPH) 0.0 $354k NEW 14k 25.29
Servicenow (NOW) 0.0 $349k NEW 604.00 577.81
Welltower Inc Com reit (WELL) 0.0 $345k NEW 4.0k 86.42
Sherwin-Williams Company (SHW) 0.0 $343k NEW 1.1k 324.81
Markel Corporation (MKL) 0.0 $341k NEW 272.00 1253.68
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $340k NEW 6.2k 54.76
Union Pacific Corporation (UNP) 0.0 $317k NEW 1.3k 246.12
Ishares Msci Bric Indx (BKF) 0.0 $314k NEW 6.9k 45.83
Duke Energy Corp Com New (DUK) 0.0 $312k NEW 3.0k 103.31
Wal-Mart Stores (WMT) 0.0 $303k NEW 2.1k 144.15
Boston Scientific Corporation (BSX) 0.0 $300k NEW 6.9k 43.38
Select Sector Spdr Tr Financial (XLF) 0.0 $299k NEW 7.2k 41.41
Microchip Technology (MCHP) 0.0 $297k NEW 3.5k 84.57
Merck & Co (MRK) 0.0 $296k NEW 3.6k 81.77
Walt Disney Company (DIS) 0.0 $292k NEW 1.8k 158.01
Deere & Company (DE) 0.0 $291k NEW 766.00 379.90
Adobe Systems Incorporated (ADBE) 0.0 $278k NEW 524.00 530.53
Boeing Company (BA) 0.0 $273k NEW 1.3k 215.98
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $272k NEW 616.00 441.56
Nextera Energy (NEE) 0.0 $265k NEW 3.1k 84.94
Evergy (EVRG) 0.0 $265k NEW 4.0k 66.25
Cisco Systems (CSCO) 0.0 $260k NEW 4.2k 62.45
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $259k NEW 18k 14.82
Spirit Rlty Cap Com New (SRC) 0.0 $257k NEW 5.3k 48.45
Clean Energy Fuels (CLNE) 0.0 $254k +300% 40k 6.35
Ishares U S Etf Tr Blackrock Short (MEAR) 0.0 $252k NEW 5.0k 49.96
Novo-nordisk A S Adr (NVO) 0.0 $251k NEW 2.5k 101.37
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $246k NEW 3.3k 73.65
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $246k -53% 1.7k 143.36
Opendoor Technologies (OPEN) 0.0 $238k NEW 20k 11.90
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $237k NEW 1.5k 162.77
Omni (OMC) 0.0 $229k NEW 3.0k 77.36
Pfizer (PFE) 0.0 $226k NEW 4.0k 56.74
Honda Motor Amern Shs (HMC) 0.0 $219k NEW 7.2k 30.35
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $216k NEW 3.3k 65.38
Smucker J M Com New (SJM) 0.0 $204k NEW 1.4k 142.46
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) 0.0 $186k NEW 15k 12.40
United Microelectronics Corp Spon Adr New (UMC) 0.0 $117k NEW 10k 11.35
Nomura Hldgs Sponsored Adr (NMR) 0.0 $113k NEW 24k 4.65
Crescent Point Energy Trust (CPG) 0.0 $65k NEW 10k 6.42
Tal Education Group Sponsored Ads (TAL) 0.0 $36k NEW 11k 3.43
Smiledirectclub Cl A Com (SDC) 0.0 $31k NEW 15k 2.14
Sigilon Therapeutics (SGTX) 0.0 $24k NEW 10k 2.40
Kintara Therapeutics (KTRA) 0.0 $10k NEW 20k 0.50

Past Filings by Intelligence Driven Advisers

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