Intelligence Driven Advisers, LLC Portfolio Holdings

Intelligence Driven Advisers, LLC

  • $652 Million
  • Q2 2025

Intelligence Driven Advisers, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $652 Million distributed in 119 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 $103M, Ishares Tr Russell 200 Growth with a value of $66.8M, Spdr Index Shs Fds Msci Eafe S with a value of $55M, Ishares Core Total Usd Bond Ma with a value of $48.3M, and Schwab Intermediate Term Us Tr with a value of $44.2M.

Examining the 13F form we can see an increase of $137M in the current position value, from $515M to 652M.

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

Portfolio value $652 Million
ETFs: $602 Million
Technology: $24.8 Million
Financial Services: $8.05 Million
Communication Services: $5.9 Million
Consumer Cyclical: $4.1 Million
Industrials: $3.28 Million
Healthcare: $2.14 Million
Consumer Defensive: $1.62 Million
Other: $632,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$103 Million 15.75% of portfolio
1,532,653
Q2 2025 Added 14.73%
$0
$66.8 Million 10.25% of portfolio
271,149
Q2 2025 Added 20.17%
$0
$55 Million 8.43% of portfolio
734,636
Q2 2025 Added 9.18%
$0
$48.3 Million 7.4% of portfolio
1,043,740
Q2 2025 Added 7.5%
$0
$44.2 Million 6.78% of portfolio
1,767,135
Q2 2025 Added 10.32%
$0
$36.6 Million 5.61% of portfolio
671,231
Q2 2025 Added 32.88%
$0
$28.5 Million 4.37% of portfolio
553,625
Q2 2025 Added 42.59%
$0
$25.4 Million 3.89% of portfolio
460,543
Q2 2025 Reduced 9.57%
$0
$24.8 Million 3.8% of portfolio
1,040,325
Q2 2025 Added 71.5%
$0
$23.8 Million 3.65% of portfolio
261,449
Q2 2025 Added 14.32%
$0
$23.3 Million 3.58% of portfolio
503,251
Q2 2025 Reduced 0.96%
$0
$18.1 Million 2.78% of portfolio
29,307
Q2 2025 Added 603.48%
$0
$17.3 Million 2.65% of portfolio
94,641
Q2 2025 Added 2.41%
$0
$17.1 Million 2.62% of portfolio
422,619
Q2 2025 Added 25.95%
$0
$6.67 Million 1.02% of portfolio
105,589
Q2 2025 Added 13.83%
$0
$6.47 Million 0.99% of portfolio
153,090
Q2 2025 Added 2,909.44%
$0
$4.69 Million 0.72% of portfolio
13,366
Q2 2025 Reduced 7.12%
$0
$4.61 Million 0.71% of portfolio
208,384
Q2 2025 Added 135.46%
$0
$3.97 Million 0.61% of portfolio
66,151
Q2 2025 Reduced 4.37%
$0
$3.84 Million 0.59% of portfolio
41,634
Q2 2025 Reduced 8.96%
$0
$2.82 Million 0.43% of portfolio
44,225
Q2 2025 Added 210.26%
$0
$2.63 Million 0.4% of portfolio
14,899
Q2 2025 Reduced 1.81%
$0
$2.2 Million 0.34% of portfolio
37,522
Q2 2025 Added 3.81%
$0
$1.87 Million 0.29% of portfolio
19,875
Q2 2025 New
$0
$1.77 Million 0.27% of portfolio
17,871
Q2 2025 Added 6.41%
$0
$1.74 Million 0.27% of portfolio
4,131
Q2 2025 Added 13.61%
$0
$1.64 Million 0.25% of portfolio
2,635
Q2 2025 Reduced 0.38%
$0
$1.5 Million 0.23% of portfolio
23,381
Q2 2025 Added 34.79%
$0
$1.49 Million 0.23% of portfolio
2,701
Q2 2025 Added 26.87%
$0
$1.37 Million 0.21% of portfolio
19,260
Q4 2024 Reduced 28.41%
$0
$1.06 Million 0.16% of portfolio
46,133
Q2 2025 Reduced 25.94%
$0
$1.05 Million 0.16% of portfolio
19,965
Q2 2025 New
$0
$852,000 0.13% of portfolio
17,138
Q2 2025 Reduced 4.03%
$0
$755,000 0.12% of portfolio
13,244
Q2 2025 Added 17.05%
$0
$736,000 0.11% of portfolio
14,541
Q2 2025 Reduced 5.09%
$0
$647,000 0.1% of portfolio
1,140
Q2 2025 Reduced 62.94%
$0
$646,000 0.1% of portfolio
4,800
Q2 2025 New
$0
$569,000 0.09% of portfolio
24,000
Q2 2025 New
$0
$526,000 0.08% of portfolio
6,000
Q2 2025 New
$0
$511,000 0.08% of portfolio
8,240
Q4 2024 Reduced 29.51%
$0
$458,000 0.07% of portfolio
1,507
Q2 2025 Reduced 8.22%
$0
$428,000 0.07% of portfolio
1,506
Q1 2025 Added 0.13%
$0
$431,000 0.07% of portfolio
5,400
Q2 2025 New
$0
$428,000 0.07% of portfolio
5,538
Q2 2025 Reduced 6.83%
$0
$417,000 0.06% of portfolio
6,660
Q2 2025 New
$0
$378,000 0.06% of portfolio
3,751
Q2 2025 Reduced 0.03%
$0
$348,000 0.05% of portfolio
4,800
Q2 2025 New
$0
$332,000 0.05% of portfolio
4,167
Q4 2024 Added 2.18%
$0
$343,000 0.05% of portfolio
5,414
Q1 2024 Reduced 3.48%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $652 Million
  • Prior Value $515 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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