Intellus Advisors LLC Incresed Positions in Q2 2025

Intellus Advisors LLC

  • $671 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QINT
American Centy ETF Tr Quality

ETFs
399K
+ 175.31%
$46.54 - $58.35 $18.6M - $23.3M
627K $36.5B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
337K
+ 181.21%
$50.39 - $60.05 $17M - $20.3M
523K $31.4B
AMD
Advanced Micro Devices Inc

Technology
98.3K
+ 2445.16%
$78.21 - $143.81 $7.69M - $14.1M
102K $14.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.49K
+ 1.21%
$416.06 - $551.64 $618K - $820K
124K $68.6B
RODM
Hartford Multifactor Developed

ETFs
76.7K
+ 8.08%
$28.23 - $34.22 $2.16M - $2.62M
1.03M $35B
MSFT
Microsoft Corp

Technology
103
+ 0.26%
$354.56 - $497.45 $36.5K - $51.2K
39.1K $19.4B
META
Meta Platforms, Inc.

Communication Services
112
+ 0.48%
$484.66 - $738.09 $54.3K - $82.7K
23.6K $17.4B
VIG
Vanguard Dividend Appreciation

ETFs
3.49K
+ 1.64%
N/A
217K $44.4B
GOOGL
Alphabet Inc.

Communication Services
1.86K
+ 2.18%
$144.7 - $178.6 $269K - $332K
87.1K $15.3B
RDVY
First Trust Rising Dividend Ac

ETFs
10.9K
+ 3.45%
$51.6 - $62.74 $561K - $682K
325K $20.4B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
11.1K
+ 2.47%
$56.84 - $65.5 $633K - $729K
461K $30.2B
FYLD
Cambria Foreign Shareholder Yi

ETFs
11.8K
+ 2.18%
$23.46 - $29.42 $276K - $347K
551K $16.1B
SOFI
So Fi Technologies, Inc.

Financial Services
15.5K
+ 12.35%
$9.5 - $18.21 $147K - $282K
141K $2.57B
AMZN
Amazon Com Inc

Consumer Cyclical
1.16K
+ 6.88%
$167.32 - $223.3 $193K - $258K
17.9K $3.94B
FVD
First Tr Value Line Divid Inde

ETFs
12.8K
+ 1.97%
$40.62 - $45.12 $518K - $575K
660K $29.5B
IVV
Ishares Core S&P 500 ETF

ETFs
843
+ 138.42%
$498.8 - $620.9 $420K - $523K
1.45K $902M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.07K
+ 63.07%
$91.43 - $91.74 $372K - $374K
10.5K $966M
CRWD
Crowd Strike Holdings, Inc.

Technology
108
+ 5.8%
$321.63 - $509.31 $34.7K - $55K
1.97K $1B
RJF
Raymond James Financial Inc

Financial Services
1.52K
+ 28.21%
$123.65 - $153.88 $188K - $234K
6.9K $1.06B
SLV
I Shares Silver Trust

ETFs
6.2K
+ 13.29%
$27.08 - $33.74 $168K - $209K
52.8K $1.73B
SPY
Spdr S&P 500 ETF Trust

ETFs
202
+ 11.79%
$496.48 - $617.85 $100K - $125K
1.92K $1.18B
ORCL
Oracle Corp

Technology
497
+ 33.97%
$122.82 - $218.63 $61K - $109K
1.96K $429M
Jpmorgan Limited Duration Bond ETF
3.19K
+ 1.61%
N/A
202K $10.5B
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.07%
$243.75 - $303.93 $1.22K - $1.52K
7.2K $2.19B
DGRO
Ishares Core Dividend Growth E

ETFs
1.08K
+ 2.08%
$55.22 - $63.94 $59.4K - $68.8K
52.9K $3.38B
DIS
Walt Disney CO

Communication Services
235
+ 4.04%
$81.72 - $124.01 $19.2K - $29.1K
6.06K $751M
TSLA
Tesla, Inc.

Consumer Cyclical
270
+ 22.65%
$221.86 - $362.89 $59.9K - $98K
1.46K $464M
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
ET
Energy Transfer LP

Energy
5.14K
+ 5.58%
$15.65 - $18.93 $80.4K - $97.3K
97.2K $1.76B
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
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
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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