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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Intellectus Partners, LLC

Quarter ended Q4 2024 · Filed February 7, 2025 · Accession 0001951757-25-000199

Total Value
$451.8M
Positions
276
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (276)

#IssuerTicker / CUSIPSharesValue% of Filing
1TESLA INCTSLA71,333$28.8M6.38%
2META PLATFORMS INCMETA44,127$25.8M5.72%
3AMAZON COM INCAMZN101,905$22.4M4.95%
4ALPHABET INCGOOG75,741$14.4M3.19%
5NVIDIA CORPORATIONNVDA65,449$8.8M1.95%
6MICROSOFT CORPMSFT20,117$8.5M1.88%
7ARCHER AVIATION INCACHR-WT726,996$7.1M1.57%
8FIRST TR STOXX EUROPEAN SELE33735T109580,544$6.5M1.45%
9APPLE INCAAPL24,873$6.2M1.38%
10GRAYSCALE BITCOIN TRUST ETFGBTC78,684$5.8M1.29%
11DOUBLELINE INCOME SOLUTIONSDSL459,449$5.8M1.28%
12PALANTIR TECHNOLOGIES INCPLTR74,644$5.6M1.25%
13MICRON TECHNOLOGY INCMU62,833$5.3M1.17%
14GOLDMAN SACHS GROUP INCGSCE8,934$5.1M1.13%
15VANGUARD INDEX FDS92290874428,512$4.8M1.07%
16ALPHABET INCGOOG25,255$4.8M1.06%
17JPMORGAN CHASE & CO.VYLD19,795$4.7M1.05%
18VARONIS SYS INCVRNS106,576$4.7M1.05%
19CAMECO CORPCCJ91,838$4.7M1.04%
20LOCKHEED MARTIN CORPLMT8,738$4.2M0.94%
21SPDR GOLD TRGLD17,280$4.2M0.93%
22DOUBLELINE OPPORTUNISTIC CRDBL251,698$3.9M0.86%
23HUBSPOT INCHUBS5,565$3.9M0.86%
24MOBILEYE GLOBAL INCMBLY187,233$3.7M0.83%
25VISA INCV10,798$3.4M0.76%
26DELTA AIR LINES INC DELDAL56,254$3.4M0.75%
27BLACKROCK TAX MUNICPAL BD TRBLK210,674$3.4M0.75%
28BLACKSTONE INCBX18,619$3.2M0.71%
29PAYPAL HLDGS INCPYPL37,415$3.2M0.71%
30BERKSHIRE HATHAWAY INC DELBRK-A6,788$3.1M0.68%
31QUALCOMM INCQCOM18,885$2.9M0.64%
32NETFLIX INCNFLX3,195$2.8M0.63%
33SNOWFLAKE INCSNOW18,310$2.8M0.63%
34KLA CORPKLAC4,442$2.8M0.62%
35SHOPIFY INCSHOP25,837$2.7M0.61%
36VANGUARD WHITEHALL FDS92194640621,350$2.7M0.60%
37FREEPORT-MCMORAN INCFCX71,264$2.7M0.60%
38BLUE OWL CAPITAL CORPORATIONOWL171,291$2.7M0.59%
39CISCO SYS INCCSCO44,787$2.7M0.59%
40PFIZER INCPFE99,644$2.6M0.59%
41DISNEY WALT CO25468710622,774$2.5M0.56%
42CORCEPT THERAPEUTICS INCCORT49,859$2.5M0.56%
43AIRBNB INCABNB18,810$2.5M0.55%
44ALIBABA GROUP HLDG LTDBBAAY29,004$2.5M0.54%
45VANGUARD INDEX FDS9229086298,963$2.4M0.52%
46SELECT SECTOR SPDR TR81369Y50627,296$2.3M0.52%
47HONEYWELL INTL INC43851610610,230$2.3M0.51%
48BANK AMERICA CORP06050510451,027$2.2M0.50%
49INTUITIVE SURGICAL INCISRG4,285$2.2M0.50%
50ADOBE INCADBE5,025$2.2M0.49%
51ENERGY TRANSFER L PET-PI112,409$2.2M0.49%
