Intelligence Driven Advisers, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $706 Million distributed in 105 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 $104M, Ishares Tr Russell 200 Growth with a value of $73M, Spdr Index Shs Fds Msci Eafe S with a value of $68M, Vanguard Sht Term Corp Bd ETF with a value of $55.7M, and Ishares Core Total Usd Bond Ma with a value of $54.6M.

Examining the 13F form we can see an increase of $29.2M in the current position value, from $676M to 706M.

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

Portfolio value $706 Million
ETFs: $664 Million
Technology: $23.7 Million
Financial Services: $5.31 Million
Communication Services: $3.94 Million
Consumer Cyclical: $3.29 Million
Healthcare: $3.29 Million
Consumer Defensive: $942,000
Industrials: $709,000
Other: $300,000

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 105
  • Current Value $706 Million
  • Prior Value $676 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 05, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 17 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Intelligence Driven Advisers, LLC Portfolio

Follow Intelligence Driven Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intelligence Driven Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intelligence Driven Advisers, LLC with notifications on news.