$563 Million is the total value of Intelligence Driven Advisers, LLC's 86 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIIB | Exit | BIOGEN INC | $0 | – | -705 | -100.0% | -0.04% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,194 | -100.0% | -0.04% | – |
| WPC | Exit | WP CAREY INC | $0 | – | -3,000 | -100.0% | -0.04% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -509 | -100.0% | -0.04% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,016 | -100.0% | -0.04% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,927 | -100.0% | -0.05% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -6,600 | -100.0% | -0.05% | – |
| RY | Exit | ROYAL BK CDA | $0 | – | -3,616 | -100.0% | -0.06% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -2,879 | -100.0% | -0.07% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -3,612 | -100.0% | -0.07% | – |
| USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -9,647 | -100.0% | -0.08% | – |
| KO | Exit | COCA COLA CO | $0 | – | -12,748 | -100.0% | -0.14% | – |
| EEMV | Exit | ISHARES INCmsci emerg mrkt | $0 | – | -19,874 | -100.0% | -0.19% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -60,343 | -100.0% | -0.24% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -28,622 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 6.3% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 7.9% |
| APPLE INC | 20 | Q3 2023 | 4.1% |
| ISHARES TR | 20 | Q3 2023 | 17.1% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 5.5% |
| SPDR SER TR | 20 | Q3 2023 | 1.5% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 1.1% |
| MICROSOFT CORP | 20 | Q3 2023 | 0.3% |
| ALPHABET INC | 20 | Q3 2023 | 0.2% |
| AMAZON COM INC | 20 | Q3 2023 | 0.2% |
View Intelligence Driven Advisers, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-25 |
| 13F-HR/A | 2022-02-02 |
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.