Intellectus Partners, LLC - Portfolio overview

Intellectus Partners, LLC has 323 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. TSLA - TESLA INC, 4.95%
2. AMZN - AMAZON COM INC, 3.74%
3. GOOG - ALPHABET INC, 3.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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