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 Market Cap. of $300 Millions to $2 Billions

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

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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