Intellus Advisors LLC
- SEC CIK
- 0002055137
- 最新申報
- 2026/8/12
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/11 申報。只含多頭部位。
- 持股檔數
- 118
- 2024 年第 3 季沒有申報
- 總值
- $5.78 億
- 2024 年第 3 季沒有申報
Intellus Advisors LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 121,952 | $6,235 萬 | 10.8% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 210,531 | $4,123 萬 | 7.1% | – | – | – |
| IAUiShares Gold Trust | ETF | 782,214 | $3,873 萬 | 6.7% | – | – | 歷史 |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 469,653 | $3,216 萬 | 5.6% | – | – | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 441,984 | $2,798 萬 | 4.8% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 633,407 | $2,764 萬 | 4.8% | – | – | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 866,545 | $2,463 萬 | 4.3% | – | – | – |
| AAPLApple Inc. | Stock | 89,641 | $2,245 萬 | 3.9% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 310,788 | $1,838 萬 | 3.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 85,294 | $1,615 萬 | 2.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,137 | $1,607 萬 | 2.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 67,001 | $1,606 萬 | 2.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 23,621 | $1,383 萬 | 2.4% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 56,476 | $1,309 萬 | 2.3% | – | – | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 231,785 | $1,304 萬 | 2.3% | – | – | 歷史 |
| Cambria ETF Tr132061300 | CAMBRIA FGN SHR | 509,094 | $1,283 萬 | 2.2% | – | – | – |
| Vanguard Energy ETF92204A306 | ETF | 105,619 | $1,281 萬 | 2.2% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 40,975 | $1,188 萬 | 2.1% | – | – | 歷史 |
| FNVFranco Nevada Corp | Stock | 99,533 | $1,170 萬 | 2.0% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 137,066 | $1,107 萬 | 1.9% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 142,457 | $1,095 萬 | 1.9% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 46,345 | $1,057 萬 | 1.8% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 18,615 | $1,003 萬 | 1.7% | – | – | – |
| J P Morgan Exchange Traded F46654Q773 | JPMORGAM LTD DUR | 192,193 | $990.2 萬 | 1.7% | – | – | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 66,090 | $758.3 萬 | 1.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 45,893 | $616.3 萬 | 1.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 48,712 | $614.3 萬 | 1.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 55,171 | $484.5 萬 | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 16,517 | $362.4 萬 | 0.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 29,144 | $313.5 萬 | 0.5% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 50,843 | $311.9 萬 | 0.5% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 41,206 | $311.6 萬 | 0.5% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 13,097 | $229.5 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,175 | $207.9 萬 | 0.4% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 62,089 | $194.7 萬 | 0.3% | – | – | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 126,222 | $194.4 萬 | 0.3% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,613 | $188.6 萬 | 0.3% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 91,891 | $180.0 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,838 | $168.3 萬 | 0.3% | – | – | 歷史 |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 53,095 | $166.2 萬 | 0.3% | – | – | – |
| MMDNYLI MacKay DefinedTerm Muni Opportunities Fund | COM | 89,443 | $133.5 萬 | 0.2% | – | – | 歷史 |
| PMOFranklin Municipal Opportunities Trust | SH BEN INT | 126,931 | $128.6 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,930 | $124.2 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 46,003 | $119.0 萬 | 0.2% | – | – | – |
| LMTLockheed Martin Corp | Stock | 2,410 | $117.1 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,842 | $113.4 萬 | 0.2% | – | – | – |
| SLViShares Silver Trust | ETF | 40,544 | $106.8 萬 | 0.2% | – | – | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 87,389 | $106.4 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,805 | $105.8 萬 | 0.2% | – | – | 歷史 |
| SIISprott Inc. | COM NEW | 22,180 | $93.5 萬 | 0.2% | – | – | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 8,400 | $92.8 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,012 | $87.3 萬 | 0.2% | – | – | 歷史 |
| RJFRaymond James Financial Inc | COM | 5,580 | $86.7 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,628 | $82.4 萬 | 0.1% | – | – | 歷史 |
| CTASCintas Corp | Stock | 4,500 | $82.2 萬 | 0.1% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 19,280 | $81.5 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,796 | $79.9 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,981 | $77.1 萬 | 0.1% | – | – | 歷史 |
| CRHCRH Public Ltd Co | ORD | 8,008 | $74.1 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,597 | $73.9 萬 | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,114 | $73.1 萬 | 0.1% | – | – | 歷史 |
| FNBFNB Corp | COM | 44,160 | $65.3 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 5,821 | $64.8 萬 | 0.1% | – | – | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 12,597 | $64.3 萬 | 0.1% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 11,247 | $63.8 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,331 | $60.3 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,454 | $59.4 萬 | 0.1% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,725 | $59.0 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,049 | $58.6 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,802 | $55.1 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,316 | $49.2 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,865 | $48.0 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 20,899 | $47.6 萬 | 0.1% | – | – | 歷史 |
| NBBNuveen Taxable Municipal Income Fund | COM | 31,467 | $47.1 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,246 | $45.2 萬 | 0.1% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 2,412 | $40.2 萬 | 0.1% | – | – | 歷史 |
| RBLXRoblox Corp | Stock | 6,344 | $36.7 萬 | 0.1% | – | – | 歷史 |
| PPTFranklin Premier Income Trust | SH BEN INT | 101,744 | $36.2 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 609 | $35.9 萬 | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,589 | $35.7 萬 | 0.1% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 1,050 | $35.7 萬 | 0.1% | – | – | 歷史 |
| RFRegions Financial Corp | COM | 15,000 | $35.3 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,897 | $35.2 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 849 | $34.3 萬 | 0.1% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 727 | $34.1 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,448 | $32.7 萬 | 0.1% | – | – | 歷史 |
| BBNBlackRock Taxable Municipal Bond Trust | SHS | 20,000 | $32.2 萬 | 0.1% | – | – | 歷史 |
| PWODPenns Woods Bancorp Inc | COM | 10,549 | $32.1 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 7,246 | $29.0 萬 | 0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 850 | $28.4 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 687 | $28.2 萬 | <0.1% | – | – | – |
| DEDeere & Co | Stock | 647 | $27.4 萬 | <0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,771 | $27.0 萬 | <0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 254 | $26.9 萬 | <0.1% | – | – | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 6,382 | $26.0 萬 | <0.1% | – | – | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,191 | $25.3 萬 | <0.1% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,810 | $25.2 萬 | <0.1% | – | – | 歷史 |
| MBWMMercantile Bank Corp | COM | 5,466 | $24.3 萬 | <0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 3,880 | $24.2 萬 | <0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 2,902 | $23.9 萬 | <0.1% | – | – | 歷史 |