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Portfolio (Quarterly) Guide ↗

Intelligence Driven Advisers, LLC

· CIK 0001819955
13F Portfolio $700M AUM 138 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 22 New 34 Added 61 Reduced 8 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AIQ GLOBAL X FDS 153,047.0 $7.8M 1.11% NEW $50.86 +23.1%
2 BAI BLACKROCK ETF TRUST 140,218.0 $4.7M 0.67% NEW $33.30 +42.6%
3 JHMM JOHN HANCOCK EXCHANGE TRADED 7,425.0 $486K 0.07% NEW $65.48 +9.9%
4 BLUEROCK PVT REAL ESTATE FD 30,452.0 $457K 0.07% NEW $15.00
5 VO VANGUARD INDEX FDS 1,388.0 $403K 0.06% NEW $290.22 -73.3%
6 MU MICRON TECHNOLOGY INC Technology 1,296.0 $370K 0.05% NEW $285.41 +167.0%
7 FVD FIRST TR EXCHANGE-TRADED FD 6,732.0 $310K 0.04% NEW $46.08 +3.5%
8 SCHX SCHWAB STRATEGIC TR 10,420.0 $280K 0.04% NEW $26.91 +8.5%
9 KLAC KLA CORP Technology 228.0 $277K 0.04% NEW $1215.08 +51.6%
10 CMCSA COMCAST CORP NEW Communication Services 8,436.0 $252K 0.04% NEW $29.89 -16.1%
11 VLO VALERO ENERGY CORP Energy 1,460.0 $238K 0.03% NEW $162.79 +55.9%
12 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,376.0 $236K 0.03% NEW $53.94 +10.4%
13 CAT CATERPILLAR INC Industrials 409.0 $234K 0.03% NEW $573.00 +51.1%
14 FNDA SCHWAB STRATEGIC TR 7,210.0 $227K 0.03% NEW $31.51 +12.4%
15 CMF ISHARES TR 3,917.0 $225K 0.03% NEW $57.46 -1.2%
16 BCS BARCLAYS PLC Financial Services 8,805.0 $224K 0.03% NEW $25.45 -5.8%
17 TJX TJX COS INC NEW Consumer Cyclical 1,444.0 $222K 0.03% NEW $153.56 +3.7%
18 AMGN AMGEN INC Healthcare 666.0 $218K 0.03% NEW $327.07 +3.2%
19 HII HUNTINGTON INGALLS INDS INC Industrials 600.0 $204K 0.03% NEW $340.07 -6.6%
20 CVX CHEVRON CORP NEW Energy 1,320.0 $201K 0.03% NEW $152.41 +25.3%
Page 1 of 2  ·  22 positions

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 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%