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| Happy Holidays!! thanks for using AUM13F!! |
| Intellus Advisors LLC
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| CRD # | 332883 |
| SEC # | 801-131142 |
| CIK # | 0002055137 |
| AUM | $1.2 B (2025-06-04) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 239-649-3600 |
| Address | 8625 Tamiami Trail N Naples, FL 34108 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055137 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 41.7 | ||
| Apple Inc | 20.1 | ||
| Microsoft Corp | 19.4 | ||
| J P Morgan Chase & Co | 19.0 | ||
| Wheaton Precious Metals Corp | 17.8 | ||
| Facebook Inc | 17.4 | ||
| Broadcom Inc | 15.4 | ||
| Franco Nevada Corp | 15.4 | ||
| Alphabet Inc | 15.3 | ||
| Advanced Micro Devices Inc | 14.5 | ||
| Union Pacific Corp | 11.2 | ||
| Lilly Eli & Co | 6.2 | ||
| Palantir Technologies Inc | 5.0 | ||
| United Parcel Service Inc | 4.9 | ||
| Amazon Com Inc | 3.9 | ||
| Social Capital Hedosophia Holdings Corp V | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 683 | 203.6 |
| (b) Individuals (high net worth individuals) | 279 | 912.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 11.4 |
| (h) Charitable organizations | 7 | 8.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 47.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,377 | 1,183.6 |
| By Discretionary | ||
| Discretionary | 3,175 | 1,131.6 |
| Non-Discretionary | 202 | 52.0 |
| Total | 3,377 | 1,183.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.7 | |
| United States Persons | 1,177.9 | |
| Total | 3,377 | 1,183.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055137] |
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