Intellus Advisors LLC

Portfolio Overview

Intellus Advisors LLC manages a substantial portfolio valued at approximately $271.29 million as of the report date September 30, 2025. This represents a robust growth of 15.8% from the previous quarter's value of $234.33 million. The portfolio demonstrates a balanced yet actively managed structure, comprising 64 total holdings. The investment strategy appears to be a "Core and Satellite" approach, utilizing a heavy base of Exchange Traded Funds (ETFs) for broad market ex...