Intellus Advisors LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $671 Billion distributed in 135 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 $68.6B, Vanguard Dividend Appreciation with a value of $44.4B, Ishares Gold Trust with a value of $41.7B, American Centy ETF Tr Quality with a value of $36.5B, and Hartford Multifactor Developed with a value of $35B.
Examining the 13F form we can see an increase of $98.6B in the current position value, from $572B to 671B.
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
$671 Billion
ETFs: $427 Billion
Technology: $82.1 Billion
Communication Services: $36.6 Billion
Financial Services: $35.4 Billion
Basic Materials: $34.9 Billion
Industrials: $20.3 Billion
Healthcare: $8.65 Billion
Consumer Cyclical: $6.49 Billion
Other: $8.38 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
