Intelligence Driven Advisers, LLC Portfolio Holdings

Intelligence Driven Advisers, LLC

  • $515 Million
  • Q1 2025

Intelligence Driven Advisers, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $515 Million distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $80.8M, Spdr Index Shs Fds Msci Eafe S with a value of $50.3M, Ishares Tr Russell 200 Growth with a value of $47.6M, Ishares Core Total Usd Bond Ma with a value of $44.7M, and Schwab Intermediate Term Us Tr with a value of $39.8M.

Examining the 13F form we can see an decrease of $17.1M in the current position value, from $532M to 515M.

Below you can find more details about Intelligence Driven Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $515 Million
ETFs: $472 Million
Technology: $22.3 Million
Financial Services: $6.94 Million
Communication Services: $4.83 Million
Consumer Cyclical: $3.72 Million
Healthcare: $2.81 Million
Industrials: $975,000
Consumer Defensive: $915,000
Other: $659,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$80.8 Million 15.69% of portfolio
1,335,847
Q1 2025 Added 1.05%
$0
$50.3 Million 9.78% of portfolio
672,858
Q1 2025 Reduced 0.21%
$0
$47.6 Million 9.24% of portfolio
225,629
Q1 2025 Reduced 0.93%
$0
$44.7 Million 8.69% of portfolio
970,924
Q1 2025 Reduced 1.83%
$0
$39.8 Million 7.73% of portfolio
1,601,883
Q1 2025 Reduced 1.55%
$0
$27.9 Million 5.42% of portfolio
509,269
Q1 2025 Reduced 3.08%
$0
$24.6 Million 4.78% of portfolio
505,133
Q1 2025 Added 4.17%
$0
$23.5 Million 4.57% of portfolio
508,149
Q1 2025 Reduced 4.53%
$0
$19.9 Million 3.87% of portfolio
228,698
Q1 2025 Added 0.15%
$0
$19.2 Million 3.72% of portfolio
388,266
Q1 2025 Added 12.05%
$0
$15.8 Million 3.07% of portfolio
92,410
Q1 2025 Reduced 5.24%
$0
$13.1 Million 2.54% of portfolio
606,604
Q1 2025 Added 14.15%
$0
$11.8 Million 2.28% of portfolio
335,532
Q1 2025 Reduced 0.96%
$0
$5.11 Million 0.99% of portfolio
92,762
Q1 2025 Added 9.32%
$0
$4.76 Million 0.92% of portfolio
143,500
Q1 2025 Reduced 7.64%
$0
$4.57 Million 0.89% of portfolio
14,390
Q1 2025 Reduced 3.42%
$0
$3.91 Million 0.76% of portfolio
69,175
Q1 2025 Reduced 3.41%
$0
$2.62 Million 0.51% of portfolio
15,173
Q1 2025 Reduced 4.25%
$0
$2.33 Million 0.45% of portfolio
4,166
Q1 2025 Added 0.63%
$0
$2.12 Million 0.41% of portfolio
36,146
Q1 2025 Reduced 0.46%
$0
$1.75 Million 0.34% of portfolio
88,500
Q1 2025 Reduced 3.77%
$0
$1.66 Million 0.32% of portfolio
16,794
Q1 2025 Reduced 1.35%
$0
$1.58 Million 0.31% of portfolio
3,076
Q1 2025 Added 206.68%
$0
$1.49 Million 0.29% of portfolio
2,645
Q1 2025 Added 4.09%
$0
$1.43 Million 0.28% of portfolio
62,291
Q1 2025 Reduced 17.3%
$0
$1.31 Million 0.25% of portfolio
3,636
Q1 2025 Added 261.43%
$0
$1.28 Million 0.25% of portfolio
19,260
Q4 2024 Reduced 28.41%
$0
$1.03 Million 0.2% of portfolio
20,258
Q1 2025 Added 7.6%
$0
$1 Million 0.19% of portfolio
17,346
Q1 2025 New
$0
$998,000 0.19% of portfolio
2,129
Q1 2025 Added 8.46%
$0
$851,000 0.17% of portfolio
14,254
Q1 2025 New
$0
$888,000 0.17% of portfolio
17,857
Q1 2025 Reduced 3.51%
$0
$776,000 0.15% of portfolio
15,321
Q1 2025 Added 0.95%
$0
$575,000 0.11% of portfolio
11,315
Q1 2025 Reduced 4.56%
$0
$480,000 0.09% of portfolio
8,240
Q4 2024 Reduced 29.51%
$0
$451,000 0.09% of portfolio
1,642
Q1 2025 Added 26.8%
$0
$414,000 0.08% of portfolio
5,944
Q1 2025 Reduced 19.18%
$0
$347,000 0.07% of portfolio
3,456
Q1 2025 New
$0
$368,000 0.07% of portfolio
1,506
Q1 2025 Added 0.13%
$0
$335,000 0.07% of portfolio
2,092
Q1 2025 Reduced 2.06%
$1.67B
$343,000 0.07% of portfolio
15,094
Q4 2022 Reduced 13.18%
$0
$346,000 0.07% of portfolio
3,752
Q4 2024 Reduced 46.18%
$0
$285,000 0.06% of portfolio
3,048
Q4 2024 Reduced 53.91%
$0
$326,000 0.06% of portfolio
4,167
Q4 2024 Added 2.18%
$0
$292,000 0.06% of portfolio
2,154
Q1 2025 Reduced 1.82%
$0
$319,000 0.06% of portfolio
5,414
Q1 2024 Reduced 3.48%
$0
$236,000 0.05% of portfolio
1,144
Q1 2025 Reduced 0.69%
$0
$247,000 0.05% of portfolio
3,267
Q1 2025 Reduced 7.4%
$0
$245,000 0.05% of portfolio
3,109
Q1 2025 Added 0.65%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $515 Million
  • Prior Value $532 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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