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CIK: 0001819955
Total reported value
$616.0M
$616.0M
105 檔
57.7%
According to the latest 13F quarterly dataset, Intelligence Driven Advisers, LLC managed an equity portfolio of $616.0M at the end of Q2 2024, spanning 105 distinct U.S. exchange-listed positions.
During Q2 2024, Intelligence Driven Advisers, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 14.72% | +1.19% | +3.74% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 10.34% | +0.78% | +1.73% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 9.63% | -0.33% | +1.76% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.89% | — | -1.90% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.73% | -0.19% | +0.32% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 6.87% | -7.01% | +0.94% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.41% | -0.30% | -5.00% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.14% | +0.09% | +3.40% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.07% | +0.09% | -4.18% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.95% | +0.65% | +18.74% | |
| 11 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.64% | +0.37% | -3.97% | |
| 12 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 2.42% | +0.41% | +52.08% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.11% | +0.20% | +7.61% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.74% | +0.14% | -2.09% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.17% | +0.01% | -5.79% | |
| 16 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.08% | +0.01% | -7.17% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.05% | -0.04% | -12.69% | |
| 18 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.84% | +0.04% | -3.42% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.71% | -0.01% | -29.71% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.67% | +0.21% | +33.73% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.08% | +15.39% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | +0.01% | -1.27% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | +0.03% | -0.29% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | +0.03% | +0.86% | |
| 25 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.33% | — | +51.02% | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.30% | +0.01% | -6.80% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.25% | +0.05% | +0.24% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.24% | -0.04% | — | |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.24% | +0.03% | +0.08% | |
| 30 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.23% | — | -11.79% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.06% | +42.77% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | +0.16% | +18.53% | |
| 33 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.20% | -0.01% | -2.45% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.21% | +2090.93% | |
| 35 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.19% | -0.01% | +12.16% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.18% | -0.07% | +5.33% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.18% | — | -0.38% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | — | -6.71% | |
| 39 | FISV | Fiserv Inc | Stock-Other | 0.16% | -0.02% | +0.21% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.16% | +0.12% | +212.95% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.16% | — | -13.22% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.16% | -0.04% | EXIT | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.05% | -4.08% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.14% | — | +12.97% | |
| 45 | ISCF | Ishares International Small | ETF-Other | 0.14% | — | -43.87% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.14% | — | +60.77% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | +0.12% | +10.99% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.13% | +0.04% | -7.10% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.13% | — | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.13% | +0.03% | -7.25% |
According to official SEC Form 13F filings, Intelligence Driven Advisers, LLC reported a total U.S. public equity portfolio value of $616.0M across 105 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFUS, IWY, QEFA) accounted for 57.7% of total reported equity market value during Q2 2024.
During Q2 2024, Intelligence Driven Advisers, LLC's top holdings by market value included DFUS (14.7%)、IWY (10.3%)、QEFA (9.6%). The largest single position, DFUS, represented 14.7% of total portfolio value.
In Q2 2024, Intelligence Driven Advisers, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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