Intellus Advisors LLC Purchases in Q1 2025

Intellus Advisors LLC

  • $572 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QINT
American Centy ETF Tr Quality

ETFs
228K
New
$47.52 - $53.84 $10.8M - $12.3M
228K $11.8B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
186K
New
$55.41 - $60.74 $10.3M - $11.3M
186K $10.5B
RODM
Hartford Multifactor Developed

ETFs
82.3K
+ 9.5%
$28.07 - $31.56 $2.31M - $2.6M
949K $29.4B
TLT
Ishares Barclays 20+ Year Trea

ETFs
20K
New
$85.29 - $92.57 $1.71M - $1.85M
20K $1.82B
FYLD
Cambria Foreign Shareholder Yi

ETFs
30.1K
+ 5.9%
$24.97 - $27.67 $750K - $832K
539K $14.5B
FVD
First Tr Value Line Divid Inde

ETFs
14.3K
+ 2.25%
$42.61 - $45.51 $607K - $649K
648K $28.9B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
10.2K
New
$100.32 - $100.76 $1.02M - $1.02M
10.2K $1.02B
PFE
Pfizer Inc

Healthcare
31.2K
New
$25.01 - $27.13 $781K - $848K
31.2K $792M
JOE
St Joe CO

Real Estate
15K
New
$43.61 - $49.45 $654K - $742K
15K $704M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
7.86K
+ 1.78%
$61.9 - $66.89 $486K - $526K
450K $28.6B
UNP
Union Pacific Corp

Industrials
724
+ 1.56%
$225.21 - $254.42 $163K - $184K
47.1K $11.1B
LYB
Lyondell Basell Industries N.V.

Basic Materials
7.82K
New
$69.82 - $78.67 $546K - $615K
7.82K $550M
Jpmorgan Limited Duration Bond ETF
6.59K
+ 3.43%
N/A
199K $10.3B
SLV
I Shares Silver Trust

ETFs
6.1K
+ 15.05%
$26.93 - $31.32 $164K - $191K
46.6K $1.45B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.04K
+ 166.46%
$91.45 - $91.75 $369K - $370K
6.46K $592M
UBER
Uber Technologies, Inc

Technology
4.25K
New
$63.17 - $81.49 $268K - $346K
4.25K $309M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.05K
+ 88.16%
$208.48 - $244.03 $219K - $256K
2.24K $547M
IBM
International Business Machines Corp

Technology
1.08K
New
$217.4 - $264.74 $234K - $285K
1.08K $267M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.56K
New
$50.39 - $50.66 $230K - $231K
4.56K $231M
ETN
Eaton Corp PLC

Industrials
843
New
$271.83 - $371.23 $229K - $313K
843 $229M
FTCS
First Trust Capital Strength E

ETFs
1.4K
+ 2.53%
$86.39 - $91.35 $121K - $128K
56.6K $5.07B
ORCL
Oracle Corp

Technology
1.46K
New
$139.81 - $186.47 $205K - $273K
1.46K $205M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
9.24K
New
$20.29 - $22.36 $187K - $207K
9.24K $204M
VIG
Vanguard Dividend Appreciation

ETFs
2.83K
+ 1.34%
N/A
213K $41.4B
V
Visa Inc.

Financial Services
2
+ 0.05%
$306.92 - $362.71 $614 - $725
3.93K $1.38B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
2.41K
+ 4.53%
$30.59 - $33.02 $73.6K - $79.4K
55.5K $1.76B
JNJ
Johnson & Johnson

Healthcare
2
+ 0.05%
$142.06 - $167.7 $284 - $335
4.05K $672M
DGRO
Ishares Core Dividend Growth E

ETFs
975
+ 1.92%
$60.46 - $64.42 $58.9K - $62.8K
51.8K $3.2B
CRWD
Crowd Strike Holdings, Inc.

Technology
137
+ 7.94%
$308.86 - $455.36 $42.3K - $62.4K
1.86K $657M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
787
+ 2.5%
$15.05 - $16.47 $11.8K - $13K
32.3K $517M
RDVY
First Trust Rising Dividend Ac

ETFs
3.81K
+ 1.23%
$57.22 - $63.39 $218K - $242K
315K $18.4B
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
1.96K
+ 12.68%
$15.28 - $15.95 $29.9K - $31.2K
17.4K $270M
PANW
Palo Alto Networks Inc

Technology
266
+ 22.66%
$167.82 - $208.28 $44.6K - $55.4K
1.44K $246M
DE
Deere & CO

Industrials
1
+ 0.15%
$408.57 - $509.27 $409 - $509
648 $304M
HON
Honeywell International Inc

Industrials
238
+ 16.44%
$202.75 - $226.52 $48.3K - $53.9K
1.69K $357M
CSCO
Cisco Systems, Inc.

Technology
11
+ 0.13%
$58.74 - $64.87 $646 - $714
8.33K $514M
BHK
Blackrock Core Bond Trust

Financial Services
1.23K
+ 7.33%
$10.15 - $10.86 $12.5K - $13.4K
18K $195M
PPT
Putnam Premier Income Trust

Financial Services
1.37K
+ 1.34%
$3.54 - $3.65 $4.84K - $4.99K
103K $372M
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.17%
$158.56 - $176.26 $793 - $881
2.87K $489M
TSI
Tcw Strategic Income Fund Inc

Financial Services
1.06K
+ 2.31%
$4.76 - $4.93 $5.04K - $5.22K
46.9K $228M
NEE
Nextera Energy Inc

Utilities
5
+ 0.17%
$66.96 - $76.16 $335 - $381
3.03K $214M
CTSH
Cognizant Technology Solutions Corp

Technology
659
+ 0.46%
$75.32 - $90.7 $49.6K - $59.8K
143K $10.9B
TSLA
Tesla, Inc.

Consumer Cyclical
343
+ 40.4%
$222.15 - $428.22 $76.2K - $147K
1.19K $309M
CAT
Caterpillar Inc

Industrials
1
+ 0.08%
$326.75 - $407.63 $327 - $408
1.25K $411M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.05%
$347.25 - $424.87 $347 - $425
1.98K $726M
DIS
Walt Disney CO

Communication Services
2
+ 0.03%
$96.87 - $114.0 $194 - $228
5.82K $575M
ET
Energy Transfer LP

Energy
124
+ 0.13%
$17.26 - $21.08 $2.14K - $2.61K
92K $1.71B
SCHA
Schwab Strategic Tr Us Small C

ETFs
899
+ 1.95%
$23.16 - $27.04 $20.8K - $24.3K
46.9K $1.1B
ADBE
Adobe Inc.

Technology
34
+ 1.89%
$377.84 - $464.11 $12.8K - $15.8K
1.83K $702M
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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