Intelligence Driven Advisers, LLC Purchases in Q3 2025

Intelligence Driven Advisers, LLC

  • $707 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
17K
+ 1.11%
$67.01 - $72.84 $1.14M - $1.23M
1.55M $112M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
96.5K
+ 14.37%
$54.35 - $59.32 $5.24M - $5.72M
768K $45.4M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
104K
+ 18.81%
$51.16 - $55.21 $5.33M - $5.75M
658K $36.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
72.5K
+ 6.95%
$45.6 - $46.92 $3.31M - $3.4M
1.12M $52.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
128K
+ 7.23%
$24.69 - $25.26 $3.16M - $3.23M
1.89M $47.6M
AVUV
American Centy ETF Tr Avantis

ETFs
5.41K
+ 2.07%
$90.37 - $102.12 $489K - $553K
267K $26.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
36.4K
+ 7.23%
$45.72 - $47.27 $1.66M - $1.72M
540K $25.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
741
+ 2.53%
$617.65 - $666.84 $458K - $494K
30K $20M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
22K
+ 2.99%
N/A
757K $56.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.3K
+ 9.74%
$62.54 - $68.42 $643K - $703K
116K $7.82M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.1K
+ 5.82%
$21.69 - $23.34 $263K - $283K
221K $5.13M
VTI
Vanguard Total Stock Market Et

ETFs
1.16K
+ 77.24%
$303.93 - $329.86 $354K - $384K
2.67K $876K
APP
App Lovin Corp

Technology
527
New
$335.1 - $718.54 $177K - $379K
527 $378K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.59K
New
$74.93 - $80.73 $269K - $289K
3.59K $289K
SU
Suncor Energy Inc

Energy
5.46K
New
$37.83 - $43.02 $207K - $235K
5.46K $228K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
39
+ 0.97%
$224.68 - $282.71 $8.76K - $11K
4.08K $1.14M
STX
Seagate Technology Holdings PLC

Technology
945
New
$142.01 - $236.06 $134K - $223K
945 $223K
TSLA
Tesla, Inc.

Consumer Cyclical
465
New
$293.94 - $444.72 $137K - $207K
465 $206K
HCA
Hca Healthcare, Inc.

Healthcare
482
New
$334.32 - $426.2 $161K - $205K
482 $205K
GD
General Dynamics Corp

Industrials
600
New
$293.92 - $341.0 $176K - $205K
600 $204K
WPC
W. P. Carey Inc.

Real Estate
3K
New
$61.29 - $68.7 $184K - $206K
3K $202K
GOOGL
Alphabet Inc.

Communication Services
27
+ 1.02%
$174.36 - $254.72 $4.71K - $6.88K
2.68K $652K
MRK
Merck & Co., Inc.

Healthcare
1.62K
+ 16.25%
$77.6 - $87.37 $125K - $141K
11.6K $969K
QQQ
Invesco Qqq Trust, Series 1

ETFs
15
+ 0.56%
$546.99 - $602.2 $8.2K - $9.03K
2.72K $1.63M
AVGO
Broadcom Inc.

Technology
215
+ 23.63%
$264.74 - $369.57 $56.9K - $79.5K
1.13K $371K
WFC
Wells Fargo & Company

Financial Services
889
+ 7.53%
$77.05 - $85.16 $68.5K - $75.7K
12.7K $1.06M
MSFT
Microsoft Corp

Technology
55
+ 1.36%
$491.09 - $535.64 $27K - $29.5K
4.1K $2.12M
C
Citigroup Inc

Financial Services
1
+ 0.02%
$85.57 - $103.49 $85.6 - $103
5.67K $575K
WMT
Walmart Inc.

Consumer Defensive
671
+ 16.24%
$94.4 - $104.27 $63.3K - $70K
4.8K $494K
GM
General Motors CO

Consumer Cyclical
229
+ 3.67%
$48.89 - $61.24 $11.2K - $14K
6.46K $394K
ADBE
Adobe Inc.

Technology
350
+ 26.42%
$333.65 - $392.1 $117K - $137K
1.68K $590K
XLK
Technology Sector Spdr

ETFs
116
+ 10.14%
$250.97 - $282.66 $29.1K - $32.8K
1.26K $355K
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.2%
$282.78 - $316.06 $1.13K - $1.26K
2.05K $645K
PULS
Pgim ETF Tr

ETFs
991
+ 5.78%
$49.58 - $49.83 $49.1K - $49.4K
18.1K $903K
VGSH
Vanguard

ETFs
774
+ 2.06%
$58.43 - $58.88 $45.2K - $45.6K
38.3K $2.25M
IXN
Ishares Global Information Tec

ETFs
130
+ 3.98%
$91.28 - $103.32 $11.9K - $13.4K
3.4K $350K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
288
+ 1.61%
$97.75 - $100.75 $28.2K - $29K
18.2K $1.82M
UNH
Unitedhealth Group Inc

Healthcare
55
+ 8.45%
$237.77 - $353.61 $13.1K - $19.4K
706 $243K
XLC
Select Sector Spdr Tr Communic

ETFs
30
+ 1.26%
$105.99 - $119.41 $3.18K - $3.58K
2.41K $285K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.13%
$284.45 - $324.95 $284 - $325
763 $244K
VOE
Vanguard Mid Cap Value Index F

ETFs
10
+ 0.48%
$164.63 - $174.58 $1.65K - $1.75K
2.1K $366K
TFLO
Ishares Treasury Floating Rate

ETFs
441
+ 3.03%
$50.45 - $50.65 $22.2K - $22.3K
15K $757K
GILD
Gilead Sciences, Inc.

Healthcare
186
+ 8.32%
$108.22 - $120.47 $20.1K - $22.4K
2.42K $268K
VBR
Vanguard Small Cap Value ETF

ETFs
5
+ 0.42%
$195.41 - $212.37 $977 - $1.06K
1.19K $249K
VOT
Vanguard Mid Cap Growth Index

ETFs
3
+ 0.2%
$282.75 - $294.19 $848 - $883
1.51K $443K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
14
+ 0.65%
$136.48 - $142.97 $1.91K - $2K
2.18K $305K
VST
Vistra Corp.

Utilities
5
+ 0.3%
$182.0 - $217.92 $910 - $1.09K
1.65K $322K
Lam Research Corp
1.75K
New
N/A
1.75K $0
Pimco ETF Tr
20.9K
+ 23.75%
N/A
109K $0
Activity Summary
Buys All Purchases 52 New Holdings 9 Increased Positions 43 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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