Intellus Advisors LLC Sells in Q3 2025

Intellus Advisors LLC

  • $731 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SYLD
Cambria Shareholder Yld ETF

ETFs
-110K
- 23.09%
$63.93 - $70.45 $7.02M - $7.74M
366K $25.1B
FVD
First Tr Value Line Divid Inde

ETFs
-55.1K
- 8.35%
$44.73 - $46.86 $2.47M - $2.58M
605K $28B
SHV
Ishares Tr

ETFs
-10.2K
- 66.69%
$110.06 - $110.49 $1.12M - $1.12M
5.07K $561M
MRVL
Marvell Technology, Inc.

Technology
-9K
- 66.18%
$62.31 - $84.07 $561K - $757K
4.6K $387M
LLY
Eli Lilly & CO

Healthcare
-532
- 6.65%
$625.65 - $812.69 $333K - $432K
7.47K $5.7B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.97K
- 47.16%
$91.44 - $91.77 $454K - $456K
5.57K $511M
PLTR
Palantir Technologies Inc.

Technology
-11.6K
- 31.68%
$130.68 - $186.97 $1.52M - $2.17M
25K $4.57B
V
Visa Inc.

Financial Services
-671
- 16.0%
$332.09 - $358.86 $223K - $241K
3.52K $1.2B
PMO
Putnam Municipal Opportunities Trust

Financial Services
-24K
- 18.98%
$9.72 - $10.47 $233K - $251K
102K $1.06B
AMZN
Amazon Com Inc

Consumer Cyclical
-860
- 4.79%
$211.65 - $238.24 $182K - $205K
17.1K $3.75B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-15.5K
- 18.13%
$11.55 - $12.56 $179K - $194K
69.9K $878M
IBM
International Business Machines Corp

Technology
-345
- 32.09%
$234.77 - $292.47 $81K - $101K
730 $206M
META
Meta Platforms, Inc.

Communication Services
-31
- 0.13%
$695.21 - $791.73 $21.6K - $24.5K
23.5K $17.3B
PANW
Palo Alto Networks Inc

Technology
-516
- 30.53%
$167.06 - $208.19 $86.2K - $107K
1.17K $239M
IVV
Ishares Core S&P 500 ETF

ETFs
-244
- 16.8%
$620.67 - $670.08 $151K - $163K
1.21K $809M
HON
Honeywell International Inc

Industrials
-238
- 15.44%
$207.7 - $240.4 $49.4K - $57.2K
1.3K $274M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-6.96K
- 7.67%
$14.44 - $15.44 $101K - $108K
83.8K $1.27B
CRWD
Crowd Strike Holdings, Inc.

Technology
-45
- 2.28%
$412.46 - $514.1 $18.6K - $23.1K
1.93K $944M
SPY
Spdr S&P 500 ETF Trust

ETFs
-201
- 10.5%
$617.65 - $666.84 $124K - $134K
1.71K $1.14B
WMT
Walmart Inc.

Consumer Defensive
-552
- 11.71%
$94.4 - $104.27 $52.1K - $57.6K
4.16K $429M
SNOW
Snowflake Inc.

Technology
-126
- 10.96%
$191.73 - $241.0 $24.2K - $30.4K
1.02K $231M
Ge Vernova Incorporated
-102
- 19.96%
N/A
409 $251M
T
At&T Inc.

Communication Services
-100
- 0.49%
$26.94 - $29.62 $2.69K - $2.96K
20.5K $579M
BAC
Bank Of America Corp

Financial Services
-499
- 11.37%
$44.92 - $52.42 $22.4K - $26.2K
3.89K $201M
LMT
Lockheed Martin Corp

Industrials
-92
- 8.52%
$410.74 - $499.21 $37.8K - $45.9K
988 $493M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-112
- 9.05%
$362.31 - $405.74 $40.6K - $45.4K
1.13K $453M
CVX
Chevron Corp

Energy
-152
- 5.81%
$145.57 - $161.83 $22.1K - $24.6K
2.47K $383M
ORCL
Oracle Corp

Technology
-380
- 19.39%
$218.96 - $328.33 $83.2K - $125K
1.58K $444M
TSLA
Tesla, Inc.

Consumer Cyclical
-372
- 25.44%
$293.94 - $444.72 $109K - $165K
1.09K $485M
UNH
Unitedhealth Group Inc

Healthcare
-41
- 2.45%
$237.77 - $353.61 $9.75K - $14.5K
1.63K $564M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-24
- 0.39%
$181.56 - $190.33 $4.36K - $4.57K
6.08K $1.15B
FTCS
First Trust Capital Strength E

ETFs
-1.04K
- 1.81%
$89.72 - $93.74 $93.4K - $97.6K
56.3K $5.27B
XOM
Exxon Mobil Corp

Energy
-62
- 0.42%
$105.83 - $117.22 $6.56K - $7.27K
14.6K $1.64B
CAT
Caterpillar Inc

Industrials
-71
- 5.38%
$390.92 - $477.15 $27.8K - $33.9K
1.25K $596M
JNJ
Johnson & Johnson

Healthcare
-117
- 2.75%
$155.17 - $185.42 $18.2K - $21.7K
4.14K $768M
VTI
Vanguard Total Stock Market Et

ETFs
-142
- 1.97%
$303.93 - $329.86 $43.2K - $46.8K
7.06K $2.32B
NVDA
Nvidia Corp

Technology
-278
- 2.13%
$153.3 - $186.58 $42.6K - $51.9K
12.8K $2.39B
MSFT
Microsoft Corp

Technology
-29
- 0.07%
$491.09 - $535.64 $14.2K - $15.5K
39K $20.2B
SOFI
So Fi Technologies, Inc.

Financial Services
-9.32K
- 6.61%
$17.64 - $29.81 $164K - $278K
132K $3.48B
JPM
Jpmorgan Chase & CO

Financial Services
-317
- 0.48%
$282.78 - $316.06 $89.6K - $100K
65.2K $20.6B
AAPL
Apple Inc.

Technology
-12K
- 12.26%
$202.38 - $256.87 $2.43M - $3.09M
86.1K $21.9B
AVGO
Broadcom Inc.

Technology
-3.64K
- 6.5%
$264.74 - $369.57 $963K - $1.34M
52.3K $17.3B
WPM
Wheaton Precious Metals Corp.

Basic Materials
-4.49K
- 2.27%
$86.72 - $111.84 $389K - $502K
193K $21.6B
FNV
Franco Nevada Corp

Basic Materials
-1.33K
- 1.41%
$154.4 - $222.91 $205K - $296K
92.7K $20.7B
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
Track This Portfolio

Track Intellus Advisors LLC Portfolio

Follow Intellus Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intellus Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intellus Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email