Intelligence Driven Advisers, LLC Reduced Holdings in Q1 2025

Intelligence Driven Advisers, LLC

  • $515 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
-2.11K
- 0.93%
$210.19 - $243.33 $443K - $513K
226K $47.6M
AAPL
Apple Inc.

Technology
-2.49K
- 3.44%
$209.68 - $247.1 $522K - $616K
69.9K $15.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-16.2K
- 3.08%
$53.6 - $58.97 $869K - $956K
509K $27.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.12K
- 5.24%
$168.16 - $186.21 $860K - $952K
92.4K $15.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.22K
- 30.58%
$190.26 - $242.06 $613K - $780K
7.32K $1.39M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-24.1K
- 4.53%
$44.68 - $46.49 $1.08M - $1.12M
508K $23.5M
AVGO
Broadcom Inc.

Technology
-2.19K
- 62.34%
$167.43 - $244.7 $366K - $535K
1.32K $221K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-11.9K
- 7.64%
$32.57 - $35.82 $387K - $425K
144K $4.76M
GOOG
Alphabet Inc.

Communication Services
-745
- 7.24%
$156.06 - $207.71 $116K - $155K
9.55K $1.49M
LLY
Eli Lilly & CO

Healthcare
-669
- 37.78%
$725.72 - $929.72 $486K - $622K
1.1K $910K
BOND
Pimco Active Bond Exchange Tra

ETFs
-4.35K
- 8.69%
$89.27 - $92.9 $389K - $404K
45.7K $4.23M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-13K
- 17.3%
$22.25 - $23.0 $290K - $300K
62.3K $1.43M
MRK
Merck & Co., Inc.

Healthcare
-1.45K
- 11.12%
$83.01 - $101.02 $121K - $147K
11.6K $1.04M
MSFT
Microsoft Corp

Technology
-96
- 2.43%
$375.39 - $447.2 $36K - $42.9K
3.86K $1.45M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.44K
- 3.41%
$55.41 - $60.74 $135K - $148K
69.2K $3.91M
JPM
Jpmorgan Chase & CO

Financial Services
-821
- 28.35%
$225.19 - $279.95 $185K - $230K
2.08K $508K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-102
- 2.31%
$165.25 - $224.62 $16.9K - $22.9K
4.31K $714K
HD
Home Depot, Inc.

Consumer Cyclical
-207
- 12.69%
$347.25 - $424.87 $71.9K - $87.9K
1.42K $521K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-1.42K
- 0.21%
N/A
673K $50.3M
LEN
Lennar Corp

Consumer Cyclical
-14
- 0.31%
$113.93 - $141.54 $1.6K - $1.98K
4.45K $510K
ADBE
Adobe Inc.

Technology
-64
- 5.83%
$377.84 - $464.11 $24.2K - $29.7K
1.03K $396K
IXUS
Ishares Tr

ETFs
-1.41K
- 19.18%
$65.06 - $72.31 $91.8K - $102K
5.94K $414K
META
Meta Platforms, Inc.

Communication Services
-63
- 2.51%
$576.36 - $736.67 $36.3K - $46.4K
2.44K $1.41M
C
Citigroup Inc

Financial Services
-973
- 20.36%
$67.23 - $84.63 $65.4K - $82.3K
3.81K $270K
ELV
Elevance Health, Inc.

Healthcare
-266
- 33.59%
$365.9 - $436.25 $97.3K - $116K
526 $228K
VTV
Vanguard Value ETF

ETFs
-673
- 4.25%
$167.73 - $179.21 $113K - $121K
15.2K $2.62M
IXN
Ishares Global Information Tec

ETFs
-261
- 7.4%
$75.73 - $88.4 $19.8K - $23.1K
3.27K $247K
KO
Coca Cola CO

Consumer Defensive
-1.25K
- 26.53%
$60.81 - $72.32 $76.1K - $90.5K
3.47K $248K
AMGN
Amgen Inc

Healthcare
-300
- 31.35%
$258.59 - $327.36 $77.6K - $98.2K
657 $204K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.04K
- 17.32%
$44.41 - $45.98 $46.1K - $47.7K
4.95K $225K
VB
Vanguard Small Cap ETF

ETFs
-52
- 5.14%
$217.89 - $252.64 $11.3K - $13.1K
960 $212K
XLK
Technology Sector Spdr

ETFs
-8
- 0.69%
$206.38 - $242.18 $1.65K - $1.94K
1.14K $236K
PULS
Pgim ETF Tr

ETFs
-649
- 3.51%
$49.56 - $49.78 $32.2K - $32.3K
17.9K $888K
WFC
Wells Fargo & Company

Financial Services
-341
- 4.12%
$66.78 - $81.42 $22.8K - $27.8K
7.94K $570K
VOE
Vanguard Mid Cap Value Index F

ETFs
-44
- 2.06%
$156.61 - $168.02 $6.89K - $7.39K
2.09K $335K
FISV
Fiserv Inc

Technology
-37
- 0.48%
N/A
7.74K $968K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-40
- 1.82%
$128.74 - $138.67 $5.15K - $5.55K
2.15K $292K
VEA
Vanguard Ftse Developed Market

ETFs
-540
- 4.56%
$47.4 - $52.99 $25.6K - $28.6K
11.3K $575K
VGSH
Vanguard

ETFs
-168
- 0.46%
$58.07 - $58.69 $9.76K - $9.86K
36.1K $2.12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-229
- 1.35%
$95.85 - $99.25 $21.9K - $22.7K
16.8K $1.66M
PLTR
Palantir Technologies Inc.

Technology
-551
- 8.02%
$64.98 - $124.62 $35.8K - $68.7K
6.32K $533K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-18.1K
- 1.83%
$44.72 - $46.25 $808K - $835K
971K $44.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.47K
- 3.77%
$18.36 - $20.51 $63.6K - $71.1K
88.5K $1.75M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-25.2K
- 1.55%
$24.05 - $24.86 $606K - $626K
1.6M $39.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-92
- 1.46%
$442.66 - $534.52 $40.7K - $49.2K
6.22K $3.31M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-3.25K
- 0.96%
$32.66 - $36.43 $106K - $118K
336K $11.8M
Activity Summary
Buys All Purchases 45 New Holdings 12 Increased Positions 33 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 1 Puts 0
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