The Analysis of Intelligence Driven Advisers, LLC's Holdings


Currently, Intelligence Driven Advisers, LLC holds 124 types of securities in its portfolio with a total value $721.3M. In the most recent quarter, they have increased their positions in IUS (+104.1K shares, valued at $5.7M), DYNF (+96.5K shares, valued at $5.7M), IUSB (+72.5K shares, valued at $3.4M); decreased their positions in COWZ (-69.4K shares, valued at $4.0M), QUAL (-19.7K shares, valued at $3.8M), IWY (-3.9K shares, valued at $1.1M); initiated new positions in APP (+527 shares, valued at $378.7K), SPTM (+3.6K shares, valued at $289.2K), LRCX (+1.8K shares, valued at $234.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST1.5M shares1.11%2025-09-302025-11-10history
IWY ISHARES TR267.3K shares-1.42%2025-09-302025-11-10history
QEFA SPDR INDEX SHS FDS756.6K shares2.99%2025-09-302025-11-10history
IUSB ISHARES TR1.1M shares6.95%2025-09-302025-11-10history
SCHR SCHWAB STRATEGIC TR1.9M shares7.23%2025-09-302025-11-10history
DYNF BLACKROCK ETF TRUST767.7K shares14.37%2025-09-302025-11-10history
IUS INVESCO EXCH TRD SLF IDX FD657.8K shares18.81%2025-09-302025-11-10history
AVUV AMERICAN CENTY ETF TR266.9K shares2.07%2025-09-302025-11-10history
Sponsored
SCHB SCHWAB STRATEGIC TR1.0M shares-2.23%2025-09-302025-11-10history
VMBS VANGUARD SCOTTSDALE FDS539.7K shares7.23%2025-09-302025-11-10history
COWZ PACER FDS TR391.1K shares-15.07%2025-09-302025-11-10history
SPY SPDR S&P 500 ETF TR30.0K shares2.53%2025-09-302025-11-10history
AAPL APPLE INC73.7K shares-0.12%2025-09-302025-11-10history
FRDM EA SERIES TRUST406.3K shares-3.87%2025-09-302025-11-10history
QUAL ISHARES TR75.0K shares-20.77%2025-09-302025-11-10history
EMXC ISHARES INC115.9K shares9.74%2025-09-302025-11-10history
Sponsored
PRF INVESCO EXCHANGE TRADED FD T152.0K shares-0.69%2025-09-302025-11-10history
SCHF SCHWAB STRATEGIC TR220.5K shares5.82%2025-09-302025-11-10history
IWV ISHARES TR12.4K shares-7.00%2025-09-302025-11-10history
DUHP DIMENSIONAL ETF TRUST109.7K shares-18.09%2025-09-302025-11-10history
JQUA J P MORGAN EXCHANGE TRADED F60.6K shares-8.41%2025-09-302025-11-10history
NVDA NVIDIA CORPORATION18.8K shares16.53%2025-09-302025-11-10history
BOND PIMCO ETF TR35.3K shares-15.15%2025-09-302025-11-10history
BRK.B BERKSHIRE HATHAWAY INC DEL6.3K shares-0.06%2025-09-302025-11-10history
Sponsored
DFAS DIMENSIONAL ETF TRUST43.1K shares-2.46%2025-09-302025-11-10history
PYLD PIMCO ETF TR108.7K shares23.75%2025-09-302025-11-10history
MA MASTERCARD INCORPORATED4.8K shares-0.66%2025-09-302025-11-10history
VTV VANGUARD INDEX FDS14.6K shares-1.81%2025-09-302025-11-10history
GOOG ALPHABET INC10.2K shares-1.97%2025-09-302025-11-10history
VGSH VANGUARD SCOTTSDALE FDS38.3K shares2.06%2025-09-302025-11-10history
MSFT MICROSOFT CORP4.1K shares1.36%2025-09-302025-11-10history
BA BOEING CO9.7K shares0.00%2025-09-302025-11-10history
Sponsored
MBB ISHARES TR19.7K shares-1.09%2025-09-302025-11-10history
IWF ISHARES TR4.0K shares-4.33%2025-09-302025-11-10history
