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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 4 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APP APPLOVIN CORP Technology 1,011.0 $681K 0.10% +484.0 +91.8% $673.82 -28.5%
62 GEV GE VERNOVA INC Utilities 1,027.0 $671K 0.10% +20.0 +2.0% $653.57 +58.9%
63 PULS PGIM ETF TR 13,407.0 $665K 0.10% -5K -26.1% $49.59 +0.2%
64 C CITIGROUP INC Financial Services 5,553.0 $648K 0.09% -120.0 -2.1% $116.69 +7.2%
65 WMT WALMART INC Consumer Defensive 5,117.0 $570K 0.08% +315.0 +6.6% $111.42 +7.9%
66 POWR ISHARES INC 24,000.0 $565K 0.08% $23.53 +17.9%
67 PJP INVESCO EXCHANGE TRADED FD T 5,400.0 $565K 0.08% $104.54 +4.3%
68 GM GENERAL MTRS CO Consumer Cyclical 6,836.0 $556K 0.08% +372.0 +5.8% $81.32 -3.1%
69 ADBE ADOBE INC Technology 1,564.0 $547K 0.08% -111.0 -6.6% $349.99 -30.1%
70 IJH ISHARES TR 8,125.0 $536K 0.08% -115.0 -1.4% $66.00 +11.4%
71 LLY ELI LILLY & CO Healthcare 486.0 $522K 0.07% -15.0 -3.0% $1074.68 -0.9%
72 UBER UBER TECHNOLOGIES INC Technology 6,328.0 $517K 0.07% +94.0 +1.5% $81.71 -12.1%
73 FISV FISERV INC Technology 7,675.0 $516K 0.07% $67.17 -14.9%
74 TFLO ISHARES TR 10,100.0 $510K 0.07% -5K -32.6% $50.46 +0.3%
75 JHMM JOHN HANCOCK EXCHANGE TRADED 7,425.0 $486K 0.07% NEW $65.48 +10.9%
76 QCOM QUALCOMM INC Technology 2,786.0 $477K 0.07% +491.0 +21.4% $171.05 +39.2%
77 BLUEROCK PVT REAL ESTATE FD 30,452.0 $457K 0.07% NEW $15.00
78 LEN LENNAR CORP Consumer Cyclical 4,438.0 $456K 0.07% $102.80 -13.6%
79 AVUS AMERICAN CENTY ETF TR 3,751.0 $419K 0.06% $111.78 +12.5%
80 IHI ISHARES TR 6,660.0 $414K 0.06% $62.15 -18.6%
Page 4 of 7  ·  138 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%