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INTELLUS ADVISORS LLC
INTELLUS ADVISORS LLC
Latest filing: 2026-06-30
INTELLUS ADVISORS LLC runs INTELLUS ADVISORS LLC and currently holds 134 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $823.49M. Their top holdings are QQQ, VIG, RODM, JQUA, JAVA. The top five represent 32.4% of reported portfolio weight. INTELLUS ADVISORS LLC ranks #727 out of 1000 investors tracked by Alpha Score. In the most recent quarter, INTELLUS ADVISORS LLC initiated 1 new position. They added to 36 existing positions. They trimmed 50 positions. Their current best-performing preview position is MU with returns of +241.67%.
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134 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 QQQ INVESCO QQQ TRUST | 11.01% | $511.95 | $713.44 | +39.36% | Trimmed -1.56% |
 VIG VANGUARD DIVIDEND APPRECIATION ETF | 6.53% | $197.26 | $243.85 | +23.62% | Added +1.91% |
 RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | 5.16% | $29.24 | $42.27 | +44.56% | Added +0.38% |
 JQUA JPMORGAN U.S. QUALITY FACTOR ETF | 5.01% | $59.91 | $74.74 | +24.75% | Trimmed -1.05% |
 JAVA J P MORGAN ETF ACTIVE VALUE ETF | 4.73% | $63.95 | $83.01 | +29.80% | Added +1.80% |
 SYLD CAMBRIA SHAREHOLDER YIELD ETF | 3.36% | $68.23 | $86.59 | +26.90% | Trimmed -0.33% |
 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 3.28% | $43.83 | $50.70 | +15.67% | Added +1.43% |
 RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | 3.27% | $59.43 | $81.95 | +37.89% | Trimmed -0.14% |
 GOOGL ALPHABET INCORPORATED CAP STK CLASS A | 3.15% | $189.09 | $344.82 | +82.36% | Trimmed -6.69% |
 AMD ADVANCED MICRO DEVICES INCORPORATED | 3.13% | $141.22 | $473.25 | +235.12% | Trimmed -54.50% |
Showing 1-10 of 134