Intelligence Driven Advisers, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001819955

Type: FundHoldings: 101Value: $503.7MLatest: 2025Q1

Intelligence Driven Advisers, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 101 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 6

Sort by:

25434V401

Shares:1.3M

Value:$80.8M

% of Portfolio:16.0% ($80.8M/$503.7M)

78463X434

Shares:672.9K

Value:$53.1M

% of Portfolio:10.5% ($53.1M/$503.7M)

464289438

Shares:225.6K

Value:$47.6M

% of Portfolio:9.4% ($47.6M/$503.7M)

46434V613

Shares:970.9K

Value:$44.7M

% of Portfolio:8.9% ($44.7M/$503.7M)

808524854

Shares:1.6M

Value:$39.8M

% of Portfolio:7.9% ($39.8M/$503.7M)

69374H881

Shares:509.3K

Value:$27.9M

% of Portfolio:5.5% ($27.9M/$503.7M)

09290C103

Shares:505.1K

Value:$24.6M

% of Portfolio:4.9% ($24.6M/$503.7M)

92206C771

Shares:508.1K

Value:$23.5M

% of Portfolio:4.7% ($23.5M/$503.7M)

025072877

Shares:228.7K

Value:$19.9M

% of Portfolio:4.0% ($19.9M/$503.7M)

46138J742

Shares:388.3K

Value:$19.2M

% of Portfolio:3.8% ($19.2M/$503.7M)

46432F339

QUAL|46432F339

Shares:92.4K

Value:$15.8M

% of Portfolio:3.1% ($15.8M/$503.7M)

808524102

SCHB|808524102

Shares:606.6K

Value:$13.1M

% of Portfolio:2.6% ($13.1M/$503.7M)

02072L607

Shares:335.5K

Value:$11.8M

% of Portfolio:2.3% ($11.8M/$503.7M)

46434G764

EMXC|46434G764

Shares:92.8K

Value:$5.1M

% of Portfolio:1.0% ($5.1M/$503.7M)

25434V831

Shares:143.5K

Value:$4.8M

% of Portfolio:0.9% ($4.8M/$503.7M)

464287689

IWV|464287689

Shares:14.4K

Value:$4.6M

% of Portfolio:0.9% ($4.6M/$503.7M)

72201R775

Shares:45.7K

Value:$4.2M

% of Portfolio:0.8% ($4.2M/$503.7M)

46641Q761

Shares:69.2K

Value:$3.9M

% of Portfolio:0.8% ($3.9M/$503.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.2K

Value:$3.3M

% of Portfolio:0.7% ($3.3M/$503.7M)

