279 is the total number of securities Intelligence Driven Advisers, LLC has owned. The longest Intelligence Driven Advisers, LLC has owned a single stock is 20 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MTUM | ISHARES TR | 20 | 20 | 0.18% | 3.89% | 6.32% | Q4 2018 | Q3 2023 | 20 |
SCHB | SCHWAB STRATEGIC TR | 20 | 20 | 1.70% | 3.00% | 7.90% | Q4 2018 | Q3 2023 | 20 |
AAPL | APPLE INC | 20 | 20 | 1.64% | 2.78% | 4.12% | Q4 2018 | Q3 2023 | 20 |
AGG | ISHARES TR | 20 | 20 | 0.05% | 2.42% | 17.09% | Q4 2018 | Q3 2023 | 20 |
SCHF | SCHWAB STRATEGIC TR | 20 | 20 | 0.30% | 1.90% | 5.51% | Q4 2018 | Q3 2023 | 20 |
SLYV | SPDR SER TR | 20 | 20 | 0.05% | 0.49% | 1.53% | Q4 2018 | Q3 2023 | 20 |
BRKB | BERKSHIRE HATHAWAY INC... | 20 | 20 | 0.31% | 0.48% | 1.12% | Q4 2018 | Q3 2023 | 20 |
MSFT | MICROSOFT CORP | 20 | 20 | 0.11% | 0.19% | 0.32% | Q4 2018 | Q3 2023 | 20 |
GOOG | ALPHABET INC | 20 | 20 | 0.08% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 20 |
AMZN | AMAZON COM INC | 20 | 20 | 0.04% | 0.11% | 0.21% | Q4 2018 | Q3 2023 | 20 |
USMV | ISHARES TR | 19 | 19 | 0.18% | 5.67% | 8.31% | Q1 2019 | Q3 2023 | 19 |
VCSH | VANGUARD SCOTTSDALE FDS | 11 | 8 | 0.17% | 3.36% | 11.55% | Q4 2018 | Q3 2023 | 19 |
IJH | ISHARES TR | 19 | 19 | 0.05% | 0.94% | 3.85% | Q1 2019 | Q3 2023 | 19 |
VNQ | VANGUARD INDEX FDS | 11 | 8 | 0.07% | 0.29% | 1.14% | Q4 2018 | Q3 2023 | 19 |
HD | HOME DEPOT INC | 19 | 19 | 0.07% | 0.10% | 0.16% | Q1 2019 | Q3 2023 | 19 |
IVV | ISHARES TR | 18 | 18 | 0.42% | 3.42% | 7.09% | Q2 2019 | Q3 2023 | 18 |
VB | VANGUARD INDEX FDS | 10 | 8 | 0.10% | 2.12% | 4.76% | Q1 2019 | Q3 2023 | 18 |
BOND | PIMCO ETF TR | 18 | 18 | 0.23% | 0.79% | 2.98% | Q2 2019 | Q3 2023 | 18 |
KO | COCA COLA CO | 9 | 9 | 0.08% | 0.18% | 0.38% | Q4 2018 | Q2 2023 | 18 |
IJR | ISHARES TR | 10 | 7 | 0.05% | 0.62% | 1.37% | Q2 2019 | Q3 2023 | 17 |
FISV | FISERV INC | 9 | 8 | 0.16% | 0.33% | 0.62% | Q4 2018 | Q3 2023 | 17 |
IEFA | ISHARES TR | 16 | 16 | 0.11% | 1.78% | 4.19% | Q2 2019 | Q1 2023 | 16 |
SPY | SPDR S&P 500 ETF TR | 16 | 16 | 0.10% | 0.32% | 0.81% | Q4 2019 | Q3 2023 | 16 |
IEMG | ISHARES INC | 16 | 16 | 0.05% | 0.26% | 1.19% | Q2 2019 | Q1 2023 | 16 |
GIS | GENERAL MLS INC | 9 | 6 | 0.37% | 1.64% | 3.29% | Q4 2018 | Q2 2023 | 15 |
IWV | ISHARES TR | 12 | 1 | 0.16% | 1.43% | 2.24% | Q4 2018 | Q3 2023 | 15 |
SMMV | ISHARES TR | 15 | 15 | 0.05% | 0.85% | 5.96% | Q1 2020 | Q3 2023 | 15 |
SPLV | INVESCO EXCH TRADED FD... | 15 | 15 | 0.10% | 0.79% | 1.51% | Q1 2020 | Q3 2023 | 15 |
JJSF | J & J SNACK FOODS CORP | 15 | 15 | 0.05% | 0.10% | 0.18% | Q4 2018 | Q2 2022 | 15 |
EFG | ISHARES TR | 13 | 1 | 0.05% | 4.31% | 9.10% | Q4 2018 | Q3 2023 | 14 |
JPST | J P MORGAN EXCHANGE-TR... | 14 | 14 | 0.19% | 1.30% | 8.62% | Q2 2020 | Q3 2023 | 14 |
FNDE | SCHWAB STRATEGIC TR | 14 | 14 | 0.04% | 0.45% | 1.18% | Q4 2018 | Q1 2022 | 14 |
VEA | VANGUARD TAX-MANAGED I... | 8 | 6 | 0.09% | 0.40% | 1.67% | Q1 2020 | Q3 2023 | 14 |
