Intelligence Driven Advisers, LLC Top Holdings and 13F Report (2025) About Intelligence Driven Advisers, LLCInvestment ActivityIntelligence Driven Advisers, LLC has $531.68 million in total holdings as of December 31, 2024.Intelligence Driven Advisers, LLC owns shares of 105 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.20% of the portfolio was purchased this quarter.About 29.51% of the portfolio was sold this quarter.This quarter, Intelligence Driven Advisers, LLC has purchased 111 new stocks and bought additional shares in 23 stocks.Intelligence Driven Advisers, LLC sold shares of 66 stocks and completely divested from 16 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $84,271,268iShares Russell Top 200 Growth ETF $53,579,362SPDR MSCI EAFE StrategicFactors ETF $48,892,205iShares Core Total USD Bond Market ETF $44,702,113Schwab Intermediate-Term U.S. Treasury ETF $39,521,348 Largest New Holdings this Quarter Eaton Vance Tax-Managed Diversified Equity Income Fund $342,339 HoldingCisco Systems $246,796 HoldingGeneral Motors $240,528 HoldingGE VERNOVA INC $216,436 HoldingCostco Wholesale $214,032 Holding Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 644,494 shares (about $15.65M)Schwab US Broad Market ETF 339,894 shares (about $7.72M)Schwab International Equity ETF 45,816 shares (about $847.60K)Amazon.com 3,401 shares (about $746.15K)Eaton Vance Tax-Managed Diversified Equity Income Fund 22,899 shares (about $342.34K) Largest Sales this Quarter Dimensional U.S. Equity ETF 443,555 shares (about $28.28M)iShares Russell Top 200 Growth ETF 100,094 shares (about $23.55M)SPDR MSCI EAFE StrategicFactors ETF 211,493 shares (about $15.34M)Pacer US Cash Cows 100 ETF 230,779 shares (about $13.03M)iShares Core Total USD Bond Market ETF 219,553 shares (about $9.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIntelligence Driven Advisers, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$84,271,268$28,276,636 ▼-25.1%1,321,90215.8%ETFIWYiShares Russell Top 200 Growth ETF$53,579,362$23,549,077 ▼-30.5%227,73610.1%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$48,892,205$15,335,363 ▼-23.9%674,2829.2%ETFIUSBiShares Core Total USD Bond Market ETF$44,702,113$9,923,794 ▼-18.2%988,9858.4%ManufacturingSCHRSchwab Intermediate-Term U.S. Treasury ETF$39,521,348$15,654,754 ▲65.6%1,627,0637.4%ETFCOWZPacer US Cash Cows 100 ETF$29,679,080$13,034,409 ▼-30.5%525,4795.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$24,851,374$7,491,877 ▼-23.2%484,9054.