- New Purchases: JPST, XLF, LQD, IUSG, AMGN, BA,
- Added Positions: SCHB, IVV, SCHF, USMV, BOND, AAPL, IJH, BNDX, GIS, MNA, IEFA, RWO, VEA, MINT, MTUM, DGRW, VNQ, SCZ, SPLV, ACWI, IEMG, VB, AGG, VWO, IJR, SLYV, IWR, JKD, CBOE, VCIT, SPMD, BSCK, SCHM, VO, VSS, IAGG, FISV, FB, SCHZ, VCSH, JKE, BRK.B, SCHE, MSFT, ITOT, SCHA, HYD, KO, FLRN, HD, IWV, JNJ, GOOG, UNP, JKF, AMZN, MMM, QCOM, NFLX, VAW, SPY, PBCT, JJSF, IBM, VTI, BABA, GE, PRF, RSP, DIA,
- Reduced Positions: EZM,
- Sold Out: FNDF, SPDW, VZ, PTN,
For the details of Intelligence Driven Advisers, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/intelligence+driven+advisers%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Intelligence Driven Advisers, LLC- SCHWAB STRATEGIC T (SCHB) - 606,270 shares, 7.90% of the total portfolio. Shares added by 140.24%
- ISHARES TRUST (IVV) - 102,818 shares, 5.65% of the total portfolio. Shares added by 147.68%
- ISHARES TRUST (USMV) - 509,706 shares, 5.48% of the total portfolio. Shares added by 94.84%
- SCHWAB STRATEGIC T (SCHF) - 999,128 shares, 5.27% of the total portfolio. Shares added by 156.35%
- Apple Inc (AAPL) - 252,456 shares, 4.09% of the total portfolio. Shares added by 93.71%
Intelligence Driven Advisers, LLC initiated holding in JP MORGAN ETF TRUS. The purchase prices were between $49.62 and $50.75, with an estimated average price of $50.35. The stock is now traded at around $50.81. The impact to a portfolio due to this purchase was 0.25%. The holding were 27,832 shares as of .
New Purchase: SELECT SECTOR SPDR (XLF)Intelligence Driven Advisers, LLC initiated holding in SELECT SECTOR SPDR. The purchase prices were between $19.55 and $26.74, with an estimated average price of $22.68. The stock is now traded at around $24.89. The impact to a portfolio due to this purchase was 0.1%. The holding were 23,932 shares as of .
New Purchase: ISHARES TRUST (IUSG)Intelligence Driven Advisers, LLC initiated holding in ISHARES TRUST. The purchase prices were between $54.54 and $72.66, with an estimated average price of $66.16. The stock is now traded at around $80.71. The impact to a portfolio due to this purchase was 0.08%. The holding were 6,518 shares as of .
New Purchase: ISHARES TRUST (LQD)Intelligence Driven Advisers, LLC initiated holding in ISHARES TRUST. The purchase prices were between $121.1 and $134.5, with an estimated average price of $129.98. The stock is now traded at around $135.17. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,462 shares as of .
New Purchase: Amgen Inc (AMGN)Intelligence Driven Advisers, LLC initiated holding in Amgen Inc. The purchase prices were between $197.81 and $242.74, with an estimated average price of $227.6. The stock is now traded at around $245.57. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,848 shares as of .
New Purchase: Boeing Co (BA)Intelligence Driven Advisers, LLC initiated holding in Boeing Co. The purchase prices were between $120 and $230.5, with an estimated average price of $153.37. The stock is now traded at around $160.78. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,250 shares as of .
Added: SCHWAB STRATEGIC T (SCHB)Intelligence Driven Advisers, LLC added to a holding in SCHWAB STRATEGIC T by 140.24%. The purchase prices were between $57.67 and $76.99, with an estimated average price of $68.99. The stock is now traded at around $80.63. The impact to a portfolio due to this purchase was 4.61%. The holding were 606,270 shares as of .
Added: ISHARES TRUST (IVV)Intelligence Driven Advisers, LLC added to a holding in ISHARES TRUST by 147.68%. The purchase prices were between $245.78 and $323.06, with an estimated average price of $292.09. The stock is now traded at around $341.18. The impact to a portfolio due to this purchase was 3.37%. The holding were 102,818 shares as of .
Added: SCHWAB STRATEGIC T (SCHF)Intelligence Driven Advisers, LLC added to a holding in SCHWAB STRATEGIC T by 156.35%. The purchase prices were between $24.62 and $31.42, with an estimated average price of $28.04. The stock is now traded at around $31.95. The impact to a portfolio due to this purchase was 3.21%. The holding were 999,128 shares as of .
Added: ISHARES TRUST (USMV)Intelligence Driven Advisers, LLC added to a holding in ISHARES TRUST by 94.84%. The purchase prices were between $51.94 and $64.01, with an estimated average price of $59.26. The stock is now traded at around $64.32. The impact to a portfolio due to this purchase was 2.67%. The holding were 509,706 shares as of .
Added: PIMCO ETF TRUST (BOND)Intelligence Driven Advisers, LLC added to a holding in PIMCO ETF TRUST by 321.33%. The purchase prices were between $104.95 and $111.18, with an estimated average price of $108.74. The stock is now traded at around $112.30. The impact to a portfolio due to this purchase was 2.27%. The holding were 150,664 shares as of .
Added: Apple Inc (AAPL)Intelligence Driven Advisers, LLC added to a holding in Apple Inc by 93.71%. The purchase prices were between $60.23 and $91.63, with an estimated average price of $77.16. The stock is now traded at around $117.32. The impact to a portfolio due to this purchase was 1.98%. The holding were 252,456 shares as of .
Sold Out: SCHWAB STRATEGIC T (FNDF)Intelligence Driven Advisers, LLC sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $19.97 and $25.75, with an estimated average price of $22.53.
Sold Out: SPDR INDEX SHS FDS (SPDW)Intelligence Driven Advisers, LLC sold out a holding in SPDR INDEX SHS FDS. The sale prices were between $22.87 and $29.3, with an estimated average price of $26.11.
Sold Out: Verizon Communications Inc (VZ)Intelligence Driven Advisers, LLC sold out a holding in Verizon Communications Inc. The sale prices were between $52.92 and $58.46, with an estimated average price of $56.2.
Sold Out: Palatin Technologies Inc (PTN)Intelligence Driven Advisers, LLC sold out a holding in Palatin Technologies Inc. The sale prices were between $0.41 and $0.73, with an estimated average price of $0.5.
Here is the complete portfolio of Intelligence Driven Advisers, LLC. Also check out:
1. Intelligence Driven Advisers, LLC's Undervalued Stocks
2. Intelligence Driven Advisers, LLC's Top Growth Companies, and
3. Intelligence Driven Advisers, LLC's High Yield stocks
4. Stocks that Intelligence Driven Advisers, LLC keeps buying