Wealth Intelligence, Llc Portfolio Stock Holdings
Wealth Intelligence, Llc disclosed 58 stock positions valued at approximately $208.0 million in its latest SEC 13F filing. The largest holdings include LOWES COS INC, VANECK ETF TRUST, and INVESCO ACTIVELY MANAGED EXC. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 58
- Portfolio Value
- $208.0M
Holdings by Sector
Wealth Intelligence, Llc Portfolio Holdings in Q1 2026
55 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| LOWES COS INC | LOW | Consumer Cyclical | 34.28% | 301,679 | +3 | +0.00% | $71,280,699 |
| VANECK ETF TRUST | PFXF | Other | 4.59% | 544,001 | -79,237 | -12.71% | $9,541,778 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 3.33% | 138,190 | +15,546 | +12.68% | $6,926,083 |
| APPLE INC | AAPL | Technology | 3.22% | 26,390 | -1,098 | -3.99% | $6,697,645 |
| BROADCOM INC | AVGO | Technology | 2.68% | 18,003 | +292 | +1.65% | $5,572,109 |
| MARATHON PETE CORP | MPC | Energy | 2.10% | 17,870 | -116 | -0.64% | $4,363,497 |
| EATON CORP PLC | ETN | Other | 2.00% | 11,603 | +3,000 | +34.87% | $4,150,045 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.98% | 14,024 | -135 | -0.95% | $4,125,300 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 1.75% | 27,766 | +95 | +0.34% | $3,635,958 |
| MICROSOFT CORP | MSFT | Technology | 1.65% | 9,243 | +923 | +11.09% | $3,421,481 |
| CME GROUP INC | CME | Financial Services | 1.53% | 10,756 | +41 | +0.38% | $3,176,785 |
| CHUBB LTD SWITZ | CB | Financial Services | 1.37% | 8,750 | -374 | -4.10% | $2,851,888 |
| UNION PAC CORP | UNP | Industrials | 1.37% | 11,737 | +25 | +0.21% | $2,847,631 |
| SOUTHERN CO | SO | Utilities | 1.31% | 28,326 | +3,182 | +12.66% | $2,734,026 |
| ALPHABET INC | GOOGL | Communication Services | 1.20% | 8,643 | -1,694 | -16.39% | $2,485,451 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.19% | 7,549 | -273 | -3.49% | $2,482,791 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.17% | 48,471 | +671 | +1.40% | $2,433,244 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.09% | 10,913 | -1,390 | -11.30% | $2,272,851 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.97% | 4,643 | +401 | +9.45% | $2,014,923 |
| AFLAC INC | AFL | Financial Services | 0.97% | 18,340 | -4,407 | -19.37% | $2,012,081 |
| VISA INC | V | Financial Services | 0.95% | 6,543 | +84 | +1.30% | $1,977,556 |
| CVS HEALTH CORP | CVS | Healthcare | 0.92% | 26,775 | +791 | +3.04% | $1,922,981 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.89% | 7,567 | -94 | -1.23% | $1,849,677 |
| ABBVIE INC | ABBV | Healthcare | 0.84% | 7,999 | +1,097 | +15.89% | $1,739,703 |
| WALMART INC | WMT | Consumer Defensive | 0.83% | 13,856 | -3,858 | -21.78% | $1,722,024 |
| CUMMINS INC | CMI | Industrials | 0.78% | 3,022 | -656 | -17.84% | $1,625,896 |
| ANALOG DEVICES INC | ADI | Technology | 0.74% | 4,862 | -1,429 | -22.71% | $1,546,797 |
| VANECK ETF TRUST | NLR | Other | 0.72% | 11,223 | +2,315 | +25.99% | $1,494,791 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 0.72% | 66,881 | +1,187 | +1.81% | $1,494,122 |
| NVIDIA CORPORATION | NVDA | Technology | 0.70% | 8,296 | +2,533 | +43.95% | $1,446,822 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.69% | 2,879 | +92 | +3.30% | $1,438,521 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.69% | 2 | - | - | $1,436,280 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.68% | 2,341 | +2,341 | +100.00% | $1,414,877 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.59% | 12,463 | -6,663 | -34.84% | $1,226,110 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.56% | 4,036 | -37 | -0.91% | $1,172,418 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.56% | 15,898 | -4,304 | -21.30% | $1,162,780 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.47% | 2,041 | +882 | +76.10% | $978,047 |
| RTX CORPORATION | RTX | Industrials | 0.44% | 4,711 | +4,711 | +100.00% | $908,752 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.42% | 2,115 | +92 | +4.55% | $881,405 |
| GE VERNOVA INC | GEV | Utilities | 0.41% | 981 | -465 | -32.16% | $856,315 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.37% | 3,111 | +3,111 | +100.00% | $779,554 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.37% | 7,523 | +7,523 | +100.00% | $772,386 |
| META PLATFORMS INC | META | Communication Services | 0.36% | 1,324 | +55 | +4.33% | $757,675 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.29% | 2,260 | +2,260 | +100.00% | $611,533 |
| CATERPILLAR INC | CAT | Industrials | 0.29% | 839 | -393 | -31.90% | $594,398 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.28% | 2,823 | -1,281 | -31.21% | $574,283 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 0.27% | 2,838 | -2,417 | -45.99% | $561,328 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.25% | 3,258 | +3,258 | +100.00% | $522,323 |
| CHECK POINT SOFTWARE TECH LT | CHKP | Other | 0.23% | 3,298 | +3,298 | +100.00% | $471,119 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.22% | 1,612 | +355 | +28.24% | $447,926 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 0.20% | 2,082 | -389 | -15.74% | $409,863 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.18% | 897 | +48 | +5.65% | $381,530 |
| SYNOPSYS INC | SNPS | Technology | 0.17% | 877 | +142 | +19.32% | $347,713 |
| ARISTA NETWORKS INC | ANET | Other | 0.14% | 2,372 | +2,372 | +100.00% | $291,234 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.13% | 1,810 | -1,361 | -42.92% | $264,767 |