Intelligence Driven Advisers, LLC
- SEC CIK
- 0001819955
- Latest filing
- Aug 6, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 5, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 105
- +1 vs. Q1 2024
- Portfolio value
- $705.9M
- +$29.1M (+4.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V613 | CORE UNIVRSL USD | 1,207,253 | $54.6M | 7.7% | +3,828+0.3% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 721,077 | $55.7M | 7.9% | −13,930−1.9% | Reduced | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 909,203 | $68.0M | 9.6% | +15,769+1.8% | Added | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 340,078 | $73.0M | 10.3% | +5,781+1.7% | Added | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,765,454 | $103.9M | 14.7% | +63,602+3.7% | Added | – |
Sold out since Q1 2024 (16)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| NVONovo Nordisk A S | ADR | 2,571 | $330.1K | <0.1% | History |
| UNHUnitedHealth Group Inc | Stock | 659 | $326.0K | <0.1% | History |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 7,207 | $268.3K | <0.1% | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 8,329 | $248.0K | <0.1% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,260 | $242.0K | <0.1% | – |
| INFYInfosys Ltd | SPONSORED ADR | 12,621 | $226.3K | <0.1% | History |
| SUSuncor Energy Inc | Stock | 5,615 | $207.3K | <0.1% | History |
| CATCaterpillar Inc | Stock | 564 | $206.5K | <0.1% | History |
| LPLLG Display Co., Ltd. | SPONS ADR REP | 31,435 | $128.9K | <0.1% | History |
| VODVodafone Group Public Ltd Co | ADR | 13,790 | $122.7K | <0.1% | History |
| Crescent PT Energy Corp22576C101 | COM | 10,731 | $87.9K | <0.1% | – |
| WITWipro Ltd | SPON ADR 1 SH | 11,778 | $67.7K | <0.1% | History |
| NOKNokia Corp | SPONSORED ADR | 18,576 | $65.8K | <0.1% | History |
| BTEBaytex Energy Corp. | COM | 16,306 | $59.2K | <0.1% | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 17,029 | $53.5K | <0.1% | History |
| ENICEnel Chile S.A. | SPONSORED ADR | 11,818 | $36.0K | <0.1% | History |