VO | VANGUARD INDEX FDS | 8 | 6 | 0.05% | 0.25% | 0.74% | Q1 2020 | Q3 2023 | 14 |
JNJ | JOHNSON & JOHNSON | 9 | 5 | 0.05% | 0.17% | 0.29% | Q4 2018 | Q2 2022 | 14 |
ITOT | ISHARES TR | 14 | 14 | 0.09% | 0.13% | 0.21% | Q4 2019 | Q1 2023 | 14 |
QUAL | ISHARES TR | 13 | 13 | 4.58% | 7.00% | 8.73% | Q3 2020 | Q3 2023 | 13 |
RWO | SPDR INDEX SHS FDS | 13 | 13 | 0.04% | 1.02% | 1.89% | Q4 2018 | Q4 2021 | 13 |
ESGE | ISHARES INC | 13 | 13 | 0.11% | 0.82% | 1.55% | Q3 2020 | Q3 2023 | 13 |
IXN | ISHARES TR | 13 | 13 | 0.08% | 0.71% | 2.47% | Q3 2020 | Q3 2023 | 13 |
IGSB | ISHARES TR | 13 | 13 | 0.07% | 0.45% | 0.76% | Q3 2020 | Q3 2023 | 13 |
MMM | 3M CO | 9 | 4 | 0.04% | 0.13% | 0.25% | Q4 2018 | Q4 2022 | 13 |
QQQ | INVESCO QQQ TR | 13 | 13 | 0.08% | 0.12% | 0.17% | Q3 2020 | Q3 2023 | 13 |
QCOM | QUALCOMM INC | 9 | 4 | 0.04% | 0.11% | 0.15% | Q4 2018 | Q3 2022 | 13 |
JPM | JPMORGAN CHASE & CO | 5 | 2 | 0.04% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 13 |
VTV | VANGUARD INDEX FDS | 8 | 4 | 0.18% | 3.14% | 6.38% | Q3 2020 | Q3 2023 | 12 |
GOVT | ISHARES TR | 12 | 12 | 0.24% | 2.80% | 5.52% | Q3 2020 | Q2 2023 | 12 |
VOO | VANGUARD INDEX FDS | 8 | 4 | 0.14% | 2.03% | 3.80% | Q3 2020 | Q3 2023 | 12 |
JQUA | J P MORGAN EXCHANGE-TR... | 12 | 12 | 0.60% | 1.18% | 1.75% | Q4 2020 | Q3 2023 | 12 |
VTI | VANGUARD INDEX FDS | 11 | 1 | 0.05% | 0.63% | 1.33% | Q4 2018 | Q3 2023 | 12 |
SPMO | INVESCO EXCH TRADED FD... | 12 | 12 | 0.20% | 0.59% | 1.15% | Q4 2020 | Q3 2023 | 12 |
FB | META PLATFORMS INC | 9 | 1 | 0.04% | 0.30% | 0.44% | Q4 2018 | Q3 2023 | 12 |
SCHA | SCHWAB STRATEGIC TR | 7 | 4 | 0.14% | 0.50% | 0.93% | Q4 2018 | Q1 2023 | 11 |
VWO | VANGUARD INTL EQUITY I... | 11 | 11 | 0.04% | 0.24% | 0.77% | Q4 2018 | Q2 2021 | 11 |
VAW | VANGUARD WORLD FDS | 11 | 11 | 0.08% | 0.12% | 0.17% | Q4 2018 | Q2 2021 | 11 |
EFV | ISHARES TR | 10 | 10 | 0.06% | 2.93% | 6.95% | Q2 2021 | Q3 2023 | 10 |
SPTL | SPDR SER TR | 10 | 10 | 0.07% | 2.64% | 6.10% | Q3 2020 | Q4 2022 | 10 |
IHI | ISHARES TR | 10 | 10 | 0.04% | 1.90% | 3.42% | Q3 2020 | Q4 2022 | 10 |
BNDX | VANGUARD CHARLOTTE FDS | 10 | 10 | 0.07% | 1.00% | 2.18% | Q4 2018 | Q1 2021 | 10 |
IXUS | ISHARES TR | 10 | 10 | 0.10% | 0.77% | 1.27% | Q2 2021 | Q3 2023 | 10 |
IEI | ISHARES TR | 10 | 10 | 0.10% | 0.73% | 2.62% | Q4 2020 | Q1 2023 | 10 |
SCHZ | SCHWAB STRATEGIC TR | 10 | 10 | 0.10% | 0.57% | 1.19% | Q4 2018 | Q1 2021 | 10 |
VMBS | VANGUARD SCOTTSDALE FDS | 7 | 3 | 0.05% | 0.43% | 0.66% | Q4 2020 | Q2 2023 | 10 |
VCIT | VANGUARD SCOTTSDALE FDS | 10 | 10 | 0.05% | 0.22% | 0.39% | Q4 2018 | Q1 2021 | 10 |
ACN | ACCENTURE PLC IRELAND | 10 | 10 | 0.05% | 0.10% | 0.14% | Q4 2020 | Q1 2023 | 10 |
INTU | INTUIT | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
FALN | ISHARES TR | 9 | 9 | 0.06% | 2.85% | 5.98% | Q1 2021 | Q1 2023 | 9 |
DFUS | DIMENSIONAL ETF TRUST | 6 | 3 | 0.70% | 2.14% | 2.92% | Q2 2021 | Q3 2023 | 9 |
