Intelligence Driven Advisers, LLC Portfolio Holdings

Intelligence Driven Advisers, LLC

  • $706 Million
  • Q2 2024

Intelligence Driven Advisers, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $706 Million distributed in 105 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 $104M, Ishares Tr Russell 200 Growth with a value of $73M, Spdr Index Shs Fds Msci Eafe S with a value of $68M, Vanguard Sht Term Corp Bd ETF with a value of $55.7M, and Ishares Core Total Usd Bond Ma with a value of $54.6M.

Examining the 13F form we can see an increase of $29.2M in the current position value, from $676M to 706M.

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

Portfolio value $706 Million
ETFs: $664 Million
Technology: $23.7 Million
Financial Services: $5.31 Million
Communication Services: $3.94 Million
Consumer Cyclical: $3.29 Million
Healthcare: $3.29 Million
Consumer Defensive: $942,000
Industrials: $709,000
Other: $300,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.3B
$210,000 0.03% of portfolio
198
Q2 2024 New
$284B
$240,000 0.03% of portfolio
3,772
Q2 2024 Added 12.26%
$94B
$201,000 0.03% of portfolio
6,514
Q2 2024 Reduced 10.51%
$4.84B
$46,000 0.01% of portfolio
11,450
Q2 2024 Reduced 0.9%
$26.9B
$50,000 0.01% of portfolio
12,035
Q2 2024 Added 5.08%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $706 Million
  • Prior Value $676 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 05, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 17 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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