Intelligence Driven Advisers
Latest statistics and disclosures from Intelligence Driven Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, QEFA, IWY, VCSH, IUSB, and represent 50.51% of Intelligence Driven Advisers's stock portfolio.
- Added to shares of these 10 stocks: IUSB (+$55M), SCHR (+$34M), DYNF (+$22M), IWY (+$18M), IUS (+$11M), EMXC, PULS, TFLO, IJH, ELV.
- Started 19 new stock positions in NOK, VOD, SPSB, DYNF, IUS, PULS, CPG, TFLO, IUSB, DFUV. ELV, BTE, SU, KO, GRAB, AIG, IEFA, EMXC, CAT.
- Reduced shares in these 10 stocks: VGSH (-$49M), ISCF (-$19M), VCSH (-$17M), AVUV (-$13M), FRDM (-$5.1M), COWZ, DFUS, BOND, IWV, IGSB.
- Sold out of its positions in HMY, SHY, XLE, UMC, VZIO.
- Intelligence Driven Advisers was a net buyer of stock by $24M.
- Intelligence Driven Advisers has $677M in assets under management (AUM), dropping by 9.36%.
- Central Index Key (CIK): 0001819955
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Portfolio Holdings for Intelligence Driven Advisers
Intelligence Driven Advisers holds 104 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 14.3 | $97M | -3% | 1.7M | 56.98 |
|
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 10.0 | $68M | 893k | 76.09 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 9.6 | $65M | +37% | 334k | 195.10 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 8.4 | $57M | -22% | 735k | 77.31 |
|
| Ishares Tr Core Total Usd (IUSB) | 8.1 | $55M | NEW | 1.2M | 45.59 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 7.5 | $51M | -6% | 874k | 58.11 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 7.1 | $48M | +244% | 985k | 49.05 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.4 | $30M | -31% | 315k | 93.71 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.3 | $29M | -5% | 176k | 164.35 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 3.3 | $22M | NEW | 501k | 44.40 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 2.7 | $19M | -21% | 550k | 33.73 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.8 | $12M | -4% | 199k | 61.05 |
|
| Apple (AAPL) | 1.7 | $11M | -2% | 66k | 171.48 |
|
| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 1.7 | $11M | NEW | 237k | 47.46 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 1.3 | $8.6M | -20% | 93k | 91.86 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $8.5M | -19% | 29k | 300.08 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 1.2 | $8.1M | -4% | 256k | 31.61 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.1 | $7.2M | -87% | 123k | 58.07 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.9 | $6.1M | 116k | 52.87 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $3.9M | 24k | 162.86 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $3.5M | 6.7k | 525.70 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.5 | $3.5M | NEW | 60k | 57.57 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.7M | -4% | 5.1k | 523.07 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.6M | 6.1k | 420.52 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.3 | $2.3M | -17% | 26k | 89.50 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.3 | $1.9M | -21% | 35k | 55.23 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $1.8M | 46k | 39.02 |
|
|
| Ishares Tr International Sl (ISCF) | 0.3 | $1.8M | -91% | 54k | 32.98 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $1.6M | 27k | 60.42 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $1.5M | 68k | 22.77 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $1.5M | NEW | 30k | 49.70 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | -3% | 2.8k | 481.57 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.3M | -8% | 5.8k | 228.61 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.3M | -60% | 25k | 51.28 |
|
| Meta Platforms Cl A (META) | 0.2 | $1.3M | +6% | 2.6k | 485.58 |
|
| Microsoft Corporation (MSFT) | 0.2 | $1.2M | 2.9k | 420.67 |
|
|
| Fiserv (FI) | 0.2 | $1.2M | -11% | 7.7k | 159.82 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $1.2M | NEW | 24k | 50.69 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $973k | -3% | 1.3k | 777.96 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $950k | 2.1k | 444.10 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $925k | -8% | 6.1k | 152.26 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $898k | -23% | 11k | 83.58 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $895k | +3% | 18k | 50.45 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $829k | -5% | 1.6k | 504.60 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $823k | -62% | 14k | 57.96 |
|
