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CIK: 0001819955
Total reported value
$579.2M
$579.2M
105 檔
46.8%
According to the latest 13F quarterly dataset, Intelligence Driven Advisers, LLC managed an equity portfolio of $579.2M at the end of Q4 2024, spanning 105 distinct U.S. exchange-listed positions.
In Q4 2024, Intelligence Driven Advisers, LLC adopted a defensive or profit-taking posture, trimming 66 positions and completely liquidating 16 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 15.85% | +1.52% | -25.12% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 10.08% | +0.47% | -30.53% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 9.20% | +0.91% | -23.88% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 8.41% | -7.56% | -18.17% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.43% | -0.12% | EXIT | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.58% | +0.32% | -30.52% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.67% | +0.73% | -23.16% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.54% | -0.10% | -14.98% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.15% | +0.02% | -27.94% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.41% | +0.60% | -0.25% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.27% | +0.07% | -35.67% | |
| 12 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 3.24% | +0.66% | -19.94% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.27% | +0.19% | +177.46% | |
| 14 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.08% | -0.01% | -29.31% | |
| 15 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.99% | -0.57% | EXIT | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.94% | +0.03% | -40.86% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.88% | +0.07% | -14.87% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.85% | — | -37.22% | |
| 19 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.77% | +0.03% | -33.02% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | +0.02% | +2.67% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.50% | +0.02% | -32.17% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | +0.03% | -17.37% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.08% | +47.64% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.19% | +9.21% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.40% | -0.12% | -25.97% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | — | +2.51% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.33% | -0.04% | -24.27% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.32% | +0.02% | +99.28% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | +0.26% | +6.57% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.31% | -0.23% | EXIT | |
| 31 | FISV | Fiserv Inc | Stock-Other | 0.30% | — | -0.26% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | +0.01% | -0.66% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.03% | -67.01% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | +0.10% | -1.22% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | +0.01% | -1.23% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.24% | +0.04% | +11.46% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.24% | — | -28.41% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.20% | — | -1.68% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.47% | -2.82% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.18% | — | — | |
| 41 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.17% | +0.12% | -14.77% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.16% | -0.05% | -1.39% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.01% | -24.55% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.15% | — | -0.61% | |
| 45 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.14% | +0.24% | -17.46% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | +0.03% | +2.22% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.12% | -0.01% | -0.49% | |
| 48 | GE | General Electric | Stock-Industrials | 0.12% | -0.03% | -1.81% | |
| 49 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.11% | -0.02% | -0.02% | |
| 50 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.11% | +0.27% | -13.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | -0.25% | Trim |
| 2 | SCHB | Schwab US Broad Market ETF | +0.5% | +177.46% | Add |
| 3 | SCHR | Schwab Intermediate-term US | +0.3% | +65.59% | Add |
| 4 | VMBS | Vanguard Mortgage-backed Sec | +0.3% | -14.98% | Trim |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.3% | -18.17% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.2% | +47.64% | Add |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | -23.16% | Trim |
| 8 | NVDA | Nvidia CORP | +0.2% | +9.21% | Add |
| 9 | DFUS | Dimensional US Eq Mkt ETF | +0.2% | -25.12% | Trim |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.67% | Add |
| 11 | IUS | Invesco Rafi Strategic US Et | +0.1% | -19.94% | Trim |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +2.51% | Add |
| 13 | FISV | Fiserv Inc | +0.1% | -0.26% | Trim |
| 14 | MA | Mastercard Inc - A | +0.1% | -0.66% | Trim |
| 15 | NFLX | Netflix Inc | +0.1% | -1.68% | Trim |
| 16 | MSFT | Microsoft CORP | +0.1% | +6.57% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | -1.22% | Trim |
| 18 | XETYX | Eaton Vance Tax-mgd Div Eqty | +0.1% | NEW | New buy |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | -8.69% | Trim |
| 20 | AGG | Ishares Core U.s. Aggregate | +0.1% | -1.18% | Trim |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -17.37% | Trim |
| 22 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 23 | GM | General Motors Co | +0.1% | NEW | New buy |
| 24 | SCHF | Schwab Intl Equity ETF | +0.1% | +99.28% | Add |
| 25 | BKNG | Booking Holdings Inc | +0.1% | -0.61% | Trim |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.39% | Trim |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +11.46% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -2.82% | Trim |
| 29 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 30 | COST | Costco Wholesale CORP | 0% | NEW | New buy |
| 31 | V | Visa Inc-class A Shares | 0% | NEW | New buy |
| 32 | BAC | Bank Of America CORP | 0% | NEW | New buy |
| 33 | WFC | Wells Fargo & Co | 0% | +1.30% | Add |
| 34 | JPM | Jpmorgan Chase & Co | 0% | +2.22% | Add |
| 35 | AVGO | Broadcom Inc | 0% | -24.55% | Trim |
| 36 | JPST | Jpmorgan Ultra-short Income | 0% | — | Unchanged |
| 37 | LLY | Eli Lilly & Co | 0% | -1.23% | Trim |
| 38 | GOOGL | Alphabet Inc-cl A | 0% | +13.11% | Add |
| 39 | PULS | Pgim Ultra Short Bond ETF | 0% | -14.77% | Trim |
| 40 | GE | General Electric | 0% | -1.81% | Trim |
| 41 | VOO | Vanguard S&p 500 ETF | 0% | -10.92% | Trim |
| 42 | DXCM | Dexcom Inc | 0% | +78.17% | Add |
| 43 | WMT | Walmart Inc | 0% | +1.24% | Add |
| 44 | HD | Home Depot Inc | 0% | -0.49% | Trim |
| 45 | VOT | Vanguard Mid-cap Growth ETF | 0% | +0.20% | Add |
| 46 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +2.18% | Add |
| 47 | IWF | Ishares Russell 1000 Growth | 0% | -6.24% | Trim |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -14.87% | Trim |
| 49 | TFLO | Ishares Treasury Floating Ra | 0% | -17.46% | Trim |
| 50 | PYLD | Pimco Multisector Bond Actv | 0% | -13.43% | Trim |
According to official SEC Form 13F filings, Intelligence Driven Advisers, LLC reported a total U.S. public equity portfolio value of $579.2M across 105 disclosed positions in Q4 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 46.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
XETYX
市值: $342.3K
Top Position Liquidated / Trimmed
GLD
前期市值: $966.0K
During Q4 2024, Intelligence Driven Advisers, LLC's top holdings by market value included DFUS (15.8%)、IWY (10.1%)、QEFA (9.2%). The largest single position, DFUS, represented 15.8% of total portfolio value.
In Q4 2024, Intelligence Driven Advisers, LLC made 115 total portfolio adjustments, initiating 10 new buys, adding to 23 positions, trimming 66 holdings, and fully liquidating 16 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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