Intelligence Driven Advisers, LLC
- SEC CIK
- 0001819955
- Latest filing
- Aug 6, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 25, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 101
- −4 vs. Q4 2024
- Portfolio value
- $519.1M
- −$12.6M (−2.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,335,847 | $80.8M | 15.6% | +13,945+1.1% | Added | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| AAPLApple Inc. | Stock | – | $66.6K |
Sold out since Q4 2024 (16)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 10,078 | $511.0K | 0.1% | – |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 22,899 | $342.3K | 0.1% | History |
| PGProcter & Gamble Co | Stock | 2,019 | $338.5K | 0.1% | History |
| LOWLowes Companies Inc | Stock | 1,100 | $271.5K | 0.1% | History |
| DXCMDexcom Inc | COM | 3,342 | $259.9K | <0.1% | History |
| UNHUnitedHealth Group Inc | Stock | 496 | $250.9K | <0.1% | History |
| FDXFedEx Corp | Stock | 887 | $249.5K | <0.1% | History |
| CSCOCisco Systems, Inc. | Stock | 4,169 | $246.8K | <0.1% | History |
| GWWW.W. Grainger, Inc. | Stock | 211 | $222.4K | <0.1% | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 760 | $218.7K | <0.1% | – |
| JNJJohnson & Johnson | Stock | 1,504 | $217.6K | <0.1% | History |
| GEVGE Vernova Inc. | Stock | 658 | $216.4K | <0.1% | History |
| COSTCostco Wholesale Corp | Stock | 234 | $214.0K | <0.1% | History |
| VVisa Inc. | Stock | 675 | $213.3K | <0.1% | History |
| BACBank of America Corp | Stock | 4,813 | $211.5K | <0.1% | History |
| SNPSSynopsys Inc | COM | 429 | $208.2K | <0.1% | History |