HYG | ISHARES TR | 9 | 9 | 0.25% | 1.12% | 2.62% | Q3 2020 | Q3 2022 | 9 |
IMTM | ISHARES TR | 9 | 9 | 0.04% | 0.66% | 1.00% | Q4 2020 | Q4 2022 | 9 |
USIG | ISHARES TR | 9 | 9 | 0.08% | 0.52% | 0.87% | Q2 2021 | Q2 2023 | 9 |
UNP | UNION PACIFIC CORP | 9 | 9 | 0.11% | 0.23% | 0.36% | Q4 2018 | Q4 2020 | 9 |
IBM | INTERNATIONAL BUSINESS... | 9 | 9 | 0.08% | 0.15% | 0.22% | Q4 2018 | Q4 2020 | 9 |
GE | GENERAL ELECTRIC CO | 9 | 9 | 0.04% | 0.10% | 0.13% | Q4 2018 | Q4 2020 | 9 |
AMGN | AMGEN INC | 6 | 1 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 9 |
DGRW | WISDOMTREE TR | 8 | 8 | 0.15% | 5.52% | 11.73% | Q4 2018 | Q3 2020 | 8 |
IUSB | ISHARES TR | 8 | 8 | 0.06% | 4.46% | 6.81% | Q2 2021 | Q1 2023 | 8 |
SCZ | ISHARES TR | 7 | 1 | 0.04% | 1.75% | 2.50% | Q4 2018 | Q1 2023 | 8 |
BSCK | INVESCO EXCH TRD SLF I... | 8 | 8 | 0.06% | 1.00% | 1.74% | Q4 2018 | Q3 2020 | 8 |
CBOE | CBOE GLOBAL MKTS INC | 6 | 2 | 0.41% | 0.92% | 1.57% | Q4 2018 | Q4 2020 | 8 |
IVLU | ISHARES TR | 8 | 8 | 0.17% | 0.90% | 2.09% | Q4 2021 | Q3 2023 | 8 |
VZIO | VIZIO HLDG CORP | 8 | 8 | 0.03% | 0.59% | 1.52% | Q4 2021 | Q3 2023 | 8 |
IVE | ISHARES TR | 8 | 8 | 0.24% | 0.50% | 0.66% | Q4 2020 | Q3 2022 | 8 |
IYG | ISHARES TR | 8 | 8 | 0.05% | 0.36% | 2.24% | Q3 2020 | Q2 2022 | 8 |
VXUS | VANGUARD STAR FDS | 8 | 8 | 0.04% | 0.11% | 0.20% | Q4 2021 | Q3 2023 | 8 |
BABA | ALIBABA GROUP HLDG LTD | 8 | 8 | 0.06% | 0.10% | 0.13% | Q1 2019 | Q4 2020 | 8 |
GSG | ISHARES S&P GSCI COMMO... | 8 | 8 | 0.05% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 8 |
TSLA | TESLA INC | 6 | 2 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q3 2022 | 8 |
PTN | PALATIN TECHNOLOGIES INC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 8 |
JAGG | JP MORGAN EXCHANGE TRA... | 6 | 1 | 0.16% | 5.72% | 15.10% | Q4 2019 | Q1 2022 | 7 |
LQD | ISHARES TR | 7 | 7 | 0.08% | 3.69% | 10.49% | Q2 2020 | Q4 2021 | 7 |
SCHM | SCHWAB STRATEGIC TR | 7 | 7 | 0.77% | 2.27% | 3.87% | Q4 2018 | Q2 2020 | 7 |
ILCB | ISHARES TR | 7 | 7 | 0.78% | 2.25% | 3.65% | Q4 2018 | Q2 2020 | 7 |
GTO | INVESCO ACTIVELY MANAG... | 7 | 7 | 0.07% | 2.07% | 3.77% | Q2 2021 | Q4 2022 | 7 |
ILCG | ISHARES TR | 7 | 7 | 0.50% | 1.51% | 2.56% | Q4 2018 | Q2 2020 | 7 |
EMGF | ISHARES INC | 7 | 7 | 0.07% | 1.34% | 2.37% | Q1 2022 | Q3 2023 | 7 |
SPMD | SPDR SER TR | 7 | 7 | 0.59% | 1.06% | 1.60% | Q4 2018 | Q2 2020 | 7 |
DGRE | WISDOMTREE TR | 7 | 7 | 0.25% | 0.90% | 1.40% | Q4 2018 | Q2 2020 | 7 |
XSOE | WISDOMTREE TR | 7 | 7 | 0.28% | 0.83% | 1.26% | Q4 2018 | Q2 2020 | 7 |
EZM | WISDOMTREE TR | 7 | 7 | 0.12% | 0.80% | 1.28% | Q4 2018 | Q2 2020 | 7 |
FNDC | SCHWAB STRATEGIC TR | 7 | 7 | 0.17% | 0.58% | 1.11% | Q4 2018 | Q2 2020 | 7 |
ACWI | ISHARES TR | 7 | 7 | 0.05% | 0.49% | 1.10% | Q2 2019 | Q4 2020 | 7 |
ILCV | ISHARES TR | 7 | 7 | 0.14% | 0.47% | 1.09% | Q4 2018 | Q2 2020 | 7 |
IAGG | ISHARES TR | 7 | 7 | 0.30% | 0.36% | 0.41% | Q4 2018 | Q2 2020 | 7 |
FLOT | ISHARES TR | 5 | 2 | 0.06% | 0.30% | 0.58% | Q4 2018 | Q3 2021 | 7 |
