The Analysis of Intelligence Driven Advisers, LLC's Holdings
Currently, Intelligence Driven Advisers, LLC holds 138 types of securities in its portfolio with a total value $699.5M. In the most recent quarter, they have increased their positions in AIQ (+153.0K shares, valued at $7.8M), BAI (+140.2K shares, valued at $4.7M), NFLX (+9.2K shares, valued at $867.0K); decreased their positions in AVUV (-131.5K shares, valued at $13.4M), DFUS (-95.6K shares, valued at $7.1M), IWY (-18.7K shares, valued at $5.2M); initiated new positions in AIQ (+153.0K shares, valued at $7.8M), BAI (+140.2K shares, valued at $4.7M), JHMM (+7.4K shares, valued at $486.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST1.5M shares-6.17%2025-12-312026-01-23
IWY ISHARES TR248.6K shares-7.00%2025-12-312026-01-23 QEFA SPDR INDEX SHS FDS724.4K shares-4.26%2025-12-312026-01-23 IUSB ISHARES TR1.0M shares-6.61%2025-12-312026-01-23 DYNF BLACKROCK ETF TRUST747.4K shares-2.65%2025-12-312026-01-23 SCHR SCHWAB STRATEGIC TR1.8M shares-6.65%2025-12-312026-01-23 IUS INVESCO EXCH TRD SLF IDX FD662.7K shares0.76%2025-12-312026-01-23 SCHB SCHWAB STRATEGIC TR925.1K shares-9.05%2025-12-312026-01-23 VMBS VANGUARD SCOTTSDALE FDS499.6K shares-7.43%2025-12-312026-01-23 COWZ PACER FDS TR346.4K shares-11.44%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR29.9K shares-0.37%2025-12-312026-01-23 AAPL APPLE INC71.0K shares-3.59%2025-12-312026-01-23 FRDM EA SERIES TRUST345.6K shares-14.93%2025-12-312026-01-23 AVUV AMERICAN CENTY ETF TR135.4K shares-49.27%2025-12-312026-01-23 QUAL ISHARES TR66.3K shares-11.64%2025-12-312026-01-23 EMXC ISHARES INC115.2K shares-0.56%2025-12-312026-01-23 AIQ GLOBAL X FDS153.0K sharesnew addition2025-12-312026-01-23 SCHF SCHWAB STRATEGIC TR216.1K shares-1.99%2025-12-312026-01-23 BAI BLACKROCK ETF TRUST140.2K sharesnew addition2025-12-312026-01-23 IWV ISHARES TR11.8K shares-4.87%2025-12-312026-01-23 DUHP DIMENSIONAL ETF TRUST92.2K shares-15.98%2025-12-312026-01-23 JQUA J P MORGAN EXCHANGE TRADED F54.5K shares-10.03%2025-12-312026-01-23 ALPHABET INC ALPHABET INC10.4K shares2.38%2025-12-312026-01-23 BOND PIMCO ETF TR33.1K shares-6.30%2025-12-312026-01-23 NVDA NVIDIA CORPORATION15.5K shares-17.45%2025-12-312026-01-23 PYLD PIMCO ETF TR107.2K shares-1.39%2025-12-312026-01-23 MA MASTERCARD INCORPORATED4.8K shares-0.08%2025-12-312026-01-23 VTV VANGUARD INDEX FDS11.6K shares-20.40%2025-12-312026-01-23 BA BOEING CO9.7K shares0.31%2025-12-312026-01-23 VGSH VANGUARD SCOTTSDALE FDS31.4K shares-18.14%2025-12-312026-01-23 AGG ISHARES TR17.8K shares-1.75%2025-12-312026-01-23 IVV ISHARES TR2.6K shares-0.99%2025-12-312026-01-23 MSFT MICROSOFT CORP3.6K shares-11.05%2025-12-312026-01-23 IWF ISHARES TR3.6K shares-9.49%2025-12-312026-01-23 MBB ISHARES TR17.6K shares-10.38%2025-12-312026-01-23 LRGF ISHARES