Intelligence Driven Advisers, LLC Portfolio Holdings
Q3 2025•124 long positions•$721.3M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding129 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $112.3M 15.56% | +$1.2M Bought | — 1.5M shares | 1.5M → 1.5M +$1.2M | +1.11% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $73.1M 10.14% | -$1.1M Sold | — 267.3K shares | 271.1K → 267.3K −$1.1M | -1.42% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $66.5M 9.22% | +$1.9M Bought | — 756.6K shares | 734.6K → 756.6K +$1.9M | +2.99% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $52.1M 7.23% | +$3.4M Bought | — 1.1M shares | 1.0M → 1.1M +$3.4M | +6.95% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $47.6M 6.6% | +$3.2M Bought | — 1.9M shares | 1.8M → 1.9M +$3.2M | +7.23% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $45.4M 6.3% | +$5.7M Bought | — 767.7K shares | 671.2K → 767.7K +$5.7M | +14.37% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $36.3M 5.03% | +$5.7M Bought | — 657.8K shares | 553.6K → 657.8K +$5.7M | +18.81% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $26.6M 3.68% | +$538.7K Bought | — 266.9K shares | 261.4K → 266.9K +$538.7K | +2.07% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $26.2M 3.63% | -$595.7K Sold | — 1.0M shares | 1.0M → 1.0M −$595.7K | -2.23% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $25.3M 3.51% | +$1.7M Bought | — 539.7K shares | 503.3K → 539.7K +$1.7M | +7.23% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $22.5M 3.12% | -$4.0M Sold | — 391.1K shares | 460.5K → 391.1K −$4.0M | -15.07% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $20.0M 2.78% | +$493.6K Bought | — 30.0K shares | 29.3K → 30.0K +$493.6K | +2.53% | — — | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $18.8M 2.6% | -$22.2K Sold | 0.0% 73.7K shares | 73.8K → 73.7K −$22.2K | -0.12% | $3.78T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $18.0M 2.5% | -$723.8K Sold | — 406.3K shares | 422.6K → 406.3K −$723.8K | -3.87% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $14.6M 2.02% | -$3.8M Sold | — 75.0K shares | 94.6K → 75.0K −$3.8M | -20.77% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $7.8M 1.08% | +$694.1K Bought | — 115.9K shares | 105.6K → 115.9K +$694.1K | +9.74% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $6.9M 0.953% | -$47.8K Sold | — 152.0K shares | 153.1K → 152.0K −$47.8K | -0.69% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.1M 0.712% | +$282.5K Bought | — 220.5K shares | 208.4K → 220.5K +$282.5K | +5.82% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.7M 0.653% | -$354.7K Sold | — 12.4K shares | 13.4K → 12.4K −$354.7K | -7.0% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $4.1M 0.575% | -$915.5K Sold | — 109.7K shares | 134.0K → 109.7K −$915.5K | -18.09% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.8M 0.528% | -$350.0K Sold | — 60.6K shares | 66.2K → 60.6K −$350.0K | -8.41% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $3.5M 0.485% | +$496.3K Bought | 0.0% 18.8K shares | 16.1K → 18.8K +$496.3K | +16.53% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.3M 0.457% | -$588.8K Sold | — 35.3K shares | 41.6K → 35.3K −$588.8K | -15.15% | — — | Q2 2019 Held for 6y 5m | |
Insurance - Diversified Financial Services | $3.2M 0.437% | -$2.0K Sold | 0.0% 6.3K shares | 6.3K → 6.3K −$2.0K | -0.06% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.0M 0.409% | -$74.3K Sold | — 43.1K shares | 44.2K → 43.1K −$74.3K | -2.46% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.9M 0.404% | +$560.0K Bought | — 108.7K shares | 87.8K → 108.7K +$560.0K | +23.75% | — — | Q3 2024 Held for 1y 2m | |