SCHE | SCHWAB STRATEGIC TR | 7 | 7 | 0.22% | 0.28% | 0.36% | Q4 2018 | Q2 2020 | 7 |
PRF | INVESCO EXCHANGE TRADE... | 7 | 7 | 0.09% | 0.19% | 0.25% | Q4 2018 | Q2 2020 | 7 |
RSP | INVESCO EXCHANGE TRADE... | 7 | 7 | 0.08% | 0.16% | 0.21% | Q4 2018 | Q2 2020 | 7 |
DIA | SPDR DOW JONES INDL AV... | 7 | 7 | 0.08% | 0.15% | 0.18% | Q4 2018 | Q2 2020 | 7 |
VHT | VANGUARD WORLD FDS | 4 | 3 | 0.04% | 0.13% | 0.50% | Q4 2020 | Q3 2022 | 7 |
PBCT | PEOPLES UTD FINL INC | 7 | 7 | 0.04% | 0.11% | 0.17% | Q2 2019 | Q4 2020 | 7 |
JPHF | JP MORGAN EXCHANGE TRA... | 6 | 6 | 0.75% | 3.61% | 6.87% | Q4 2018 | Q1 2020 | 6 |
JAGG | J P MORGAN EXCHANGE-TR... | 3 | 3 | 0.06% | 2.08% | 3.79% | Q2 2021 | Q4 2022 | 6 |
MINT | PIMCO ETF TR | 6 | 6 | 0.26% | 0.66% | 1.36% | Q2 2019 | Q3 2020 | 6 |
SPGM | SPDR INDEX SHS FDS | 4 | 2 | 0.12% | 0.21% | 0.28% | Q4 2018 | Q2 2020 | 6 |
SPDW | SPDR INDEX SHS FDS | 6 | 6 | 0.11% | 0.16% | 0.19% | Q4 2018 | Q1 2020 | 6 |
EEM | ISHARES TR | 6 | 6 | 0.07% | 0.12% | 0.23% | Q2 2022 | Q3 2023 | 6 |
LLY | LILLY ELI & CO | 6 | 6 | 0.04% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
WFC | WELLS FARGO CO NEW | 5 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 6 |
RESD | WISDOMTREE TR | 5 | 5 | 4.44% | 5.49% | 6.93% | Q4 2018 | Q4 2019 | 5 |
SHY | ISHARES TR | 4 | 1 | 0.12% | 4.15% | 9.90% | Q4 2018 | Q3 2023 | 5 |
SHAG | WISDOMTREE TR | 5 | 5 | 0.11% | 3.05% | 6.50% | Q4 2018 | Q4 2019 | 5 |
COMT | ISHARES U S ETF TR | 5 | 5 | 0.44% | 1.60% | 3.76% | Q3 2021 | Q3 2022 | 5 |
MNA | INDEXIQ ETF TR | 5 | 5 | 0.42% | 1.20% | 1.83% | Q2 2019 | Q2 2020 | 5 |
REET | ISHARES TR | 5 | 5 | 0.33% | 0.58% | 0.85% | Q2 2019 | Q2 2020 | 5 |
VGLT | VANGUARD SCOTTSDALE FDS | 4 | 1 | 0.39% | 0.56% | 0.73% | Q2 2021 | Q3 2022 | 5 |
SPHQ | INVESCO EXCHANGE TRADE... | 5 | 5 | 0.10% | 0.45% | 0.60% | Q3 2022 | Q3 2023 | 5 |
HDV | ISHARES TR | 5 | 5 | 0.24% | 0.28% | 0.33% | Q4 2018 | Q4 2019 | 5 |
SHYG | ISHARES TR | 5 | 5 | 0.07% | 0.25% | 0.41% | Q3 2020 | Q3 2021 | 5 |
HIG | HARTFORD FINL SVCS GRO... | 5 | 5 | 0.17% | 0.21% | 0.32% | Q4 2018 | Q4 2019 | 5 |
VBR | VANGUARD INDEX FDS | 5 | 5 | 0.19% | 0.21% | 0.25% | Q4 2018 | Q4 2019 | 5 |
VOE | VANGUARD INDEX FDS | 5 | 5 | 0.12% | 0.20% | 0.29% | Q4 2018 | Q4 2019 | 5 |
XOM | EXXON MOBIL CORP | 5 | 5 | 0.13% | 0.18% | 0.25% | Q4 2018 | Q4 2019 | 5 |
XLE | SELECT SECTOR SPDR TR | 3 | 2 | 0.04% | 0.18% | 0.72% | Q4 2021 | Q1 2023 | 5 |
MO | ALTRIA GROUP INC | 3 | 1 | 0.05% | 0.16% | 0.27% | Q4 2018 | Q2 2021 | 5 |
MRNA | MODERNA INC | 5 | 5 | 0.07% | 0.11% | 0.21% | Q3 2020 | Q3 2021 | 5 |
NFLX | NETFLIX INC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q4 2019 | Q4 2020 | 5 |
BA | BOEING CO | 1 | 1 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q4 2022 | 5 |
RY | ROYAL BK CDA SUSTAINABL | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q2 2023 | 5 |
NVO | NOVO-NORDISK A S | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
