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:

Search and click to pin securities to the top

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ADOBE INC.

ADBE|00724F101

Shares:1.0K

Value:$396.6K

% of Portfolio:0.1% ($396.6K/$503.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.4K

Value:$369.8K

% of Portfolio:0.1% ($369.8K/$503.7M)

922908538

VOT|922908538

Shares:1.5K

Value:$368.5K

% of Portfolio:0.1% ($368.5K/$503.7M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:5.9K

Value:$352.6K

% of Portfolio:0.1% ($352.6K/$503.7M)

46436E718

Shares:3.5K

Value:$347.9K

% of Portfolio:0.1% ($347.9K/$503.7M)

025072885

Shares:3.8K

Value:$346.6K

% of Portfolio:0.1% ($346.6K/$503.7M)

46428R107

Shares:15.1K

Value:$343.7K

% of Portfolio:0.1% ($343.7K/$503.7M)

922908512

VOE|922908512

Shares:2.1K

Value:$335.9K

% of Portfolio:0.1% ($335.9K/$503.7M)

78464A300

Shares:4.2K

Value:$326.7K

% of Portfolio:0.1% ($326.7K/$503.7M)

464288877

Shares:5.4K

Value:$319.1K

% of Portfolio:0.1% ($319.1K/$503.7M)

Walmart Inc.

WMT|931142103

Shares:3.6K

Value:$315.9K

% of Portfolio:0.1% ($315.9K/$503.7M)

78464A763

SDY|78464A763

Shares:2.2K

Value:$292.3K

% of Portfolio:0.1% ($292.3K/$503.7M)

46429B697

USMV|46429B697

Shares:3.0K

Value:$285.5K

% of Portfolio:0.1% ($285.5K/$503.7M)

CITIGROUP INC

C|172967424

Shares:3.8K

Value:$270.3K

% of Portfolio:0.1% ($270.3K/$503.7M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:188

Value:$269.3K

% of Portfolio:0.1% ($269.3K/$503.7M)

46138E339

Shares:2.9K

Value:$266.2K

% of Portfolio:0.1% ($266.2K/$503.7M)

General Motors Co

GM|37045V100

Shares:5.5K

Value:$259.0K

% of Portfolio:0.1% ($259.0K/$503.7M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:905

Value:$256.1K

% of Portfolio:0.1% ($256.1K/$503.7M)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:2.9K

Value:$253.3K

% of Portfolio:0.1% ($253.3K/$503.7M)

