Intellus Advisors LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $578 Billion distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $62.3B, Vanguard Dividend Appreciation with a value of $41.2B, Ishares Gold Trust with a value of $38.7B, Cambria Shareholder Yld ETF with a value of $32.2B, and Jp Morgan ETF Fd Tr Active Val with a value of $28B.

Examining the 13F form we can see an increase of $578B in the current position value.

Intellus Advisors LLC is based out at Naples, FL

Below you can find more details about Intellus Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $578 Billion
ETFs: $339 Billion
Technology: $88.4 Billion
Basic Materials: $37.9 Billion
Communication Services: $33.4 Billion
Financial Services: $30.4 Billion
Industrials: $20.5 Billion
Energy: $7.69 Billion
Consumer Cyclical: $5.81 Billion
Other: $4.49 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $578 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 118 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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