Intelligence-Driven-Advisers

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GRAB",
  "ADBE",
  "GOOGL",
  "AIG",
  null,
  "AVGO",
  null,
  "BSX",
  null,
  null,
  null,
  "HD",
  null,
  "FLNT",
  "EMXC",
  "LEN",
  "BKNG",
  "META",
  "IJH",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "TMUS",
  "GE",
  "ORLY",
  null,
  "DASH",
  null,
  null,
  "IWF",
  null,
  "VGSH",
  "PGR",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "MRK",
  "AMGN",
  null,
  null,
  null,
  null,
  null,
  "UBER",
  "VOE",
  "IWV",
  null,
  "PRF",
  null,
  "SU",
  "TSM",
  "GM",
  "SDY",
  "FI",
  "ENIC",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  "VEA",
  null,
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  "WFC",
  "WIT",
  null,
  "SCHF",
  "TAK",
  null,
  "IXUS",
  null,
  null,
  "BRK-B",
  null,
  "C",
  "KO",
  null,
  null,
  null,
  "USMV",
  "QQQ",
  "ELV",
  "GOOG",
  "XOM",
  "LLY",
  "NFLX",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 101
Total Value: 503657085
Accession Number: 0001941040-25-000234
Form Type: 13F-HR
CIK: intelligence-driven-advisers
Manager Name: Intelligence-Driven-Advisers

Data Enrichment

67% identified

68 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

101 positions • $503.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.1K

Value:$998.1K

% of Portfolio:0.2% ($998.1K/$503.7M)

GENERAL ELECTRIC CO

GE|369604301

Shares:4.9K

Value:$975.3K

% of Portfolio:0.2% ($975.3K/$503.7M)

ELI LILLY & Co

LLY|532457108

Shares:1.1K

Value:$910.3K

% of Portfolio:0.2% ($910.3K/$503.7M)

69344A107

Shares:17.9K

Value:$888.0K

% of Portfolio:0.2% ($888.0K/$503.7M)

25434V500

Shares:14.3K

Value:$851.7K

% of Portfolio:0.2% ($851.7K/$503.7M)

46434V860

Shares:15.3K

Value:$776.2K

% of Portfolio:0.2% ($776.2K/$503.7M)

Booking Holdings Inc.

BKNG|09857L108

Shares:168

Value:$774.0K

% of Portfolio:0.2% ($774.0K/$503.7M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:4.3K

Value:$714.6K

% of Portfolio:0.1% ($714.6K/$503.7M)

72201R585

Shares:25.2K

Value:$663.3K

% of Portfolio:0.1% ($663.3K/$503.7M)

921943858

VEA|921943858

Shares:11.3K

Value:$575.1K

% of Portfolio:0.1% ($575.1K/$503.7M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:7.9K

Value:$570.3K

% of Portfolio:0.1% ($570.3K/$503.7M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:6.3K

Value:$533.4K

% of Portfolio:0.1% ($533.4K/$503.7M)

HOME DEPOT, INC.

HD|437076102

Shares:1.4K

Value:$522.1K

% of Portfolio:0.1% ($522.1K/$503.7M)

LENNAR CORP /NEW/

LEN|526057104

Shares:4.4K

Value:$510.3K

% of Portfolio:0.1% ($510.3K/$503.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.1K

Value:$508.9K

% of Portfolio:0.1% ($508.9K/$503.7M)

Uber Technologies, Inc

UBER|90353T100

Shares:6.7K

Value:$485.2K

% of Portfolio:0.1% ($485.2K/$503.7M)

464287507

IJH|464287507

Shares:8.2K

Value:$480.8K

% of Portfolio:0.1% ($480.8K/$503.7M)

922908769

VTI|922908769

Shares:1.6K

Value:$451.3K

% of Portfolio:0.1% ($451.3K/$503.7M)

46432F834

IXUS|46432F834

Shares:5.9K

Value:$415.0K

% of Portfolio:0.1% ($415.0K/$503.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:3.5K

