Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Intellus Advisors LLC (CIK 2055137) reported $731.8M across 124 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($72.2M, 9.86%), IAU ($50.8M, 6.94%), VIG ($48.0M, 6.56%), QINT ($47.4M, 6.48%), RODM ($41.3M, 5.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TRUST | $72.2M | 9.86% | 125,077 | Added |
| 2 | IAU | ISHARES GOLD TR ISHARES NEW | $50.8M | 6.94% | 576,422 | Trimmed |
| 3 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $48.0M | 6.56% | 223,147 | Added |
| 4 | QINT | AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF | $47.4M | 6.48% | 724,580 | Added |
| 5 | RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $41.3M | 5.65% | 1.0M | Added |
| 6 | JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $35.4M | 4.83% | 576,692 | Trimmed |
| 7 | JAVA | J P MORGAN ETF ACTIVE VALUE ETF | $34.6M | 4.72% | 481,617 | Added |
| 8 | SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $26.5M | 3.62% | 351,446 | Trimmed |
| 9 | FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $26.0M | 3.55% | 552,985 | Trimmed |
| 10 | FSCC | FEDERATED HERMES MDT SMALL CAP CORE ETF | $23.1M | 3.15% | 777,023 | Added |
| 11 | RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $22.7M | 3.10% | 332,314 | Added |
| 12 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $22.4M | 3.06% | 77,838 | Trimmed |
| 13 | AAPL | APPLE INCORPORATED | $22.1M | 3.03% | 87,273 | Added |
| 14 | FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $21.3M | 2.91% | 571,308 | Added |
| 15 | AMD | ADVANCED MICRO DEVICES INCORPORATED | $19.9M | 2.71% | 97,662 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & COMPANY | $18.7M | 2.56% | 63,734 | Trimmed |
| 17 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $15.7M | 2.15% | 26,325 | Added |
| 18 | EMN | EASTMAN CHEMICAL COMPANY | $15.4M | 2.11% | 201,900 | New |
| 19 | MSFT | MICROSOFT CORPORATION | $14.9M | 2.04% | 40,329 | Added |
| 20 | AVGO | BROADCOM INCORPORATED | $14.7M | 2.01% | 47,450 | Trimmed |
| 21 | LLY | ELI LILLY & COMPANY | $12.2M | 1.67% | 13,255 | Added |
| 22 | JPLD | JPMORGAN LIMITED DURATION BOND ETF | $12.2M | 1.66% | 233,446 | Added |
| 23 | FNV | FRANCO NEV CORPORATION (CANADA) | $11.4M | 1.55% | 45,975 | Trimmed |
| 24 | WPM | WHEATON PRECIOUS METALS CORPORATION (CANADA) | $10.5M | 1.44% | 80,448 | Trimmed |
| 25 | UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $5.8M | 0.79% | 58,512 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31