52AMERICAN EXPRESS COAXP7,310$2.2M0.48%
53WALMART INCWMT23,596$2.1M0.47%
54INVESCO EXCHANGE TRADED FD TIVZ12,127$2.1M0.47%
55ORACLE CORPORCL-PD12,743$2.1M0.47%
56VANGUARD INDEX FDS9229087697,304$2.1M0.47%
57CATERPILLAR INCCAT5,810$2.1M0.47%
58ILLUMINA INCILMN15,455$2.1M0.46%
59FS KKR CAP CORPFSK93,953$2.0M0.45%
60ROCKET LAB USA INCRKLB79,875$2.0M0.45%
61GRAYSCALE ETHEREUM TRUST ETF38963810772,500$2.0M0.45%
62BLACKROCK MUNICIPAL INCOMEBLK161,286$2.0M0.43%
63GOLDMAN SACHS ETF TRNVGLF19,463$2.0M0.43%
64ARES CAPITAL CORPARCC87,953$1.9M0.43%
65BLACKROCK RES & COMMODITIESBLK215,989$1.8M0.41%
66AEROVIRONMENT INCAVAV11,855$1.8M0.40%
67BROADCOM INCAVGO7,860$1.8M0.40%
68ISHARES TR46428755613,761$1.8M0.40%
69CONFLUENT INC20717M10362,477$1.7M0.39%
70SHIFT4 PMTS INC82452J10916,825$1.7M0.39%
71UBER TECHNOLOGIES INCUBER28,425$1.7M0.38%
72WORKDAY INCWDAY6,496$1.7M0.37%
73ISHARES SILVER TRSLV63,385$1.7M0.37%
74NEWMONT CORPNEMCL44,618$1.7M0.37%
75BLOCK INCBSQKZ19,054$1.6M0.36%
76BRISTOL-MYERS SQUIBB COCELG-RI28,498$1.6M0.36%
77ABCELLERA BIOLOGICS INCABCL547,533$1.6M0.36%
78LULULEMON ATHLETICA INCLULU4,070$1.6M0.34%
79ISHARES TR46429B69717,403$1.5M0.34%
80PEPSICO INCPEP9,970$1.5M0.34%
81ELEVANCE HEALTH INCELV4,010$1.5M0.33%
82SERVICENOW INCNOW1,385$1.5M0.32%
83MASTERCARD INCORPORATEDMA2,769$1.5M0.32%
84HOME DEPOT INCHD3,728$1.5M0.32%
85TOTALENERGIES SETTE25,742$1.4M0.32%
86GILEAD SCIENCES INCGILD15,404$1.4M0.31%
873M COMMM11,001$1.4M0.31%
88BAIDU INCBAIDF16,773$1.4M0.31%
89JOHNSON & JOHNSONJNJ9,770$1.4M0.31%
90CSX CORPCSX43,254$1.4M0.31%
91SELECT SECTOR SPDR TR81369Y60528,651$1.4M0.31%
92SPDR S&P 500 ETF TRSPY2,278$1.3M0.30%
93UNION PAC CORPUNP5,867$1.3M0.30%
94ISHARES TR4642875236,207$1.3M0.30%
95TABOOLA.COM LTDTBLAW365,668$1.3M0.30%
96ISHARES TR4642876555,984$1.3M0.29%
97BLACKROCK MUNIYIELD FD INCBLK119,500$1.2M0.27%
98VALERO ENERGY CORPVLO9,940$1.2M0.27%
99SYSCO CORPSYY15,926$1.2M0.27%
100COINBASE GLOBAL INCCOIN4,755$1.2M0.26%
101GENERAL MLS INC37033410418,509$1.2M0.26%
102PACCAR INCPCAR10,880$1.2M0.26%
103UNITEDHEALTH GROUP INCUNH2,265$1.1M0.25%
104INFINERA CORP45667G103174,200$1.1M0.25%
105L3HARRIS TECHNOLOGIES INCLHX5,375$1.1M0.25%
106ABBVIE INCABBV6,126$1.1M0.24%
107NOVO-NORDISK A SNONOF12,637$1.1M0.24%
108VANGUARD INDEX FDS92290855312,014$1.1M0.24%
109HERSHEY COHSY6,269$1.1M0.23%
110ANTERO RESOURCES CORPAR30,200$1.1M0.23%
111THERMO FISHER SCIENTIFIC INCTMO2,032$1.1M0.23%
112STARBUCKS CORPSBUX11,438$1.0M0.23%
113ENPHASE ENERGY INCENPH15,170$1.0M0.23%
