Intelligence Driven Advisers, LLC Portfolio Holdings

Intelligence Driven Advisers, LLC

  • $652 Million
  • Q2 2025

Intelligence Driven Advisers, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $652 Million distributed in 119 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 $103M, Ishares Tr Russell 200 Growth with a value of $66.8M, Spdr Index Shs Fds Msci Eafe S with a value of $55M, Ishares Core Total Usd Bond Ma with a value of $48.3M, and Schwab Intermediate Term Us Tr with a value of $44.2M.

Examining the 13F form we can see an increase of $137M in the current position value, from $515M to 652M.

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

Portfolio value $652 Million
ETFs: $602 Million
Technology: $24.8 Million
Financial Services: $8.05 Million
Communication Services: $5.9 Million
Consumer Cyclical: $4.1 Million
Industrials: $3.28 Million
Healthcare: $2.14 Million
Consumer Defensive: $1.62 Million
Other: $632,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$103 Million 15.75% of portfolio
1,532,653
Q2 2025 Added 14.73%
$0
$66.8 Million 10.25% of portfolio
271,149
Q2 2025 Added 20.17%
$0
$55 Million 8.43% of portfolio
734,636
Q2 2025 Added 9.18%
$0
$48.3 Million 7.4% of portfolio
1,043,740
Q2 2025 Added 7.5%
$0
$44.2 Million 6.78% of portfolio
1,767,135
Q2 2025 Added 10.32%
$0
$36.6 Million 5.61% of portfolio
671,231
Q2 2025 Added 32.88%
$0
$28.5 Million 4.37% of portfolio
553,625
Q2 2025 Added 42.59%
$0
$25.4 Million 3.89% of portfolio
460,543
Q2 2025 Reduced 9.57%
$0
$24.8 Million 3.8% of portfolio
1,040,325
Q2 2025 Added 71.5%
$0
$23.8 Million 3.65% of portfolio
261,449
Q2 2025 Added 14.32%
$0
$23.3 Million 3.58% of portfolio
503,251
Q2 2025 Reduced 0.96%
$0
$18.1 Million 2.78% of portfolio
29,307
Q2 2025 Added 603.48%
$0
$17.3 Million 2.65% of portfolio
94,641
Q2 2025 Added 2.41%
$0
$17.1 Million 2.62% of portfolio
422,619
Q2 2025 Added 25.95%
$4.36T
$15.1 Million 2.32% of portfolio
73,767
Q2 2025 Added 5.57%
$0
$6.67 Million 1.02% of portfolio
105,589
Q2 2025 Added 13.83%
$0
$4.76 Million 0.73% of portfolio
133,970
Q2 2025 Reduced 6.64%
$0
$4.69 Million 0.72% of portfolio
13,366
Q2 2025 Reduced 7.12%
$0
$4.61 Million 0.71% of portfolio
208,384
Q2 2025 Added 135.46%
$0
$3.97 Million 0.61% of portfolio
66,151
Q2 2025 Reduced 4.37%
$0
$3.84 Million 0.59% of portfolio
41,634
Q2 2025 Reduced 8.96%
$646B
$3.05 Million 0.47% of portfolio
6,275
Q2 2025 Added 0.84%
$0
$2.82 Million 0.43% of portfolio
44,225
Q2 2025 Added 210.26%
$528B
$2.72 Million 0.42% of portfolio
4,849
Q2 2025 Added 50.54%
$0
$2.63 Million 0.4% of portfolio
14,899
Q2 2025 Reduced 1.81%
$506B
$2.54 Million 0.39% of portfolio
16,092
Q2 2025 Reduced 7.52%
$0
$2.2 Million 0.34% of portfolio
37,522
Q2 2025 Added 3.81%
$3.92T
$2.01 Million 0.31% of portfolio
4,043
Q2 2025 Added 4.69%
$119B
$2.03 Million 0.31% of portfolio
9,680
Q2 2025 New
$0
$1.87 Million 0.29% of portfolio
19,875
Q2 2025 New
$1.72T
$1.85 Million 0.28% of portfolio
10,401
Q2 2025 Added 8.96%
$0
$1.77 Million 0.27% of portfolio
17,871
Q2 2025 Added 6.41%
$0
$1.74 Million 0.27% of portfolio
4,131
Q2 2025 Added 13.61%
$1.65T
$1.68 Million 0.26% of portfolio
2,277
Q2 2025 Reduced 6.79%
$0
$1.64 Million 0.25% of portfolio
2,635
Q2 2025 Reduced 0.38%
$485B
$1.61 Million 0.25% of portfolio
1,199
Q2 2025 Reduced 1.24%
$0
$1.5 Million 0.23% of portfolio
23,381
Q2 2025 Added 34.79%
$0
$1.49 Million 0.23% of portfolio
2,701
Q2 2025 Added 26.87%
$0
$1.37 Million 0.21% of portfolio
19,260
Q4 2024 Reduced 28.41%
$340B
$1.25 Million 0.19% of portfolio
4,872
Q2 2025 Reduced 0.02%
$2.27T
$1.26 Million 0.19% of portfolio
5,730
Q2 2025 Reduced 21.69%
$0
$1.06 Million 0.16% of portfolio
46,133
Q2 2025 Reduced 25.94%
$0
$1.05 Million 0.16% of portfolio
19,965
Q2 2025 New
$79.5B
$961,000 0.15% of portfolio
7,676
Q2 2025 Reduced 0.78%
$202B
$989,000 0.15% of portfolio
171
Q2 2025 Added 1.79%
$1.57T
$914,000 0.14% of portfolio
4,037
Q2 2025 Reduced 6.23%
$326B
$945,000 0.14% of portfolio
11,805
Q2 2025 Added 48.6%
$0
$852,000 0.13% of portfolio
17,138
Q2 2025 Reduced 4.03%
$0
$755,000 0.12% of portfolio
13,244
Q2 2025 Added 17.05%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $652 Million
  • Prior Value $515 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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