Intelligence Driven Advisers, LLC Incresed Positions 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
DFAS
Dimensional ETF Tr U S Small C

ETFs
30K
+ 210.26%
$52.31 - $63.72 $1.57M - $1.91M
44.2K $2.82M
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
MA
Mastercard Inc

Financial Services
1.63K
+ 50.54%
$479.92 - $590.74 $781K - $962K
4.85K $2.72M
MSFT
Microsoft Corp

Technology
181
+ 4.69%
$354.56 - $497.45 $64.2K - $90K
4.04K $2.01M
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
495
+ 13.61%
$320.42 - $424.58 $159K - $210K
4.13K $1.74M
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
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
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
ADBE
Adobe Inc.

Technology
291
+ 28.14%
$340.0 - $420.68 $98.9K - $122K
1.33K $512K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.08K
+ 6.41%
$96.84 - $99.46 $104K - $107K
17.9K $1.77M
GOOGL
Alphabet Inc.

Communication Services
265
+ 11.08%
$144.7 - $178.6 $38.3K - $47.3K
2.66K $468K
WMT
Walmart Inc.

Consumer Defensive
533
+ 14.81%
$81.79 - $99.98 $43.6K - $53.3K
4.13K $403K
VGSH
Vanguard

ETFs
1.38K
+ 3.81%
$58.32 - $58.95 $80.2K - $81.1K
37.5K $2.2M
DASH
Door Dash, Inc.

Communication Services
32
+ 2.72%
$163.16 - $246.51 $5.22K - $7.89K
1.21K $297K
GM
General Motors CO

Consumer Cyclical
727
+ 13.2%
$42.48 - $50.46 $30.9K - $36.7K
6.24K $306K
VB
Vanguard Small Cap ETF

ETFs
71
+ 7.4%
$193.73 - $237.37 $13.8K - $16.9K
1.03K $244K
BSX
Boston Scientific Corp

Healthcare
92
+ 4.16%
$89.7 - $107.41 $8.25K - $9.88K
2.3K $247K
WIT
Wipro LTD

Technology
8.03K
+ 44.04%
$2.7 - $3.09 $21.7K - $24.8K
26.3K $79K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
977
+ 7.21%
$13.71 - $15.46 $13.4K - $15.1K
14.5K $224K
KO
Coca Cola CO

Consumer Defensive
217
+ 6.26%
$68.37 - $73.9 $14.8K - $16K
3.68K $260K
AIG
American International Group, Inc.

Financial Services
135
+ 4.63%
$77.56 - $87.72 $10.5K - $11.8K
3.05K $260K
ENIC
Enel Chile S.A.

Utilities
187
+ 1.67%
$2.89 - $3.97 $540 - $742
11.4K $41K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
15
+ 0.7%
$121.58 - $136.74 $1.82K - $2.05K
2.17K $294K
Pimco ETF Tr
62.7K
+ 248.95%
N/A
87.8K $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.44K
+ 1297.87%
$87.84 - $1441.89 $214K - $3.52M
2.63K $236K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
52
+ 0.84%
$483.48 - $539.8 $25.1K - $28.1K
6.28K $3.05M
AAPL
Apple Inc.

Technology
3.89K
+ 5.57%
$172.42 - $223.89 $671K - $871K
73.8K $15.1M
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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