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  Name: Intelligence Driven Advisers LLC
  City: CARLSBAD
  State: CA
  Zip: 92009
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $676,755,000
  Total Value Change : $57,896,000
  Securities Held Change : 14
   
All Securities Held : 104
  New Positions : 18
  Closed Positions : 5
  Increased Positions : 26
  Unchanged Positions : 7
  Decreased Positions : 53

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IVLU)1 Year Chart         IVLU Ishares Edge Msci Intl Valu... 51 - $28.75 $728,000 25,785 0.11% 49,000 0 0.011    N/A
   (SPMO)1 Year Chart         SPMO Powershares S&p 500 Momentu... 55 - $79.55 $600,000 7,482 0.09% 82,000 0 0.055    N/A
   (INTU)1 Year Chart         INTU Intuit Inc 63 - $632.31 $342,000 526 0.05% 10,000 0 0    Application Software
   (GSG)1 Year Chart         GSG iShares S&P GSCI Commodity-... 67 - $21.99 $333,000 15,094 0.05% 17,000 0 0.024    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 71 - $245.74 $318,000 1,271 0.05% 27,000 0 0.001    Closed - End Fund - E...
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 81 - $287.48 $261,000 840 0.04% 19,000 0 0    Technical & System So...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 85 - $205.54 $238,000 1,144 0.04% 12,000 0 0    Closed - End Fund - E...

      7 Records Found
  1    
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