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INTELLUS ADVISORS LLC 13F portfolio summary

INTELLUS ADVISORS LLC of INTELLUS ADVISORS LLC has 124 current stock holdings with a reported portfolio value of $731.8M. The portfolio 1 year return is +23.30%. Top holdings include PMO (0.00%), ISD (0.00%), GBAB (0.00%), JPLD (0.00%), QQQ (0.00%).

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INTELLUS ADVISORS LLC

INTELLUS ADVISORS LLC
Latest filing: 2026-03-31

INTELLUS ADVISORS LLC runs INTELLUS ADVISORS LLC and currently holds 124 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $731.81M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. INTELLUS ADVISORS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, INTELLUS ADVISORS LLC's portfolio at INTELLUS ADVISORS LLC has delivered returns of +23.30%. Their 3-year annualized return is +23.16%. Looking at the 5-year horizon, INTELLUS ADVISORS LLC has achieved +23.16% annualized returns at INTELLUS ADVISORS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+23.30%
#0/1000
3 Year
+23.16%
#0/1000
5 Year
+23.16%
#0/1000

Portfolio Value

$731.81M

Alpha Score

20.8

#0 of 1000

Holdings

124

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change