Intelligence Driven Advisers, LLC
New Buys
| Ticker | $ Bought |
|---|---|
| ISHARES TR | 52,898,000 |
| SPDR INDEX SHS FDS | 50,905,000 |
| PACER FDS TR | 26,235,000 |
| ISHARES TR | 17,642,000 |
| AMERICAN CENTY ETF TR | 13,538,000 |
| AMERICAN CENTY ETF TR | 10,471,000 |
| VANGUARD SCOTTSDALE FDS | 4,731,000 |
| INVESCO EXCH TRADED FD TR II | 2,104,000 |
New stocks bought by Intelligence Driven Advisers, LLC
Additions
| Ticker | % Inc. |
|---|---|
| VANGUARD SCOTTSDALE FDS | 1,569.44 |
| INVESCO EXCHANGE TRADED FD T | 494.67 |
| PIMCO ETF TR | 356.6 |
| ISHARES TR | 352.25 |
| ISHARES TR | 176.39 |
| SCHWAB STRATEGIC TR | 105.99 |
| ISHARES TR | 34.02 |
| AMGEN INC | 33.37 |
Additions to existing portfolio by Intelligence Driven Advisers, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -98.4 |
| J P MORGAN EXCHANGE TRADED F | -98.35 |
| ISHARES TR | -97.81 |
| SELECT SECTOR SPDR TR | -97.75 |
| ISHARES TR | -97.45 |
| SPDR SER TR | -96.44 |
| ISHARES TR | -96.13 |
| INVESCO ACTIVELY MANAGED ETF | -95.82 |
Intelligence Driven Advisers, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ISHARES U S ETF TR | -4,494,000 |
| FIDELITY MERRIMACK STR TR | -4,634,000 |
| VANGUARD BD INDEX FDS | -5,021,000 |
| ISHARES TR | -2,842,000 |
| VANGUARD SCOTTSDALE FDS | -1,958,000 |
| ISHARES TR | -2,450,000 |
| ISHARES TR | -1,774,000 |
| ISHARES U S ETF TR | -782,000 |
Intelligence Driven Advisers, LLC got rid off the above stocks
Current Stock Holdings of Intelligence Driven Advisers, LLC
Last Reported on: 23 Jan, 2023| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 1.64 | 69,145 | 8,963,000 | REDUCED | -0.77 | |
| AAXJ | ISHARES TR | 0.76 | 82,088 | 4,119,000 | ADDED | 352.25 | |
| AAXJ | ISHARES TR | 0.42 | 45,764 | 2,303,000 | REDUCED | -3.61 | |
| AAXJ | ISHARES TR | 0.13 | 6,032 | 703,000 | ADDED | 9.1 | |
| AAXJ | ISHARES TR | 0.10 | 11,775 | 559,000 | REDUCED | -97.81 | |
| AAXJ | ISHARES TR | 0.09 | 5,311 | 462,000 | REDUCED | -97.45 | |
| AAXJ | ISHARES TR | 0.04 | 4,157 | 222,000 | REDUCED | -76.6 | |
| AAXJ | ISHARES TR | 0 | 0 | 0 | SOLD OFF | -100 | |
| ACN | ACCENTURE PLC IRELAND | 0.05 | 1,083 | 292,000 | REDUCED | -3.04 | |
| ACWF | ISHARES TR | 3.24 | 579,950 | 17,642,000 | NEW | null | |
| ACWF | ISHARES TR | 0.10 | 12,089 | 555,000 | REDUCED | -98.4 | |
| ACWF | ISHARES TR | 0.04 | 6,815 | 213,000 | REDUCED | -95.77 | |
| ACWV | ISHARES INC | 2.54 | 253,553 | 13,862,000 | REDUCED | -4.47 | |
| AEMB | AMERICAN CENTY ETF TR | 2.48 | 176,993 | 13,538,000 | NEW | null | |
