Intelligence Driven Advisers, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$700M
Signature - Title
Jordie Czapinski - CCO & COO
Location
Carlsbad, CA
Summary
This page shows a list of all the recent 13F filings made by Intelligence Driven Advisers, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Intelligence Driven Advisers, LLC reported 111 stock holdings with total value $700M as of Q3 2024. Top holdings included DFUS, IWY, QEFA, IUSB, and SCHR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 111 $700M +$45.2M -$85.2M -$40M DFUS, IWY, QEFA, IUSB, SCHR 13F-HR 11/6/2024, 11:27 AM
Q2 2024 105 $706M +$34.4M -$15.4M +$18.9M DFUS, IWY, QEFA, VCSH, IUSB 13F-HR 8/5/2024, 04:26 PM
Q1 2024 104 $677M +$150M -$126M +$24M DFUS, QEFA, IWY, VCSH, IUSB 13F-HR 5/1/2024, 05:03 PM
Q4 2023 90 $619M +$151M -$153M -$1.62M DFUS, VCSH, QEFA, VGSH, COWZ 13F-HR 2/6/2024, 12:59 PM
Q3 2023 86 $563M +$39M -$31.1M +$7.98M QEFA, VCSH, VGSH, IWY, QUAL 13F-HR 11/7/2023, 12:49 PM
Q2 2023 95 $571M +$199M -$193M +$5.64M QEFA, VCSH, QUAL, IWY, VGSH 13F-HR 7/18/2023, 05:10 PM
Q1 2023 92 $556M +$18.5M -$18.6M -$122K VCSH, SHY, QEFA, QUAL, USMV 13F-HR 5/11/2023, 08:52 AM
Q4 2022 99 $545M +$274M -$255M +$19.5M VCSH, SHY, QEFA, QUAL, USMV Restatement 2/14/2023, 04:37 PM
Q3 2022 107 $496M +$72.2M -$67.3M +$4.9M IUSB, USMV, QUAL, MTUM, IVV 13F-HR 10/21/2022, 11:31 AM
Q2 2022 96 $509M +$77.3M -$52.2M +$25.2M USMV, QUAL, IUSB, EFV, MTUM 13F-HR 7/22/2022, 01:06 PM
Q1 2022 89 $547M +$112M -$99.1M +$12.8M USMV, QUAL, IUSB, IVV, EFG 13F-HR 4/25/2022, 03:13 PM
Q4 2021 86 $536M +$129M -$26.4M +$102M EFG, VTV, QUAL, IUSB, USMV Restatement 2/2/2022, 09:47 AM
Q3 2021 77 $446M +$56.8M -$112M -$55.2M EFG, QUAL, EFV, IUSB, USMV 13F-HR 10/14/2021, 01:31 PM
Q2 2021 92 $514M +$177M -$132M +$45.2M EFG, QUAL, USMV, GOVT, MTUM 13F-HR 7/28/2021, 08:03 PM
Q1 2021 72 $446M +$22.3M -$27.8M -$5.51M EFG, USMV, IVV, LQD, QUAL 13F-HR 4/13/2021, 03:51 PM
Q4 2020 91 $446M +$80.4M -$97.6M -$17.2M EFG, LQD, USMV, IVV, QUAL Restatement 2/17/2021, 01:32 PM
Q3 2020 79 $426M +$309M -$167M +$142M LQD, JPST, EFG, USMV, IVV 13F-HR 10/9/2020, 02:00 PM
Q2 2020 85 $283M $0 $0 JAGG, SCHB, SMMV, IVV, USMV New Holdings 9/9/2020, 07:39 PM
Q2 2020 85 $283M +$45M -$9.76M +$35.3M JAGG, SCHB, SMMV, IVV, USMV 13F-HR 8/14/2020, 05:05 PM
Q1 2020 84 $216M +$92M -$64.2M +$27.7M JAGG, SCHB, USMV, SMMV, IVV 13F-HR 9/4/2020, 04:59 PM
Q4 2019 87 $220M +$14.7M -$16.5M -$1.78M AGG, USMV, DGRW, SCHF, RESD 13F-HR 9/4/2020, 04:57 PM
Q3 2019 88 $211M +$41.3M -$43.1M -$1.74M AGG, USMV, DGRW, SCHF, RESD 13F-HR 9/4/2020, 04:56 PM
Q2 2019 99 $210M +$65.3M -$41.2M +$24M AGG, DGRW, RESD, SCHF, MTUM 13F-HR 9/4/2020, 04:54 PM
Q1 2019 94 $183M +$31.3M -$21.4M +$9.9M DGRW, RESD, JPHF, SHAG, MTUM 13F-HR 9/4/2020, 04:53 PM
Q4 2018 96 $158M $0 $0 DGRW, SHAG, JPHF, RESD, AGGY 13F-HR 9/4/2020, 04:52 PM