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 51–100 of 134
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FITB | FIFTH THIRD BANCORP | 19K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | 2K | $500K+ | SH |
| CTAS | CINTAS CORPORATION | 5K | $500K+ | SH |
| ABBV | ABBVIE INCORPORATED | 4K | $500K+ | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | 69K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| IVV | ISHARES TR CORE S&P500 ETF | 1K | $500K+ | SH |
| ARKK | ARK ETF TRUST INNOVATION ETF | 11K | $500K+ | SH |
| HD | HOME DEPOT INCORPORATED | 2K | $500K+ | SH |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 8K | $500K+ | SH |
| FNB | F N B CORPORATION | 44K | $500K+ | SH |
| GE | GE AEROSPACE COM NEW | 2K | $500K+ | SH |
| DIS | DISNEY WALT COMPANY | 6K | $500K+ | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 5K | $500K+ | SH |
| NBB | NUVEEN TAXABLE MUNICPAL INM FD | 42K | $500K+ | SH |
| CSCO | CISCO SYSTEMS INCORPORATED | 8K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 1K | $500K+ | SH |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | 6K | $500K+ | SH |
| PEP | PEPSICO INCORPORATED | 4K | $500K+ | SH |
| SHV | ISHARES 0-1 YEAR TREASURY BOND ETF | 5K | $500K+ | SH |
| T | AT&T INCORPORATED | 22K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INCORPORATED | 2K | $500K+ | SH |
| RBLX | ROBLOX CORPORATION CLASS A | 6K | $500K+ | SH |
| PPT | PUTNAM PREMIER INCOME TR SH BEN INT | 144K | $500K+ | SH |
| TSLA | TESLA INCORPORATED | 1K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LIMITED (CANADA) | 3K | $100K–$500K | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 5K | $100K–$500K | SH |
| GBAB | GUGGENHEIM TAXABLE MUNICP BOND | 31K | $100K–$500K | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 1K | $100K–$500K | SH |
| MRK | MERCK & COMPANY INCORPORATED | 4K | $100K–$500K | SH |
| WMT | WALMART INCORPORATED | 4K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORPORATION | 863 | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COMPANIES INCORPORATED | 2K | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORPORATION NEW | 15K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORPORATION | 698 | $100K–$500K | SH |
| PRF | INVESCO RAFI US 1000 ETF | 8K | $100K–$500K | SH |
| IWF | ISHARES TR RUS 1000 GRW ETF | 829 | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INCORPORATED | 5K | $100K–$500K | SH |
| TSI | TCW STRATEGIC INCOME FD INCORPORATED | 76K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INCORPORATED | 1K | $100K–$500K | SH |
| CVX | CHEVRON CORPORATION NEW | 2K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS COMPANY | 1K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INCORPORATED | 400 | $100K–$500K | SH |
| BBN | BLACKROCK TAX MUNICPAL BD TR SHS | 20K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE COMPANY | 2K | $100K–$500K | SH |
| RNP | COHEN & STEERS REIT & PREFERRED & IN | 16K | $100K–$500K | SH |
| BHK | BLACKROCK CORE BD TR SHS BEN INT | 32K | $100K–$500K | SH |
| KO | COCA COLA COMPANY | 4K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORPORATION | 2K | $100K–$500K | SH |