Intelligence Driven Advisers, LLC Portfolio Holdings

Intelligence Driven Advisers, LLC

  • $693 Million
  • Q3 2024

Intelligence Driven Advisers, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $693 Million distributed in 111 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 $110M, Ishares Tr Russell 200 Growth with a value of $72.1M, Spdr Index Shs Fds Msci Eafe S with a value of $66.3M, Ishares Core Total Usd Bond Ma with a value of $56.9M, and Schwab Intermediate Term Us Tr with a value of $49.7M.

Examining the 13F form we can see an decrease of $12.2M in the current position value, from $706M to 693M.

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

Portfolio value $693 Million
ETFs: $646 Million
Technology: $24.9 Million
Financial Services: $5.98 Million
Healthcare: $4.82 Million
Communication Services: $4.38 Million
Consumer Cyclical: $4.04 Million
Consumer Defensive: $1.47 Million
Industrials: $1.41 Million
Other: $395,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $693 Million
  • Prior Value $706 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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