| AEMB | AMERICAN CENTY ETF TR | 1.92 | 151,011 | 10,471,000 | NEW | null | |
| AFTY | PACER FDS TR | 4.81 | 553,008 | 26,235,000 | NEW | null | |
| AGG | ISHARES TR | 9.70 | 648,898 | 52,898,000 | NEW | null | |
| AGG | ISHARES TR | 2.15 | 52,368 | 11,717,000 | ADDED | 2.84 | |
| AGG | ISHARES TR | 0.67 | 37,653 | 3,654,000 | ADDED | 27.02 | |
| AGG | ISHARES TR | 0.65 | 9,074 | 3,537,000 | REDUCED | -84.06 | |
| AGG | ISHARES TR | 0.13 | 6,916 | 685,000 | REDUCED | -80.71 | |
| AGG | ISHARES TR | 0.09 | 5,751 | 495,000 | REDUCED | -0.1 | |
| AGG | ISHARES TR | 0.08 | 10,778 | 432,000 | REDUCED | -52.92 | |
| AGG | ISHARES TR | 0.08 | 9,425 | 428,000 | REDUCED | -67.11 | |
| AGG | ISHARES TR | 0.05 | 1,168 | 290,000 | UNCHANGED | 0 | |
| AGG | ISHARES TR | 0 | 0 | 0 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0 | 0 | 0 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0 | 0 | 0 | SOLD OFF | -100 | |
| AGT | ISHARES TR | 0.17 | 39,555 | 948,000 | REDUCED | -89.49 | |
| AGT | ISHARES TR | 0.10 | 21,866 | 549,000 | REDUCED | -96.13 | |
| AGT | ISHARES TR | 0.06 | 9,614 | 339,000 | ADDED | 12.87 | |
| AGT | ISHARES TR | 0 | 0 | 0 | SOLD OFF | -100 | |
| AMGN | AMGEN INC | 0.06 | 1,275 | 351,000 | ADDED | 33.37 | |
| AMPS | ISHARES TR | 6.76 | 501,411 | 36,834,000 | ADDED | 3.2 | |
| AMPS | ISHARES TR | 2.61 | 615,639 | 14,246,000 | ADDED | 176.39 | |
| AMPS | ISHARES TR | 0 | 0 | 0 | SOLD OFF | -100 | |
| AMZN | AMAZON COM INC | 0.04 | 2,540 | 219,000 | REDUCED | -30.68 | |
| ANTX | ELEVANCE HEALTH INC | 0.04 | 471 | 224,000 | REDUCED | -1.26 | |
| BA | BOEING CO | 0.04 | 992 | 211,000 | NEW | null | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 1.71 | 236,382 | 9,347,000 | ADDED | 3.48 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.34 | 37,354 | 1,874,000 | REDUCED | -33.18 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.06 | 6,843 | 320,000 | REDUCED | -98.35 | |
| BIIB | BIOGEN INC | 0.04 | 720 | 201,000 | NEW | null | |
| BIL | SPDR SER TR | 0.06 | 11,703 | 357,000 | REDUCED | -96.44 | |
| BIL | SPDR SER TR | 0.06 | 13,655 | 312,000 | REDUCED | -86.69 | |
| BIL | SPDR SER TR | 0.06 | 4,054 | 311,000 | ADDED | 0.17 | |
| BIL | SPDR SER TR | 0 | 0 | 0 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0 | 0 | 0 | SOLD OFF | -100 | |
| BIV | VANGUARD BD INDEX FDS | 0 | 0 | 0 | SOLD OFF | -100 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 10.55 | 759,513 | 57,510,000 | ADDED | 1,569.44 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.87 | 69,385 | 4,731,000 | NEW | null | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.28 | 32,946 | 1,533,000 | REDUCED | -2.96 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0 | 0 | 0 | SOLD OFF | -100 | |
