$545 Million is the total value of Intelligence Driven Advisers, LLC's 86 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $576,000 | +2.9% | 1,721 | 0.0% | 0.11% | -15.9% | |
| KO | COCA COLA CO | $419,000 | +12.6% | 7,000 | 0.0% | 0.08% | -7.2% | |
| INTU | INTUIT | $372,000 | -3.1% | 720 | 0.0% | 0.07% | -20.9% | |
| JJSF | J & J SNACK FOODS CORP | $291,000 | -2.3% | 1,924 | 0.0% | 0.05% | -20.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-02-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 23 | Q2 2024 | 6.3% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 7.9% |
| APPLE INC | 23 | Q2 2024 | 4.1% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 5.5% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 1.1% |
| SPDR SER TR | 23 | Q2 2024 | 1.5% |
| MICROSOFT CORP | 23 | Q2 2024 | 0.3% |
| ALPHABET INC | 23 | Q2 2024 | 0.2% |
| AMAZON COM INC | 23 | Q2 2024 | 0.2% |
| ISHARES TR | 22 | Q2 2024 | 8.3% |
View Intelligence Driven Advisers, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-11 |
| 13F-HR/A | 2023-02-14 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-21 |
View Intelligence Driven Advisers, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.