Intellus Advisors LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $572 Billion distributed in 120 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 $57.6B, Vanguard Dividend Appreciation with a value of $41.4B, Ishares Gold Trust with a value of $40.5B, Cambria Shareholder Yld ETF with a value of $31.6B, and Hartford Multifactor Developed with a value of $29.4B.
Examining the 13F form we can see an decrease of $5.42B in the current position value, from $578B to 572B.
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
$572 Billion
ETFs: $347 Billion
Technology: $68.5 Billion
Basic Materials: $46.7 Billion
Financial Services: $30.4 Billion
Communication Services: $29.9 Billion
Industrials: $20 Billion
Energy: $7.96 Billion
Consumer Cyclical: $5.12 Billion
Other: $6.72 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
