Intellus Advisors LLC Purchases and Sells in Q1 2025

Intellus Advisors LLC

$572 Billion
Q1 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RODM	82.3K + 9.5%	$28.07 - $31.56 $2.31M - $2.6M	949K $29.4B
FYLD	30.1K + 5.9%	$24.97 - $27.67 $750K - $832K	539K $14.5B
FVD	14.3K + 2.25%	$42.61 - $45.51 $607K - $649K	648K $28.9B
JAVA	7.86K + 1.78%	$61.9 - $66.89 $486K - $526K	450K $28.6B
UNP	724 + 1.56%	$225.21 - $254.42 $163K - $184K	47.1K $11.1B
JPMORGAN LIMITED DURATION BOND ETF	6.59K + 3.43%	N/A	199K $10.3B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QINT	228K New	$47.52 - $53.84 $10.8M - $12.3M	228K $11.8B
JQUA	186K New	$55.41 - $60.74 $10.3M - $11.3M	186K $10.5B
TLT	20K New	$85.29 - $92.57 $1.71M - $1.85M	20K $1.82B
MINT	10.2K New	$100.32 - $100.76 $1.02M - $1.02M	10.2K $1.02B
PFE	31.2K New	$25.01 - $27.13 $781K - $848K	31.2K $792M
JOE	15K New	$43.61 - $49.45 $654K - $742K	15K $704M

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	-57 - 0.07%	$154.33 - $206.19 $8.8K - $11.8K	85.2K $13.2B
AMD	-11.6K - 74.25%	$96.63 - $129.55 $1.12M - $1.5M	4.02K $413M
RSP	-7.13K - 54.44%	$169.43 - $182.84 $1.21M - $1.3M	5.97K $1.03B
UPS	-53 - 0.11%	$109.66 - $136.26 $5.81K - $7.22K	48.7K $5.35B
LMT	-1.33K - 55.19%	$423.19 - $506.29 $563K - $673K	1.08K $482M
SOFI	-789 - 0.63%	$11.18 - $18.03 $8.82K - $14.2K	125K $1.46B

Activity Summary All Purchases 59 New Holdings 14 Increased Positions 45 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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