Intellus Advisors LLC New Holdings in Q4 2024

Intellus Advisors LLC

  • $578 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
8.4K
New
$70.31 - $124.78 $591K - $1.05M
8.4K $928M
MCD
Mcdonalds Corp

Consumer Cyclical
3.01K
New
$288.47 - $316.54 $869K - $953K
3.01K $873M
RJF
Raymond James Financial Inc

Financial Services
5.58K
New
$123.0 - $170.1 $686K - $949K
5.58K $867M
UNH
Unitedhealth Group Inc

Healthcare
1.63K
New
$485.52 - $625.25 $790K - $1.02M
1.63K $824M
CTAS
Cintas Corp

Industrials
4.5K
New
$182.7 - $226.47 $822K - $1.02M
4.5K $822M
FITB
Fifth Third Bancorp

Financial Services
19.3K
New
$41.76 - $48.44 $805K - $934K
19.3K $815M
ADBE
Adobe Inc.

Technology
1.8K
New
$437.39 - $552.96 $786K - $993K
1.8K $799M
HD
Home Depot, Inc.

Consumer Cyclical
1.98K
New
$385.02 - $431.37 $763K - $855K
1.98K $771M
CRH.L
Crh PLC

Basic Materials
8.01K
New
N/A
8.01K $741M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.6K
New
$131.66 - $144.0 $737K - $806K
5.6K $739M
FNB
Fnb Corp

Financial Services
44.2K
New
$13.56 - $17.29 $599K - $764K
44.2K $653M
DIS
Walt Disney CO

Communication Services
5.82K
New
$92.39 - $117.6 $538K - $685K
5.82K $648M
FMB
First Tr Exchange Traded Fd Ii

ETFs
12.6K
New
$50.62 - $52.07 $638K - $656K
12.6K $643M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
11.2K
New
$45.39 - $62.98 $511K - $708K
11.2K $638M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.33K
New
$442.29 - $483.08 $589K - $643K
1.33K $603M
GLD
Spdr Gold Trust

ETFs
2.45K
New
$236.59 - $257.5 $581K - $632K
2.45K $594M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.73K
New
$275.15 - $388.2 $475K - $670K
1.73K $590M
JNJ
Johnson & Johnson

Healthcare
4.05K
New
$143.34 - $165.86 $580K - $672K
4.05K $586M
CVX
Chevron Corp

Energy
3.8K
New
$141.15 - $162.53 $537K - $618K
3.8K $551M
CSCO
Cisco Systems, Inc.

Technology
8.32K
New
$52.45 - $60.02 $436K - $499K
8.32K $492M
PG
Procter & Gamble CO

Consumer Defensive
2.87K
New
$161.05 - $179.7 $461K - $515K
2.87K $480M
T
At&T Inc.

Communication Services
20.9K
New
$21.22 - $23.88 $443K - $499K
20.9K $476M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
31.5K
New
$14.98 - $16.73 $471K - $526K
31.5K $471M
CAT
Caterpillar Inc

Industrials
1.25K
New
$360.37 - $416.88 $449K - $519K
1.25K $452M
GE
General Electric CO

Industrials
2.41K
New
$159.95 - $194.23 $386K - $468K
2.41K $402M
RBLX
Roblox Corp

Communication Services
6.34K
New
$39.86 - $61.45 $253K - $390K
6.34K $367M
PPT
Putnam Premier Income Trust

Financial Services
102K
New
$3.49 - $3.73 $355K - $380K
102K $362M
IVV
Ishares Core S&P 500 ETF

ETFs
609
New
$570.51 - $610.59 $347K - $372K
609 $359M
MRK
Merck & Co., Inc.

Healthcare
3.59K
New
$96.31 - $114.76 $346K - $412K
3.59K $357M
SHW
Sherwin Williams CO

Basic Materials
1.05K
New
$338.75 - $399.71 $356K - $420K
1.05K $357M
RF
Regions Financial Corp

Financial Services
15K
New
$22.45 - $27.47 $337K - $412K
15K $353M
WMT
Walmart Inc.

Consumer Defensive
3.9K
New
$79.1 - $95.7 $308K - $373K
3.9K $352M
TSLA
Tesla, Inc.

Consumer Cyclical
849
New
$213.65 - $479.86 $181K - $407K
849 $343M
NOC
Northrop Grumman Corp

Industrials
727
New
$466.52 - $543.88 $339K - $395K
727 $341M
HON
Honeywell International Inc

Industrials
1.45K
New
$202.84 - $236.0 $294K - $342K
1.45K $327M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
20K
New
$15.84 - $17.86 $317K - $357K
20K $322M
PWOD
Penns Woods Bancorp Inc

Financial Services
10.5K
New
$23.74 - $34.06 $250K - $359K
10.5K $321M
VZ
Verizon Communications Inc

Communication Services
7.25K
New
$39.6 - $45.21 $287K - $328K
7.25K $290M
CRM
Salesforce, Inc.

Technology
850
New
$270.87 - $367.87 $230K - $313K
850 $284M
VUG
Vanguard Growth ETF

ETFs
687
New
$378.79 - $428.11 $260K - $294K
687 $282M
DE
Deere & CO

Industrials
647
New
$389.45 - $466.0 $252K - $302K
647 $274M
BMY
Bristol Myers Squibb CO

Healthcare
4.77K
New
$51.92 - $59.94 $248K - $286K
4.77K $270M
NOW
Service Now, Inc.

Technology
254
New
$867.18 - $1148.42 $220K - $292K
254 $269M
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.38K
New
$40.06 - $45.21 $256K - $289K
6.38K $260M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.19K
New
$209.89 - $233.24 $250K - $278K
1.19K $253M
MPC
Marathon Petroleum Corp

Energy
1.81K
New
$131.65 - $174.84 $238K - $316K
1.81K $252M
MBWM
Mercantile Bank Corp

Financial Services
5.47K
New
$41.26 - $51.16 $226K - $280K
5.47K $243M
KO
Coca Cola CO

Consumer Defensive
3.88K
New
$61.74 - $71.71 $240K - $278K
3.88K $242M
SO
Southern CO

Utilities
2.9K
New
$81.5 - $94.15 $237K - $273K
2.9K $239M
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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