Intellus Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Regions Financial Corp | $406.5K | 0.1% |
| MARSH & MCLENNAN COMPANIES, INC. | $415.8K | 0.1% |
| LOCKHEED MARTIN CORP | $417.6K | 0.1% |
| Walmart Inc. | $430.0K | 0.1% |
| Merck & Co., Inc. | $432.9K | 0.1% |
| VANGUARD MEGA CAP GROWTH ETF | $464.4K | 0.1% |
| GUGGENHEIM TAXABLE MUNICP BOND | $469.9K | 0.1% |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $476.5K | 0.1% |
| AGNICO EAGLE MINES LIMITED (CANADA) | $487.9K | 0.1% |
| Tesla Inc | $494.7K | 0.1% |
| PUTNAM PREMIER INCOME TR SH BEN INT | $510.5K | 0.1% |
| ROBLOX Corp | $514.1K | 0.1% |
| UNITEDHEALTH GROUP INC | $535.1K | 0.1% |
| AT&T INC. | $552.2K | 0.1% |
| ISHARES 0-1 YEAR TREASURY BOND ETF | $559.5K | 0.1% |
| PEPSICO INC | $564.2K | 0.1% |
| WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $571.5K | 0.1% |
| Warren E. Buffett | $646.9K | 0.1% |
| CISCO SYSTEMS, INC. | $652.1K | 0.1% |
| Nuveen Taxable Municipal Income FundNBB | $660.1K | 0.1% |
| STATE STREET SPDR S&P DIVIDEND ETF | $689.3K | 0.1% |
| Walt Disney Co | $695.0K | 0.1% |
| GENERAL ELECTRIC CO | $739.0K | 0.1% |
| FNB CORP/PA | $755.1K | 0.1% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $767.2K | 0.1% |
| HOME DEPOT, INC. | $787.9K | 0.1% |
| ARK ETF TRUST INNOVATION ETF | $827.0K | 0.1% |
| ISHARES TR CORE S&P500 ETF | $827.4K | 0.1% |
| JOHNSON & JOHNSON | $857.2K | 0.1% |
| Nuveen Municipal Credit Income FundNZF | $868.3K | 0.1% |
| AbbVie Inc. | $896.6K | 0.1% |
| CINTAS CORP | $899.7K | 0.1% |
| CrowdStrike Holdings, Inc. | $902.4K | 0.1% |
| FIFTH THIRD BANCORP | $902.5K | 0.1% |
| SPDR GOLD SHARES | $905.6K | 0.1% |
| MCDONALD'S CORP | $919.9K | 0.1% |
| CRH PUBLIC LTD CO | $999.4K | 0.1% |
| PUTNAM MUNICIPAL OPPORTUNITIES TRUSTPMO | $1.08M | 0.1% |
| Visa Inc | $1.24M | 0.2% |
| NYLI MacKay DefinedTerm Muni Opportunities FundMMD | $1.24M | 0.2% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | $1.24M | 0.2% |
| CATERPILLAR INC | $1.30M | 0.2% |
| SPDR S&P 500 ETF | $1.37M | 0.2% |
| FIRST TRUST NASDAQ CEA CYBERSECURITY ETF | $1.40M | 0.2% |
| SCHWAB U.S. SMALL-CAP ETF | $1.41M | 0.2% |
| EXXON MOBIL CORP | $1.75M | 0.2% |
| ISHARES TR ISHARES SEMICDTR | $1.81M | 0.2% |
| Energy Transfer LPET | $1.96M | 0.3% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $2.24M | 0.3% |
| RAYMOND JAMES FINANCIAL INC | $2.25M | 0.3% |