Intelligence Driven Advisers, LLC Incresed Positions in Q2 2024

Intelligence Driven Advisers, LLC

  • $706 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
5.78K
+ 1.73%
$183.56 - $216.15 $1.06M - $1.25M
340K $73M
DFUS
Dimensional ETF Tr U S Equity

ETFs
63.6K
+ 3.74%
$53.83 - $59.14 $3.42M - $3.76M
1.77M $104M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
123K
+ 52.08%
$45.1 - $47.67 $5.57M - $5.88M
360K $17.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
93.9K
+ 18.74%
$42.0 - $47.28 $3.94M - $4.44M
595K $27.9M
AAPL
Apple Inc.

Technology
5.01K
+ 7.61%
$165.0 - $216.67 $827K - $1.09M
70.8K $14.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
20.3K
+ 33.73%
$55.18 - $59.2 $1.12M - $1.2M
80.4K $4.76M
NVDA
Nvidia Corp

Technology
10.6K
+ 2090.93%
$118.11 - $1224.4 $1.25M - $13M
11.1K $1.37M
AVGO
Broadcom Inc.

Technology
477
+ 212.95%
$1204.71 - $1828.87 $575K - $872K
701 $1.13M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
34.7K
+ 51.02%
$22.12 - $22.75 $767K - $789K
103K $2.32M
IVV
Ishares Core S&P 500 ETF

ETFs
1.03K
+ 15.39%
$497.53 - $549.64 $511K - $565K
7.71K $4.22M
NFLX
Netflix Inc

Communication Services
487
+ 87.12%
$550.64 - $686.12 $268K - $334K
1.05K $705K
VEA
Vanguard Ftse Developed Market

ETFs
7.37K
+ 60.77%
$47.83 - $51.21 $353K - $377K
19.5K $963K
MSFT
Microsoft Corp

Technology
544
+ 18.53%
$389.33 - $452.85 $212K - $246K
3.48K $1.56M
ELV
Elevance Health, Inc.

Healthcare
508
+ 84.67%
$497.49 - $547.8 $253K - $278K
1.11K $600K
ADBE
Adobe Inc.

Technology
343
+ 20.88%
$439.02 - $555.54 $151K - $191K
1.99K $1.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.86K
+ 105.61%
$44.06 - $45.49 $214K - $221K
9.46K $424K
GE
General Electric CO

Industrials
1.29K
+ 79.3%
$136.47 - $175.36 $176K - $226K
2.91K $462K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.21K
+ 0.94%
$47.85 - $49.0 $441K - $451K
994K $48.5M
AMZN
Amazon Com Inc

Consumer Cyclical
493
+ 10.99%
$173.67 - $197.85 $85.6K - $97.5K
4.98K $961K
TFLO
Ishares Treasury Floating Rate

ETFs
2.9K
+ 12.16%
$50.44 - $50.7 $146K - $147K
26.7K $1.35M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.3K
+ 12.97%
$50.22 - $50.48 $116K - $116K
20K $1.01M
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 7.43%
$3414.82 - $4014.38 $37.6K - $44.2K
159 $629K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
22
+ 0.08%
$57.33 - $65.34 $1.26K - $1.44K
26.9K $1.71M
JPM
Jpmorgan Chase & CO

Financial Services
360
+ 16.76%
$180.08 - $204.79 $64.8K - $73.7K
2.51K $507K
GOOGL
Alphabet Inc.

Communication Services
35
+ 1.69%
$150.53 - $185.41 $5.27K - $6.49K
2.11K $384K
KO
Coca Cola CO

Consumer Defensive
412
+ 12.26%
$58.06 - $64.15 $23.9K - $26.4K
3.77K $240K
IWF
Ishares Russell 1000 Gr ETF

ETFs
16
+ 1.61%
$316.15 - $367.33 $5.06K - $5.88K
1.01K $368K
XOM
Exxon Mobil Corp

Energy
235
+ 9.88%
$108.36 - $122.2 $25.5K - $28.7K
2.61K $300K
SNPS
Synopsys Inc

Technology
15
+ 2.78%
$510.71 - $620.31 $7.66K - $9.3K
554 $329K
LOW
Lowes Companies Inc

Consumer Cyclical
204
+ 22.22%
$214.27 - $249.28 $43.7K - $50.9K
1.12K $247K
AIG
American International Group, Inc.

Financial Services
320
+ 12.14%
$72.58 - $80.54 $23.2K - $25.8K
2.96K $219K
INTU
Intuit Inc

Technology
7
+ 1.33%
$562.97 - $670.27 $3.94K - $4.69K
533 $350K
CDNS
Cadence Design Systems Inc

Technology
28
+ 3.33%
$274.55 - $326.5 $7.69K - $9.14K
868 $267K
FISV
Fiserv Inc

Technology
16
+ 0.21%
N/A
7.68K $961K
TEF
Telefonica S A

Communication Services
582
+ 5.08%
$4.13 - $4.78 $2.4K - $2.78K
12K $50K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4
+ 0.07%
$38.53 - $40.76 $154 - $163
5.57K $218K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
90
+ 2.21%
$76.01 - $82.53 $6.84K - $7.43K
4.17K $326K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
109
+ 0.24%
$37.19 - $39.82 $4.05K - $4.34K
45.8K $1.76M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
30
+ 0.26%
$56.43 - $60.79 $1.69K - $1.82K
11.7K $685K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
15.8K
+ 1.76%
$72.83 - $78.0 $1.15M - $1.23M
909K $68M
HD
Home Depot, Inc.

Consumer Cyclical
49
+ 3.35%
$325.1 - $368.03 $15.9K - $18K
1.51K $519K
MA
Mastercard Inc

Financial Services
148
+ 5.33%
$441.1 - $479.43 $65.3K - $71K
2.92K $1.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
52
+ 0.86%
$396.73 - $420.24 $20.6K - $21.9K
6.12K $2.49M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.83K
+ 0.32%
$44.3 - $45.58 $170K - $174K
1.21M $54.6M
AVUV
American Centy ETF Tr Avantis

ETFs
10.7K
+ 3.4%
$86.93 - $93.77 $931K - $1M
326K $29.2M
Activity Summary
Buys All Purchases 63 New Holdings 17 Increased Positions 46 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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