TR21.6K shares-5.07%2025-12-312026-01-23 META META PLATFORMS INC2.3K shares-0.18%2025-12-312026-01-23 SPHQ INVESCO EXCHANGE TRADED FD T19.3K shares0.00%2025-12-312026-01-23 GE AEROSPACE GE AEROSPACE4.4K shares-3.29%2025-12-312026-01-23 DFAS DIMENSIONAL ETF TRUST19.0K shares-55.97%2025-12-312026-01-23 AMZN AMAZON COM INC5.5K shares0.57%2025-12-312026-01-23 WFC WELLS FARGO CO NEW13.4K shares5.48%2025-12-312026-01-23 TSM TAIWAN SEMICONDUCTOR MFG LTD4.0K shares-1.32%2025-12-312026-01-23 XLF SELECT SECTOR SPDR TR20.1K shares0.75%2025-12-312026-01-23 PLTR PALANTIR TECHNOLOGIES INC5.8K shares3.02%2025-12-312026-01-23 NFLX NETFLIX INC10.4K shares808.30%2025-12-312026-01-23 BKNG BOOKING HOLDINGS INC174 shares2.35%2025-12-312026-01-23 VTI VANGUARD INDEX FDS2.7K shares-0.37%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS13.8K shares4.61%2025-12-312026-01-23 ALPHABET INC ALPHABET INC2.5K shares-5.14%2025-12-312026-01-23 XLV SELECT SECTOR SPDR TR5.0K shares3.17%2025-12-312026-01-23 GOVT ISHARES TR33.0K shares-11.67%2025-12-312026-01-23 BROADCOM INC BROADCOM INC2.2K shares94.22%2025-12-312026-01-23 BTI BRITISH AMERN TOB PLC13.4K shares-0.07%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.2.1K shares4.45%2025-12-312026-01-23 APP APPLOVIN CORP1.0K shares91.84%2025-12-312026-01-23 GEV GE VERNOVA INC1.0K shares1.99%2025-12-312026-01-23 PULS PGIM ETF TR13.4K shares-26.05%2025-12-312026-01-23 WMT WALMART INC5.1K shares6.56%2025-12-312026-01-23 POWR ISHARES INC24.0K shares0.00%2025-12-312026-01-23 PJP INVESCO EXCHANGE TRADED FD T5.4K shares0.00%2025-12-312026-01-23 GM GENERAL MTRS CO6.8K shares5.75%2025-12-312026-01-23 ADBE ADOBE INC1.6K shares-6.63%2025-12-312026-01-23 IJH ISHARES TR8.1K shares-1.40%2025-12-312026-01-23 LLY ELI LILLY & CO486 shares-2.99%2025-12-312026-01-23 UBER UBER TECHNOLOGIES INC6.3K shares1.51%2025-12-312026-01-23 FI FISERV INC7.7K shares-0.01%2025-12-312026-01-23 TFLO ISHARES TR10.1K shares-32.59%2025-12-312026-01-23 JHMM JOHN HANCOCK EXCHANGE TRADED7.4K sharesnew addition2025-12-312026-01-23 QCOM QUALCOMM INC2.8K shares21.39%2025-12-312026-01-23 LEN LENNAR CORP4.4K shares0.00%2025-12-312026-01-23 AVUS AMERICAN CENTY ETF TR3.8K shares0.00%2025-12-312026-01-23 IHI ISHARES TR6.7K shares0.00%2025-12-312026-01-23 VOT VANGUARD INDEX FDS1.5K shares-2.85%2025-12-312026-01-23 VO VANGUARD INDEX FDS1.4K sharesnew addition2025-12-312026-01-23 HD HOME DEPOT INC1.1K shares-13.48%2025-12-312026-01-23 EFV ISHARES TR5.4K shares0.00%2025-12-312026-01-23 SPYM SPDR SERIES TRUST4.8K shares0.00%2025-12-312026-01-23 IXUS ISHARES TR4.5K shares-16.45%2025-12-312026-01-23 IXN ISHARES TR3.6K shares6.48%2025-12-312026-01-23 MU MICRON TECHNOLOGY INC1.3K sharesnew addition2025-12-312026-01-23 LOW LOWES COS INC1.5K shares41.53%2025-12-312026-01-23 XLK SELECT SECTOR SPDR TR2.5K