VEU | VANGUARD INTL EQUITY I... | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
QEFA | SPDR INDEX SHS FDS | 4 | 4 | 9.34% | 11.13% | 12.89% | Q4 2022 | Q3 2023 | 4 |
COWZ | PACER FDS TR | 4 | 4 | 4.11% | 4.77% | 5.18% | Q4 2022 | Q3 2023 | 4 |
ISCF | ISHARES TR | 4 | 4 | 3.24% | 3.64% | 4.03% | Q4 2022 | Q3 2023 | 4 |
AVUS | AMERICAN CENTY ETF TR | 4 | 4 | 1.92% | 3.15% | 4.77% | Q4 2022 | Q3 2023 | 4 |
AGGY | WISDOMTREE TR | 4 | 4 | 0.27% | 2.50% | 4.10% | Q4 2018 | Q3 2019 | 4 |
AVUV | AMERICAN CENTY ETF TR | 4 | 4 | 2.11% | 2.44% | 2.71% | Q4 2022 | Q3 2023 | 4 |
EEMV | ISHARES INC | 4 | 4 | 0.19% | 2.00% | 2.76% | Q3 2022 | Q2 2023 | 4 |
TLT | ISHARES TR | 4 | 4 | 0.12% | 1.07% | 2.02% | Q4 2020 | Q3 2021 | 4 |
BND | VANGUARD BD INDEX FDS | 4 | 4 | 0.55% | 1.01% | 1.39% | Q4 2021 | Q3 2022 | 4 |
PUTW | WISDOMTREE TR | 4 | 4 | 0.14% | 0.99% | 1.74% | Q4 2018 | Q3 2019 | 4 |
VONV | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.18% | 0.53% | 0.87% | Q4 2022 | Q3 2023 | 4 |
IWF | ISHARES TR | 2 | 1 | 0.04% | 0.46% | 1.68% | Q4 2018 | Q3 2023 | 4 |
SPHY | SPDR SER TR | 4 | 4 | 0.06% | 0.43% | 0.71% | Q1 2022 | Q4 2022 | 4 |
CMDY | ISHARES U S ETF TR | 4 | 4 | 0.16% | 0.31% | 0.70% | Q4 2021 | Q3 2022 | 4 |
EELV | INVESCO EXCH TRADED FD... | 4 | 4 | 0.12% | 0.28% | 0.44% | Q4 2022 | Q3 2023 | 4 |
FTEC | FIDELITY COVINGTON TRUST | 4 | 4 | 0.04% | 0.25% | 0.59% | Q4 2021 | Q3 2022 | 4 |
WMB | WILLIAMS COS INC DEL | 4 | 4 | 0.19% | 0.22% | 0.25% | Q4 2018 | Q3 2019 | 4 |
SCHX | SCHWAB STRATEGIC TR | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2018 | Q3 2019 | 4 |
NEAR | ISHARES U S ETF TR | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q3 2021 | 4 |
FLRN | SPDR SER TR | 4 | 4 | 0.12% | 0.13% | 0.15% | Q3 2019 | Q2 2020 | 4 |
CELG | CELGENE CORP | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2018 | Q3 2019 | 4 |
PG | PROCTER AND GAMBLE CO | 3 | 1 | 0.05% | 0.09% | 0.11% | Q2 2021 | Q2 2023 | 4 |
IEF | ISHARES TR | 2 | 1 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q2 2022 | 4 |
BIGZ | BLACKROCK INNOVATION A... | 4 | 4 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q1 2022 | 4 |
INTC | INTEL CORP | 3 | 1 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q2 2022 | 4 |
MUB | ISHARES TR | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
ORCL | ORACLE CORP | 4 | 4 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q2 2023 | 4 |
IVW | ISHARES TR | 3 | 1 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 4 |
SRE | SEMPRA ENERGY | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q1 2023 | 4 |
NOK | NOKIA CORP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
FBND | FIDELITY MERRIMACK STR TR | 3 | 3 | 0.93% | 1.31% | 1.65% | Q1 2022 | Q3 2022 | 3 |
ICVT | ISHARES TR | 3 | 3 | 0.57% | 0.83% | 1.15% | Q1 2022 | Q3 2022 | 3 |
DGRS | WISDOMTREE TR | 3 | 3 | 0.25% | 0.63% | 0.84% | Q4 2018 | Q2 2019 | 3 |
