|
|
Name: |
Intelligence Driven Advisers LLC |
City: |
CARLSBAD |
State: |
CA |
Zip: |
92009 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
25 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
|
Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
QEFA |
Spdr Msci Eafe Quality MixA |
2 |
- |
$77.11 |
$67,981,000 |
893,434 |
10.05% |
3,247,000 |
2,764 |
0.993 |
N/A |
|
IWY |
iShares Trust |
3 |
- |
$200.71 |
$65,221,000 |
334,297 |
9.64% |
21,460,000 |
91,570 |
0.371 |
N/A |
|
SCHR |
Schwab Intermediate-Term U.... |
7 |
- |
$48.49 |
$48,293,000 |
984,558 |
7.14% |
34,063,000 |
699,050 |
0.164 |
N/A |
|
IVV |
iShares Core S&P 500 Etf |
21 |
- |
$532.53 |
$3,512,000 |
6,681 |
0.52% |
296,000 |
53 |
0 |
Closed - End Fund - E... |
|
BRK.B |
Berkshire Hathaway B |
24 |
- |
$413.99 |
$2,552,000 |
6,068 |
0.38% |
225,000 |
4 |
0 |
Property & Casualty I... |
|
FB |
Meta Platforms Inc |
35 |
- |
$467.78 |
$1,252,000 |
2,579 |
0.19% |
306,000 |
155 |
0 |
Internet Service Prov... |
|
MSFT |
Microsoft Corp |
36 |
- |
$430.52 |
$1,235,000 |
2,936 |
0.18% |
75,000 |
18 |
0 |
Application Software |
|
JPST |
Jp Morgan Ultra Short Incom... |
43 |
- |
$0.00 |
$895,000 |
17,733 |
0.13% |
26,000 |
520 |
0.002 |
N/A |
|
AMZN |
Amazon.com Inc |
46 |
- |
$183.13 |
$809,000 |
4,485 |
0.12% |
166,000 |
344 |
0 |
Internet Software & S... |
|
IXN |
iShares Tr S&P Glbl Info Tch |
47 |
- |
$77.00 |
$792,000 |
10,592 |
0.12% |
80,000 |
400 |
0.012 |
Closed - End Fund - E... |
|
IJH |
iShares S&P MidCap 400 Index |
53 |
- |
$59.77 |
$710,000 |
11,690 |
0.1% |
68,000 |
9,334 |
0.005 |
Closed - End Fund - E... |
|
VEA |
Vanguard Europe Pacific ETF |
54 |
- |
$49.56 |
$608,000 |
12,128 |
0.09% |
73,000 |
846 |
0.001 |
Closed - End Fund - F... |
|
HD |
Home Depot Inc |
56 |
- |
$330.59 |
$561,000 |
1,461 |
0.08% |
47,000 |
5 |
0 |
Home Improvement Stores |
|
NVDA |
NVIDIA Corporation |
58 |
- |
$949.50 |
$458,000 |
507 |
0.07% |
177,000 |
50 |
0 |
Semiconductor - Speci... |
|
JPM |
JP Morgan Chase & Co |
59 |
- |
$198.31 |
$430,000 |
2,148 |
0.06% |
59,000 |
22 |
0 |
Domestic Money Center... |
|
NFLX |
Netflix Inc |
64 |
- |
$640.47 |
$339,000 |
559 |
0.05% |
76,000 |
93 |
0 |
Music & Video Stores |
|
IWF |
iShares Russell 1000 Growth |
66 |
- |
$344.20 |
$336,000 |
996 |
0.05% |
57,000 |
98 |
0 |
Closed - End Fund - E... |
|
SNPS |
Synopsys Inc |
75 |
- |
$573.13 |
$308,000 |
539 |
0.05% |
33,000 |
23 |
0 |
Technical & System So... |
|
XOM |
Exxon Mobil Corp |
79 |
- |
$115.48 |
$277,000 |
2,379 |
0.04% |
35,000 |
22 |
0 |
Integrated Oil & Gas |
|
HMC |
Honda Motor Co Ltd (ADR) |
80 |
- |
$34.96 |
$268,000 |
7,207 |
0.04% |
47,000 |
616 |
0.004 |
Auto Manufacturers |
|
LPL |
LG Philips Lcd Co Ltd (ADR) |
95 |
- |
$3.65 |
$129,000 |
31,435 |
0.02% |
44,000 |
11,827 |
0.009 |
Diversified Electronics |
|
WIT |
Wipro Limited (ADR) |
98 |
- |
$5.41 |
$68,000 |
11,778 |
0.01% |
7,000 |
966 |
0.002 |
Business Software & S... |
|
NOK |
Nokia Corporation (ADR) |
99 |
- |
$3.95 |
$66,000 |
18,576 |
0.01% |
66,000 |
18,576 |
0.003 |
Communication Equipment |
|
BRFS |
BRF - Brasil Foods SA |
103 |
- |
$3.73 |
$38,000 |
11,554 |
0.01% |
8,000 |
929 |
0.001 |
Meat Products |
|
ENIC |
Enersis Chile SA - ADR |
104 |
- |
$2.88 |
$36,000 |
11,818 |
0.01% |
3,000 |
515 |
0.001 |
N/A |
|