Financial - Credit Services Financial Services | $2.7M 0.38% | -$18.2K Sold | 0.001% 4.8K shares | 4.8K → 4.8K −$18.2K | -0.66% | $514.21B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.7M 0.378% | -$50.2K Sold | — 14.6K shares | 14.9K → 14.6K −$50.2K | -1.81% | — — | Q3 2020 Held for 5y 2m | |
Internet Content & Information Communication Services | $2.5M 0.344% | -$49.9K Sold | 0.0% 10.2K shares | 10.4K → 10.2K −$49.9K | -1.97% | $2.95T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.3M 0.312% | +$45.5K Bought | — 38.3K shares | 37.5K → 38.3K +$45.5K | +2.06% | — — | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $2.1M 0.294% | +$28.5K Bought | 0.0% 4.1K shares | 4.0K → 4.1K +$28.5K | +1.36% | $3.85T Mega Cap | Q4 2018 Held for 6y 11m | |
Aerospace & Defense Industrials | $2.1M 0.29% | — | 0.001% 9.7K shares | — | — | $163.20B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.9M 0.259% | -$20.6K Sold | — 19.7K shares | 19.9K → 19.7K −$20.6K | -1.09% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.9M 0.257% | -$83.8K Sold | — 4.0K shares | 4.1K → 4.0K −$83.8K | -4.33% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.8M 0.252% | +$28.9K Bought | — 18.2K shares | 17.9K → 18.2K +$28.9K | +1.61% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.8M 0.244% | -$6.7K Sold | — 2.6K shares | 2.6K → 2.6K −$6.7K | -0.38% | — — | Q2 2019 Held for 6y 5m | |
Internet Content & Information Communication Services | $1.7M 0.231% | -$5.9K Sold | 0.0% 2.3K shares | 2.3K → 2.3K −$5.9K | -0.35% | $1.84T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.6M 0.226% | +$9.0K Bought | — 2.7K shares | 2.7K → 2.7K +$9.0K | +0.56% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $1.6M 0.218% | -$40.5K Sold | — 22.8K shares | 23.4K → 22.8K −$40.5K | -2.51% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.4M 0.196% | — | — 19.3K shares | — | — | — — | Q3 2022 Held for 3y 2m | |
Entertainment Communication Services | $1.4M 0.19% | -$66.0K Sold | 0.0% 1.1K shares | 1.2K → 1.1K −$66.0K | -4.59% | $509.45B Mega Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $1.4M 0.19% | -$95.4K Sold | 0.0% 4.6K shares | 4.9K → 4.6K −$95.4K | -6.51% | $319.00B Mega Cap | Q2 2023 Held for 2y 5m | |
Specialty Retail Consumer Cyclical | $1.2M 0.166% | -$64.1K Sold | 0.0% 5.4K shares | 5.7K → 5.4K −$64.1K | -5.1% | $2.34T Mega Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $1.1M 0.158% | +$10.9K Bought | — 4.1K shares | 4.0K → 4.1K +$10.9K | +0.97% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.1M 0.149% | — | — 20.0K shares | — | — | — — | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $1.1M 0.148% | +$74.5K Bought | 0.0% 12.7K shares | 11.8K → 12.7K +$74.5K | +7.53% | $268.51B Mega Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $1.0M 0.142% | -$65.3K Sold | 0.0% 5.6K shares | 6.0K → 5.6K −$65.3K | -6.01% | $432.76B Mega Cap | Q3 2024 Held for 1y 2m | |
Information Technology Services Technology | $989.7K 0.137% | — | 0.001% 7.7K shares | — | — | $70.1B Large Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $969.5K 0.134% | +$135.5K Bought | 0.0% 11.6K shares | 9.9K → 11.6K +$135.5K | +16.25% | $209.64B Mega Cap | Q2 2024 Held for 1y 5m | |
Travel Services Consumer Cyclical | $917.9K 0.127% | -$5.4K Sold | 0.001% 170.0 shares | 171.0 → 170.0 −$5.4K | -0.58% | $174.99B Large Cap | Q2 2023 Held for 2y 5m |
