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Wealth Intelligence, LLC 13F holdings

Filed 2026-07-13 · Wealth Intelligence, LLC · 59 positions · $215.3M

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TickerCompanySharesValue% of portfolio
LOWLOWES COS INC301.7K$66.5M30.9%
FTCBFIRST TR EXCHANGE-TRADED FD895.0K$18.7M8.7%
PFXFVANECK ETF TRUST546.8K$9.8M4.5%
GSYINVESCO ACTIVELY MANAGED EXC188.3K$9.4M4.4%
AAPLAPPLE INC26.3K$7.6M3.5%
AVGOBROADCOM INC18.0K$6.8M3.2%
—ETF SER SOLUTIONS229.9K$6.0M2.8%
ETNEATON CORP PLC11.8K$5.0M2.3%
JPMJPMORGAN CHASE & CO14.1K$4.6M2.1%
MPCMARATHON PETE CORP17.5K$4.5M2.1%
—JOHNSON CONTROLS INTERNATION27.0K$4.0M1.8%
MSFTMICROSOFT CORP10.0K$3.7M1.7%
UNPUNION PAC CORP11.8K$3.2M1.5%
GOOGLALPHABET INC8.9K$3.2M1.5%
CBCHUBB LIMITED8.5K$2.9M1.3%
CVSCVS HEALTH CORP27.2K$2.8M1.3%
AMZNAMAZON COM INC11.3K$2.7M1.2%
EFAAINVESCO ACTIVELY MANAGED EXC45.2K$2.5M1.2%
CMECME GROUP INC10.9K$2.4M1.1%
SOSOUTHERN CO24.9K$2.4M1.1%
VVISA INC6.7K$2.3M1.1%
CMICUMMINS INC3.0K$2.2M1.0%
AFLAFLAC INC18.3K$2.2M1.0%
ABBVABBVIE INC8.2K$2.1M1.0%
JNJJOHNSON & JOHNSON7.6K$1.9M0.9%
VZVERIZON COMMUNICATIONS INC45.5K$1.9M0.9%
ADIANALOG DEVICES INC4.5K$1.8M0.8%
MSIMOTOROLA SOLUTIONS INC4.3K$1.8M0.8%
NVDANVIDIA CORPORATION8.4K$1.7M0.8%
HDHOME DEPOT INC4.7K$1.6M0.8%
AMDADVANCED MICRO DEVICES INC2.8K$1.6M0.8%
WMTWALMART INC14.0K$1.6M0.7%
BRK-BBERKSHIRE HATHAWAY INC DEL2$1.5M0.7%
LMTLOCKHEED MARTIN CORP2.9K$1.5M0.7%
CGCPCAPITAL GRP FIXED INCM ETF T65.4K$1.5M0.7%
NLRVANECK ETF TRUST11.3K$1.3M0.6%
UNHUNITEDHEALTH GROUP INC2.9K$1.2M0.6%
UPSUNITED PARCEL SVCS INC11.1K$1.2M0.6%
SPLVINVESCO EXCH TRADED FD TR II15.8K$1.2M0.6%
APDAIR PRODUCTS AND CHEMICALS I4.0K$1.2M0.5%
PANWPALO ALTO NETWORKS INC3.4K$1.2M0.5%
MAMASTERCARD INCORPORATED2.0K$1.1M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL2.1K$1.0M0.5%
—TRANE TECHNOLOGIES PLC2.1K$1.0M0.5%
RTXRTX CORPORATION4.8K$913,9290.4%
GEVGE VERNOVA INC735$863,5220.4%
CATCATERPILLAR INC726$773,1170.4%
METAMETA PLATFORMS INC1.4K$763,4980.4%
VRTVERTIV HOLDINGS CO2.2K$743,6350.3%
ABTABBOTT LABORATORIES8.0K$728,8240.3%
CDNSCADENCE DESIGN SYSTEM INC1.8K$685,7100.3%
NXPINXP SEMICONDUCTORS N V2.1K$604,2150.3%
CHKPCHECK POINT SOFTWARE TECH LT4.2K$551,2170.3%
RKLBROCKET LAB CORP5.0K$505,3020.2%
SNPSSYNOPSYS INC1.1K$504,0590.2%
SPGIS&P GLOBAL INC1.1K$429,2520.2%
FANGDIAMONDBACK ENERGY INC2.4K$416,9500.2%
ANETARISTA NETWORKS INC2.4K$411,6190.2%
PLTRPALANTIR TECHNOLOGIES INC2.4K$276,2750.1%
Top Fund Holdings
13F
Top Fund Holdings

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