IWR | ISHARES TR | 2 | 1 | 0.27% | 0.52% | 0.79% | Q4 2018 | Q2 2020 | 3 |
BSV | VANGUARD BD INDEX FDS | 3 | 3 | 0.05% | 0.47% | 0.77% | Q4 2020 | Q2 2021 | 3 |
LMBS | FIRST TR EXCHANGE-TRAD... | 3 | 3 | 0.05% | 0.46% | 0.74% | Q4 2020 | Q2 2021 | 3 |
IMCG | ISHARES TR | 3 | 3 | 0.12% | 0.27% | 0.36% | Q4 2018 | Q2 2019 | 3 |
EMB | ISHARES TR | 3 | 3 | 0.15% | 0.27% | 0.35% | Q4 2018 | Q2 2019 | 3 |
IMCB | ISHARES TR | 3 | 3 | 0.12% | 0.27% | 0.36% | Q4 2018 | Q2 2019 | 3 |
IMCV | ISHARES TR | 3 | 3 | 0.10% | 0.26% | 0.35% | Q4 2018 | Q2 2019 | 3 |
VIGI | VANGUARD WHITEHALL FDS | 3 | 3 | 0.05% | 0.24% | 0.52% | Q1 2022 | Q3 2022 | 3 |
PCY | INVESCO EXCHNG TRADED ... | 3 | 3 | 0.18% | 0.23% | 0.27% | Q4 2018 | Q2 2019 | 3 |
TOTL | SSGA ACTIVE ETF TR | 3 | 3 | 0.04% | 0.21% | 0.38% | Q2 2022 | Q4 2022 | 3 |
HYD | VANECK VECTORS ETF TR | 2 | 1 | 0.14% | 0.17% | 0.20% | Q1 2019 | Q2 2020 | 3 |
VTC | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.13% | 0.16% | 0.18% | Q4 2020 | Q2 2021 | 3 |
SYK | STRYKER CORPORATION | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q4 2022 | 3 |
VZ | VERIZON COMMUNICATIONS... | 2 | 1 | 0.10% | 0.12% | 0.13% | Q4 2018 | Q1 2020 | 3 |
PFE | PFIZER INC | 2 | 1 | 0.09% | 0.11% | 0.13% | Q1 2019 | Q4 2019 | 3 |
PEP | PEPSICO INC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q4 2021 | 3 |
GOOGL | ALPHABET INC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
PZA | INVESCO EXCH TRADED FD... | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q4 2022 | 3 |
PM | PHILIP MORRIS INTL INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
ADBE | ADOBE SYSTEMS INCORPOR... | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
AFRM | AFFIRM HLDGS INC | 3 | 3 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2021 | 3 |
AX | AXOS FINANCIAL INC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 3 |
TSM | TAIWAN SEMICONDUCTOR M... | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ANTM | ELEVANCE HEALTH INC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q1 2023 | 3 |
WPC | WP CAREY INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
BIIB | BIOGEN INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
TEF | TELEFONICA S A | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
VGSH | VANGUARD SCOTTSDALE FDS | 2 | 2 | 7.87% | 8.40% | 8.94% | Q2 2023 | Q3 2023 | 2 |
IWY | ISHARES TR | 2 | 2 | 7.91% | 8.22% | 8.54% | Q2 2023 | Q3 2023 | 2 |
FRDM | EA SERIES TRUST | 2 | 2 | 4.39% | 4.44% | 4.48% | Q2 2023 | Q3 2023 | 2 |
OMFL | INVESCO EXCH TRD SLF I... | 2 | 2 | 3.84% | 4.42% | 5.00% | Q2 2023 | Q3 2023 | 2 |
SCHR | SCHWAB STRATEGIC TR | 2 | 2 | 2.34% | 2.43% | 2.52% | Q2 2023 | Q3 2023 | 2 |
XLV | SELECT SECTOR SPDR TR | 2 | 2 | 0.04% | 0.93% | 1.82% | Q3 2022 | Q4 2022 | 2 |
VSS | VANGUARD INTL EQUITY I... | 2 | 2 | 0.30% | 0.32% | 0.35% | Q1 2020 | Q2 2020 | 2 |
BACPRL | BANK AMER CORP | 2 | 2 | 0.22% | 0.27% | 0.33% | Q4 2018 | Q1 2019 | 2 |
