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CIK: 0001819955
Total reported value
$616.0M
$616.0M
111 檔
58.4%
In Q3 2024, Intelligence Driven Advisers, LLC's U.S. equity holdings reached a combined market value of $616.0M, distributed across 111 disclosed stock positions.
Intelligence Driven Advisers, LLC executed strategic sector rebalancing during Q3 2024, establishing 10 new positions while fully exiting 4 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 15.70% | +1.19% | +0.00% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 10.31% | +0.78% | -3.60% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 10.19% | -0.33% | -2.58% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 8.14% | -0.19% | +0.11% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.11% | -7.01% | -1.13% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.25% | -0.30% | -8.89% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.46% | +0.65% | +6.12% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.35% | +0.09% | -2.69% | |
| 9 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.22% | -0.11% | — | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.89% | +0.09% | -9.88% | |
| 11 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 3.11% | +0.41% | +20.06% | |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.45% | +0.37% | -9.22% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.42% | +0.20% | +2.45% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.82% | +0.14% | -1.87% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.18% | +0.01% | -6.03% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.08% | -0.04% | -1.87% | |
| 17 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.00% | +0.01% | -13.20% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.87% | +0.21% | +24.06% | |
| 19 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.86% | +0.04% | -4.19% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.08% | -0.09% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | +0.01% | -1.62% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.41% | -0.01% | -43.40% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.03% | -1.47% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | +0.03% | +0.51% | |
| 25 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.33% | — | -3.07% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.27% | +0.05% | +0.85% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.21% | +36.51% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.26% | +0.03% | +0.08% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.25% | -0.04% | -2.82% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.06% | +15.80% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | +0.16% | +6.72% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.05% | +49.54% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.21% | -0.07% | +4.00% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | — | +5.44% | |
| 35 | FISV | Fiserv Inc | Stock-Other | 0.20% | -0.02% | +1.46% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.19% | -0.05% | +75.53% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.12% | +43.41% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.19% | — | -4.00% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.16% | — | -98.01% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | — | +9.24% | |
| 41 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.15% | -0.01% | -24.69% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | +0.04% | +1.61% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.14% | — | -4.43% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.14% | — | -6.02% | |
| 45 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.13% | -0.01% | -31.19% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.12% | -0.04% | EXIT | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.12% | -0.04% | +13.86% | |
| 48 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.12% | +0.01% | +0.52% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.11% | +0.12% | +563.62% | |
| 50 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.11% | +0.01% | -1.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VMBS | Vanguard Mortgage-backed Sec | +4.2% | NEW | New buy |
| 2 | DFUS | Dimensional US Eq Mkt ETF | +1% | +0.00% | Add |
| 3 | IUS | Invesco Rafi Strategic US Et | +0.7% | +20.06% | Add |
| 4 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.6% | -2.58% | Trim |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.5% | +6.12% | Add |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.4% | +0.11% | Add |
| 7 | AAPL | Apple Inc | +0.3% | +2.45% | Add |
| 8 | SCHR | Schwab Intermediate-term US | +0.2% | -1.13% | Trim |
| 9 | AVUV | Avantis US Small Cap Value | +0.2% | -2.69% | Trim |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +24.06% | Add |
| 11 | PYLD | Pimco Multisector Bond Actv | +0.1% | NEW | New buy |
| 12 | JMST | JPM Ultra-short Muni Income | +0.1% | NEW | New buy |
| 13 | LLY | Eli Lilly & Co | +0.1% | +49.54% | Add |
| 14 | SCHB | Schwab US Broad Market ETF | +0.1% | -1.87% | Trim |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +75.53% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +36.51% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +43.41% | Add |
| 18 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.51% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | 0% | NEW | New buy |
| 21 | VTV | Vanguard Value ETF | 0% | -1.62% | Trim |
| 22 | UNH | Unitedhealth Group Inc | 0% | NEW | New buy |
| 23 | FISV | Fiserv Inc | 0% | +1.46% | Add |
| 24 | SYK | Stryker CORP | 0% | NEW | New buy |
| 25 | META | Meta Platforms Inc-class A | 0% | +5.44% | Add |
| 26 | GE | General Electric | 0% | +29.11% | Add |
| 27 | PGR | Progressive CORP | 0% | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | 0% | NEW | New buy |
| 29 | CAT | Caterpillar Inc | 0% | NEW | New buy |
| 30 | IWY | Ishares Russell Top 200 Grow | 0% | -3.60% | Trim |
| 31 | USMV | Ishares Msci USA Min Vol Fac | 0% | -38.47% | Trim |
| 32 | GM | General Motors Co | 0% | EXIT | Sold out |
| 33 | ADBE | Adobe Inc | 0% | -17.52% | Trim |
| 34 | SPMO | Invesco S&p 500 Momentum ETF | -0.1% | -61.55% | Trim |
| 35 | DXCM | Dexcom Inc | -0.1% | -34.59% | Trim |
| 36 | PULS | Pgim Ultra Short Bond ETF | -0.1% | -24.69% | Trim |
| 37 | INTU | Intuit Inc | -0.1% | EXIT | Sold out |
| 38 | AVGO | Broadcom Inc | -0.1% | +563.62% | Add |
| 39 | TFLO | Ishares Treasury Floating Ra | -0.1% | -31.19% | Trim |
| 40 | AVEM | Avantis Emerging Markets Eq | -0.1% | EXIT | Sold out |
| 41 | DUHP | Dimensional US High Profi Et | -0.1% | -13.20% | Trim |
| 42 | ISCF | Ishares International Small | -0.1% | -80.97% | Trim |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | -8.89% | Trim |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | EXIT | Sold out |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -9.88% | Trim |
| 46 | FRDM | Freedom 100 Emeging Mrkt ETF | -0.2% | -9.22% | Trim |
| 47 | OMFL | Invesco Russell 1000 Dyn M/f | -0.2% | -86.73% | Trim |
| 48 | AVUS | Avantis U.s. Equity ETF | -0.2% | -70.78% | Trim |
| 49 | VGSH | Vanguard Short-term Treasury | -0.3% | -43.40% | Trim |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | -7.7% | -98.01% | Trim |
According to official SEC Form 13F filings, Intelligence Driven Advisers, LLC reported a total U.S. public equity portfolio value of $616.0M across 111 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, IWY, QEFA) accounted for 58.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
VMBS
市值: $29.6M
Top Position Liquidated / Trimmed
IGSB
前期市值: $1.1M
During Q3 2024, Intelligence Driven Advisers, LLC's top holdings by market value included DFUS (15.7%)、IWY (10.3%)、QEFA (10.2%). The largest single position, DFUS, represented 15.7% of total portfolio value.
In Q3 2024, Intelligence Driven Advisers, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 15 positions, trimming 21 holdings, and fully liquidating 4 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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