Intelligence Driven Advisers, LLC Top Holdings and 13F Report (2025)

About Intelligence Driven Advisers, LLC

Investment Activity

Intelligence 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: $84,271,268
iShares Russell Top 200 Growth ETF: $53,579,362
SPDR MSCI EAFE StrategicFactors ETF: $48,892,205
iShares Core Total USD Bond Market ETF: $44,702,113
Schwab Intermediate-Term U.S. Treasury ETF: $39,521,348

Largest New Holdings this Quarter

Eaton Vance Tax-Managed Diversified Equity Income Fund: $342,339 Holding
Cisco Systems: $246,796 Holding
General Motors: $240,528 Holding
GE VERNOVA INC: $216,436 Holding
Costco 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFUS Dimensional U.S. Equity ETF	$84,271,268	$28,276,636 ▼	-25.1%	1,321,902	15.8%	ETF
IWY iShares Russell Top 200 Growth ETF	$53,579,362	$23,549,077 ▼	-30.5%	227,736	10.1%	ETF
QEFA SPDR MSCI EAFE StrategicFactors ETF	$48,892,205	$15,335,363 ▼	-23.9%	674,282	9.2%	ETF
IUSB iShares Core Total USD Bond Market ETF	$44,702,113	$9,923,794 ▼	-18.2%	988,985	8.4%	Manufacturing
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$39,521,348	$15,654,754 ▲	65.6%	1,627,063	7.4%	ETF
COWZ Pacer US Cash Cows 100 ETF	$29,679,080	$13,034,409 ▼	-30.5%	525,479	5.6%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$24,851,374	$7,491,877 ▼	-23.2%	484,905	4.7%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$24,131,439	$4,252,710 ▼	-15.0%	532,233	4.5%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$22,043,148	$8,546,492 ▼	-27.9%	228,355	4.1%	ETF
AAPL Apple	$18,122,220	$45,076 ▼	-0.2%	72,367	3.4%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$17,367,289	$9,627,916 ▼	-35.7%	97,525	3.3%	ETF
IUS Invesco RAFI Strategic US ETF	$17,210,872	$4,286,228 ▼	-19.9%	346,504	3.2%	Manufacturing
SCHB Schwab US Broad Market ETF	$12,063,504	$7,715,592 ▲	177.5%	531,432	2.3%	ETF
FRDM Alpha Architect Freedom 100 Emerging Market ETF	$11,071,462	$4,590,625 ▼	-29.3%	338,784	2.1%	ETF
DUHP Dimensional US High Profitability ETF	$5,250,082	$1,722,545 ▼	-24.7%	155,374	1.0%	ETF
IWV iShares Russell 3000 ETF	$4,980,325	$3,440,435 ▼	-40.9%	14,900	0.9%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$4,705,125	$822,162 ▼	-14.9%	84,853	0.9%	Manufacturing
PIMCO ETF TR	$4,528,595	$2,684,479 ▼	-37.2%	50,084	0.9%	ACTIVE BD ETF
JQUA JPMorgan US Quality Factor ETF	$4,101,578	$2,022,440 ▼	-33.0%	71,618	0.8%	ETF
BRK.B Berkshire Hathaway	$2,862,463	$74,338 ▲	2.7%	6,315	0.5%	Finance
VTV Vanguard Value ETF	$2,682,728	$1,272,459 ▼	-32.2%	15,846	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$2,426,558	$509,929 ▼	-17.4%	4,140	0.5%	Finance
AMZN Amazon.com	$2,312,391	$746,152 ▲	47.6%	10,540	0.4%	Retail/Wholesale
NVDA NVIDIA	$2,223,941	$187,600 ▲	9.2%	16,561	0.4%	Computer and Technology
VGSH Vanguard Short-Term Treasury Index ETF	$2,112,752	$741,214 ▼	-26.0%	36,314	0.4%	ETF
GOOG Alphabet	$1,959,818	$47,991 ▲	2.5%	10,291	0.4%	Computer and Technology
