Portfolio (Quarterly)
Guide ↗
Intelligence Driven Advisers, LLC
· CIK 0001819955| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | GEV | GE VERNOVA INC | Utilities | 1,007.0 | $619K | 0.09% | NEW | — | $614.90 | +69.8% |
| 62 | UBER | UBER TECHNOLOGIES INC | Technology | 6,234.0 | $611K | 0.09% | NEW | — | $97.97 | -23.9% |
| 63 | POWR | ISHARES INC | — | 24,000.0 | $602K | 0.08% | NEW | — | $25.08 | +9.3% |
| 64 | ADBE | ADOBE INC | Technology | 1,675.0 | $591K | 0.08% | NEW | — | $352.75 | -30.8% |
| 65 | C | CITIGROUP INC | Financial Services | 5,673.0 | $576K | 0.08% | NEW | — | $101.49 | +23.4% |
| 66 | LEN | LENNAR CORP | Consumer Cyclical | 4,438.0 | $559K | 0.08% | NEW | — | $126.04 | -29.5% |
| 67 | HD | HOME DEPOT INC | Consumer Cyclical | 1,328.0 | $538K | 0.07% | NEW | — | $405.08 | -22.5% |
| 68 | IJH | ISHARES TR | — | 8,240.0 | $538K | 0.07% | NEW | — | $65.26 | +11.7% |
| 69 | XLB | SELECT SECTOR SPDR TR | — | 6,000.0 | $538K | 0.07% | NEW | — | $89.62 | -44.2% |
| 70 | PJP | INVESCO EXCHANGE TRADED FD T | — | 5,400.0 | $499K | 0.07% | NEW | — | $92.49 | +17.2% |
| 71 | WMT | WALMART INC | Consumer Defensive | 4,802.0 | $495K | 0.07% | NEW | — | $103.07 | +27.0% |
| 72 | IXUS | ISHARES TR | — | 5,435.0 | $449K | 0.06% | NEW | — | $82.58 | +15.2% |
| 73 | VOT | VANGUARD INDEX FDS | — | 1,509.0 | $443K | 0.06% | NEW | — | $293.70 | -1.6% |
| 74 | AVUS | AMERICAN CENTY ETF TR | — | 3,751.0 | $408K | 0.06% | NEW | — | $108.70 | +15.2% |
| 75 | IHI | ISHARES TR | — | 6,660.0 | $400K | 0.06% | NEW | — | $60.08 | -15.9% |
| 76 | GM | GENERAL MTRS CO | Consumer Cyclical | 6,464.0 | $394K | 0.06% | NEW | — | $60.97 | +26.6% |
| 77 | LLY | ELI LILLY & CO | Healthcare | 501.0 | $382K | 0.05% | NEW | — | $763.00 | +36.5% |
| 78 | QCOM | QUALCOMM INC | Technology | 2,295.0 | $382K | 0.05% | NEW | — | $166.36 | +21.7% |
| 79 | APP | APPLOVIN CORP | Technology | 527.0 | $379K | 0.05% | NEW | — | $718.54 | -32.4% |
| 80 | SPYM | SPDR SERIES TRUST | — | 4,800.0 | $376K | 0.05% | NEW | — | $78.34 | +11.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
39.3%
Financial Services
34.5%
Communication Services
8.3%
Consumer Cyclical
5.6%
Industrials
4.7%
Healthcare
3.2%
Consumer Defensive
2.3%
Utilities
1.3%
Energy
0.7%
Real Estate
0.3%