114ABBOTT LABSABLZF9,175$1.0M0.23%
115ISHARES TR46428828111,605$1.0M0.23%
116UNITED PARCEL SERVICE INCUPS8,032$1.0M0.22%
117MERCK & CO INCMRK10,069$1.0M0.22%
118LENDINGTREE INC NEWTREE25,950$1.0M0.22%
119SPDR SER TR78464A87011,164$1.0M0.22%
120ISHARES TR4642875159,930$994,2220.22%
121OCCIDENTAL PETE CORP67459910519,910$987,9800.22%
122VANGUARD INDEX FDS9229086114,934$977,7330.22%
123MCDONALDS CORPMCD3,335$966,6390.21%
124KIMBERLY-CLARK CORPKMB7,308$966,5010.21%
125VERTIV HOLDINGS COVRT8,500$965,6850.21%
126MSCI INCMSCI1,591$954,5790.21%
127NIKE INCNKE12,465$948,1930.21%
128ADVANCED MICRO DEVICES INCAMD7,840$946,9940.21%
129NEBIUS GROUP N.V.NBIS34,050$943,1850.21%
130BLACKROCK MUNIHLDNGS CALI QLBLK88,204$937,6100.21%
131ZOETIS INCZTS5,728$933,2630.21%
132MAPLEBEAR INCCART22,500$931,9500.21%
133DELL TECHNOLOGIES INCDELL8,006$922,6080.20%
134VANGUARD INDEX FDS9229087362,240$919,4530.20%
135ACCENTURE PLC IRELANDACN2,608$917,4680.20%
136PALO ALTO NETWORKS INCPANW5,026$914,5310.20%
137INVESCO DB MULTI-SECTOR COMMIVZ34,345$913,2230.20%
138FISERV INCFISV4,425$908,9830.20%
139DUPONT DE NEMOURS INCDD11,786$898,6820.20%
140RTX CORPORATIONRTX7,711$892,3470.20%
141MONGODB INCMDB3,800$884,6780.20%
142BLADE AIR MOBILITY INCSRTAW206,050$875,7120.19%
143INTELLIA THERAPEUTICS INCNTLA74,525$868,9620.19%
144ON SEMICONDUCTOR CORPON13,754$867,1900.19%
145ISHARES TR46429B67118,309$857,9730.19%
146BROOKFIELD CORP11271J10714,923$857,3260.19%
147IOVANCE BIOTHERAPEUTICS INCIOVA114,912$850,3450.19%
148NXP SEMICONDUCTORS N VNXPI4,073$849,9950.19%
149MCKESSON CORPMCK1,478$843,4490.19%
150APPLIED MATLS INC0382221055,115$831,8150.18%
151ELI LILLY & COLLY1,077$831,7980.18%
152INVESCO QQQ TRIVZ1,595$815,5640.18%
153TJX COS INC NEW8725401096,732$813,2930.18%
154ARISTA NETWORKS INCANET7,308$807,7530.18%
155TARGET CORPTGT5,880$794,8930.18%
156DEUTSCHE BANK A GD1819089845,840$781,5720.17%
157COLGATE PALMOLIVE COCL8,282$752,8880.17%
158REGENERON PHARMACEUTICALSREGN1,055$751,5080.17%
159NUVATION BIO INCNUVB280,905$747,2070.17%
160CENCORA INCCOR3,260$732,4560.16%
161ROSS STORES INCROST4,745$717,7630.16%
162PROCTER AND GAMBLE CO7427181094,230$709,1030.16%
163STANDARD BIOTOOLS INCLAB404,702$708,2280.16%
164GENERAL DYNAMICS CORPGD2,667$702,6460.16%
165ANNALY CAPITAL MANAGEMENT INNLY-PJ37,000$701,1500.16%
166CITIGROUP INCC-PR9,780$688,4140.15%
167GRAYSCALE BITCOIN MINI TR ET38993020716,316$683,1510.15%
168ZOOM COMMUNICATIONS INCZM8,260$674,1350.15%