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$24,131,439$4,252,710 ▼-15.0%532,2334.5%ETFAVUVAvantis U.S. Small Cap Value ETF$22,043,148$8,546,492 ▼-27.9%228,3554.1%ETFAAPLApple$18,122,220$45,076 ▼-0.2%72,3673.4%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$17,367,289$9,627,916 ▼-35.7%97,5253.3%ETFIUSInvesco RAFI Strategic US ETF$17,210,872$4,286,228 ▼-19.9%346,5043.2%ManufacturingSCHBSchwab US Broad Market ETF$12,063,504$7,715,592 ▲177.5%531,4322.3%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$11,071,462$4,590,625 ▼-29.3%338,7842.1%ETFDUHPDimensional US High Profitability ETF$5,250,082$1,722,545 ▼-24.7%155,3741.0%ETFIWViShares Russell 3000 ETF$4,980,325$3,440,435 ▼-40.9%14,9000.9%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,705,125$822,162 ▼-14.9%84,8530.9%ManufacturingPIMCO ETF TR$4,528,595$2,684,479 ▼-37.2%50,0840.9%ACTIVE BD ETFJQUAJPMorgan US Quality Factor ETF$4,101,578$2,022,440 ▼-33.0%71,6180.8%ETFBRK.BBerkshire Hathaway$2,862,463$74,338 ▲2.7%6,3150.5%FinanceVTVVanguard Value ETF$2,682,728$1,272,459 ▼-32.2%15,8460.5%ETFSPYSPDR S&P 500 ETF Trust$2,426,558$509,929 ▼-17.4%4,1400.5%FinanceAMZNAmazon.com$2,312,391$746,152 ▲47.6%10,5400.4%Retail/WholesaleNVDANVIDIA$2,223,941$187,600 ▲9.2%16,5610.4%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$2,112,752$741,214 ▼-26.0%36,3140.4%ETFGOOGAlphabet$1,959,818$47,991 ▲2.5%10,2910.4%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$1,730,962$554,850 ▼-24.3%75,3250.3%ETFSCHFSchwab International Equity ETF$1,701,371$847,596 ▲99.3%91,9660.3%ETFMSFTMicrosoft$1,668,296$102,846 ▲6.6%3,9580.3%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,649,529$19,768 ▼-1.2%17,0230.3%FinanceFIFiserv$1,596,730$4,108 ▼-0.3%7,7730.3%Business ServicesMAMastercard$1,590,768$10,531 ▼-0.7%3,0210.3%Business ServicesIVViShares Core S&P 500 ETF$1,495,602$3,037,702 ▼-67.0%2,5410.3%ETFMETAMeta Platforms$1,467,343$18,151 ▼-1.2%2,5060.3%Computer and TechnologyLLYEli Lilly and Company$1,366,900$16,980 ▼-1.2%1,7710.3%MedicalMRKMerck & Co., Inc.$1,299,010$133,602 ▲11.5%13,0580.2%MedicalSPHQInvesco S&P 500 Quality ETF$1,290,998$512,377 ▼-28.4%19,2600.2%ETFNFLXNetflix$1,043,736$17,826 ▼-1.7%1,1710.2%Consumer DiscretionaryQQQInvesco QQQ$1,003,339$29,134 ▼-2.8%1,9630.2%FinanceJPSTJPMorgan Ultra-Short Income ETF$948,3660.0%18,8280.2%ETFPULSPGIM Ultra Short Bond ETF$916,965$158,955 ▼-14.8%18,5060.2%ETFTSMTaiwan Semiconductor Manufacturing$870,338$12,244 ▼-1.4%4,4070.2%Computer and TechnologyAVGOBroadcom$813,758$264,761 ▼-24.5%3,5100.2%Computer and TechnologyBKNGBooking$809,852$4,968 ▼-0.6%1630.2%Retail/WholesaleTFLOiShares Treasury Floating Rate Bond ETF$765,983$162,009 ▼-17.5%15,1770.1%ETFJPMJPMorgan Chase & Co.$694,311$15,104 ▲2.2%2,8960.1%FinanceHDHome Depot$634,591$3,113 ▼-0.5%1,6310.1%Retail/WholesaleGEGeneral Electric$615,288$11,342 ▼-1.8%3,6890.1%TransportationLENLennar$608,210$136 ▼0.0%4,4600.1%ConstructionPYLDPIMCO Multi Sector Bond Active ETF$599,944$93,053 ▼-13.4%23,1460.1%ETFWFCWells Fargo & Company$581,938$7,445 ▲1.3%8,2850.1%FinanceVEAVanguard FTSE Developed Markets ETF$566,906$451,612 ▼-44.3%11,8550.1%ETFVOOVanguard S&P 500 ETF$540,426$66,274 ▼-10.9%1,0030.1%ETFPALANTIR TECHNOLOGIES INC$519,654$49,462 ▼-8.7%6,8710.1%CL AIJHiShares Core S&P Mid-Cap ETF$513,434$214,969 ▼-29.5%8,2400.