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 $200 Billions or more
