Intelligence Driven Advisers, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $532 Million distributed in 106 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 $84.3M, Ishares Tr Russell 200 Growth with a value of $53.6M, Spdr Index Shs Fds Msci Eafe S with a value of $50.4M, Ishares Core Total Usd Bond Ma with a value of $44.7M, and Schwab Intermediate Term Us Tr with a value of $39.5M.
Examining the 13F form we can see an decrease of $161M in the current position value, from $693M to 532M.
Below you can find more details about Intelligence Driven Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$532 Million
ETFs: $481 Million
Technology: $26.5 Million
Financial Services: $7.04 Million
Consumer Cyclical: $5.09 Million
Communication Services: $4.92 Million
Healthcare: $4.14 Million
Consumer Defensive: $1.43 Million
Industrials: $1.09 Million
Other: $400,000
Stock Holdings Table Market Cap. of $200 Billions or more