Value:$411.9K

% of Portfolio:0.1% ($411.9K/$503.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.1K	QoQ +8.45% (-166) YoY -0.51% (-11)	All Managers (Combined)	$998.1K	0.2% ($998.1K/$503.7M)	QoQ -0.52% (-$5.2K) YoY +5.02% (-$47.7K)
GENERAL ELECTRIC CO(GEcusip369604301)	4.9K	QoQ +32.09% (+1.2K) YoY +200.24% (+3.3K)	All Managers (Combined)	$975.3K	0.2% ($975.3K/$503.7M)	QoQ +58.51% (+$360.0K) YoY +242.35% (+$690.4K)
ELI LILLY & Co(LLYcusip532457108)	1.1K	QoQ -37.77% (-669) YoY -11.84% (-148)	All Managers (Combined)	$910.3K	0.2% ($910.3K/$503.7M)	QoQ -33.40% (-$456.6K) YoY -6.38% (-$62.1K)
(cusip69344A107)✕	17.9K	QoQ -3.50% (-649) YoY -39.58% (-11.7K)	All Managers (Combined)	$888.0K	0.2% ($888.0K/$503.7M)	QoQ -3.15% (-$28.9K) YoY -39.54% (-$580.9K)
(cusip25434V500)✕	14.3K	QoQ NEW(+14.3K) YoY NEW(+14.3K)	All Managers (Combined)	$851.7K	0.2% ($851.7K/$503.7M)	QoQ NEW(+$851.7K) YoY NEW(+$851.7K)
(cusip46434V860)✕	15.3K	QoQ +0.94% (+144) YoY -35.69% (-8.5K)	All Managers (Combined)	$776.2K	0.2% ($776.2K/$503.7M)	QoQ +1.32% (+$10.2K) YoY -35.72% (-$431.5K)
Booking Holdings Inc.(BKNGcusip09857L108)	168	QoQ +3.06% (-5) YoY +13.51% (+20)	All Managers (Combined)	$774.0K	0.2% ($774.0K/$503.7M)	QoQ -4.43% (-$35.9K) YoY +44.14% (+$237.0K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	4.3K	QoQ -2.31% (-102) YoY -22.53% (-1.3K)	All Managers (Combined)	$714.6K	0.1% ($714.6K/$503.7M)	QoQ -17.89% (-$155.7K) YoY -5.47% (-$41.4K)
(cusip72201R585)✕	25.2K	QoQ +8.74% (+2.0K) YoY NEW(+25.2K)	All Managers (Combined)	$663.3K	0.1% ($663.3K/$503.7M)	QoQ +10.55% (+$63.3K) YoY NEW(+$663.3K)
(VEAcusip921943858)	11.3K	QoQ -4.55% (-540) YoY -6.70% (-813)	All Managers (Combined)	$575.1K	0.1% ($575.1K/$503.7M)	QoQ +1.44% (-$8.2K) YoY -5.47% (-$33.3K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	7.9K	QoQ -4.11% (-341) YoY NEW(+7.9K)	All Managers (Combined)	$570.3K	0.1% ($570.3K/$503.7M)	QoQ -1.99% (-$11.6K) YoY NEW(+$570.3K)
Palantir Technologies Inc.(PLTRcusip69608A108)	6.3K	QoQ -8.01% (-551) YoY NEW(+6.3K)	All Managers (Combined)	$533.4K	0.1% ($533.4K/$503.7M)	QoQ +2.64% (-$13.8K) YoY NEW(+$533.4K)
HOME DEPOT, INC.(HDcusip437076102)	1.4K	QoQ -12.69% (-207) YoY -2.53% (-37)	All Managers (Combined)	$522.1K	0.1% ($522.1K/$503.7M)	QoQ -17.73% (-$112.5K) YoY -6.86% (-$38.5K)
LENNAR CORP /NEW/(LENcusip526057104)	4.4K	QoQ -0.31% (-14) YoY +0.18% (-8)	All Managers (Combined)	$510.3K	0.1% ($510.3K/$503.7M)	QoQ -16.09% (-$97.9K) YoY -33.13% (-$252.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.1K	QoQ -28.34% (-821) YoY -3.39% (-73)	All Managers (Combined)	$508.9K	0.1% ($508.9K/$503.7M)	QoQ -26.70% (-$185.4K) YoY +18.31% (-$78.8K)
Uber Technologies, Inc(UBERcusip90353T100)	6.7K	QoQ +22.47% (+1.2K) YoY NEW(+6.7K)	All Managers (Combined)	$485.2K	0.1% ($485.2K/$503.7M)	QoQ +47.93% (+$157.2K) YoY NEW(+$485.2K)
(IJHcusip464287507)	8.2K	QoQ 0.00% (-0) YoY -29.51% (-3.5K)	All Managers (Combined)	$480.8K	0.1% ($480.8K/$503.7M)	QoQ -6.35% (-$32.6K) YoY -32.28% (-$229.2K)
(VTIcusip922908769)	1.6K	QoQ +26.79% (+347) YoY +37.98% (+452)	All Managers (Combined)	$451.3K	0.1% ($451.3K/$503.7M)	QoQ +20.24% (+$76.0K) YoY +45.91% (+$142.0K)
(IXUScusip46432F834)	5.9K	QoQ -19.18% (-1.4K) YoY +2.14% (+125)	All Managers (Combined)	$415.0K	0.1% ($415.0K/$503.7M)	QoQ -14.69% (-$71.5K) YoY +5.08% (+$20.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	3.5K	QoQ +0.66% (+23) YoY +45.60% (+1.1K)	All Managers (Combined)	$411.9K	0.1% ($411.9K/$503.7M)	QoQ +11.29% (+$41.8K) YoY +48.96% (+$135.4K)