Intellus Advisors LLC New Holdings in Q4 2024

Intellus Advisors LLC

  • $578 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
122K
New
$481.22 - $538.17 $58.7M - $65.6M
122K $62.3B
VIG
Vanguard Dividend Appreciation

ETFs
211K
New
N/A
211K $41.2B
IAU
Ishares Gold Trust

ETFs
782K
New
$48.37 - $52.65 $37.8M - $41.2M
782K $38.7B
SYLD
Cambria Shareholder Yld ETF

ETFs
470K
New
$68.06 - $76.27 $32M - $35.8M
470K $32.2B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
442K
New
$63.01 - $68.55 $27.8M - $30.3M
442K $28B
FVD
First Tr Value Line Divid Inde

ETFs
633K
New
$43.4 - $46.7 $27.5M - $29.6M
633K $27.6B
RODM
Hartford Multifactor Developed

ETFs
867K
New
$28.36 - $30.42 $24.6M - $26.4M
867K $24.6B
AAPL
Apple Inc.

Technology
89.6K
New
$221.69 - $259.02 $19.9M - $23.2M
89.6K $22.4B
RDVY
First Trust Rising Dividend Ac

ETFs
311K
New
$58.65 - $64.37 $18.2M - $20M
311K $18.4B
GOOGL
Alphabet Inc.

Communication Services
85.3K
New
$161.86 - $196.66 $13.8M - $16.8M
85.3K $16.1B
JPM
Jpmorgan Chase & CO

Financial Services
67K
New
$205.18 - $250.29 $13.7M - $16.8M
67K $16.1B
META
Meta Platforms, Inc.

Communication Services
23.6K
New
$554.08 - $632.68 $13.1M - $14.9M
23.6K $13.8B
AVGO
Broadcom Inc.

Technology
56.5K
New
$159.67 - $250.0 $9.02M - $14.1M
56.5K $13.1B
WPM
Wheaton Precious Metals Corp.

Basic Materials
232K
New
$56.08 - $68.53 $13M - $15.9M
232K $13B
FYLD
Cambria Foreign Shareholder Yi

ETFs
509K
New
$24.86 - $27.99 $12.7M - $14.2M
509K $12.8B
VDE
Vanguard Energy ETF

ETFs
106K
New
$116.67 - $136.78 $12.3M - $14.4M
106K $12.8B
APD
Air Products & Chemicals, Inc.

Basic Materials
41K
New
$285.5 - $335.62 $11.7M - $13.8M
41K $11.9B
FNV
Franco Nevada Corp

Basic Materials
99.5K
New
$113.26 - $137.22 $11.3M - $13.7M
99.5K $11.7B
FIS
Fidelity National Information Services, Inc.

Technology
137K
New
$80.14 - $90.95 $11M - $12.5M
137K $11.1B
CTSH
Cognizant Technology Solutions Corp

Technology
142K
New
$74.37 - $82.32 $10.6M - $11.7M
142K $11B
UNP
Union Pacific Corp

Industrials
46.3K
New
$223.15 - $249.32 $10.3M - $11.6M
46.3K $10.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18.6K
New
$521.84 - $558.82 $9.71M - $10.4M
18.6K $10B
Jpmorgan Limited Duration Bond ETF
192K
New
N/A
192K $9.9B
PPA
Invesco Exchange Traded Fd Tr

ETFs
66.1K
New
$113.79 - $124.5 $7.52M - $8.23M
66.1K $7.58B
NVDA
Nvidia Corp

Technology
45.9K
New
$117.0 - $148.88 $5.37M - $6.83M
45.9K $6.16B
UPS
United Parcel Service Inc

Industrials
48.7K
New
$122.65 - $138.35 $5.97M - $6.74M
48.7K $6.14B
FTCS
First Trust Capital Strength E

ETFs
55.2K
New
$87.62 - $94.03 $4.83M - $5.19M
55.2K $4.85B
AMZN
Amazon Com Inc

Consumer Cyclical
16.5K
New
$180.88 - $232.93 $2.99M - $3.85M
16.5K $3.62B
XOM
Exxon Mobil Corp

Energy
29.1K
New
$105.51 - $125.37 $3.07M - $3.65M
29.1K $3.14B
DGRO
Ishares Core Dividend Growth E

ETFs
50.8K
New
$60.73 - $64.94 $3.09M - $3.3M
50.8K $3.12B
PLTR
Palantir Technologies Inc.

Technology
41.2K
New
$36.46 - $82.38 $1.5M - $3.39M
41.2K $3.12B
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.1K
New
$174.22 - $187.62 $2.28M - $2.46M
13.1K $2.3B
VTI
Vanguard Total Stock Market Et

ETFs
7.18K
New
$280.04 - $302.45 $2.01M - $2.17M
7.18K $2.08B
EPD
Enterprise Products Partners L.P.

Energy
62.1K
New
$28.66 - $34.43 $1.78M - $2.14M
62.1K $1.95B
SOFI
So Fi Technologies, Inc.

Financial Services
126K
New
$7.63 - $16.88 $963K - $2.13M
126K $1.94B
AMD
Advanced Micro Devices Inc

Technology
15.6K
New
$118.88 - $172.8 $1.86M - $2.7M
15.6K $1.89B
ET
Energy Transfer LP

Energy
91.9K
New
$16.05 - $19.86 $1.47M - $1.82M
91.9K $1.8B
GOOG
Alphabet Inc.

Communication Services
8.84K
New
$163.08 - $198.16 $1.44M - $1.75M
8.84K $1.68B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
53.1K
New
$31.31 - $35.01 $1.66M - $1.86M
53.1K $1.66B
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
89.4K
New
$14.59 - $16.93 $1.3M - $1.51M
89.4K $1.34B
PMO
Putnam Municipal Opportunities Trust

Financial Services
127K
New
$10.01 - $10.93 $1.27M - $1.39M
127K $1.29B
V
Visa Inc.

Financial Services
3.93K
New
$273.87 - $320.91 $1.08M - $1.26M
3.93K $1.24B
SCHA
Schwab Strategic Tr Us Small C

ETFs
46K
New
$25.33 - $51.16 $1.17M - $2.35M
46K $1.19B
LMT
Lockheed Martin Corp

Industrials
2.41K
New
$479.66 - $614.62 $1.16M - $1.48M
2.41K $1.17B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.84K
New
$113.92 - $127.38 $1.12M - $1.25M
9.84K $1.13B
SLV
I Shares Silver Trust

ETFs
40.5K
New
$26.33 - $31.74 $1.07M - $1.29M
40.5K $1.07B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
87.4K
New
$12.12 - $13.1 $1.06M - $1.14M
87.4K $1.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.81K
New
$567.81 - $607.81 $1.02M - $1.1M
1.81K $1.06B
SII
Sprott Inc.

Financial Services
22.2K
New
$41.42 - $47.55 $919K - $1.05M
22.2K $935M
Activity Summary
Buys All Purchases 118 New Holdings 118 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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