Intelligence Driven Advisers, LLC Portfolio Holdings

Intelligence Driven Advisers, LLC

  • $532 Million
  • Q4 2024

Intelligence Driven Advisers, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $532 Million distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $84.3M, Ishares Tr Russell 200 Growth with a value of $53.6M, Spdr Index Shs Fds Msci Eafe S with a value of $50.4M, Ishares Core Total Usd Bond Ma with a value of $44.7M, and Schwab Intermediate Term Us Tr with a value of $39.5M.

Examining the 13F form we can see an decrease of $161M in the current position value, from $693M to 532M.

Below you can find more details about Intelligence Driven Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $532 Million
ETFs: $481 Million
Technology: $26.5 Million
Financial Services: $7.04 Million
Consumer Cyclical: $5.09 Million
Communication Services: $4.92 Million
Healthcare: $4.14 Million
Consumer Defensive: $1.43 Million
Industrials: $1.09 Million
Other: $400,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.21B
$30,000 0.01% of portfolio
10,745
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $532 Million
  • Prior Value $693 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
Track This Portfolio

Track Intelligence Driven Advisers, LLC Portfolio

Follow Intelligence Driven Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intelligence Driven Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intelligence Driven Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email