169RINGCENTRAL INCRNG19,250$673,9420.15%
170INTERNATIONAL BUSINESS MACHSINTR3,048$670,0420.15%
171ALTRIA GROUP INCMO12,509$666,8400.15%
172SELECT SECTOR SPDR TR81369Y2094,771$656,4000.15%
173NORTHROP GRUMMAN CORPNOC1,375$645,2740.14%
174MARKEL GROUP INCMKL360$621,4430.14%
175PIMCO ETF TR72201R7836,557$618,1540.14%
176REMITLY GLOBAL INCRELY27,000$609,3900.13%
177ENOVIX CORPORATIONENVX55,450$602,7420.13%
178DOCUSIGN INCDOCU6,577$591,5660.13%
179RHRH1,495$588,4170.13%
180LOWES COS INC5486611072,353$580,8120.13%
181TYSON FOODS INCTSN9,615$552,3130.12%
182APA CORPORATIONAPA23,550$543,7700.12%
183FIRST SOLAR INCFSLR3,051$537,7080.12%
184GLOBALSTAR INCGSAT245,510$508,2060.11%
185BOOKING HOLDINGS INCBKNG102$506,7790.11%
186GARTNER INCIT1,046$506,7560.11%
187SPOTIFY TECHNOLOGY S ASPOT1,127$504,2580.11%
188INVESCO DB COMMDY INDX TRCKIVZ23,450$501,3610.11%
189FIRST TR EXCHANGE TRADED FD33734X20022,407$498,3400.11%
190EXPAND ENERGY CORPORATIONEXE4,997$497,4530.11%
191VANGUARD INTL EQUITY INDEX F9220428747,640$484,9110.11%
192AIR PRODS & CHEMS INCAIIR1,668$483,7370.11%
193PAYCOM SOFTWARE INCPAYC2,350$481,7530.11%
194LINCOLN NATL CORP IND53418710914,980$475,0010.11%
195GOLDMAN SACHS ETF TRNVGLF3,819$473,8430.10%
196BITWISE BITCOIN ETF TRBITB9,250$470,3620.10%
197COMCAST CORP NEWCCZ12,144$455,7640.10%
198PAGSEGURO DIGITAL LTDPAGS72,793$455,6840.10%
199FIDELITY WISE ORIGIN BITCOINFBTC5,530$451,1370.10%
200CENTENE CORP DELCNC7,224$437,6300.10%
201UPSTART HLDGS INCUPST7,050$434,0680.10%
202SALESFORCE INCCRM1,281$428,8760.09%
203COSTAR GROUP INCCSGP5,987$428,6090.09%
204CME GROUP INCCME1,798$428,0230.09%
205NOVARTIS AGNVSEF4,161$404,9070.09%
206ISHARES TR4642872349,292$388,5710.09%
207PLAYA HOTELS & RESORTS NVN7054410630,681$388,1100.09%
208U HAUL HOLDING COMPANYUHAL-B5,340$368,9410.08%
209GREENBRIER COS INC393657AM3300$364,9710.08%
210AON PLCAON982$352,6820.08%
211GE AEROSPACE3696043012,096$350,1790.08%
212CVS HEALTH CORPCVS7,721$346,5960.08%
213VANGUARD INDEX FDS922908363639$344,1560.08%
214AKAMAI TECHNOLOGIES INCAKAM335$336,2730.07%
215COSTCO WHSL CORP NEW22160K105364$333,8450.07%
216AT&T INCT-PC14,634$333,2080.07%
217FEDEX CORPFDX1,160$327,9440.07%
218CONSTELLATION BRANDS INCSTZ1,480$327,0300.07%
219FIRST TR INTER DURATN PFD &33718W10317,276$313,3340.07%
220DESCARTES SYS GROUP INC2499061082,705$307,2880.07%
221FORD MTR CO345370CZ1314$303,6380.07%
222PIMCO CALIF MUN INCOME FD II72201C10944,000$303,5780.07%