GOVT iShares U.S. Treasury Bond ETF	$1,730,962	$554,850 ▼	-24.3%	75,325	0.3%	ETF
SCHF Schwab International Equity ETF	$1,701,371	$847,596 ▲	99.3%	91,966	0.3%	ETF
MSFT Microsoft	$1,668,296	$102,846 ▲	6.6%	3,958	0.3%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$1,649,529	$19,768 ▼	-1.2%	17,023	0.3%	Finance
FI Fiserv	$1,596,730	$4,108 ▼	-0.3%	7,773	0.3%	Business Services
MA Mastercard	$1,590,768	$10,531 ▼	-0.7%	3,021	0.3%	Business Services
IVV iShares Core S&P 500 ETF	$1,495,602	$3,037,702 ▼	-67.0%	2,541	0.3%	ETF
META Meta Platforms	$1,467,343	$18,151 ▼	-1.2%	2,506	0.3%	Computer and Technology
LLY Eli Lilly and Company	$1,366,900	$16,980 ▼	-1.2%	1,771	0.3%	Medical
MRK Merck & Co., Inc.	$1,299,010	$133,602 ▲	11.5%	13,058	0.2%	Medical
SPHQ Invesco S&P 500 Quality ETF	$1,290,998	$512,377 ▼	-28.4%	19,260	0.2%	ETF
NFLX Netflix	$1,043,736	$17,826 ▼	-1.7%	1,171	0.2%	Consumer Discretionary
QQQ Invesco QQQ	$1,003,339	$29,134 ▼	-2.8%	1,963	0.2%	Finance
JPST JPMorgan Ultra-Short Income ETF	$948,366		0.0%	18,828	0.2%	ETF
PULS PGIM Ultra Short Bond ETF	$916,965	$158,955 ▼	-14.8%	18,506	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$870,338	$12,244 ▼	-1.4%	4,407	0.2%	Computer and Technology
AVGO Broadcom	$813,758	$264,761 ▼	-24.5%	3,510	0.2%	Computer and Technology
BKNG Booking	$809,852	$4,968 ▼	-0.6%	163	0.2%	Retail/Wholesale
TFLO iShares Treasury Floating Rate Bond ETF	$765,983	$162,009 ▼	-17.5%	15,177	0.1%	ETF
JPM JPMorgan Chase & Co.	$694,311	$15,104 ▲	2.2%	2,896	0.1%	Finance
HD Home Depot	$634,591	$3,113 ▼	-0.5%	1,631	0.1%	Retail/Wholesale
GE General Electric	$615,288	$11,342 ▼	-1.8%	3,689	0.1%	Transportation
LEN Lennar	$608,210	$136 ▼	0.0%	4,460	0.1%	Construction
PYLD PIMCO Multi Sector Bond Active ETF	$599,944	$93,053 ▼	-13.4%	23,146	0.1%	ETF
WFC Wells Fargo & Company	$581,938	$7,445 ▲	1.3%	8,285	0.1%	Finance
VEA Vanguard FTSE Developed Markets ETF	$566,906	$451,612 ▼	-44.3%	11,855	0.1%	ETF
VOO Vanguard S&P 500 ETF	$540,426	$66,274 ▼	-10.9%	1,003	0.1%	ETF
PALANTIR TECHNOLOGIES INC	$519,654	$49,462 ▼	-8.7%	6,871	0.1%	CL A
IJH iShares Core S&P Mid-Cap ETF	$513,434	$214,969 ▼	-29.5%	8,240	0.1%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$511,042	$108,009 ▼	-17.4%	10,078	0.1%	ETF
ADBE Adobe	$488,259	$240,127 ▼	-33.0%	1,098	0.1%	Computer and Technology
IXUS iShares Core MSCI Total International Stock ETF	$486,460	$4,828 ▼	-1.0%	7,355	0.1%	Manufacturing
GOOGL Alphabet	$437,683	$50,735 ▲	13.1%	2,312	0.1%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$403,905	$26,900 ▼	-6.2%	1,006	0.1%	ETF
VOT Vanguard Mid-Cap Growth ETF	$381,553	$761 ▲	0.2%	1,504	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$375,304	$20,866 ▼	-5.3%	1,295	0.1%	ETF
XOM Exxon Mobil	$370,133	$7,637 ▲	2.1%	3,441	0.1%	Oils/Energy
AVUS Avantis U.S. Equity ETF	$363,651	$311,992 ▼	-46.2%	3,752	0.1%	ETF
SLYV SPDR S&P 600 Small CapValue ETF	$363,571	$7,765 ▲	2.2%	4,167	0.1%	ETF