ISCB | ISHARES TR | 2 | 2 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q1 2019 | 2 |
ISCG | ISHARES TR | 2 | 2 | 0.24% | 0.24% | 0.25% | Q4 2018 | Q1 2019 | 2 |
DRI | DARDEN RESTAURANTS INC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2018 | Q1 2019 | 2 |
VGT | VANGUARD WORLD FDS | 1 | 1 | 0.16% | 0.24% | 0.32% | Q2 2019 | Q2 2022 | 2 |
IWM | ISHARES TR | 1 | 1 | 0.05% | 0.23% | 0.42% | Q2 2019 | Q3 2021 | 2 |
LOAN | MANHATTAN BRDG CAP INC | 2 | 2 | 0.06% | 0.22% | 0.39% | Q2 2021 | Q3 2021 | 2 |
ISCV | ISHARES TR | 2 | 2 | 0.21% | 0.21% | 0.22% | Q4 2018 | Q1 2019 | 2 |
JNK | SPDR SER TR | 1 | 1 | 0.07% | 0.19% | 0.32% | Q2 2019 | Q3 2022 | 2 |
SPHD | INVESCO EXCH TRADED FD... | 2 | 2 | 0.17% | 0.19% | 0.20% | Q4 2022 | Q1 2023 | 2 |
DLS | WISDOMTREE TR | 2 | 2 | 0.15% | 0.16% | 0.18% | Q4 2018 | Q1 2019 | 2 |
LDUR | PIMCO ETF TR | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2018 | Q1 2019 | 2 |
CWB | SPDR SER TR | 2 | 2 | 0.13% | 0.15% | 0.17% | Q2 2022 | Q3 2022 | 2 |
VZIO | VIZIO HLDG CORP | 1 | 1 | 0.02% | 0.14% | 0.26% | Q1 2022 | Q3 2022 | 2 |
SPXU | PROSHARES TR | 2 | 2 | 0.06% | 0.14% | 0.22% | Q3 2020 | Q4 2020 | 2 |
DG | DOLLAR GEN CORP NEW | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2018 | Q1 2019 | 2 |
LEN | LENNAR CORP | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
PGF | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2018 | Q1 2019 | 2 |
MA | MASTERCARD INCORPORATED | 2 | 2 | 0.09% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
SCHQ | SCHWAB STRATEGIC TR | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2022 | Q3 2022 | 2 |
FNDF | SCHWAB STRATEGIC TR | 1 | 1 | 0.07% | 0.10% | 0.13% | Q1 2020 | Q3 2022 | 2 |
UNH | UNITEDHEALTH GROUP INC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
TLH | ISHARES TR | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
BKNG | BOOKING HOLDINGS INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
GENERAL ELECTRIC CO | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 | |
SHELL PLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 | |
CLNE | CLEAN ENERGY FUELS CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
FLNT | FLUENT INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
BTG | B2GOLD CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
NMR | NOMURA HLDGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
ENIC | ENEL CHILE S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RYH | INVESCO EXCHANGE TRADE... | 1 | 1 | 4.07% | 4.07% | 4.07% | Q2 2019 | Q2 2019 | 1 |
IWB | ISHARES TR | 1 | 1 | 3.86% | 3.86% | 3.86% | Q4 2018 | Q4 2018 | 1 |
QAI | INDEXIQ ETF TR | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2018 | Q4 2018 | 1 |
DOX | AMDOCS LTD | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2019 | Q2 2019 | 1 |
BMO | BANK MONTREAL QUE | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2019 | Q3 2019 | 1 |
STIP | ISHARES TR | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2022 | Q3 2022 | 1 |
