Intelligence Driven Advisers, LLC Purchases in Q3 2024

Intelligence Driven Advisers, LLC

  • $693 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
626K
New
$44.9 - $47.55 $28.1M - $29.8M
626K $29.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3
+ 0.0%
$56.04 - $62.2 $168 - $187
1.77M $110M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
72.3K
+ 20.06%
$46.07 - $50.3 $3.33M - $3.64M
433K $21.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
36.4K
+ 6.12%
$44.24 - $49.47 $1.61M - $1.8M
631K $31.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.29K
+ 0.11%
$44.83 - $47.42 $57.6K - $60.9K
1.21M $56.9M
AAPL
Apple Inc.

Technology
1.73K
+ 2.45%
$207.23 - $234.82 $359K - $407K
72.5K $16.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
19.3K
+ 24.06%
$56.04 - $62.99 $1.08M - $1.22M
99.7K $6.09M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.2K
New
$50.61 - $50.96 $618K - $622K
12.2K $621K
MRK
Merck & Co., Inc.

Healthcare
5.04K
+ 75.53%
$111.15 - $128.97 $560K - $650K
11.7K $1.33M
LLY
Eli Lilly & CO

Healthcare
594
+ 49.54%
$772.14 - $960.02 $459K - $570K
1.79K $1.59M
AMZN
Amazon Com Inc

Consumer Cyclical
2.16K
+ 43.41%
$161.02 - $200.0 $348K - $432K
7.14K $1.33M
PG
Procter & Gamble CO

Consumer Defensive
2.08K
New
$160.76 - $177.82 $334K - $369K
2.08K $359K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31
+ 0.51%
$405.19 - $478.57 $12.6K - $14.8K
6.15K $2.83M
PLTR
Palantir Technologies Inc.

Technology
7.53K
New
$24.09 - $37.95 $181K - $286K
7.53K $279K
UNH
Unitedhealth Group Inc

Healthcare
452
New
$488.01 - $604.18 $221K - $273K
452 $264K
GE
General Electric CO

Industrials
847
+ 29.11%
$156.66 - $189.66 $133K - $161K
3.76K $708K
SYK
Stryker Corp

Healthcare
681
New
$315.94 - $371.96 $215K - $253K
681 $245K
PGR
Progressive Corp

Financial Services
962
New
$209.46 - $259.24 $202K - $249K
962 $244K
JNJ
Johnson & Johnson

Healthcare
1.5K
New
$145.48 - $167.38 $218K - $251K
1.5K $243K
META
Meta Platforms, Inc.

Communication Services
131
+ 5.44%
$453.41 - $572.44 $59.4K - $75K
2.54K $1.45M
CAT
Caterpillar Inc

Industrials
593
New
$316.8 - $391.12 $188K - $232K
593 $231K
GWW
W.W. Grainger, Inc.

Industrials
211
New
$896.19 - $1044.18 $189K - $220K
211 $219K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
757
New
$256.4 - $289.78 $194K - $219K
757 $214K
MA
Mastercard Inc

Financial Services
117
+ 4.0%
$429.6 - $500.99 $50.3K - $58.6K
3.04K $1.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
183
New
$1015.62 - $1159.62 $186K - $212K
183 $210K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.2K
New
$28.02 - $32.68 $174K - $203K
6.2K $200K
LEN
Lennar Corp

Consumer Cyclical
23
+ 0.52%
$142.5 - $192.45 $3.28K - $4.43K
4.46K $836K
VEA
Vanguard Ftse Developed Market

ETFs
1.8K
+ 9.24%
$47.6 - $53.31 $85.7K - $96K
21.3K $1.12M
IXUS
Ishares Tr

ETFs
1.7K
+ 29.61%
$64.9 - $73.35 $110K - $124K
7.43K $539K
HD
Home Depot, Inc.

Consumer Cyclical
129
+ 8.54%
$333.64 - $405.2 $43K - $52.3K
1.64K $664K
NFLX
Netflix Inc

Communication Services
145
+ 13.86%
$598.55 - $722.26 $86.8K - $105K
1.19K $844K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
387
+ 0.85%
$36.98 - $41.55 $14.3K - $16.1K
46.2K $1.9M
AMGN
Amgen Inc

Healthcare
315
+ 48.54%
$309.38 - $337.38 $97.5K - $106K
964 $310K
KO
Coca Cola CO

Consumer Defensive
983
+ 26.06%
$62.69 - $73.01 $61.6K - $71.8K
4.76K $341K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.08%
$61.47 - $67.36 $1.29K - $1.41K
26.9K $1.81M
XOM
Exxon Mobil Corp

Energy
756
+ 28.92%
$109.72 - $119.0 $82.9K - $90K
3.37K $395K
IWM
Ishares Russell 2000 ETF

ETFs
238
+ 10.07%
$200.87 - $224.6 $47.8K - $53.5K
2.6K $574K
UBER
Uber Technologies, Inc

Technology
1.02K
+ 19.2%
$58.48 - $77.47 $59.8K - $79.3K
6.35K $477K
JPM
Jpmorgan Chase & CO

Financial Services
325
+ 12.96%
$194.9 - $224.8 $63.3K - $73.1K
2.83K $597K
GOOG
Alphabet Inc.

Communication Services
1.37K
+ 15.8%
$149.54 - $192.66 $205K - $264K
10K $1.68M
VO
Vanguard Mid Cap ETF

ETFs
193
+ 15.18%
$237.84 - $263.83 $45.9K - $50.9K
1.46K $386K
VTI
Vanguard Total Stock Market Et

ETFs
182
+ 15.36%
$255.18 - $283.2 $46.4K - $51.5K
1.37K $387K
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 3.14%
$3305.62 - $4268.05 $16.5K - $21.3K
164 $690K
LOW
Lowes Companies Inc

Consumer Cyclical
14
+ 1.25%
$213.3 - $270.78 $2.99K - $3.79K
1.14K $307K
MO
Altria Group, Inc.

Consumer Defensive
435
+ 8.78%
$45.95 - $54.71 $20K - $23.8K
5.39K $275K
WMT
Walmart Inc.

Consumer Defensive
63
+ 1.9%
$66.91 - $81.4 $4.22K - $5.13K
3.38K $272K
MSFT
Microsoft Corp

Technology
234
+ 6.72%
$395.15 - $467.56 $92.5K - $109K
3.71K $1.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
20
+ 1.03%
$149.02 - $167.67 $2.98K - $3.35K
1.96K $327K
IWF
Ishares Russell 1000 Gr ETF

ETFs
61
+ 6.03%
$332.02 - $382.76 $20.3K - $23.3K
1.07K $402K
Activity Summary
Buys All Purchases 63 New Holdings 14 Increased Positions 49 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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