AGG ISHARES TR18.2K shares1.61%2025-09-302025-11-10history
IVV ISHARES TR2.6K shares-0.38%2025-09-302025-11-10history
META META PLATFORMS INC2.3K shares-0.35%2025-09-302025-11-10history
QQQ INVESCO QQQ TR2.7K shares0.56%2025-09-302025-11-10history
LRGF ISHARES TR22.8K shares-2.51%2025-09-302025-11-10history
SPHQ INVESCO EXCHANGE TRADED FD T19.3K shares0.00%2025-09-302025-11-10history
Sponsored
NFLX NETFLIX INC1.1K shares-4.59%2025-09-302025-11-10history
GE GE AEROSPACE4.6K shares-6.51%2025-09-302025-11-10history
AMZN AMAZON COM INC5.4K shares-5.10%2025-09-302025-11-10history
TSM TAIWAN SEMICONDUCTOR MFG LTD4.1K shares0.97%2025-09-302025-11-10history
XLF SELECT SECTOR SPDR TR20.0K shares0.00%2025-09-302025-11-10history
WFC WELLS FARGO CO NEW12.7K shares7.53%2025-09-302025-11-10history
PLTR PALANTIR TECHNOLOGIES INC5.6K shares-6.01%2025-09-302025-11-10history
FI FISERV INC7.7K shares0.00%2025-09-302025-11-10history
Sponsored
MRK MERCK & CO INC11.6K shares16.25%2025-09-302025-11-10history
BKNG BOOKING HOLDINGS INC170 shares-0.58%2025-09-302025-11-10history
PULS PGIM ETF TR18.1K shares5.78%2025-09-302025-11-10history
VTI VANGUARD INDEX FDS2.7K shares77.24%2025-09-302025-11-10history
GOVT ISHARES TR37.4K shares-19.00%2025-09-302025-11-10history
VEA VANGUARD TAX-MANAGED FDS13.2K shares-0.30%2025-09-302025-11-10history
TFLO ISHARES TR15.0K shares3.03%2025-09-302025-11-10history
BTI BRITISH AMERN TOB PLC13.4K shares0.00%2025-09-302025-11-10history
Sponsored
VOO VANGUARD INDEX FDS1.1K shares-1.67%2025-09-302025-11-10history
XLV SELECT SECTOR SPDR TR4.8K shares0.00%2025-09-302025-11-10history
GOOGL ALPHABET INC2.7K shares1.02%2025-09-302025-11-10history
JPM JPMORGAN CHASE & CO.2.0K shares0.20%2025-09-302025-11-10history
GEV GE VERNOVA INC1.0K shares62.42%2025-09-302025-11-10history
UBER UBER TECHNOLOGIES INC6.2K shares-10.10%2025-09-302025-11-10history
POWR ISHARES INC24.0K shares0.00%2025-09-302025-11-10history
ADBE ADOBE INC1.7K shares26.42%2025-09-302025-11-10history
Sponsored
C CITIGROUP INC5.7K shares0.02%2025-09-302025-11-10history
LEN LENNAR CORP4.4K shares0.00%2025-09-302025-11-10history
HD HOME DEPOT INC1.3K shares-6.02%2025-09-302025-11-10history
IJH ISHARES TR8.2K shares0.00%2025-09-302025-11-10history
XLB SELECT SECTOR SPDR TR6.0K shares0.00%2025-09-302025-11-10history
PJP INVESCO EXCHANGE TRADED FD T5.4K shares0.00%2025-09-302025-11-10history
WMT WALMART INC4.8K shares16.24%2025-09-302025-11-10history
IXUS ISHARES TR5.4K shares-1.86%2025-09-302025-11-10history
Sponsored
VOT VANGUARD INDEX FDS1.5K shares0.20%2025-09-302025-11-10history
AVUS AMERICAN CENTY ETF TR3.8K shares0.00%2025-09-302025-11-10history
IHI ISHARES TR6.7K shares0.00%2025-09-302025-11-10history
GM GENERAL MTRS CO6.5K shares3.67%2025-09-302025-11-10history
LLY ELI LILLY & CO501 shares-8.91%2025-09-302025-11-10history
QCOM QUALCOMM INC2.3K shares-15.03%2025-09-302025-11-10history
APP APPLOVIN CORP527 sharesnew addition2025-09-302025-11-10history
SPYM SPDR SERIES TRUST4.8K shares0.00%2025-09-302025-11-10history
Sponsored
