Intellus Advisors LLC

13F Filings History

Latest 13F report: Q2 2025 - Aug 12, 2025
Value $: $671M
Signature - Title: Andy Warning - Chief Compliance Officer
Location: Naples, FL
Summary: This page shows a list of all the recent 13F filings made by Intellus Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Intellus Advisors LLC reported 135 stock holdings with total value $671M as of Q2 2025. Top holdings included QQQ, VIG, IAU, QINT, and RODM.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	135	$671M	+$87.5M	-$42.8M	+$44.6M	QQQ, VIG, IAU, QINT, RODM	13F-HR	8/12/2025, 03:34 PM
Q1 2025	120	$572M	+$40.8M	-$45.5M	-$4.74M	QQQ, VIG, IAU, SYLD, RODM	13F-HR	5/7/2025, 11:09 AM
Q4 2024	118	$578M	$0	$0		QQQ, VIG, IAU, SYLD, JAVA	13F-HR	2/11/2025, 12:05 PM