COCA COLA CO

KO|191216100

Shares:3.5K

Value:$248.3K

% of Portfolio:0.0% ($248.3K/$503.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ADOBE INC.(ADBEcusip00724F101)	1.0K	QoQ -5.82% (-64) YoY -37.06% (-609)	All Managers (Combined)	$396.6K	0.1% ($396.6K/$503.7M)	QoQ -18.77% (-$91.7K) YoY -52.16% (-$432.5K)
Alphabet Inc.(GOOGLcusip02079K305)	2.4K	QoQ +3.41% (-79) YoY +15.22% (+316)	All Managers (Combined)	$369.8K	0.1% ($369.8K/$503.7M)	QoQ -15.51% (-$67.9K) YoY +18.06% (+$56.6K)
(VOTcusip922908538)	1.5K	QoQ +0.13% (-2) YoY NEW(+1.5K)	All Managers (Combined)	$368.5K	0.1% ($368.5K/$503.7M)	QoQ -3.41% (-$13.0K) YoY NEW(+$368.5K)
ALTRIA GROUP, INC.(MOcusip02209S103)	5.9K	QoQ +11.65% (+613) YoY NEW(+5.9K)	All Managers (Combined)	$352.6K	0.1% ($352.6K/$503.7M)	QoQ +28.15% (+$77.5K) YoY NEW(+$352.6K)
(cusip46436E718)✕	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$347.9K	0.1% ($347.9K/$503.7M)	QoQ NEW(+$347.9K) YoY NEW(+$347.9K)
(cusip025072885)✕	3.8K	QoQ 0.00% (-0) YoY -85.34% (-21.8K)	All Managers (Combined)	$346.6K	0.1% ($346.6K/$503.7M)	QoQ -4.69% (-$17.1K) YoY -84.87% (-$1.9M)
(cusip46428R107)✕	15.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$343.7K	0.1% ($343.7K/$503.7M)	QoQ +4.59% (+$15.1K) YoY +3.21% (+$10.7K)
(VOEcusip922908512)	2.1K	QoQ -2.05% (-44) YoY NEW(+2.1K)	All Managers (Combined)	$335.9K	0.1% ($335.9K/$503.7M)	QoQ -2.82% (-$9.8K) YoY NEW(+$335.9K)
(cusip78464A300)✕	4.2K	QoQ 0.00% (-0) YoY +2.18% (-89)	All Managers (Combined)	$326.7K	0.1% ($326.7K/$503.7M)	QoQ -10.14% (-$36.9K) YoY -3.44% (-$11.7K)
(cusip464288877)✕	5.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$319.1K	0.1% ($319.1K/$503.7M)	QoQ +12.33% (+$35.0K) YoY +8.34% (+$24.6K)
Walmart Inc.(WMTcusip931142103)	3.6K	QoQ +5.26% (+180) YoY NEW(+3.6K)	All Managers (Combined)	$315.9K	0.1% ($315.9K/$503.7M)	QoQ +2.28% (+$7.1K) YoY NEW(+$315.9K)
(SDYcusip78464A763)	2.2K	QoQ -1.82% (-40) YoY NEW(+2.2K)	All Managers (Combined)	$292.3K	0.1% ($292.3K/$503.7M)	QoQ +0.84% (-$2.4K) YoY NEW(+$292.3K)
(USMVcusip46429B697)	3.0K	QoQ 0.00% (+0) YoY -71.64% (-7.7K)	All Managers (Combined)	$285.5K	0.1% ($285.5K/$503.7M)	QoQ +5.48% (+$14.8K) YoY -68.22% (-$612.9K)
CITIGROUP INC(Ccusip172967424)	3.8K	QoQ -20.35% (-973) YoY -35.80% (-2.1K)	All Managers (Combined)	$270.3K	0.1% ($270.3K/$503.7M)	QoQ -19.67% (-$66.2K) YoY -27.93% (-$104.8K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	188	QoQ +2.73% (+5) YoY NEW(+188)	All Managers (Combined)	$269.3K	0.1% ($269.3K/$503.7M)	QoQ +24.11% (+$52.3K) YoY NEW(+$269.3K)
(cusip46138E339)✕	2.9K	QoQ 0.00% (-0) YoY -61.54% (-4.6K)	All Managers (Combined)	$266.2K	0.1% ($266.2K/$503.7M)	QoQ -2.61% (-$7.1K) YoY -55.64% (-$334.0K)
General Motors Co(GMcusip37045V100)	5.5K	QoQ +21.99% (+993) YoY NEW(+5.5K)	All Managers (Combined)	$259.0K	0.1% ($259.0K/$503.7M)	QoQ +7.69% (+$18.5K) YoY NEW(+$259.0K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	905	QoQ +2.02% (+18) YoY NEW(+905)	All Managers (Combined)	$256.1K	0.1% ($256.1K/$503.7M)	QoQ +20.50% (+$43.6K) YoY NEW(+$256.1K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	2.9K	QoQ NEW(+2.9K) YoY +10.54% (+278)	All Managers (Combined)	$253.3K	0.1% ($253.3K/$503.7M)	QoQ NEW(+$253.3K) YoY +22.94% (+$47.3K)
COCA COLA CO(KOcusip191216100)	3.5K	QoQ -26.53% (-1.3K) YoY +3.18% (+107)	All Managers (Combined)	$248.3K	0.0% ($248.3K/$503.7M)	QoQ -15.48% (-$45.5K) YoY +20.79% (+$42.7K)