AVGO BROADCOM INC1.1K shares23.63%2025-09-302025-11-10history
SLYV SPDR SERIES TRUST4.2K shares0.00%2025-09-302025-11-10history
EFV ISHARES TR5.4K shares0.00%2025-09-302025-11-10history
VOE VANGUARD INDEX FDS2.1K shares0.48%2025-09-302025-11-10history
XLK SELECT SECTOR SPDR TR1.3K shares10.14%2025-09-302025-11-10history
IXN ISHARES TR3.4K shares3.98%2025-09-302025-11-10history
SPMO INVESCO EXCH TRADED FD TR II2.9K shares0.00%2025-09-302025-11-10history
MO ALTRIA GROUP INC5.2K shares-7.33%2025-09-302025-11-10history
Sponsored
DASH DOORDASH INC1.2K shares-0.08%2025-09-302025-11-10history
VST VISTRA CORP1.6K shares0.30%2025-09-302025-11-10history
SDY SPDR SERIES TRUST2.2K shares0.65%2025-09-302025-11-10history
USMV ISHARES TR3.0K shares0.00%2025-09-302025-11-10history
SPTM SPDR SERIES TRUST3.6K sharesnew addition2025-09-302025-11-10history
XLC SELECT SECTOR SPDR TR2.4K shares1.26%2025-09-302025-11-10history
XOM EXXON MOBIL CORP2.5K shares-2.05%2025-09-302025-11-10history
LOW LOWES COS INC1.1K shares-22.84%2025-09-302025-11-10history
Sponsored
GILD GILEAD SCIENCES INC2.4K shares8.32%2025-09-302025-11-10history
XLU SELECT SECTOR SPDR TR3.0K shares0.00%2025-09-302025-11-10history
BOTZ GLOBAL X FDS7.2K shares0.00%2025-09-302025-11-10history
ORLY OREILLY AUTOMOTIVE INC2.3K shares-11.34%2025-09-302025-11-10history
VBR VANGUARD INDEX FDS1.2K shares0.42%2025-09-302025-11-10history
VCSH VANGUARD SCOTTSDALE FDS3.1K shares0.00%2025-09-302025-11-10history
KO COCA COLA CO3.7K shares0.00%2025-09-302025-11-10history
IWO ISHARES TR763 shares0.13%2025-09-302025-11-10history
Sponsored
UNH UNITEDHEALTH GROUP INC706 shares8.45%2025-09-302025-11-10history
VB VANGUARD INDEX FDS948 shares-8.05%2025-09-302025-11-10history
MTUM ISHARES TR927 shares0.00%2025-09-302025-11-10history
AIG AMERICAN INTL GROUP INC3.0K shares-1.71%2025-09-302025-11-10history
LRCX LAM RESEARCH CORP1.8K sharesnew addition2025-09-302025-11-10history
FNDE SCHWAB STRATEGIC TR6.4K shares0.00%2025-09-302025-11-10history
SU SUNCOR ENERGY INC NEW5.5K sharesnew addition2025-09-302025-11-10history
STX SEAGATE TECHNOLOGY HLDNGS PL945 sharesnew addition2025-09-302025-11-10history
Sponsored
TAK TAKEDA PHARMACEUTICAL CO LTD14.8K shares1.86%2025-09-302025-11-10history
INTU INTUIT307 shares0.00%2025-09-302025-11-10history
TSLA TESLA INC465 sharesnew addition2025-09-302025-11-10history
EFG ISHARES TR1.8K shares0.00%2025-09-302025-11-10history
HCA HCA HEALTHCARE INC482 sharesnew addition2025-09-302025-11-10history
GD GENERAL DYNAMICS CORP600 sharesnew addition2025-09-302025-11-10history
JPST J P MORGAN EXCHANGE TRADED F4.0K shares-5.55%2025-09-302025-11-10history
WPC WP CAREY INC3.0K sharesnew addition2025-09-302025-11-10history
Sponsored
BSX BOSTON SCIENTIFIC CORP2.1K shares-10.89%2025-09-302025-11-10history
WIT WIPRO LTD24.1K shares-8.32%2025-09-302025-11-10history
GRAB GRAB HOLDINGS LIMITED10.3K shares-3.08%2025-09-302025-11-10history
ENIC ENEL CHILE S.A.10.7K shares-6.58%2025-09-302025-11-10history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available