shares100.00%2025-12-312026-01-23 GILD GILEAD SCIENCES INC2.9K shares19.66%2025-12-312026-01-23 MO ALTRIA GROUP INC6.1K shares16.70%2025-12-312026-01-23 VOE VANGUARD INDEX FDS1.9K shares-7.75%2025-12-312026-01-23 SPMO INVESCO EXCH TRADED FD TR II2.9K shares0.00%2025-12-312026-01-23 SLYV SPDR SERIES TRUST3.7K shares-10.03%2025-12-312026-01-23 SDY SPDR SERIES TRUST2.3K shares4.63%2025-12-312026-01-23 FVD FIRST TR EXCHANGE-TRADED FD6.7K sharesnew addition2025-12-312026-01-23 SPTM SPDR SERIES TRUST3.5K shares-1.28%2025-12-312026-01-23 USMV ISHARES TR3.0K shares-0.89%2025-12-312026-01-23 HCA HCA HEALTHCARE INC602 shares24.90%2025-12-312026-01-23 SCHX SCHWAB STRATEGIC TR10.4K sharesnew addition2025-12-312026-01-23 KLAC KLA CORP228 sharesnew addition2025-12-312026-01-23 AIG AMERICAN INTL GROUP INC3.2K shares6.91%2025-12-312026-01-23 XLB SELECT SECTOR SPDR TR6.0K shares0.00%2025-12-312026-01-23 TSLA TESLA INC586 shares26.02%2025-12-312026-01-23 BOTZ GLOBAL X FDS7.2K shares0.00%2025-12-312026-01-23 VST VISTRA CORP1.6K shares-3.28%2025-12-312026-01-23 VBR VANGUARD INDEX FDS1.2K shares1.01%2025-12-312026-01-23 CMCSA COMCAST CORP NEW8.4K sharesnew addition2025-12-312026-01-23 IWO ISHARES TR764 shares0.13%2025-12-312026-01-23 TAK TAKEDA PHARMACEUTICAL CO LTD15.4K shares4.14%2025-12-312026-01-23 SU SUNCOR ENERGY INC NEW5.4K shares-1.15%2025-12-312026-01-23 VLO VALERO ENERGY CORP1.5K sharesnew addition2025-12-312026-01-23 BMY BRISTOL-MYERS SQUIBB CO4.4K sharesnew addition2025-12-312026-01-23 CAT CATERPILLAR INC409 sharesnew addition2025-12-312026-01-23 XOM EXXON MOBIL CORP1.9K shares-22.18%2025-12-312026-01-23 MTUM ISHARES TR927 shares0.00%2025-12-312026-01-23 DASH DOORDASH INC1.0K shares-16.07%2025-12-312026-01-23 FNDA SCHWAB STRATEGIC TR7.2K sharesnew addition2025-12-312026-01-23 CMF ISHARES TR3.9K sharesnew addition2025-12-312026-01-23 BCS BARCLAYS PLC8.8K sharesnew addition2025-12-312026-01-23 FNDE SCHWAB STRATEGIC TR6.2K shares-3.05%2025-12-312026-01-23 TJX TJX COS INC NEW1.4K sharesnew addition2025-12-312026-01-23 AMGN AMGEN INC666 sharesnew addition2025-12-312026-01-23 UNH UNITEDHEALTH GROUP INC659 shares-6.66%2025-12-312026-01-23 XLC SELECT SECTOR SPDR TR1.8K shares-26.53%2025-12-312026-01-23 EFG ISHARES TR1.8K shares0.00%2025-12-312026-01-23 ORLY OREILLY AUTOMOTIVE INC2.3K shares-3.39%2025-12-312026-01-23 HII HUNTINGTON INGALLS INDS INC600 sharesnew addition2025-12-312026-01-23 CVX CHEVRON CORP NEW1.3K sharesnew addition2025-12-312026-01-23 NVDY TIDAL TRUST II10.1K sharesnew addition2025-12-312026-01-23 WIT WIPRO LTD20.8K shares-13.69%2025-12-312026-01-23 LPL LG DISPLAY CO LTD13.7K sharesnew addition2025-12-312026-01-23 GRAB GRAB HOLDINGS LIMITED11.5K shares12.60%2025-12-312026-01-23 ENIC ENEL CHILE S.A.11.6K shares8.98%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available