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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464287291

Shares:3.3K

Value:$247.4K

% of Portfolio:0.0% ($247.4K/$503.7M)

92206C409

Shares:3.1K

Value:$245.5K

% of Portfolio:0.0% ($245.5K/$503.7M)

81369Y803

XLK|81369Y803

Shares:1.1K

Value:$236.2K

% of Portfolio:0.0% ($236.2K/$503.7M)

81369Y852

Shares:2.4K

Value:$230.0K

% of Portfolio:0.0% ($230.0K/$503.7M)

Elevance Health, Inc.

ELV|036752103

Shares:526

Value:$228.8K

% of Portfolio:0.0% ($228.8K/$503.7M)

922908611

VBR|922908611

Shares:1.2K

Value:$226.4K

% of Portfolio:0.0% ($226.4K/$503.7M)

316188309

Shares:5.0K

Value:$226.0K

% of Portfolio:0.0% ($226.0K/$503.7M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.2K

Value:$223.1K

% of Portfolio:0.0% ($223.1K/$503.7M)

Broadcom Inc.

AVGO|11135F101

Shares:1.3K

Value:$221.3K

% of Portfolio:0.0% ($221.3K/$503.7M)

DoorDash, Inc.

DASH|25809K105

Shares:1.2K

Value:$214.9K

% of Portfolio:0.0% ($214.9K/$503.7M)

T-Mobile US, Inc.

TMUS|872590104

Shares:799

Value:$213.1K

% of Portfolio:0.0% ($213.1K/$503.7M)

922908751

VB|922908751

Shares:960

Value:$212.8K

% of Portfolio:0.0% ($212.8K/$503.7M)

SUNCOR ENERGY INC

SU|867224107

Shares:5.5K

Value:$212.7K

% of Portfolio:0.0% ($212.7K/$503.7M)

46137V613

PRF|46137V613

Shares:5.1K

Value:$205.6K

% of Portfolio:0.0% ($205.6K/$503.7M)

AMGEN INC

AMGN|031162100

Shares:657

Value:$204.5K

% of Portfolio:0.0% ($204.5K/$503.7M)

TAKEDA PHARMACEUTICAL CO LTD

TAK|874060205

Shares:13.6K

Value:$201.6K

% of Portfolio:0.0% ($201.6K/$503.7M)

Apple Inc.

AAPL|037833100

Shares:300

Value:$66.6K

% of Portfolio:0.0% ($66.6K/$503.7M)

Fluent, Inc.

FLNT|34380C201

Shares:26.2K

Value:$57.2K

% of Portfolio:0.0% ($57.2K/$503.7M)

WIPRO LTD

WIT|97651M109

Shares:18.2K

Value:$55.8K

% of Portfolio:0.0% ($55.8K/$503.7M)

