Intellus Advisors LLC
Q4 2024 13F Holdings
- Locationnaples, FL
- Num holdings
118
- Value ($000)
$577,792
- Date Filed02/11/2025
- Form type13F-HR
- CIK0002055137
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $62.35M | 11 % | 121,952 | ||
VIG VANGUARD DIVIDEND APPRECIATION ETF | DIV APP ETF | 921908844 | $41.23M | 7 % | 210,531 | ||
IAU ISHARES GOLD TR ISHARES NEW | ISHARES NEW | 464285204 | $38.73M | 7 % | 782,214 | ||
SYLD CAMBRIA SHAREHOLDER YIELD ETF | SHSHLD YIELD ETF | 132061201 | $32.16M | 6 % | 469,653 | ||
JAVA J P MORGAN ETF ACTIVE VALUE ETF | ACTIVE VALUE ETF | 46641Q167 | $27.98M | 5 % | 441,984 | ||
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | SHS | 33734H106 | $27.64M | 5 % | 633,407 | ||
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | HARTFORD MLT ETF | 518416102 | $24.63M | 4 % | 866,545 | ||
AAPL APPLE INCORPORATED | COM | 037833100 | $22.45M | 4 % | 89,641 | ||
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | RISNG DIVD ACHIV | 33738R506 | $18.38M | 3 % | 310,788 | ||
GOOGL ALPHABET INCORPORATED CAP STK CLASS A | CAP STK CL A | 02079K305 | $16.15M | 3 % | 85,294 |
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