Intellus Advisors LLC Reduced Holdings in Q1 2025

Intellus Advisors LLC

  • $572 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-57
- 0.07%
$154.33 - $206.19 $8.8K - $11.8K
85.2K $13.2B
AMD
Advanced Micro Devices Inc

Technology
-11.6K
- 74.25%
$96.63 - $129.55 $1.12M - $1.5M
4.02K $413M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7.13K
- 54.44%
$169.43 - $182.84 $1.21M - $1.3M
5.97K $1.03B
UPS
United Parcel Service Inc

Industrials
-53
- 0.11%
$109.66 - $136.26 $5.81K - $7.22K
48.7K $5.35B
LMT
Lockheed Martin Corp

Industrials
-1.33K
- 55.19%
$423.19 - $506.29 $563K - $673K
1.08K $482M
SOFI
So Fi Technologies, Inc.

Financial Services
-789
- 0.63%
$11.18 - $18.03 $8.82K - $14.2K
125K $1.46B
GOOG
Alphabet Inc.

Communication Services
-98
- 1.11%
$156.06 - $207.71 $15.3K - $20.4K
8.74K $1.37B
META
Meta Platforms, Inc.

Communication Services
-175
- 0.74%
$576.36 - $736.67 $101K - $129K
23.4K $13.5B
RJF
Raymond James Financial Inc

Financial Services
-199
- 3.57%
$137.62 - $172.64 $27.4K - $34.4K
5.38K $747M
CVX
Chevron Corp

Energy
-1.19K
- 31.17%
$146.71 - $167.97 $174K - $199K
2.62K $438M
CRM
Salesforce, Inc.

Technology
-100
- 11.76%
$268.36 - $359.95 $26.8K - $36K
750 $201M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-2.75K
- 3.14%
$12.03 - $12.69 $33K - $34.8K
84.6K $1.04B
UNH
Unitedhealth Group Inc

Healthcare
-100
- 6.14%
$461.52 - $548.18 $46.2K - $54.8K
1.53K $800M
PMO
Putnam Municipal Opportunities Trust

Financial Services
-2.73K
- 2.15%
$9.96 - $10.76 $27.2K - $29.4K
124K $1.27B
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-589
- 5.12%
$13.65 - $14.45 $8.04K - $8.51K
10.9K $155M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-885
- 0.99%
$14.61 - $15.83 $12.9K - $14K
88.6K $1.34B
MCD
Mcdonalds Corp

Consumer Cyclical
-171
- 5.68%
$279.74 - $321.29 $47.8K - $54.9K
2.84K $887M
BMY
Bristol Myers Squibb CO

Healthcare
-2
- 0.04%
$53.9 - $63.11 $108 - $126
4.77K $291M
SII
Sprott Inc.

Financial Services
-709
- 3.2%
$39.75 - $45.18 $28.2K - $32K
21.5K $963M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-95
- 7.14%
$442.66 - $534.52 $42.1K - $50.8K
1.24K $658M
GLD
Spdr Gold Trust

ETFs
-200
- 8.15%
$243.19 - $288.14 $48.6K - $57.6K
2.25K $649M
T
At&T Inc.

Communication Services
-257
- 1.23%
$21.56 - $28.28 $5.54K - $7.27K
20.6K $584M
EPD
Enterprise Products Partners L.P.

Energy
-1.16K
- 1.87%
$31.75 - $34.14 $36.8K - $39.5K
60.9K $2.08B
APD
Air Products & Chemicals, Inc.

Basic Materials
-184
- 0.45%
$283.24 - $338.07 $52.1K - $62.2K
40.8K $12B
JPM
Jpmorgan Chase & CO

Financial Services
-764
- 1.14%
$225.19 - $279.95 $172K - $214K
66.2K $16.2B
PLTR
Palantir Technologies Inc.

Technology
-1.92K
- 4.66%
$64.98 - $124.62 $125K - $239K
39.3K $3.32B
XOM
Exxon Mobil Corp

Energy
-11
- 0.04%
$105.44 - $118.93 $1.16K - $1.31K
29.1K $3.46B
IAU
Ishares Gold Trust

ETFs
-94.8K
- 12.11%
$49.74 - $58.96 $4.71M - $5.59M
687K $40.5B
FNV
Franco Nevada Corp

Basic Materials
-2.91K
- 2.92%
$120.72 - $157.56 $351K - $458K
96.6K $15.2B
WPM
Wheaton Precious Metals Corp.

Basic Materials
-6.48K
- 2.8%
$55.75 - $77.63 $361K - $503K
225K $17.5B
Activity Summary
Buys All Purchases 59 New Holdings 14 Increased Positions 45 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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