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Wealth Intelligence, LLC Portfolio
$208.8M across 60 positions as of 2026-09-30, with 63% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| LOWLowe's Companies Inc | $55.6M | 26.6% | 301,686 |
| FIRST TR EXCHANGE-TRADED FD | $17.8M | 8.5% | 903,374 |
| INVESCO ACTIVELY MANAGED EXC | $11.9M | 5.7% | 237,914 |
| PFXFVanEck Preferred Securities ex Financials ETF | $9.3M | 4.5% | 531,609 |
| AAPLApple Inc | $8.6M | 4.1% | 25,719 |
| MPCMarathon Petroleum Corp | $6.5M | 3.1% | 16,379 |
| AVGOBroadcom Inc | $6.4M | 3.0% | 18,090 |
| ETF SER SOLUTIONS | $5.4M | 2.6% | 237,409 |
| MSFTMicrosoft Corp | $5.3M | 2.5% | 10,303 |
| EATON CORP PLC | $5.2M | 2.5% | 12,047 |
| JPMJPMorgan Chase & Co | $4.6M | 2.2% | 14,048 |
| JOHNSON CONTROLS INTERNATION | $4.1M | 1.9% | 27,343 |
| CMECME Group Inc | $3.3M | 1.6% | 12,599 |
| UNPUnion Pacific Corp | $3.1M | 1.5% | 11,421 |
| GOOGLAlphabet Inc | $3M | 1.5% | 8,858 |
| AMZNAmazon.com Inc | $2.9M | 1.4% | 11,514 |
| CHUBB LIMITED | $2.8M | 1.3% | 8,512 |
| INVESCO ACTIVELY MANAGED EXC | $2.7M | 1.3% | 49,360 |
| VVisa Inc | $2.4M | 1.2% | 6,799 |
| ABBVAbbVie Inc | $2.2M | 1.0% | 8,340 |
| CVSCVS Health Corp | $2.2M | 1.0% | 25,424 |
| VZVerizon Communications Inc | $2.2M | 1.0% | 47,282 |
| SOSouthern Co | $2.1M | 1.0% | 25,620 |
| AFLAflac Inc | $2.1M | 1.0% | 18,340 |
| JNJJohnson & Johnson | $2M | 1.0% | 7,657 |
| MSIMotorola Solutions Inc | $2M | 0.9% | 4,419 |
| NVDANVIDIA Corp | $1.9M | 0.9% | 8,164 |
| ADIAnalog Devices Inc | $1.8M | 0.8% | 4,421 |
| LMTLockheed Martin Corp | $1.6M | 0.7% | 3,074 |
| CMICummins Inc | $1.5M | 0.7% | 2,997 |
| WMTWalmart Inc | $1.5M | 0.7% | 14,561 |
| BRK.ABerkshire Hathaway Inc | $1.5M | 0.7% | 2 |
| CAPITAL GRP FIXED INCM ETF T | $1.5M | 0.7% | 69,335 |
| NLRVanEck Uranium and Nuclear ETF | $1.4M | 0.7% | 13,928 |
| HDHome Depot Inc | $1.4M | 0.7% | 4,882 |
| SPLVInvesco S&P 500 Low Volatility ETF | $1.3M | 0.6% | 18,408 |
| MAMastercard Inc | $1.2M | 0.6% | 2,188 |
| PANWPalo Alto Networks Inc | $1.1M | 0.5% | 2,880 |
| APDAir Products and Chemicals Inc | $1.1M | 0.5% | 4,036 |
| BRK.BBerkshire Hathaway Inc | $1.1M | 0.5% | 2,198 |
| UPSUnited Parcel Service Inc | $1.1M | 0.5% | 11,343 |
| METAMeta Platforms Inc | $1M | 0.5% | 1,431 |
| UNHUnitedHealth Group Inc | $1M | 0.5% | 2,782 |
| ABTAbbott Laboratories | $1M | 0.5% | 10,180 |
| TRANE TECHNOLOGIES PLC | $998.4K | 0.5% | 2,209 |
| RTXRTX Corp | $944.6K | 0.5% | 5,088 |
| AMDAdvanced Micro Devices Inc | $865K | 0.4% | 1,414 |
| GEVGE Vernova Inc | $708.1K | 0.3% | 745 |
| CHECK POINT SOFTWARE TECH LT | $602.1K | 0.3% | 4,691 |
| CDNSCadence Design Systems Inc | $586.7K | 0.3% | 1,777 |
| CATCaterpillar Inc | $570.8K | 0.3% | 704 |
| VRTVertiv Holdings Co | $556.2K | 0.3% | 2,305 |
| SNPSSynopsys Inc | $511.1K | 0.2% | 1,175 |
| NXP SEMICONDUCTORS N V | $472.7K | 0.2% | 1,990 |
| PLTRPalantir Technologies Inc | $460K | 0.2% | 2,459 |
| FANGDiamondback Energy Inc | $449.2K | 0.2% | 2,444 |
| ANETArista Networks Inc | $444.8K | 0.2% | 2,185 |
| SPGIS&P Global Inc | $440.6K | 0.2% | 1,117 |
| RKLBRocket Lab USA, Inc. | $346.4K | 0.2% | 4,971 |
| EA SERIES TRUST | $291.4K | 0.1% | 10,424 |
Quarter ending 2026-09-30.
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