Grab Holdings Ltd

GRAB|G4124C109

Shares:10.7K

Value:$48.3K

% of Portfolio:0.0% ($48.3K/$503.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287291)✕	3.3K	QoQ -7.39% (-261) YoY -69.15% (-7.3K)	All Managers (Combined)	$247.4K	0.0% ($247.4K/$503.7M)	QoQ -17.24% (-$51.6K) YoY -68.77% (-$544.9K)
(cusip92206C409)✕	3.1K	QoQ +0.64% (+20) YoY -99.57% (-731.9K)	All Managers (Combined)	$245.5K	0.0% ($245.5K/$503.7M)	QoQ +1.86% (+$4.5K) YoY -99.56% (-$56.6M)
(XLKcusip81369Y803)	1.1K	QoQ -0.69% (-8) YoY 0.00% (-0)	All Managers (Combined)	$236.2K	0.0% ($236.2K/$503.7M)	QoQ -11.81% (-$31.6K) YoY -0.85% (-$2.0K)
(cusip81369Y852)✕	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$230.0K	0.0% ($230.0K/$503.7M)	QoQ NEW(+$230.0K) YoY NEW(+$230.0K)
Elevance Health, Inc.(ELVcusip036752103)	526	QoQ -33.58% (-266) YoY -12.33% (-74)	All Managers (Combined)	$228.8K	0.0% ($228.8K/$503.7M)	QoQ -21.69% (-$63.4K) YoY -26.46% (-$82.3K)
(VBRcusip922908611)	1.2K	QoQ +2.87% (-34) YoY NEW(+1.2K)	All Managers (Combined)	$226.4K	0.0% ($226.4K/$503.7M)	QoQ -3.27% (-$7.7K) YoY NEW(+$226.4K)
(cusip316188309)✕	5.0K	QoQ -17.32% (-1.0K) YoY +7.60% (+350)	All Managers (Combined)	$226.0K	0.0% ($226.0K/$503.7M)	QoQ -15.88% (-$42.7K) YoY +8.41% (+$17.5K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$223.1K	0.0% ($223.1K/$503.7M)	QoQ NEW(+$223.1K) YoY NEW(+$223.1K)
Broadcom Inc.(AVGOcusip11135F101)	1.3K	QoQ -62.33% (-2.2K) YoY +490.17% (-1.1K)	All Managers (Combined)	$221.3K	0.0% ($221.3K/$503.7M)	QoQ -72.80% (-$592.4K) YoY -25.44% (-$75.5K)
DoorDash, Inc.(DASHcusip25809K105)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$214.9K	0.0% ($214.9K/$503.7M)	QoQ NEW(+$214.9K) YoY NEW(+$214.9K)
T-Mobile US, Inc.(TMUScusip872590104)	799	QoQ NEW(+799) YoY NEW(+799)	All Managers (Combined)	$213.1K	0.0% ($213.1K/$503.7M)	QoQ NEW(+$213.1K) YoY NEW(+$213.1K)
(VBcusip922908751)	960	QoQ -5.13% (-52) YoY -83.36% (-4.8K)	All Managers (Combined)	$212.8K	0.0% ($212.8K/$503.7M)	QoQ -12.47% (-$30.3K) YoY -83.86% (-$1.1M)
SUNCOR ENERGY INC(SUcusip867224107)	5.5K	QoQ NEW(+5.5K) YoY -2.19% (-123)	All Managers (Combined)	$212.7K	0.0% ($212.7K/$503.7M)	QoQ NEW(+$212.7K) YoY +2.60% (-$5.4K)
(PRFcusip46137V613)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$205.6K	0.0% ($205.6K/$503.7M)	QoQ NEW(+$205.6K) YoY NEW(+$205.6K)
AMGEN INC(AMGNcusip031162100)	657	QoQ -31.34% (-300) YoY -45.34% (-545)	All Managers (Combined)	$204.5K	0.0% ($204.5K/$503.7M)	QoQ -17.95% (-$44.8K) YoY -40.12% (-$137.1K)
TAKEDA PHARMACEUTICAL CO LTD(TAKcusip874060205)	13.6K	QoQ NEW(+13.6K) YoY NEW(+13.6K)	All Managers (Combined)	$201.6K	0.0% ($201.6K/$503.7M)	QoQ NEW(+$201.6K) YoY NEW(+$201.6K)
Apple Inc.(AAPLcusip037833100)	300	QoQ -99.58% (-72.1K) YoY -99.54% (-65.5K)	All Managers (Combined)	$66.6K	0.0% ($66.6K/$503.7M)	QoQ -99.63% (-$18.1M) YoY -99.40% (-$11.2M)
Fluent, Inc.(FLNTcusip34380C201)	26.2K	QoQ 0.00% (-0) YoY NEW(+26.2K)	All Managers (Combined)	$57.2K	0.0% ($57.2K/$503.7M)	QoQ -13.49% (-$8.9K) YoY NEW(+$57.2K)
WIPRO LTD(WITcusip97651M109)	18.2K	QoQ +2.19% (-392) YoY +54.86% (-6.5K)	All Managers (Combined)	$55.8K	0.0% ($55.8K/$503.7M)	QoQ -11.66% (-$7.4K) YoY -17.58% (-$11.9K)
Grab Holdings Ltd(GRABcusipG4124C109)	10.7K	QoQ NEW(+10.7K) YoY -37.41% (-6.4K)	All Managers (Combined)	$48.3K	0.0% ($48.3K/$503.7M)	QoQ NEW(+$48.3K) YoY -9.70% (-$5.2K)