Intellus Advisors LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$731.4B

Holdings

134

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (134 positions)

#StockSharesValue% PortfolioType
101
GSGOLDMAN SACHS GROUP INCORPORATED
400$318.5M0.04%
102
MRKMERCK & COMPANY INCORPORATED
3,781$317.3M0.04%
103
NWBINORTHWEST BANCSHARES INCORPORATED MD
25,159$311.7M0.04%
104
SOSOUTHERN COMPANY
3,225$305.6M0.04%
105
DEDEERE & COMPANY
650$297.1M0.04%
106
KOCOCA COLA COMPANY
4,434$294.1M0.04%
107
BHKBLACKROCK CORE BD TR SHS BEN INT
28,934$287.6M0.04%
108
RTXRTX CORPORATION
1,688$282.5M0.04%
109
XRNPXCOHEN & STEERS REIT & PREFERRED & IN
12,538$281.9M0.04%
110
KNOAXS KNOWLEDGE LEADERS ETF
5,507$278.1M0.04%
111
HONHONEYWELL INTERNATIONAL INCORPORATED
1,303$274.3M0.04%
112
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
5,328$270.3M0.04%
113
MTUMISHARES TR MSCI USA MMENTM
1,030$264.1M0.04%
114
NEENEXTERA ENERGY INCORPORATED
3,383$255.4M0.03%
115
VGTVANGUARD INFORMATION TECHNOLOGY ETF
337$251.6M0.03%
116
GEVGE VERNOVA INCORPORATED
409$251.5M0.03%
117
IWBISHARES TR RUS 1000 ETF
688$251.4M0.03%
118
PANWPALO ALTO NETWORKS INCORPORATED
1,174$239.1M0.03%
119
LHXL3HARRIS TECHNOLOGIES INCORPORATED
775$236.7M0.03%
120
PRFZINVESCO RAFI US 1500 SMALL--MID ETF
5,165$234.6M0.03%
121
NOWSERVICENOW INCORPORATED
254$233.8M0.03%
122
SNOWSNOWFLAKE INCORPORATED COM SHS
1,024$231.0M0.03%
123
ISDPGIM HIGH YIELD BOND FUND INCORPORATED
15,967$229.6M0.03%
124
MUMICRON TECHNOLOGY INCORPORATED
1,278$213.8M0.03%
125
AQLTISHARES TR SELECT DIVID ETF
1,500$213.2M0.03%
126
IBMINTERNATIONAL BUSINESS MACHINES
730$206.0M0.03%
127
WFCWELLS FARGO COMPANY NEW
2,440$204.5M0.03%
128
ASMLASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)
211$204.3M0.03%
129
DKNGDRAFTKINGS INCORPORATED NEW COM CLASS A
5,430$203.1M0.03%
130
BACBANK AMERICA CORPORATION
3,891$200.8M0.03%
131
FMNBFARMERS NATIONAL BANC CORPORATION
11,496$165.7M0.02%
132
MDXGMIMEDX GROUP INCORPORATED
18,100$126.3M0.02%
133
NMZNUVEEN MUN HIGH INCOME OPPORTU
10,000$105.9M0.01%
134
PGENPRECIGEN INCORPORATED
15,870$52.2M0.01%
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