Intellus Advisors LLC Portfolio Holdings

Intellus Advisors LLC

  • $731 Billion
  • Q3 2025

Intellus Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $731 Billion distributed in 134 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 $75.1B, Ishares Gold Trust with a value of $49B, Vanguard Dividend Appreciation with a value of $47.3B, J P Morgan ETF Tr U S Quality with a value of $43.7B, and American Centy ETF Tr Quality with a value of $42.3B.

Examining the 13F form we can see an increase of $60.5B in the current position value, from $671B to 731B.

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 $731 Billion
ETFs: $467 Billion
Technology: $87.1 Billion
Basic Materials: $44.1 Billion
Communication Services: $43.1 Billion
Financial Services: $38.5 Billion
Healthcare: $8.53 Billion
Industrials: $8.38 Billion
Consumer Cyclical: $6.29 Billion
Other: $8.32 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $731 Billion
  • Prior Value $671 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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