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$511,042$108,009 ▼-17.4%10,0780.1%ETFADBEAdobe$488,259$240,127 ▼-33.0%1,0980.1%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$486,460$4,828 ▼-1.0%7,3550.1%ManufacturingGOOGLAlphabet$437,683$50,735 ▲13.1%2,3120.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$403,905$26,900 ▼-6.2%1,0060.1%ETFVOTVanguard Mid-Cap Growth ETF$381,553$761 ▲0.2%1,5040.1%ETFVTIVanguard Total Stock Market ETF$375,304$20,866 ▼-5.3%1,2950.1%ETFXOMExxon Mobil$370,133$7,637 ▲2.1%3,4410.1%EnergyAVUSAvantis U.S. Equity ETF$363,651$311,992 ▼-46.2%3,7520.1%ETFSLYVSPDR S&P 600 Small CapValue ETF$363,571$7,765 ▲2.2%4,1670.1%ETFVOEVanguard Mid-Cap Value ETF$345,620$29,125 ▲9.2%2,1360.1%ETFETYEaton Vance Tax-Managed Diversified Equity Income Fund$342,339$342,339 ▲New Holding22,8990.1%Financial ServicesPGProcter & Gamble$338,485$9,724 ▼-2.8%2,0190.1%Consumer StaplesCCitigroup$336,464$54,552 ▼-14.0%4,7800.1%FinanceGSGiShares S&P GSCI Commodity-Indexed Trust$328,5960.0%15,0940.1%FinanceUBERUber Technologies$328,020$55,132 ▼-14.4%5,4380.1%Computer and TechnologyWMTWalmart$308,816$3,795 ▲1.2%3,4180.1%Retail/WholesaleIXNiShares Global Tech ETF$298,998$509,687 ▼-63.0%3,5280.1%ETFKOCoca-Cola$293,805$2,241 ▼-0.8%4,7190.1%Consumer StaplesELVElevance Health$292,169$142,764 ▼-32.8%7920.1%MedicalSDYSPDR S&P Dividend ETF$289,866$9,116 ▲3.2%2,1940.1%ETFEFViShares MSCI EAFE Value ETF$284,0730.0%5,4140.1%ETFMOAltria Group$275,112$6,798 ▼-2.4%5,2610.1%Consumer StaplesSPMOInvesco S&P 500 Momentum ETF$273,3440.0%2,8770.1%ETFLOWLowe's Companies$271,480$8,885 ▼-3.2%1,1000.1%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$270,632$316,536 ▼-53.9%3,0480.1%ETFFBNDFidelity Total Bond ETF$268,637$86,285 ▼-24.3%5,9870.1%ETFXLKTechnology Select Sector SPDR Fund$267,863$3,255 ▼-1.2%1,1520.1%ETFDXCMDexCom$260,037$114,089 ▲78.2%5,9420.0%MedicalUNHUnitedHealth Group$250,906$22,258 ▲9.7%4960.0%MedicalFDXFedEx$249,540$11,816 ▼-4.5%8870.0%TransportationAMGNAmgen$249,304$1,824 ▼-0.7%9570.0%MedicalCSCOCisco Systems$246,796$246,796 ▲New Holding4,1690.0%Computer and TechnologyVBVanguard Small-Cap ETF$243,182$1,082,785 ▼-81.7%1,0120.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$240,967$880,945 ▼-78.5%3,0890.0%ETFGMGeneral Motors$240,528$240,528 ▲New Holding4,5150.0%Auto/Tires/TrucksVBRVanguard Small-Cap Value ETF$234,048$1,189 ▲0.5%1,1810.0%ETFGWWW.W. Grainger$222,4050.0%2110.0%IndustrialsIWOiShares Russell 2000 Growth ETF$218,721$863 ▲0.4%7600.0%ETFJNJJohnson & Johnson$217,560$434 ▲0.2%1,5040.0%MedicalORLYO'Reilly Automotive$217,0010.0%1830.0%Retail/WholesaleGE VERNOVA INC$216,436$216,436 ▲New Holding6580.0%COMCOSTCostco Wholesale$214,032$214,032 ▲New Holding2340.0%Retail/WholesaleVVisa$213,327$213,327 ▲New Holding6750.0%Business ServicesPGRProgressive$212,534$17,971 ▼-7.8%8870.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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