Intellus Advisors LLC Incresed Positions in Q3 2025

Intellus Advisors LLC

  • $731 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
172K
+ 32.83%
$59.61 - $63.09 $10.2M - $10.8M
695K $43.7B
IAU
Ishares Gold Trust

ETFs
4.74K
+ 0.71%
$61.62 - $72.77 $292K - $345K
673K $49B
QQQ
Invesco Qqq Trust, Series 1

ETFs
628
+ 0.5%
$546.99 - $602.2 $344K - $378K
125K $75.1B
GOOGL
Alphabet Inc.

Communication Services
106
+ 0.12%
$174.36 - $254.72 $18.5K - $27K
87.2K $21.2B
QINT
American Centy ETF Tr Quality

ETFs
62.8K
+ 10.01%
$57.39 - $61.48 $3.6M - $3.86M
690K $42.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.24K
+ 25.61%
$567.77 - $614.76 $2.97M - $3.22M
25.7K $15.7B
VIG
Vanguard Dividend Appreciation

ETFs
2.18K
+ 1.0%
N/A
219K $47.3B
RODM
Hartford Multifactor Developed

ETFs
21.4K
+ 2.08%
$33.53 - $35.95 $717K - $769K
1.05M $37.2B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
8.27K
+ 1.79%
$64.75 - $69.05 $535K - $571K
469K $32.4B
AMD
Advanced Micro Devices Inc

Technology
739
+ 0.72%
$134.8 - $184.42 $99.6K - $136K
103K $16.7B
FYLD
Cambria Foreign Shareholder Yi

ETFs
9.99K
+ 1.81%
$29.19 - $31.97 $292K - $319K
561K $17.5B
RJF
Raymond James Financial Inc

Financial Services
4.9K
+ 71.05%
$154.64 - $176.43 $758K - $865K
11.8K $2.04B
SLV
I Shares Silver Trust

ETFs
156
+ 0.3%
$32.73 - $42.5 $5.11K - $6.63K
53K $2.25B
Jpmorgan Limited Duration Bond ETF
7.38K
+ 3.65%
N/A
209K $11B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.25K
+ 47.88%
$70.85 - $76.96 $372K - $404K
16.2K $1.23B
DGRO
Ishares Core Dividend Growth E

ETFs
13
+ 0.02%
$64.12 - $68.08 $834 - $885
52.9K $3.6B
GLD
Spdr Gold Trust

ETFs
235
+ 10.43%
$300.96 - $355.47 $70.7K - $83.5K
2.49K $885M
HD
Home Depot, Inc.

Consumer Cyclical
161
+ 7.48%
$357.4 - $423.42 $57.5K - $68.2K
2.31K $938M
SCHA
Schwab Strategic Tr Us Small C

ETFs
215
+ 0.45%
$25.29 - $28.33 $5.44K - $6.09K
48.4K $1.35B
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
7.72K
+ 41.05%
$14.8 - $15.89 $114K - $123K
26.5K $413M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
216
+ 20.13%
$459.11 - $506.91 $99.2K - $109K
1.29K $648M
BHK
Blackrock Core Bond Trust

Financial Services
9.59K
+ 49.6%
$9.42 - $9.94 $90.4K - $95.4K
28.9K $288M
PPT
Putnam Premier Income Trust

Financial Services
25.9K
+ 24.29%
$3.59 - $3.75 $93.2K - $97.3K
133K $490M
TSI
Tcw Strategic Income Fund Inc

Financial Services
19K
+ 38.27%
$4.86 - $5.04 $92.5K - $96K
68.8K $338M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
4.97K
+ 15.01%
$15.52 - $16.28 $77.2K - $81K
38.1K $618M
MCD
Mcdonalds Corp

Consumer Cyclical
166
+ 5.84%
$291.67 - $316.99 $48.4K - $52.6K
3.01K $914M
NOC
Northrop Grumman Corp

Industrials
1
+ 0.14%
$498.9 - $609.32 $499 - $609
698 $425M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
4.33K
+ 37.15%
$14.01 - $14.68 $60.6K - $63.5K
16K $230M
EPD
Enterprise Products Partners L.P.

Energy
1.47K
+ 2.34%
$30.74 - $32.14 $45.2K - $47.2K
64.2K $2.01B
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
2.82K
+ 28.98%
$21.86 - $22.98 $61.6K - $64.7K
12.5K $282M
NEE
Nextera Energy Inc

Utilities
358
+ 11.83%
$69.77 - $77.54 $25K - $27.8K
3.38K $255M
KO
Coca Cola CO

Consumer Defensive
554
+ 14.28%
$65.67 - $71.67 $36.4K - $39.7K
4.43K $294M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
350
+ 7.03%
$50.47 - $50.74 $17.7K - $17.8K
5.33K $270M
CSCO
Cisco Systems, Inc.

Technology
286
+ 3.5%
$66.2 - $71.79 $18.9K - $20.5K
8.46K $579M
DIS
Walt Disney CO

Communication Services
292
+ 4.82%
$112.25 - $124.0 $32.8K - $36.2K
6.35K $727M
DE
Deere & CO

Industrials
1
+ 0.15%
$457.26 - $524.37 $457 - $524
650 $297M
ET
Energy Transfer LP

Energy
2.65K
+ 2.73%
$17.11 - $18.16 $45.3K - $48.1K
99.8K $1.71B
AMT
American Tower Corp

Real Estate
18
+ 0.59%
$192.32 - $232.35 $3.46K - $4.18K
3.06K $588M
UPS
United Parcel Service Inc

Industrials
6
+ 0.01%
$82.58 - $105.54 $495 - $633
48.7K $4.07B
Activity Summary
Buys All Purchases 50 New Holdings 10 Increased Positions 40 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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