922908744

VTV|922908744

Shares:15.2K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$503.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V401)✕	1.3M	QoQ +1.05% (-13.9K) YoY -21.50% (-366.0K)	All Managers (Combined)	$80.8M	16.0% ($80.8M/$503.7M)	QoQ -4.12% (-$3.5M) YoY -16.68% (-$16.2M)
(cusip78463X434)✕	672.9K	QoQ -0.21% (-1.4K) YoY -24.68% (-220.6K)	All Managers (Combined)	$53.1M	10.5% ($53.1M/$503.7M)	QoQ +8.65% (-$4.2M) YoY -21.85% (-$14.9M)
(cusip464289438)✕	225.6K	QoQ -0.92% (-2.1K) YoY -32.50% (-108.7K)	All Managers (Combined)	$47.6M	9.4% ($47.6M/$503.7M)	QoQ -11.17% (-$6.0M) YoY -27.02% (-$17.6M)
(cusip46434V613)✕	970.9K	QoQ -1.82% (-18.1K) YoY -19.31% (-232.5K)	All Managers (Combined)	$44.7M	8.9% ($44.7M/$503.7M)	QoQ +0.08% (-$38.0K) YoY -18.45% (-$10.1M)
(cusip808524854)✕	1.6M	QoQ -1.54% (-25.2K) YoY +62.70% (-617.3K)	All Managers (Combined)	$39.8M	7.9% ($39.8M/$503.7M)	QoQ +0.76% (-$301.5K) YoY -17.53% (-$8.5M)
(cusip69374H881)✕	509.3K	QoQ -3.08% (-16.2K) YoY -41.71% (-364.5K)	All Managers (Combined)	$27.9M	5.5% ($27.9M/$503.7M)	QoQ -6.03% (-$1.8M) YoY -45.07% (-$22.9M)
(cusip09290C103)✕	505.1K	QoQ +4.17% (-20.2K) YoY +0.86% (+4.3K)	All Managers (Combined)	$24.6M	4.9% ($24.6M/$503.7M)	QoQ -0.88% (-$221.1K) YoY +10.76% (+$2.4M)
(cusip92206C771)✕	508.1K	QoQ -4.52% (-24.1K) YoY NEW(+508.1K)	All Managers (Combined)	$23.5M	4.7% ($23.5M/$503.7M)	QoQ -2.48% (-$599.1K) YoY NEW(+$23.5M)
(cusip025072877)✕	228.7K	QoQ +0.15% (-343) YoY -27.38% (-86.2K)	All Managers (Combined)	$19.9M	4.0% ($19.9M/$503.7M)	QoQ -9.56% (-$2.1M) YoY -32.45% (-$9.6M)
(cusip46138J742)✕	388.3K	QoQ +12.05% (+41.8K) YoY +63.80% (+151.2K)	All Managers (Combined)	$19.2M	3.8% ($19.2M/$503.7M)	QoQ +11.35% (+$2.0M) YoY +70.36% (+$7.9M)
(QUALcusip46432F339)	92.4K	QoQ -5.24% (-5.1K) YoY -47.36% (-83.1K)	All Managers (Combined)	$15.8M	3.1% ($15.8M/$503.7M)	QoQ -9.07% (-$1.6M) YoY -45.26% (-$13.1M)
(SCHBcusip808524102)	606.6K	QoQ +14.14% (+75.2K) YoY +204.28% (+407.2K)	All Managers (Combined)	$13.1M	2.6% ($13.1M/$503.7M)	QoQ +8.26% (+$996.7K) YoY +7.30% (+$889.5K)
(cusip02072L607)✕	335.5K	QoQ -0.95% (-3.3K) YoY -38.96% (-214.2K)	All Managers (Combined)	$11.8M	2.3% ($11.8M/$503.7M)	QoQ +6.22% (-$689.7K) YoY -36.57% (-$6.8M)
(EMXCcusip46434G764)	92.8K	QoQ +9.32% (+7.9K) YoY +54.38% (+32.7K)	All Managers (Combined)	$5.1M	1.0% ($5.1M/$503.7M)	QoQ +8.61% (+$405.2K) YoY +47.73% (+$1.7M)
(cusip25434V831)✕	143.5K	QoQ -7.64% (-11.9K) YoY -43.96% (-112.6K)	All Managers (Combined)	$4.8M	0.9% ($4.8M/$503.7M)	QoQ -9.41% (-$494.5K) YoY -41.25% (-$3.3M)
(IWVcusip464287689)	14.4K	QoQ -3.42% (-510) YoY -49.43% (-14.1K)	All Managers (Combined)	$4.6M	0.9% ($4.6M/$503.7M)	QoQ -8.22% (-$409.5K) YoY -46.47% (-$4.0M)
(cusip72201R775)✕	45.7K	QoQ -8.69% (-4.4K) YoY -50.88% (-47.4K)	All Managers (Combined)	$4.2M	0.8% ($4.2M/$503.7M)	QoQ -6.62% (-$299.9K) YoY -50.55% (-$4.3M)
(cusip46641Q761)✕	69.2K	QoQ -3.41% (-2.4K) YoY -40.14% (-46.4K)	All Managers (Combined)	$3.9M	0.8% ($3.9M/$503.7M)	QoQ -4.76% (-$195.3K) YoY -36.06% (-$2.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.2K	QoQ -1.45% (-92) YoY +2.55% (+155)	All Managers (Combined)	$3.3M	0.7% ($3.3M/$503.7M)	QoQ +15.78% (-$451.8K) YoY +29.88% (+$762.5K)
(VTVcusip922908744)	15.2K	QoQ -4.24% (-673) YoY -36.91% (-8.9K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$503.7M)	QoQ -2.30% (-$61.8K) YoY -33.08% (-$1.3M)