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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$342,000 0.06% of portfolio
22,899
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
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