Intelligence Driven Advisers, LLC Reduced Holdings in Q2 2025

Intelligence Driven Advisers, LLC

  • $652 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-48.7K
- 9.57%
$47.46 - $55.3 $2.31M - $2.69M
461K $25.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.94K
- 62.94%
$456.74 - $568.03 $884K - $1.1M
1.14K $647K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-16K
- 79.02%
$50.36 - $50.68 $806K - $811K
4.25K $215K
LLY
Eli Lilly & CO

Healthcare
-552
- 50.09%
$713.71 - $898.95 $394K - $496K
550 $428K
BOND
Pimco Active Bond Exchange Tra

ETFs
-4.1K
- 8.96%
$89.87 - $92.93 $368K - $381K
41.6K $3.84M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-16.2K
- 25.94%
$22.54 - $23.17 $364K - $374K
46.1K $1.06M
MRK
Merck & Co., Inc.

Healthcare
-1.67K
- 14.39%
$73.47 - $87.12 $123K - $145K
9.94K $786K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-4.9K
- 0.96%
$45.2 - $46.6 $221K - $228K
503K $23.3M
XOM
Exxon Mobil Corp

Energy
-923
- 26.65%
$99.93 - $119.04 $92.2K - $110K
2.54K $273K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.59K
- 21.69%
$167.32 - $223.3 $266K - $354K
5.73K $1.26M
TFLO
Ishares Treasury Floating Rate

ETFs
-780
- 5.09%
$50.47 - $50.66 $39.4K - $39.5K
14.5K $736K
PULS
Pgim ETF Tr

ETFs
-719
- 4.03%
$49.39 - $49.76 $35.5K - $35.8K
17.1K $852K
MO
Altria Group, Inc.

Consumer Defensive
-270
- 4.6%
$55.56 - $60.91 $15K - $16.4K
5.6K $328K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-463
- 9.35%
$44.68 - $45.96 $20.7K - $21.3K
4.49K $205K
LEN
Lennar Corp

Consumer Cyclical
-8
- 0.18%
$102.76 - $115.66 $822 - $925
4.44K $490K
FISV
Fiserv Inc

Technology
-60
- 0.78%
N/A
7.68K $961K
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 0.77%
$335.24 - $380.78 $3.69K - $4.19K
1.41K $518K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-27
- 0.87%
$77.94 - $79.5 $2.1K - $2.15K
3.08K $245K
GRAB
Grab Holdings LTD

Technology
-75
- 0.7%
$3.48 - $5.25 $261 - $394
10.6K $53K
VBR
Vanguard Small Cap Value ETF

ETFs
-26
- 2.14%
$162.76 - $195.77 $4.23K - $5.09K
1.19K $231K
VTI
Vanguard Total Stock Market Et

ETFs
-135
- 8.22%
$243.75 - $303.93 $32.9K - $41K
1.51K $458K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-9.53K
- 6.64%
$29.36 - $35.56 $280K - $339K
134K $4.76M
VTV
Vanguard Value ETF

ETFs
-274
- 1.81%
$153.67 - $176.74 $42.1K - $48.4K
14.9K $2.63M
IXUS
Ishares Tr

ETFs
-406
- 6.83%
$62.37 - $77.63 $25.3K - $31.5K
5.54K $428K
XLC
Select Sector Spdr Tr Communic

ETFs
-6
- 0.25%
$86.13 - $108.53 $517 - $651
2.38K $258K
AVGO
Broadcom Inc.

Technology
-412
- 31.16%
$146.29 - $275.65 $60.3K - $114K
910 $250K
AVUS
American Centy ETF Tr Avantis

ETFs
-1
- 0.03%
$81.38 - $100.82 $81.4 - $101
3.75K $378K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-3.02K
- 4.37%
$50.39 - $60.05 $152K - $182K
66.2K $3.97M
JPM
Jpmorgan Chase & CO

Financial Services
-33
- 1.59%
$210.28 - $289.91 $6.94K - $9.57K
2.04K $591K
IWV
Ishares Russell 3000 ETF

ETFs
-1.02K
- 7.12%
$281.67 - $351.0 $288K - $359K
13.4K $4.69M
IVV
Ishares Core S&P 500 ETF

ETFs
-10
- 0.38%
$498.8 - $620.9 $4.99K - $6.21K
2.64K $1.64M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-268
- 6.23%
$141.37 - $228.57 $37.9K - $61.3K
4.04K $914K
META
Meta Platforms, Inc.

Communication Services
-166
- 6.79%
$484.66 - $738.09 $80.5K - $123K
2.28K $1.68M
PLTR
Palantir Technologies Inc.

Technology
-365
- 5.78%
$74.01 - $144.25 $27K - $52.7K
5.96K $811K
GE
General Electric CO

Industrials
-1
- 0.02%
$166.81 - $257.39 $167 - $257
4.87K $1.25M
NFLX
Netflix Inc

Communication Services
-15
- 1.24%
$855.86 - $1339.13 $12.8K - $20.1K
1.2K $1.61M
NVDA
Nvidia Corp

Technology
-1.31K
- 7.52%
$94.31 - $157.99 $123K - $207K
16.1K $2.54M
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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