223MOSAIC CO NEWMOS12,350$303,5630.07%
224ISHARES TR4642874323,458$302,0300.07%
225BIOMARIN PHARMACEUTICAL INCBMRN324$301,1900.07%
226JOBY AVIATION INCJOBY-WT36,750$298,7780.07%
227LCI INDS501812AB7300$294,2510.07%
228SMITH & NEPHEW PLCSNNUF11,592$284,9310.06%
229CRISPR THERAPEUTICS AGCRSP7,131$280,6660.06%
230CHECK POINT SOFTWARE TECH LTM224651041,500$280,0500.06%
231FIRST TR EXCHANGE-TRADED FD33733E1043,100$272,2420.06%
232VANGUARD INTL EQUITY INDEX F9220428586,112$269,1780.06%
233VANGUARD INTL EQUITY INDEX F9220427754,640$266,3820.06%
234CASELLA WASTE SYS INCCWST2,495$263,9960.06%
235GRAYSCALE ETHEREUM MINI TR E38964R2038,361$263,2880.06%
236AMGEN INCAMGN997$259,8470.06%
237ISHARES TR46429B5984,872$256,4620.06%
238RELAY THERAPEUTICS INCRLAY61,425$253,0710.06%
239INVESCO EXCH TRADED FD TR IIIVZ3,530$247,1180.05%
240EMERSON ELEC COEMR1,982$245,6290.05%
241GENTEX CORPGNTX8,464$243,1620.05%
242ENTERPRISE PRODS PARTNERS L2937921077,750$243,0400.05%
243EXPONENT INCEXPO2,705$241,0160.05%
244CONSTRUCTION PARTNERS INCROAD2,705$239,2840.05%
245DONALDSON INCDCI3,499$235,6310.05%
246ALPS ETF TR00162Q4524,738$228,1850.05%
247SCHLUMBERGER LTDSLB5,877$226,7340.05%
248FIRST TR EXCHANGE TRADED FD33734X8463,563$226,0700.05%
249ZILLOW GROUP INCZ3,023$223,8320.05%
250ISHARES TR46436E7182,229$223,5810.05%
251AAON INCAAON1,883$221,5910.05%
252VANGUARD WORLD FD92204A3061,803$218,6880.05%
253SPDR INDEX SHS FDS78463X5336,150$216,9490.05%
254ISHARES TR4642885882,300$210,8640.05%
255ISHARES TR46435U8535,700$209,7030.05%
256PROSHARES TR74349Y8375,500$205,7000.05%
257ISHARES TR4642874652,651$200,4540.04%
258GITLAB INCGTLB3,550$200,0420.04%
259KAYNE ANDERSON ENERGY INFRST48660610613,250$168,4080.04%
260PLANET LABS PBCPL-WT41,000$165,6400.04%
261VIASAT INCVSAT18,400$156,5840.03%
262NUVEEN CA QUALTY MUN INCOMENU13,500$152,4150.03%
263AFFIMED N VN01045207126,414$150,4330.03%
264TERAWULF INCWULF26,500$149,9900.03%
265STONECO LTDSTNE17,175$136,8850.03%
266PRINCIPAL REAL ESTATE INCOMEPGZ10,234$101,1140.02%
267VIRTUS CONVERTIBLE & INCOME92838X10211,167$38,7500.01%
268COMPASS PATHWAYS PLCCMPS10,100$38,1780.01%
269PLUG POWER INCPLUG12,400$26,4120.01%
270CARPARTS COM INCPRTS14,750$15,9300.00%
271TABOOLA.COM LTDTBLAW38,500$12,3240.00%
272GLYCOMIMETICS INC38000Q10245,965$11,4450.00%
273NEKTAR THERAPEUTICSNKTR10,000$9,3000.00%
274NUVATION BIO INCNUVB22,396$5,1510.00%
275PYXIS TANKERS INCPXS24,000$4,8000.00%
276MOMENTUS INCMNTSW34,954$2,7720.00%