Intellus Advisors LLC Purchases in Q2 2025

Intellus Advisors LLC

  • $671 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FTCS
First Trust Capital Strength E

ETFs
798
+ 1.41%
$81.6 - $92.39 $65.1K - $73.7K
57.4K $5.21B
CTAS
Cintas Corp

Industrials
284
+ 6.31%
$190.11 - $227.66 $54K - $64.7K
4.78K $1.07B
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.33K
+ 2.84%
$20.42 - $25.3 $27.2K - $33.6K
48.2K $1.22B
AMT
American Tower Corp

Real Estate
500
+ 19.7%
$203.96 - $228.19 $102K - $114K
3.04K $671M
WMT
Walmart Inc.

Consumer Defensive
815
+ 20.91%
$81.79 - $99.98 $66.7K - $81.5K
4.71K $461M
V
Visa Inc.

Financial Services
263
+ 6.69%
$308.27 - $373.31 $81.1K - $98.2K
4.2K $1.49B
CAT
Caterpillar Inc

Industrials
73
+ 5.85%
$273.94 - $388.21 $20K - $28.3K
1.32K $513M
PANW
Palo Alto Networks Inc

Technology
250
+ 17.36%
$152.44 - $204.64 $38.1K - $51.2K
1.69K $346M
RSP
Invesco S&P 500 Equal Weight E

ETFs
137
+ 2.3%
$152.93 - $181.74 $21K - $24.9K
6.1K $1.11B
HD
Home Depot, Inc.

Consumer Cyclical
171
+ 8.63%
$335.24 - $380.78 $57.3K - $65.1K
2.15K $789M
UNP
Union Pacific Corp

Industrials
1.4K
+ 2.98%
$208.27 - $238.46 $292K - $334K
48.5K $11.2B
SO
Southern CO

Utilities
323
+ 11.13%
$84.91 - $92.56 $27.4K - $29.9K
3.23K $296M
DE
Deere & CO

Industrials
1
+ 0.15%
$412.99 - $531.48 $413 - $531
649 $330M
PGEN
Precigen, Inc.

Healthcare
15.9K
New
$1.17 - $1.62 $18.6K - $25.7K
15.9K $22.5M
PG
Procter & Gamble CO

Consumer Defensive
335
+ 11.67%
$157.66 - $172.39 $52.8K - $57.8K
3.21K $511M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
417
+ 9.14%
$50.36 - $50.68 $21K - $21.1K
4.98K $252M
PPT
Putnam Premier Income Trust

Financial Services
3.72K
+ 3.61%
$3.45 - $3.71 $12.8K - $13.8K
107K $392M
ADBE
Adobe Inc.

Technology
30
+ 1.64%
$340.0 - $420.68 $10.2K - $12.6K
1.86K $720M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
482
+ 5.22%
$19.41 - $22.77 $9.36K - $11K
9.72K $221M
TSI
Tcw Strategic Income Fund Inc

Financial Services
2.84K
+ 6.04%
$4.73 - $4.96 $13.4K - $14.1K
49.8K $243M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
1.43K
+ 8.25%
$14.51 - $15.62 $20.8K - $22.4K
18.8K $283M
SHW
Sherwin Williams CO

Basic Materials
54
+ 5.14%
$313.51 - $363.51 $16.9K - $19.6K
1.1K $379M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
734
+ 6.73%
$12.41 - $14.27 $9.11K - $10.5K
11.6K $165M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
2.25K
+ 2.54%
$14.02 - $15.15 $31.5K - $34.1K
90.8K $1.34B
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
873
+ 2.71%
$14.83 - $16.07 $12.9K - $14K
33.1K $524M
BHK
Blackrock Core Bond Trust

Financial Services
1.34K
+ 7.44%
$9.5 - $11.0 $12.7K - $14.7K
19.3K $188M
VZ
Verizon Communications Inc

Communication Services
150
+ 2.07%
$41.67 - $45.62 $6.25K - $6.84K
7.4K $320M
PMO
Putnam Municipal Opportunities Trust

Financial Services
2.27K
+ 1.83%
$9.46 - $10.23 $21.4K - $23.2K
126K $1.25B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
740
+ 0.87%
$11.34 - $12.35 $8.39K - $9.14K
85.4K $1.02B
JNJ
Johnson & Johnson

Healthcare
207
+ 5.11%
$146.36 - $159.82 $30.3K - $33.1K
4.26K $650M
MRK
Merck & Co., Inc.

Healthcare
192
+ 5.35%
$73.47 - $87.12 $14.1K - $16.7K
3.78K $299M
ABBV
Abb Vie Inc.

Healthcare
248
+ 6.03%
$170.16 - $206.27 $42.2K - $51.2K
4.36K $810M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.04%
$285.55 - $321.23 $286 - $321
2.84K $830M
EPD
Enterprise Products Partners L.P.

Energy
1.78K
+ 2.91%
$28.95 - $34.22 $51.4K - $60.8K
62.7K $1.94B
UNH
Unitedhealth Group Inc

Healthcare
145
+ 9.49%
$274.35 - $599.47 $39.8K - $86.9K
1.67K $522M
UPS
United Parcel Service Inc

Industrials
5
+ 0.01%
$91.92 - $110.2 $460 - $551
48.7K $4.91B
AAPL
Apple Inc.

Technology
3.3K
+ 3.48%
$172.42 - $223.89 $569K - $738K
98.1K $20.1B
Activity Summary
Buys All Purchases 88 New Holdings 23 Increased Positions 65 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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