Intellus Advisors LLC Portfolio Holdings
Intellus Advisors LLC
- $578 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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