| BOND | PIMCO ETF TR | 1.00 | 59,289 | 5,466,000 | ADDED | 356.6 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 0.36 | 6,132 | 1,954,000 | ADDED | 3.56 | |
| CCRV | ISHARES U S ETF TR | 0 | 0 | 0 | SOLD OFF | -100 | |
| CCRV | ISHARES U S ETF TR | 0 | 0 | 0 | SOLD OFF | -100 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.59 | 71,604 | 3,214,000 | ADDED | 494.67 | |
| CWI | SPDR INDEX SHS FDS | 9.34 | 768,726 | 50,905,000 | NEW | null | |
| DFAC | DIMENSIONAL ETF TRUST | 2.80 | 361,069 | 15,237,000 | ADDED | 1.13 | |
| EFTR | EFFECTOR THERAPEUTICS INC | 0 | 48,768 | 24,000 | NEW | null | |
| EMGF | ISHARES INC | 1.81 | 231,091 | 9,886,000 | REDUCED | -3.25 | |
| EMGF | ISHARES INC | 0.73 | 124,340 | 3,958,000 | ADDED | 19.37 | |
| EMGF | ISHARES INC | 0.05 | 5,891 | 290,000 | ADDED | 3.04 | |
| FBCG | FIDELITY COVINGTON TRUST | 0 | 0 | 0 | SOLD OFF | -100 | |
| FBND | FIDELITY MERRIMACK STR TR | 0 | 0 | 0 | SOLD OFF | -100 | |
| FISV | FISERV INC | 0.16 | 8,665 | 885,000 | UNCHANGED | 0 | |
| FNDA | SCHWAB STRATEGIC TR | 2.11 | 252,685 | 11,485,000 | REDUCED | -5.23 | |
| FNDA | SCHWAB STRATEGIC TR | 0.37 | 49,039 | 2,029,000 | ADDED | 105.99 | |
| FNDA | SCHWAB STRATEGIC TR | 0.33 | 53,932 | 1,802,000 | REDUCED | -21.86 | |
| FNDA | SCHWAB STRATEGIC TR | 0 | 0 | 0 | SOLD OFF | -100 | |
| FNDA | SCHWAB STRATEGIC TR | 0 | 0 | 0 | SOLD OFF | -100 | |
| GAL | SSGA ACTIVE ETF TR | 0.04 | 5,644 | 230,000 | REDUCED | -79.37 | |
| GIS | GENERAL MLS INC | 0.45 | 28,622 | 2,460,000 | REDUCED | -0.42 | |
| GOOG | ALPHABET INC | 0.08 | 4,997 | 441,000 | ADDED | 10.07 | |
| GSG | ISHARES S&P GSCI COMMODITY- | 0.06 | 15,094 | 301,000 | REDUCED | -13.18 | |
| GSY | INVESCO ACTIVELY MANAGED ETF | 0.06 | 7,540 | 357,000 | REDUCED | -95.82 | |
| HD | HOME DEPOT INC | 0.08 | 1,324 | 420,000 | REDUCED | -4.13 | |
| IBCE | ISHARES TR | 8.26 | 387,822 | 45,042,000 | ADDED | 34.02 | |
| IBCE | ISHARES TR | 5.03 | 188,037 | 27,410,000 | ADDED | 13.06 | |
| IBCE | ISHARES TR | 0.87 | 78,759 | 4,744,000 | ADDED | 13.12 | |
| IBCE | ISHARES TR | 0.14 | 12,186 | 779,000 | REDUCED | -92.96 | |
| INTU | INTUIT | 0.04 | 640 | 247,000 | UNCHANGED | 0 | |
| JPM | JPMORGAN CHASE & CO | 0.05 | 1,927 | 266,000 | REDUCED | -7.84 | |
| KO | COCA COLA CO | 0.13 | 10,871 | 689,000 | UNCHANGED | 0 | |
