Intellus Advisors LLC
Top Portfolio Positions
90 positions ·
$350,197,522 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
125,077 | $72,191,942 | 20.61% | |
| IAU |
Ishares Gold Trust
|
576,422 | $50,817,363 | 14.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
77,838 | $22,383,095 | 6.39% | |
| AAPL |
Apple Inc.
Technology
|
87,273 | $22,149,014 | 6.32% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
97,662 | $19,867,380 | 5.67% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
63,734 | $18,747,993 | 5.35% | |
| EMN |
Eastman Chemical Co
Basic Materials
|
201,900 | $15,409,008 | 4.40% | |
| MSFT |
Microsoft Corp
Technology
|
40,329 | $14,928,585 | 4.26% | |
| AVGO |
Broadcom Inc.
Technology
|
47,450 | $14,686,249 | 4.19% | |
| LLY |
ELI LILLY & Co
Healthcare
|
13,255 | $12,191,551 | 3.48% |
Portfolio Trend
6 quarters · across all stocks
Holdings in TSI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $364,906 | 81,271 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $373,809 | 75,670 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $338,476 | 68,796 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $242,799 | 49,754 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $228,021 | 46,918 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $220,581 | 45,859 | Shares | Sole | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||