ID
| |
Intelligence Driven Advisers, LLC13F | |
| Intelligence Driven Advisers, LLC | |
| Last update 2025-04-25 | 102 Stocks (12 new) |
| Value $519.00 Mil | Turnover 2 % |
Intelligence Driven Advisers, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFUS | Dimensional U.S. Equity Market ETF | 1,335,847 | 80,792.0 | +1.05% | 15.560 | +0.16% | 0.600 | +25.90% | +6.19% | 15,614.4 | ||
QEFA |
SPDR MSCI EAFE StrategicFactors SM ETF
SPDR MSCI EAFE StrategicFactors SM ETF
| 672,858 | 53,126.1 | -0.21% | 10.230 | -0.02% | 6.260 | +21.48% | +19.74% | 890.3 | ||
IWY | iShares Russell Top 200 Growth ETF | 225,629 | 47,594.1 | -0.93% | 9.170 | -0.09% | 0.400 | +31.63% | +5.02% | 13,943.1 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 970,924 | 44,740.2 | -1.83% | 8.620 | -0.15% | 0.140 | +1.83% | +3.31% | 32,689.6 | ||
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 1,601,883 | 39,822.8 | -1.55% | 7.670 | -0.11% | 0.380 | +0.61% | +3.85% | 10,996.9 | ||
COWZ | Pacer US Cash Cows 100 ETF | 509,269 | 27,887.5 | -3.08% | 5.370 | -0.17% | 0.120 | +19.77% | +1.06% | 21,254.1 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 505,133 | 24,630.3 | +4.17% | 4.740 | +0.19% | 0.160 | +25.55% | +7.01% | 19,092.0 | ||
VMBS |
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
| 508,149 | 23,532.4 | -4.53% | 4.530 | -0.21% | 0.110 | +1.43% | +3.33% | 14,348.5 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 228,698 | 19,935.6 | +0.15% | 3.840 | +0.01% | 0.130 | +26.58% | -1.06% | 16,701.4 | ||
IUS | INVESCO EXC TR SEL | 388,266 | 19,164.8 | +12.05% | 3.690 | +0.40% | 3.100 | +19.38% | +5.68% | 644.4 |
Intelligence Driven Advisers, LLC's Historical Top Holdings Breakdowns
Intelligence Driven Advisers, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IUS | INVESCO EXC TR SEL | 2025-03-31 | Add Add | +0.40% | 48.25 ($50.53) 52.09 | $52.02 | 2.95% | Add 12.05% | 388,266 | 41,762 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-03-31 | Add Add | +0.31% | 21.23 ($22.75) 23.75 | $23.96 | 5.32% | Add 14.15% | 606,604 | 75,172 | |
VMBS |
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
| 2025-03-31 | Reduce Reduce | -0.21% | 44.68 ($45.73) 46.49 | $45.84 | 0.24% | Reduce -4.53% | 508,149 | -24,084 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.20% | 507.05 ($540.58) 563.67 | $570.23 | 5.48% | Add 206.68% | 3,076 | 2,073 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-03-31 | Add Add | +0.19% | 48.08 ($51.4) 53.73 | $54.46 | 5.95% | Add 4.17% | 505,133 | 20,228 | |
LRGF | iShares U.S. Equity Factor ETF | 2025-03-31 | New Buy New Buy | +0.19% | 56.95 ($60.96) 63.95 | $64.42 | 5.68% | New holding | 17,346 | 17,346 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Add Add | +0.18% | 360.07 ($394.62) 417.26 | $424.93 | 7.68% | Add 261.43% | 3,636 | 2,630 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Reduce Reduce | -0.17% | 168.16 ($179.03) 186.21 | $183.81 | 2.67% | Reduce -5.24% | 92,410 | -5,115 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Reduce Reduce | -0.17% | 53.6 ($56.92) 58.97 | $56.67 | -0.44% | Reduce -3.08% | 509,269 | -16,210 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | Add Add | +0.16% | 59.61 ($63.9) 66.74 | $67.36 | 5.41% | Add 1.05% | 1,335,847 | 13,945 |
Intelligence Driven Advisers, LLC Total Holding History ($B)
Intelligence Driven Advisers, LLC's Asset Allocation
Intelligence Driven Advisers, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Intelligence Driven Advisers, LLC's Hypothetical Growth since 2025-03-31
Intelligence Driven Advisers, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Intelligence Driven Advisers, LLC's Holdings Heat Map
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Intelligence Driven Advisers, LLC's Holdings Bubble Chart
Intelligence Driven Advisers, LLC News
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