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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Axs Knowledge Leaders ETF
-
$278 Million 0.04% of portfolio
-
Q2 2025 New
$132B
$274 Million 0.04% of portfolio
1,303
Q3 2025 Reduced 15.44%
$0
$270 Million 0.04% of portfolio
5,328
Q3 2025 Added 7.03%
$0
$264 Million 0.04% of portfolio
1,030
Q2 2025 New
$0
$288 Million 0.04% of portfolio
28,934
Q3 2025 Added 49.6%
$306B
$294 Million 0.04% of portfolio
4,434
Q3 2025 Added 14.28%
$144B
$297 Million 0.04% of portfolio
650
Q3 2025 Added 0.15%
$172B
$325 Million 0.04% of portfolio
7,396
Q2 2025 Added 2.07%
$0
$324 Million 0.04% of portfolio
675
Q2 2025 Reduced 1.75%
$265B
$319 Million 0.04% of portfolio
400
Q4 2024 New
$235B
$317 Million 0.04% of portfolio
3,781
Q2 2025 Added 5.35%
$1.49B
$312 Million 0.04% of portfolio
25,159
Q3 2025 New
$98.6B
$306 Million 0.04% of portfolio
3,225
Q2 2025 Added 11.13%
$268B
$214 Million 0.03% of portfolio
1,278
Q3 2025 New
$0
$213 Million 0.03% of portfolio
1,500
Q3 2025 New
$266B
$206 Million 0.03% of portfolio
730
Q3 2025 Reduced 32.09%
$405B
$204 Million 0.03% of portfolio
211
Q3 2025 New
$13.3B
$203 Million 0.03% of portfolio
5,430
Q2 2025 New
$413B
$201 Million 0.03% of portfolio
3,891
Q3 2025 Reduced 11.37%
$0
$230 Million 0.03% of portfolio
15,967
Q3 2025 Added 37.15%
$82.2B
$231 Million 0.03% of portfolio
1,024
Q3 2025 Reduced 10.96%
$169B
$234 Million 0.03% of portfolio
254
Q4 2024 New
$168B
$255 Million 0.03% of portfolio
3,383
Q3 2025 Added 11.83%
$0
$252 Million 0.03% of portfolio
337
Q2 2025 New
Ge Vernova Incorporated
-
$251 Million 0.03% of portfolio
-
Q3 2025 Reduced 19.96%
$0
$251 Million 0.03% of portfolio
688
Q2 2025 Reduced 4.44%
$61.4B
$239 Million 0.03% of portfolio
1,174
Q3 2025 Reduced 30.53%
$55.4B
$237 Million 0.03% of portfolio
775
Q3 2025 New
$0
$235 Million 0.03% of portfolio
5,165
Q2 2025 New
$453M
$166 Million 0.02% of portfolio
11,496
Q4 2024 New
$838M
$126 Million 0.02% of portfolio
18,100
Q4 2024 New
$0
$106 Million 0.01% of portfolio
10,000
Q4 2024 New
$960M
$52.2 Million 0.01% of portfolio
15,870
Q2 2025 New

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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