VOE Vanguard Mid-Cap Value ETF	$345,620	$29,125 ▲	9.2%	2,136	0.1%	ETF
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund	$342,339	$342,339 ▲	New Holding	22,899	0.1%	Financial Services
PG Procter & Gamble	$338,485	$9,724 ▼	-2.8%	2,019	0.1%	Consumer Staples
C Citigroup	$336,464	$54,552 ▼	-14.0%	4,780	0.1%	Finance
GSG iShares S&P GSCI Commodity-Indexed Trust	$328,596		0.0%	15,094	0.1%	Finance
UBER Uber Technologies	$328,020	$55,132 ▼	-14.4%	5,438	0.1%	Computer and Technology
WMT Walmart	$308,816	$3,795 ▲	1.2%	3,418	0.1%	Retail/Wholesale
IXN iShares Global Tech ETF	$298,998	$509,687 ▼	-63.0%	3,528	0.1%	ETF
KO Coca-Cola	$293,805	$2,241 ▼	-0.8%	4,719	0.1%	Consumer Staples
ELV Elevance Health	$292,169	$142,764 ▼	-32.8%	792	0.1%	Medical
SDY SPDR S&P Dividend ETF	$289,866	$9,116 ▲	3.2%	2,194	0.1%	ETF
EFV iShares MSCI EAFE Value ETF	$284,073		0.0%	5,414	0.1%	ETF
MO Altria Group	$275,112	$6,798 ▼	-2.4%	5,261	0.1%	Consumer Staples
SPMO Invesco S&P 500 Momentum ETF	$273,344		0.0%	2,877	0.1%	ETF
LOW Lowe's Companies	$271,480	$8,885 ▼	-3.2%	1,100	0.1%	Retail/Wholesale
USMV iShares MSCI USA Min Vol Factor ETF	$270,632	$316,536 ▼	-53.9%	3,048	0.1%	ETF
FBND Fidelity Total Bond ETF	$268,637	$86,285 ▼	-24.3%	5,987	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$267,863	$3,255 ▼	-1.2%	1,152	0.1%	ETF
DXCM DexCom	$260,037	$114,089 ▲	78.2%	5,942	0.0%	Medical
UNH UnitedHealth Group	$250,906	$22,258 ▲	9.7%	496	0.0%	Medical
FDX FedEx	$249,540	$11,816 ▼	-4.5%	887	0.0%	Transportation
AMGN Amgen	$249,304	$1,824 ▼	-0.7%	957	0.0%	Medical
CSCO Cisco Systems	$246,796	$246,796 ▲	New Holding	4,169	0.0%	Computer and Technology
VB Vanguard Small-Cap ETF	$243,182	$1,082,785 ▼	-81.7%	1,012	0.0%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$240,967	$880,945 ▼	-78.5%	3,089	0.0%	ETF
GM General Motors	$240,528	$240,528 ▲	New Holding	4,515	0.0%	Auto/Tires/Trucks
VBR Vanguard Small-Cap Value ETF	$234,048	$1,189 ▲	0.5%	1,181	0.0%	ETF
GWW W.W. Grainger	$222,405		0.0%	211	0.0%	Industrial Products
IWO iShares Russell 2000 Growth ETF	$218,721	$863 ▲	0.4%	760	0.0%	ETF
JNJ Johnson & Johnson	$217,560	$434 ▲	0.2%	1,504	0.0%	Medical
ORLY O'Reilly Automotive	$217,001		0.0%	183	0.0%	Retail/Wholesale
GE VERNOVA INC	$216,436	$216,436 ▲	New Holding	658	0.0%	COM
COST Costco Wholesale	$214,032	$214,032 ▲	New Holding	234	0.0%	Retail/Wholesale
V Visa	$213,327	$213,327 ▲	New Holding	675	0.0%	Business Services
PGR Progressive	$212,534	$17,971 ▼	-7.8%	887	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Intelligence Driven Advisers, LLC Top Holdings and 13F Report (2025)

About Intelligence Driven Advisers, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Intelligence Driven Advisers, LLC Top Holdings and 13F Report (2025)

About Intelligence Driven Advisers, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIntelligence Driven Advisers, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools