CIK 2055137
Intellus Advisors LLC
Institutional 13F holdings & portfolio
Holdings
134
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 134
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 125K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 220K | $1M+ | SH |
| IAU | ISHARES GOLD TR ISHARES NEW | 587K | $1M+ | SH |
| QINT | AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF | 715K | $1M+ | SH |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | 719K | $1M+ | SH |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | 1.0M | $1M+ | SH |
| JAVA | J P MORGAN ETF ACTIVE VALUE ETF | 477K | $1M+ | SH |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 627K | $1M+ | SH |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 83K | $1M+ | SH |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | 352K | $1M+ | SH |
| AAPL | APPLE INCORPORATED | 85K | $1M+ | SH |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | 330K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | 99K | $1M+ | SH |
| JPM | JPMORGAN CHASE & COMPANY. | 64K | $1M+ | SH |
| MSFT | MICROSOFT CORPORATION | 39K | $1M+ | SH |
| FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | 569K | $1M+ | SH |
| AVGO | BROADCOM INCORPORATED | 49K | $1M+ | SH |
| WPM | WHEATON PRECIOUS METALS CORPORATION (CANADA) | 143K | $1M+ | SH |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 26K | $1M+ | SH |
| META | META PLATFORMS INCORPORATED CLASS A | 24K | $1M+ | SH |
| FNV | FRANCO NEV CORPORATION (CANADA) | 70K | $1M+ | SH |
| LLY | ELI LILLY & COMPANY | 13K | $1M+ | SH |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | 218K | $1M+ | SH |
| FSCC | FEDERATED HERMES MDT SMALL CAP CORE ETF | 364K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INCORPORATED CLASS B | 59K | $1M+ | SH |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | 59K | $1M+ | SH |
| AMZN | AMAZON COM INCORPORATED | 20K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 22K | $1M+ | SH |
| DGRO | ISHARES TR CORE DIV GRWTH | 54K | $1M+ | SH |
| SOFI | SOFI TECHNOLOGIES INCORPORATED | 122K | $1M+ | SH |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 9K | $1M+ | SH |
| SLV | ISHARES SILVER TR ISHARES | 41K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 13K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 7K | $1M+ | SH |
| RJF | RAYMOND JAMES FINL INCORPORATED | 14K | $1M+ | SH |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | 70K | $1M+ | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 119K | $1M+ | SH |
| SOXX | ISHARES TR ISHARES SEMICDTR | 6K | $1M+ | SH |
| XOM | EXXON MOBIL CORPORATION | 15K | $1M+ | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 50K | $1M+ | SH |
| CIBR | FIRST TRUST NASDAQ CEA CYBERSECURITY ETF | 20K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 2K | $1M+ | SH |
| CAT | CATERPILLAR INCORPORATED | 2K | $1M+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 6K | $1M+ | SH |
| MMD | NYLI MACKAY DEFINEDTERM MUNI | 83K | $1M+ | SH |
| V | VISA INCORPORATED COM CLASS A | 4K | $1M+ | SH |
| PMO | PUTNAM MUN OPPORTUNITIES TR SH BEN INT | 101K | $1M+ | SH |
| CRH | CRH PLC ORD (IRELAND) | 8K | $500K+ | SH |
| MCD | MCDONALDS CORPORATION | 3K | $500K+ | SH |
| GLD | SPDR GOLD SHARES | 2K | $500K+ | SH |