Portfolio (Quarterly)
Guide ↗
Intelligence Driven Advisers, LLC
· CIK 0001819955| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLU | SELECT SECTOR SPDR TR | — | 3,000 | $262K | 0.04% | SOLD |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | — | 3,082 | $246K | 0.03% | SOLD |
| 3 | KO | COCA COLA CO | Consumer Defensive | 3,684 | $244K | 0.03% | SOLD |
| 4 | VB | VANGUARD INDEX FDS | — | 948 | $241K | 0.03% | SOLD |
| 5 | INTU | INTUIT | Technology | 307 | $210K | 0.03% | SOLD |
| 6 | — | J P MORGAN EXCHANGE TRADED F | — | 4,014 | $204K | 0.03% | SOLD |
| 7 | WPC | WP CAREY INC | Real Estate | 3,000 | $203K | 0.03% | SOLD |
| 8 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,053 | $200K | 0.03% | SOLD |
Sector Allocation
Technology
38.1%
Financial Services
34.2%
Communication Services
8.6%
Consumer Cyclical
5.7%
Industrials
5.0%
Healthcare
4.0%
Consumer Defensive
2.1%
Utilities
1.2%
Energy
1.1%