Intelligence Driven Advisers, LLC Incresed Positions in Q4 2024

Intelligence Driven Advisers, LLC

  • $532 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
3.4K
+ 47.64%
$180.88 - $232.93 $615K - $792K
10.5K $2.31M
NVDA
Nvidia Corp

Technology
1.4K
+ 9.21%
$117.0 - $148.88 $163K - $208K
16.6K $2.22M
GOOG
Alphabet Inc.

Communication Services
252
+ 2.51%
$163.08 - $198.16 $41.1K - $49.9K
10.3K $1.96M
WFC
Wells Fargo & Company

Financial Services
106
+ 1.3%
$54.98 - $77.35 $5.83K - $8.2K
8.29K $581K
GOOGL
Alphabet Inc.

Communication Services
268
+ 13.11%
$161.86 - $196.66 $43.4K - $52.7K
2.31K $437K
JPM
Jpmorgan Chase & CO

Financial Services
63
+ 2.22%
$205.18 - $250.29 $12.9K - $15.8K
2.9K $694K
MSFT
Microsoft Corp

Technology
244
+ 6.57%
$406.35 - $454.46 $99.1K - $111K
3.96K $1.67M
DXCM
Dexcom Inc

Healthcare
7
+ 0.21%
$65.68 - $81.01 $460 - $567
3.34K $259K
WMT
Walmart Inc.

Consumer Defensive
42
+ 1.24%
$79.1 - $95.7 $3.32K - $4.02K
3.42K $308K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
164
+ 2.67%
$442.29 - $483.08 $72.5K - $79.2K
6.32K $2.86M
VOT
Vanguard Mid Cap Growth Index

ETFs
3
+ 0.2%
$241.48 - $274.89 $724 - $825
1.5K $381K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
89
+ 2.18%
$84.34 - $95.14 $7.51K - $8.47K
4.17K $363K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.4%
$278.19 - $315.36 $835 - $946
760 $218K
VBR
Vanguard Small Cap Value ETF

ETFs
6
+ 0.51%
$197.36 - $217.3 $1.18K - $1.3K
1.18K $234K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
69
+ 3.25%
$131.66 - $144.0 $9.08K - $9.94K
2.19K $289K
UNH
Unitedhealth Group Inc

Healthcare
44
+ 9.73%
$485.52 - $625.25 $21.4K - $27.5K
496 $250K
XOM
Exxon Mobil Corp

Energy
71
+ 2.11%
$105.51 - $125.37 $7.49K - $8.9K
3.44K $370K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.2%
$143.34 - $165.86 $430 - $498
1.5K $217K
MRK
Merck & Co., Inc.

Healthcare
1.34K
+ 11.46%
$96.31 - $114.76 $129K - $154K
13.1K $1.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
45.8K
+ 99.28%
$18.41 - $40.87 $843K - $1.87M
92K $1.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
340K
+ 177.46%
$22.01 - $66.82 $7.48M - $22.7M
531K $12.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
644K
+ 65.59%
$24.19 - $50.58 $15.6M - $32.6M
1.63M $39.5M
Activity Summary
Buys All Purchases 33 New Holdings 10 Increased Positions 23 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 1
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