| Amazon (AMZN) | 0.1 | $809k | +8% | 4.5k | 180.38 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $792k | +3% | 11k | 74.81 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $763k | -20% | 4.4k | 171.98 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $756k | -10% | 5.6k | 136.05 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $745k | -15% | 1.6k | 480.73 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $728k | 26k | 28.23 |
|
|
| Dex (DXCM) | 0.1 | $726k | 5.2k | 138.70 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $710k | +396% | 12k | 60.74 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $609k | +7% | 12k | 50.17 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $600k | 7.5k | 80.22 |
|
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| Home Depot (HD) | 0.1 | $561k | 1.5k | 383.67 |
|
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| Booking Holdings (BKNG) | 0.1 | $537k | -3% | 148.00 | 3627.88 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $458k | +10% | 507.00 | 903.56 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $430k | 2.1k | 200.25 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $395k | -24% | 5.8k | 67.86 |
|
| Citigroup Com New (C) | 0.1 | $375k | 5.9k | 63.24 |
|
|
| Intuit (INTU) | 0.1 | $342k | 526.00 | 650.01 |
|
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| Amgen (AMGN) | 0.1 | $342k | -27% | 1.2k | 284.20 |
|
| Netflix (NFLX) | 0.1 | $340k | +19% | 559.00 | 607.33 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $338k | -2% | 4.1k | 82.97 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $336k | +10% | 996.00 | 336.98 |
|
| Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.0 | $333k | 15k | 22.06 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $330k | -44% | 2.6k | 128.40 |
|
| UnitedHealth (UNH) | 0.0 | $326k | -36% | 659.00 | 494.70 |
|
| Intel Corporation (INTC) | 0.0 | $322k | -13% | 7.3k | 44.17 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $318k | 1.3k | 249.86 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $313k | -29% | 2.1k | 150.93 |
|
| Anthem (ELV) | 0.0 | $311k | NEW | 600.00 | 518.54 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $309k | 1.2k | 259.90 |
|
|
| Synopsys (SNPS) | 0.0 | $308k | +4% | 539.00 | 571.50 |
|
| Broadcom (AVGO) | 0.0 | $297k | -4% | 224.00 | 1325.41 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $295k | -3% | 5.4k | 54.40 |
|
| General Electric Com New (GE) | 0.0 | $285k | -46% | 1.6k | 175.53 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $277k | 2.4k | 116.24 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $268k | +9% | 7.2k | 37.23 |
|
| Cadence Design Systems (CDNS) | 0.0 | $262k | 840.00 | 311.28 |
|
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $248k | NEW | 8.3k | 29.77 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $242k | NEW | 3.3k | 74.22 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $239k | -56% | 1.3k | 187.31 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $238k | 1.1k | 208.27 |
|
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| Lowe's Companies (LOW) | 0.0 | $234k | -14% | 918.00 | 254.73 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $228k | NEW | 5.6k | 40.90 |
|
| Infosys Sponsored Adr (INFY) | 0.0 | $226k | 13k | 17.93 |
|
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $208k | -39% | 4.6k | 45.31 |
|
| Suncor Energy (SU) | 0.0 | $207k | NEW | 5.6k | 36.91 |
|
| Caterpillar (CAT) | 0.0 | $207k | NEW | 564.00 | 366.12 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $206k | -23% | 3.1k | 65.87 |
|
| American Intl Group Com New (AIG) | 0.0 | $206k | NEW | 2.6k | 78.17 |
|
| Coca-Cola Company (KO) | 0.0 | $206k | NEW | 3.4k | 61.18 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $129k | +60% | 31k | 4.10 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $123k | NEW | 14k | 8.90 |
|
| Crescent Point Energy Trust (CPG) | 0.0 | $88k | NEW | 11k | 8.19 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $68k | +8% | 12k | 5.75 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $66k | NEW | 19k | 3.54 |
|
| Baytex Energy Corp (BTE) | 0.0 | $59k | NEW | 16k | 3.63 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $54k | NEW | 17k | 3.14 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $51k | -51% | 12k | 4.41 |
|
| Brf Sa Sponsored Adr (BRFS) | 0.0 | $38k | +8% | 12k | 3.26 |
|
| Enel Chile Sponsored Adr (ENIC) | 0.0 | $36k | +4% | 12k | 3.05 |
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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 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
- Intelligence Driven Advisers 2021 Q1 filed April 13, 2021
- Intelligence Driven Advisers 2020 Q4 restated filed Feb. 17, 2021