Intellus Advisors LLC - Portfolio overview

Intellus Advisors LLC has 143 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TRUST, 9.72%
2. IAU - ISHARES GOLD TR ISHARES NEW, 6.84%
3. VIG - VANGUARD DIVIDEND APPRECIATION ETF, 6.46%

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

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