Intelligence Driven Advisers, LLC Purchases in Q2 2025

Intelligence Driven Advisers, LLC

  • $652 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
197K
+ 14.73%
$53.65 - $67.02 $10.6M - $13.2M
1.53M $103M
IWY
Ishares Tr Russell 200 Growth

ETFs
45.5K
+ 20.17%
$187.5 - $246.51 $8.54M - $11.2M
271K $66.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
25.1K
+ 603.48%
$496.48 - $617.85 $12.5M - $15.5M
29.3K $18.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
166K
+ 32.88%
$43.53 - $54.46 $7.23M - $9.05M
671K $36.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
434K
+ 71.5%
$19.1 - $23.83 $8.28M - $10.3M
1.04M $24.8M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
165K
+ 42.59%
$43.78 - $51.5 $7.24M - $8.52M
554K $28.5M
PRF
Invesco Exchange Traded Fd Tr

ETFs
148K
+ 2909.44%
$35.77 - $42.27 $5.29M - $6.26M
153K $6.47M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
87.1K
+ 25.95%
$30.96 - $40.6 $2.7M - $3.54M
423K $17.1M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
61.8K
+ 9.18%
N/A
735K $55M
SCHR
Schwab Intermediate Term Us Tr

ETFs
165K
+ 10.32%
$24.54 - $25.07 $4.06M - $4.14M
1.77M $44.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
72.8K
+ 7.5%
$45.12 - $46.23 $3.29M - $3.37M
1.04M $48.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
120K
+ 135.46%
$17.76 - $22.1 $2.13M - $2.65M
208K $4.61M
BA
Boeing CO

Industrials
9.68K
New
$136.59 - $217.51 $1.32M - $2.11M
9.68K $2.03M
DFAS
Dimensional ETF Tr U S Small C

ETFs
30K
+ 210.26%
$52.31 - $63.72 $1.57M - $1.91M
44.2K $2.82M
MBB
Ishares Tr

ETFs
19.9K
New
$91.41 - $94.22 $1.82M - $1.87M
19.9K $1.87M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12.8K
+ 13.83%
$50.08 - $63.14 $642K - $810K
106K $6.67M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.23K
+ 2.41%
$152.42 - $182.82 $340K - $408K
94.6K $17.3M
XLF
Financial Sector Spdr

ETFs
20K
New
$43.92 - $52.37 $877K - $1.05M
20K $1.05M
MA
Mastercard Inc

Financial Services
1.63K
+ 50.54%
$479.92 - $590.74 $781K - $962K
4.85K $2.72M
XLV
Select Sector Spdr Fund Health

ETFs
4.8K
New
$128.77 - $144.3 $618K - $693K
4.8K $646K
BTI
British American Tobacco P.L.C.

Consumer Defensive
13.4K
New
$39.43 - $49.34 $527K - $659K
13.4K $632K
FILL
Ishares Inc Msci Global Energy

ETFs
24K
New
$20.55 - $24.96 $493K - $599K
24K $569K
MSFT
Microsoft Corp

Technology
181
+ 4.69%
$354.56 - $497.45 $64.2K - $90K
4.04K $2.01M
XLB
Select Sector Spdr Fd Material

ETFs
6K
New
$74.27 - $88.92 $446K - $534K
6K $526K
LRGF
Ishares Tr

ETFs
6.04K
+ 34.79%
$51.37 - $64.13 $310K - $387K
23.4K $1.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
572
+ 26.87%
$416.06 - $551.64 $238K - $316K
2.7K $1.49M
PJP
Invesco Exchange Traded Fd Tr

ETFs
5.4K
New
$74.59 - $84.45 $403K - $456K
5.4K $431K
IWF
Ishares Russell 1000 Gr ETF

ETFs
495
+ 13.61%
$320.42 - $424.58 $159K - $210K
4.13K $1.74M
QCOM
Qualcomm Inc

Technology
2.7K
New
$124.66 - $159.48 $337K - $431K
2.7K $430K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
6.66K
New
$54.27 - $63.01 $361K - $420K
6.66K $417K
WFC
Wells Fargo & Company

Financial Services
3.86K
+ 48.6%
$60.98 - $80.12 $235K - $309K
11.8K $945K
GOOG
Alphabet Inc.

Communication Services
855
+ 8.96%
$146.58 - $180.01 $125K - $154K
10.4K $1.85M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.8K
New
$58.41 - $72.69 $280K - $349K
4.8K $348K
VST
Vistra Corp.

Utilities
1.64K
New
$98.07 - $195.04 $161K - $320K
1.64K $318K
LOW
Lowes Companies Inc

Consumer Cyclical
1.39K
New
$210.83 - $235.28 $293K - $328K
1.39K $308K
PANW
Palo Alto Networks Inc

Technology
1.24K
New
$152.44 - $204.64 $188K - $253K
1.24K $252K
GILD
Gilead Sciences, Inc.

Healthcare
2.24K
New
$96.91 - $113.0 $217K - $253K
2.24K $247K
XLU
Utilities Sector Spdr

ETFs
3K
New
$73.09 - $82.77 $219K - $248K
3K $244K
INTU
Intuit Inc

Technology
307
New
$544.07 - $787.63 $167K - $242K
307 $241K
BOTZ
Global X Fds

ETFs
7.2K
New
$24.51 - $32.65 $176K - $235K
7.2K $235K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
927
New
$180.84 - $240.32 $168K - $223K
927 $222K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
762
New
$224.16 - $285.86 $171K - $218K
762 $217K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 1.79%
$4164.15 - $5789.24 $12.5K - $17.4K
171 $989K
C
Citigroup Inc

Financial Services
1.87K
+ 48.99%
$58.13 - $85.12 $108K - $159K
5.67K $482K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.39K
New
$26.66 - $33.09 $170K - $212K
6.39K $210K
UNH
Unitedhealth Group Inc

Healthcare
651
New
$274.35 - $599.47 $179K - $390K
651 $203K
EFG
Msci Eafe Growth ETF

ETFs
1.81K
New
$89.8 - $112.0 $162K - $202K
1.81K $202K
VEA
Vanguard Ftse Developed Market

ETFs
1.93K
+ 17.05%
$45.65 - $57.01 $88.1K - $110K
13.2K $755K
UBER
Uber Technologies, Inc

Technology
274
+ 4.11%
$64.62 - $93.3 $17.7K - $25.6K
6.93K $646K
Activity Summary
Buys All Purchases 70 New Holdings 24 Increased Positions 46 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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