Intelligence Driven Advisers, LLC Reduced Holdings in Q4 2024

Intelligence Driven Advisers, LLC

  • $532 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
-444K
- 25.12%
$61.52 - $66.5 $27.3M - $29.5M
1.32M $84.3M
IWY
Ishares Tr Russell 200 Growth

ETFs
-100K
- 30.53%
$216.72 - $244.71 $21.7M - $24.5M
228K $53.6M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-211K
- 23.88%
N/A
674K $50.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-231K
- 30.52%
$56.06 - $61.35 $12.9M - $14.2M
525K $29.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-220K
- 18.17%
$45.07 - $47.1 $9.9M - $10.3M
989K $44.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-54.1K
- 35.67%
$176.42 - $186.91 $9.54M - $10.1M
97.5K $17.4M
AVUV
American Centy ETF Tr Avantis

ETFs
-88.5K
- 27.94%
$94.37 - $106.41 $8.36M - $9.42M
228K $22M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-146K
- 23.16%
$49.03 - $53.35 $7.17M - $7.8M
485K $24.9M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-140K
- 29.31%
$32.68 - $36.28 $4.59M - $5.1M
339K $11.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-93.8K
- 14.98%
$45.17 - $47.23 $4.24M - $4.43M
532K $24.1M
IWV
Ishares Russell 3000 ETF

ETFs
-10.3K
- 40.86%
$323.08 - $349.08 $3.33M - $3.59M
14.9K $4.98M
BOND
Pimco Active Bond Exchange Tra

ETFs
-29.7K
- 37.22%
$90.42 - $94.5 $2.68M - $2.81M
50.1K $4.53M
IVV
Ishares Core S&P 500 ETF

ETFs
-5.16K
- 67.01%
$570.51 - $610.59 $2.94M - $3.15M
2.54K $1.5M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-35.3K
- 33.02%
$55.86 - $60.21 $1.97M - $2.13M
71.6K $4.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-51K
- 24.7%
$33.62 - $35.69 $1.71M - $1.82M
155K $5.25M
VTV
Vanguard Value ETF

ETFs
-7.52K
- 32.17%
$168.32 - $181.87 $1.27M - $1.37M
15.8K $2.68M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-14.8K
- 14.87%
$55.45 - $61.08 $822K - $906K
84.9K $4.71M
VB
Vanguard Small Cap ETF

ETFs
-4.51K
- 81.66%
$233.76 - $261.58 $1.05M - $1.18M
1.01K $243K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-11.3K
- 78.52%
$77.86 - $79.27 $879K - $895K
3.09K $240K
VGSH
Vanguard

ETFs
-12.7K
- 25.97%
$58.02 - $58.88 $739K - $750K
36.3K $2.11M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-24.1K
- 24.27%
$22.39 - $23.45 $541K - $566K
75.3K $1.73M
VEA
Vanguard Ftse Developed Market

ETFs
-9.44K
- 44.34%
$47.57 - $52.44 $449K - $495K
11.9K $566K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-7.64K
- 28.41%
$65.67 - $69.79 $502K - $533K
19.3K $1.29M
IXN
Ishares Global Information Tec

ETFs
-6.01K
- 63.03%
$80.67 - $87.84 $485K - $528K
3.53K $298K
SPY
Spdr S&P 500 ETF Trust

ETFs
-870
- 17.37%
$567.81 - $607.81 $494K - $529K
4.14K $2.43M
ADBE
Adobe Inc.

Technology
-540
- 32.97%
$437.39 - $552.96 $236K - $299K
1.1K $488K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.57K
- 53.91%
$88.59 - $94.57 $316K - $337K
3.05K $270K
ELV
Elevance Health, Inc.

Healthcare
-387
- 32.82%
$365.96 - $514.62 $142K - $199K
792 $292K
AVUS
American Centy ETF Tr Avantis

ETFs
-3.22K
- 46.18%
$94.36 - $102.06 $304K - $329K
3.75K $363K
LEN
Lennar Corp

Consumer Cyclical
-1
- 0.02%
$136.2 - $188.96 $136 - $189
4.46K $608K
LLY
Eli Lilly & CO

Healthcare
-22
- 1.23%
$727.2 - $932.06 $16K - $20.5K
1.77K $1.37M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.45K
- 29.51%
$61.68 - $67.87 $213K - $234K
8.24K $513K
TFLO
Ishares Treasury Floating Rate

ETFs
-3.21K
- 17.46%
$50.37 - $50.63 $162K - $163K
15.2K $765K
PULS
Pgim ETF Tr

ETFs
-3.21K
- 14.77%
$49.51 - $49.79 $159K - $160K
18.5K $916K
UBER
Uber Technologies, Inc

Technology
-914
- 14.39%
$59.93 - $86.34 $54.8K - $78.9K
5.44K $328K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.13K
- 17.45%
$50.67 - $50.9 $108K - $108K
10.1K $511K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.92K
- 24.31%
$44.87 - $46.86 $86.3K - $90.1K
5.99K $268K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-204
- 1.18%
$96.64 - $101.23 $19.7K - $20.7K
17K $1.65M
GE
General Electric CO

Industrials
-68
- 1.81%
$159.95 - $194.23 $10.9K - $13.2K
3.69K $615K
AMGN
Amgen Inc

Healthcare
-7
- 0.73%
$258.78 - $328.31 $1.81K - $2.3K
957 $249K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-123
- 10.92%
$521.84 - $558.82 $64.2K - $68.7K
1K $540K
IXUS
Ishares Tr

ETFs
-73
- 0.98%
$65.95 - $72.56 $4.81K - $5.3K
7.36K $486K
KO
Coca Cola CO

Consumer Defensive
-36
- 0.76%
$61.74 - $71.71 $2.22K - $2.58K
4.72K $293K
LOW
Lowes Companies Inc

Consumer Cyclical
-36
- 3.17%
$244.52 - $284.07 $8.8K - $10.2K
1.1K $271K
PGR
Progressive Corp

Financial Services
-75
- 7.8%
$239.6 - $268.88 $18K - $20.2K
887 $212K
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.49%
$385.02 - $431.37 $3.08K - $3.45K
1.63K $634K
PG
Procter & Gamble CO

Consumer Defensive
-58
- 2.79%
$161.05 - $179.7 $9.34K - $10.4K
2.02K $338K
VTI
Vanguard Total Stock Market Et

ETFs
-72
- 5.27%
$280.04 - $302.45 $20.2K - $21.8K
1.3K $375K
C
Citigroup Inc

Financial Services
-775
- 13.95%
$61.31 - $72.5 $47.5K - $56.2K
4.78K $336K
Activity Summary
Buys All Purchases 33 New Holdings 10 Increased Positions 23 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 1
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