Intellectus Partners, LLC Incresed Positions in Q2 2025

Intellectus Partners, LLC

  • $447 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
2.15K
+ 24.61%
$58.08 - $81.05 $125K - $174K
10.9K $751K
NTLA
Intellia Therapeutics, Inc.

Healthcare
3.15K
+ 3.8%
$6.28 - $9.67 $19.8K - $30.5K
86K $806K
XLF
Financial Sector Spdr

ETFs
703
+ 2.24%
$43.92 - $52.37 $30.9K - $36.8K
32.1K $1.68M
VLO
Valero Energy Corp

Energy
823
+ 7.6%
$104.69 - $141.77 $86.2K - $117K
11.6K $1.57M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
11.5K
+ 85.19%
$10.51 - $11.34 $121K - $130K
25K $279K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
783
+ 2.75%
$21.8 - $27.71 $17.1K - $21.7K
29.2K $804K
ASML
Asml Holding Nv

Technology
10
+ 1.44%
$595.37 - $815.24 $5.95K - $8.15K
706 $565K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
617
+ 30.35%
$483.07 - $625.6 $298K - $386K
2.65K $1.39M
INTC
Intel Corp

Technology
4.58K
+ 31.31%
$18.13 - $22.69 $83K - $104K
19.2K $429K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
100
+ 2.62%
$104.4 - $138.37 $10.4K - $13.8K
3.92K $542K
INDA
Ishares Msci India Index Fund

ETFs
1K
+ 20.53%
$49.13 - $55.86 $49.1K - $55.9K
5.87K $326K
UPS
United Parcel Service Inc

Industrials
1.52K
+ 17.78%
$91.92 - $110.2 $139K - $167K
10K $1.01M
NUVB
Nuvation Bio Inc.

Healthcare
8.9K
+ 2.77%
$1.66 - $2.53 $14.8K - $22.5K
330K $643K
PEP
Pepsico Inc

Consumer Defensive
1.92K
+ 17.16%
$128.02 - $151.37 $246K - $291K
13.1K $1.73M
EEM
Ishares Msci Emerging Markets

ETFs
10
+ 0.1%
$38.52 - $48.28 $385 - $483
9.83K $474K
TLT
Ishares Barclays 20+ Year Trea

ETFs
552
+ 15.83%
$83.97 - $92.85 $46.4K - $51.3K
4.04K $356K
FISV
Fiserv Inc

Technology
318
+ 8.29%
N/A
4.16K $520K
VDE
Vanguard Energy ETF

ETFs
410
+ 22.64%
$105.87 - $130.56 $43.4K - $53.5K
2.22K $264K
ABT
Abbott Laboratories

Healthcare
1
+ 0.01%
$123.95 - $138.08 $124 - $138
8.94K $1.22M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 2.75%
$908.13 - $1056.85 $9.08K - $10.6K
374 $370K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
34
+ 0.19%
$85.42 - $94.39 $2.9K - $3.21K
17.5K $1.64M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
103
+ 1.51%
$89.58 - $95.01 $9.23K - $9.79K
6.92K $657K
PZC
Pimco California Municipal Income Fund Iii

Financial Services
5K
+ 11.36%
$6.13 - $6.61 $30.7K - $33.1K
49K $305K
EFA
Ishares Tr Msci Eafe ETF

ETFs
7
+ 0.26%
$72.96 - $90.39 $511 - $633
2.72K $242K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
348
+ 1.37%
$16.43 - $18.82 $5.72K - $6.55K
25.7K $483K
CSGP
Costar Group, Inc.

Real Estate
82
+ 1.4%
$72.62 - $83.22 $5.95K - $6.82K
5.92K $476K
PLUG
Plug Power Inc

Industrials
1.5K
+ 12.1%
$0.7 - $1.49 $1.05K - $2.24K
13.9K $20K
CHK
Chesapeake Energy Corp

Energy
2
+ 0.04%
N/A
5.08K $435K
Arista Networks Inc
1.12K
+ 13.58%
N/A
9.34K $0
Fidelity Wise Origin Bitcoin
1.05K
+ 17.36%
N/A
7.1K $0
Bitwise Bitcoin ETF Tr
1K
+ 10.2%
N/A
10.8K $0
Annaly Capital Management In
17.1K
+ 53.38%
N/A
49.1K $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5
+ 0.14%
$68.13 - $74.77 $341 - $374
3.54K $257K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
70
+ 1.46%
$45.07 - $52.57 $3.15K - $3.68K
4.85K $237K
MO
Altria Group, Inc.

Consumer Defensive
47
+ 0.41%
$55.56 - $60.91 $2.61K - $2.86K
11.5K $674K
PCAR
Paccar Inc

Industrials
109
+ 1.03%
$86.4 - $99.09 $9.42K - $10.8K
10.7K $1.01M
LOW
Lowes Companies Inc

Consumer Cyclical
33
+ 1.37%
$210.83 - $235.28 $6.96K - $7.76K
2.44K $540K
APD
Air Products & Chemicals, Inc.

Basic Materials
4
+ 0.24%
$248.61 - $294.96 $994 - $1.18K
1.68K $472K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
3K
+ 2.37%
$9.67 - $10.64 $29K - $31.9K
130K $1.3M
GIS
General Mills Inc

Consumer Defensive
1.69K
+ 8.91%
$50.37 - $60.97 $85.2K - $103K
20.7K $1.07M
KMB
Kimberly Clark Corp

Consumer Defensive
68
+ 0.89%
$126.84 - $145.22 $8.63K - $9.87K
7.67K $988K
JNJ
Johnson & Johnson

Healthcare
75
+ 0.76%
$146.36 - $159.82 $11K - $12K
9.94K $1.52M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.03%
$170.16 - $206.27 $340 - $413
6.14K $1.14M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
14.9K
+ 12.78%
$1.66 - $3.61 $24.7K - $53.6K
131K $225K
ENPH
Enphase Energy, Inc.

Technology
2.04K
+ 12.49%
$34.56 - $62.52 $70.6K - $128K
18.4K $729K
TREE
Lending Tree, Inc.

Financial Services
3K
+ 9.76%
$33.74 - $54.12 $101K - $162K
33.8K $1.25M
Activity Summary
Buys All Purchases 119 New Holdings 22 Increased Positions 97 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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