| LLY | LILLY ELI & CO | 0.07 | 1,019 | 370,000 | ADDED | 0.49 | |
| MMM | 3M CO | 0.04 | 1,855 | 235,000 | UNCHANGED | 0 | |
| MSFT | MICROSOFT CORP | 0.11 | 2,630 | 592,000 | UNCHANGED | 0 | |
| ORCL | ORACLE CORP | 0.04 | 2,827 | 242,000 | REDUCED | -13.04 | |
| QCOM | QUALCOMM INC | 0 | 0 | 0 | SOLD OFF | -100 | |
| QQQ | INVESCO QQQ TR | 0.10 | 2,049 | 551,000 | ADDED | 17.09 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 1.35 | 113,470 | 7,365,000 | REDUCED | -12.15 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 1.01 | 97,688 | 5,532,000 | ADDED | 10.58 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 0.39 | 88,985 | 2,104,000 | NEW | null | |
| SPHD | INVESCO EXCH TRADED FD TR II | 0.20 | 24,169 | 1,092,000 | NEW | null | |
| SPHD | INVESCO EXCH TRADED FD TR II | 0.07 | 15,812 | 371,000 | REDUCED | -4.57 | |
| SPY | SPDR S&P 500 ETF TR | 0.29 | 4,088 | 1,586,000 | REDUCED | -55.71 | |
| SRE | SEMPRA | 0.04 | 1,514 | 234,000 | UNCHANGED | 0 | |
| SYK | STRYKER CORPORATION | 0.13 | 2,817 | 722,000 | UNCHANGED | 0 | |
| TSLA | TESLA INC | 0 | 0 | 0 | SOLD OFF | -100 | |
| VAW | VANGUARD WORLD FDS | 0 | 0 | 0 | SOLD OFF | -100 | |
| VEA | VANGUARD TAX-MANAGED FDS | 0.10 | 11,873 | 517,000 | REDUCED | -75.64 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.04 | 4,455 | 232,000 | REDUCED | -18.2 | |
| VIGI | VANGUARD WHITEHALL FDS | 0 | 0 | 0 | SOLD OFF | -100 | |
| VOO | VANGUARD INDEX FDS | 2.77 | 80,714 | 15,127,000 | REDUCED | -1.87 | |
| VOO | VANGUARD INDEX FDS | 1.03 | 15,804 | 5,636,000 | REDUCED | -71.33 | |
| VOO | VANGUARD INDEX FDS | 0.18 | 6,886 | 987,000 | REDUCED | -90.58 | |
| VOO | VANGUARD INDEX FDS | 0.07 | 4,751 | 401,000 | REDUCED | -17.33 | |
| VOO | VANGUARD INDEX FDS | 0.05 | 1,271 | 264,000 | UNCHANGED | 0 | |
| VXUS | VANGUARD STAR FDS | 0.16 | 16,113 | 866,000 | REDUCED | -22.94 | |
| VZIO | VIZIO HLDG CORP | 0.56 | 401,100 | 3,028,000 | REDUCED | -12.39 | |
| WFC | WELLS FARGO CO NEW | 0.05 | 6,205 | 266,000 | ADDED | 7.48 | |
| WPC | WP CAREY INC | 0.04 | 3,000 | 242,000 | NEW | null | |
| XLB | SELECT SECTOR SPDR TR | 0.06 | 4,073 | 357,000 | REDUCED | -90.6 | |
| XLB | SELECT SECTOR SPDR TR | 0.04 | 1,631 | 221,000 | REDUCED | -97.75 | |
| ROYAL BK CDA SUSTAINABL | 0.06 | 3,616 | 351,000 | UNCHANGED | 0 | ||
| NOVO-NORDISK A S | 0.04 | 1,730 | 240,000 | REDUCED | -9.9 | ||
| SHELL PLC | 0.04 | 3,972 | 227,000 | REDUCED | -10.24 | ||
| NOKIA CORP | 0.01 | 12,225 | 59,000 | ADDED | 10.88 | ||
| NOMURA HLDGS INC | 0 | 0 | 0 | SOLD OFF | -100 |