EWC | ISHARES INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2019 | Q2 2019 | 1 |
RWR | SPDR SERIES TRUST | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
TIAIY | TELECOM ITALIA S P A NEW | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
VIZIO HLDG CORP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 | |
MEAR | ISHARES U S ETF TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
CRT | CROSS TIMBERS RTY TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
SQM | SOCIEDAD QUIMICA MINER... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
PBP | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
IEV | ISHARES TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
DBC | INVESCO DB COMMDY INDX... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
HTA | HEALTHCARE TR AMER INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
FDC | FIRST DATA CORP NEW | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
LMT | LOCKHEED MARTIN CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
EPP | ISHARES INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
XLF | SELECT SECTOR SPDR TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
CVX | CHEVRON CORP NEW | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
DXCM | DEXCOM INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
IUSG | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
ABBV | ABBVIE INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
PMM | PUTNAM MANAGED MUN INC... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
EMR | EMERSON ELEC CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
IYE | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
MBB | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
SONO | SONOS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
NVDA | NVIDIA CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
LOW | LOWES COS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ABT | ABBOTT LABS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
HPQ | HP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
XLK | SELECT SECTOR SPDR TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
UMC | UNITED MICROELECTRONIC... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LPL | LG DISPLAY CO LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MFG | MIZUHO FINANCIAL GROUP... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
EFFECTOR THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
HTZGQ | HERTZ GLOBAL HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
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The securities at the top of the list , including ISHARES TR, SCHWAB STRATEGIC TR, and APPLE INC, are the highest-conviction holdings of Intelligence Driven Advisers, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Intelligence Driven Advisers, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Intelligence Driven Advisers, LLC owns currently or has owned in the past.