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CIK: 0001819955
Total reported value
$616.0M
$616.0M
105 檔
44.0%
According to the latest 13F quarterly dataset, Intelligence Driven Advisers, LLC managed an equity portfolio of $616.0M 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 33 positions and completely liquidating 9 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% | +1.19% | -25.12% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 10.08% | +0.78% | -30.53% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 9.20% | -0.33% | -23.88% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 8.41% | -0.19% | -18.17% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.43% | -7.01% | +65.59% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.58% | -0.30% | -30.52% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.67% | +0.65% | -23.16% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.54% | -0.11% | -14.98% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.15% | +0.09% | -27.94% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.41% | +0.20% | -0.25% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.27% | +0.09% | -35.67% | |
| 12 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 3.24% | +0.41% | -19.94% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.27% | +0.14% | +177.46% | |
| 14 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.08% | +0.37% | -29.31% | |
| 15 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.99% | +0.01% | -24.70% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.94% | +0.01% | -40.86% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.88% | +0.21% | -14.87% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.85% | -0.04% | -37.22% | |
| 19 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.77% | +0.04% | -33.02% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | +0.03% | +2.67% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.50% | +0.01% | -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% | +0.12% | +47.64% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.21% | +9.21% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.40% | -0.01% | -25.97% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.06% | +2.51% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.33% | — | -24.27% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.32% | +0.05% | +99.28% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | +0.16% | +6.57% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.31% | -0.04% | -1.18% | |
| 31 | FISV | Fiserv Inc | Stock-Other | 0.30% | -0.02% | -0.26% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | -0.07% | -0.66% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.08% | -67.01% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | — | -1.22% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | +0.05% | -1.23% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.24% | -0.05% | +11.46% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.24% | +0.03% | -28.41% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.20% | -0.04% | -1.68% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.04% | -2.82% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.18% | — | — | |
| 41 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.17% | -0.01% | -14.77% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.16% | +0.03% | -1.39% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.12% | -24.55% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.15% | -0.01% | -0.61% | |
| 45 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.14% | -0.01% | -17.46% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | +0.04% | +2.22% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.12% | — | -0.49% | |
| 48 | GE | General Electric | Stock-Industrials | 0.12% | — | -1.81% | |
| 49 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.11% | +0.01% | -0.02% | |
| 50 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.11% | -0.02% | -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 | IUS | Invesco Rafi Strategic US Et | +0.1% | -19.94% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +2.51% | Add |
| 12 | XETYX | Eaton Vance Tax-mgd Div Eqty | +0.1% | NEW | New buy |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | -8.69% | Trim |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -17.37% | Trim |
| 15 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 16 | GM | General Motors Co | +0.1% | NEW | New buy |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -14.87% | Trim |
| 18 | GOVT | Ishares US Treasury Bond ETF | — | -24.27% | Trim |
| 19 | DUHP | Dimensional US High Profi Et | 0% | -24.70% | Trim |
| 20 | VGSH | Vanguard Short-term Treasury | 0% | -25.97% | Trim |
| 21 | LEN | Lennar Corp-a | 0% | -0.02% | Trim |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | 0% | -28.41% | Trim |
| 23 | AVUS | Avantis U.s. Equity ETF | 0% | -46.18% | Trim |
| 24 | ADBE | Adobe Inc | 0% | -32.97% | Trim |
| 25 | ELV | Elevance Health Inc | 0% | -32.82% | Trim |
| 26 | DFUV | Dimensional US Marketwide Va | 0% | EXIT | Sold out |
| 27 | CAT | Caterpillar Inc | 0% | EXIT | Sold out |
| 28 | SPLV | Invesco S&p 500 Low Volatili | 0% | EXIT | Sold out |
| 29 | USMV | Ishares Msci USA Min Vol Fac | 0% | -53.91% | Trim |
| 30 | SYK | Stryker CORP | 0% | EXIT | Sold out |
| 31 | VEA | Vanguard Ftse Developed ETF | -0.1% | -44.34% | Trim |
| 32 | IXN | Ishares Global Tech ETF | -0.1% | -63.03% | Trim |
| 33 | DBC | Invesco Db Commodity Index T | -0.1% | EXIT | Sold out |
| 34 | VO | Vanguard Mid-cap ETF | -0.1% | EXIT | Sold out |
| 35 | VTV | Vanguard Value ETF | -0.1% | -32.17% | Trim |
| 36 | IVLU | Ishares Msci International V | -0.1% | EXIT | Sold out |
| 37 | IWM | Ishares Russell 2000 ETF | -0.1% | EXIT | Sold out |
| 38 | JQUA | Jpmorgan US Quality Factor | -0.1% | -33.02% | Trim |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -78.52% | Trim |
| 40 | VB | Vanguard Small-cap ETF | -0.1% | -81.66% | Trim |
| 41 | GLD | Spdr Gold Shares | -0.1% | EXIT | Sold out |
| 42 | AVUV | Avantis US Small Cap Value | -0.2% | -27.94% | Trim |
| 43 | IWY | Ishares Russell Top 200 Grow | -0.2% | -30.53% | Trim |
| 44 | BOND | Pimco Active Bond Exchange-t | -0.2% | -37.22% | Trim |
| 45 | IWV | Ishares Russell 3000 ETF | -0.2% | -40.86% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.4% | -67.01% | Trim |
| 47 | FRDM | Freedom 100 Emeging Mrkt ETF | -0.4% | -29.31% | Trim |
| 48 | QUAL | Ishares Msci USA Quality Fac | -0.6% | -35.67% | Trim |
| 49 | COWZ | Pacer US Cash Cows 100 ETF | -0.7% | -30.52% | Trim |
| 50 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | -1% | -23.88% | 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 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 44.0% 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 50 total portfolio adjustments, initiating 3 new buys, adding to 5 positions, trimming 33 holdings, and fully liquidating 9 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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