Intellectus Partners, LLC Incresed Positions in Q3 2025

Intellectus Partners, LLC

  • $486 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
575
+ 9.72%
$129.01 - $139.72 $74.2K - $80.3K
6.49K $903K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
3K
+ 2.32%
$9.82 - $10.65 $29.5K - $32K
133K $1.4M
MO
Altria Group, Inc.

Consumer Defensive
49
+ 0.43%
$57.75 - $67.68 $2.83K - $3.32K
11.6K $763K
DBL
Double Line Opportunistic Credit Fund

Financial Services
3.32K
+ 1.18%
$15.1 - $15.88 $50.2K - $52.8K
285K $4.4M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.08%
$215.01 - $273.02 $430 - $546
2.44K $612K
PCOR
Procore Technologies, Inc.

Technology
200
+ 1.63%
$61.62 - $76.64 $12.3K - $15.3K
12.5K $911K
SYY
Sysco Corp

Consumer Defensive
11
+ 0.11%
$76.33 - $82.51 $840 - $908
9.58K $788K
CSGP
Costar Group, Inc.

Real Estate
463
+ 7.82%
$81.42 - $96.83 $37.7K - $44.8K
6.38K $538K
MOS
Mosaic CO

Basic Materials
2.1K
+ 19.27%
$30.93 - $37.81 $65K - $79.4K
13K $450K
GIS
General Mills Inc

Consumer Defensive
1.59K
+ 7.68%
$48.44 - $53.83 $77K - $85.5K
22.3K $1.12M
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.09%
$252.31 - $269.41 $757 - $808
3.34K $869K
ADBE
Adobe Inc.

Technology
693
+ 11.86%
$333.65 - $392.1 $231K - $272K
6.54K $2.31M
LLY
Eli Lilly & CO

Healthcare
87
+ 6.13%
$625.65 - $812.69 $54.4K - $70.7K
1.51K $1.15M
AON
Aon PLC

Financial Services
113
+ 3.97%
$350.91 - $375.27 $39.7K - $42.4K
2.96K $1.05M
DCI
Donaldson CO Inc

Industrials
4
+ 0.13%
$69.82 - $82.14 $279 - $329
3.13K $256K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.06%
$291.67 - $316.99 $583 - $634
3.24K $984K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
75
+ 0.26%
$27.49 - $29.67 $2.06K - $2.23K
29.3K $841K
PCAR
Paccar Inc

Industrials
9
+ 0.08%
$92.91 - $102.86 $836 - $926
10.7K $1.05M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
38
+ 0.22%
$92.18 - $95.14 $3.5K - $3.62K
17.5K $1.67M
NXPI
Nxp Semiconductors N.V.

Technology
16
+ 0.89%
$205.16 - $239.07 $3.28K - $3.83K
1.81K $411K
VDE
Vanguard Energy ETF

ETFs
9
+ 0.41%
$118.37 - $129.65 $1.07K - $1.17K
2.23K $280K
EFA
Ishares Tr Msci Eafe ETF

ETFs
7
+ 0.26%
$87.29 - $93.61 $611 - $655
2.72K $254K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
28
+ 0.49%
$37.98 - $39.81 $1.06K - $1.11K
5.72K $222K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
15
+ 0.22%
$94.11 - $95.78 $1.41K - $1.44K
6.94K $663K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5
+ 0.14%
$72.01 - $74.44 $360 - $372
3.54K $260K
NUVBWS
Nuvation Bio Inc Wt Exp 7/07/2
4K
+ 17.86%
N/A
26.4K $0
Annaly Capital Management In
241
+ 0.49%
N/A
49.3K $0
Fidelity Wise Origin Bitcoin
100
+ 1.41%
N/A
7.2K $0
CHK
Chesapeake Energy Corp

Energy
3
+ 0.06%
N/A
5.08K $435K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
52
+ 1.07%
$46.51 - $50.07 $2.42K - $2.6K
4.91K $230K
CME
Cme Group Inc.

Financial Services
3
+ 0.17%
$258.83 - $287.1 $776 - $861
1.77K $477K
SNAP
Snap Inc

Communication Services
20
+ 0.19%
$6.99 - $10.35 $140 - $207
10.4K $80K
COIN
Coinbase Global, Inc.

Technology
193
+ 3.24%
$297.99 - $419.78 $57.5K - $81K
6.15K $2.08M
MSCI
Msci Inc.

Financial Services
1
+ 0.06%
$526.48 - $588.0 $526 - $588
1.55K $877K
NKE
Nike, Inc.

Consumer Cyclical
103
+ 0.63%
$69.24 - $79.24 $7.13K - $8.16K
16.4K $1.14M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.27%
$915.95 - $994.57 $916 - $995
375 $347K
KMB
Kimberly Clark Corp

Consumer Defensive
77
+ 1.0%
$121.72 - $136.77 $9.37K - $10.5K
7.74K $962K
EOG
Eog Resources Inc

Energy
157
+ 2.56%
$112.12 - $126.1 $17.6K - $19.8K
6.28K $704K
PAYC
Paycom Software, Inc.

Technology
1
+ 0.04%
$208.14 - $238.8 $208 - $239
2.26K $469K
NVO
Novo Nordisk A S

Healthcare
1.71K
+ 15.72%
$45.38 - $71.7 $77.6K - $123K
12.6K $698K
ARCC
Ares Capital Corp

Financial Services
6.16K
+ 5.27%
$20.41 - $23.25 $126K - $143K
123K $2.51M
TGT
Target Corp

Consumer Defensive
310
+ 3.22%
$86.56 - $107.43 $26.8K - $33.3K
9.95K $892K
SBUX
Starbucks Corp

Consumer Cyclical
618
+ 3.35%
$81.9 - $96.86 $50.6K - $59.9K
19.1K $1.61M
UPS
United Parcel Service Inc

Industrials
1.07K
+ 10.69%
$82.58 - $105.54 $88.7K - $113K
11.1K $928K
DIS
Walt Disney CO

Communication Services
9
+ 0.04%
$112.25 - $124.0 $1.01K - $1.12K
23.9K $2.73M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
592
+ 8.08%
$159.87 - $247.68 $94.6K - $147K
7.92K $1.41M
FOUR
Shift4 Payments, Inc.

Technology
114
+ 0.61%
$77.4 - $106.81 $8.82K - $12.2K
18.7K $1.45M
FSK
Fs Kkr Capital Corp

Financial Services
4.27K
+ 5.36%
$14.93 - $22.48 $63.7K - $95.9K
83.9K $1.25M
MBLY
Mobileye Global Inc.
6.95K
+ 3.79%
$13.5 - $19.08 $93.8K - $133K
191K $2.69M
Activity Summary
Buys All Purchases 121 New Holdings 21 Increased Positions 100 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Intellectus Partners, LLC Portfolio

Follow Intellectus Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intellectus Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intellectus Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email