Wealth Intelligence, LLC Top Holdings and 13F Report (2026) About Wealth Intelligence, LLCInvestment ActivityWealth Intelligence, LLC has $207.95 million in total holdings as of March 31, 2026.Wealth Intelligence, LLC owns shares of 58 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 17.92% of the portfolio was purchased this quarter.About 14.49% of the portfolio was sold this quarter.This quarter, Wealth Intelligence, LLC has purchased 55 new stocks and bought additional shares in 24 stocks.Wealth Intelligence, LLC sold shares of 22 stocks and completely divested from 8 stocks this quarter.Largest Holdings Lowe's Companies $71,280,699FIRST TR EXCHANGE-TRADED FD $19,748,093VanEck Preferred Securities ex Financials ETF $9,541,778Invesco Ultra Short Duration ETF $6,926,083Apple $6,697,645 Largest New Holdings this Quarter 33738D788 - FIRST TR EXCHANGE-TRADED FD $19,748,093 Holding26922B485 - ETF SER SOLUTIONS $4,804,057 Holding46090A713 - INVESCO ACTIVELY MANAGED EXC $2,291,975 Holding539830109 - Lockheed Martin $1,414,877 Holding75513E101 - RTX $908,752 Holding Largest Purchases this Quarter FIRST TR EXCHANGE-TRADED FD 942,180 shares (about $19.75M)ETF SER SOLUTIONS 226,035 shares (about $4.80M)INVESCO ACTIVELY MANAGED EXC 43,458 shares (about $2.29M)Lockheed Martin 2,341 shares (about $1.41M)Eaton 3,000 shares (about $1.07M) Largest Sales this Quarter VanEck Preferred Securities ex Financials ETF 79,237 shares (about $1.39M)United Parcel Service 6,663 shares (about $655.51K)Alphabet 1,694 shares (about $487.14K)Aflac 4,407 shares (about $483.49K)WALMART INC 3,858 shares (about $479.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Intelligence, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLOWLowe's Companies$71,280,699$709 â–²0.0%301,67934.3%Retail/WholesaleFIRST TR EXCHANGE-TRADED FD$19,748,093$19,748,093 â–²New Holding942,1809.5%CORE INVESTMENTPFXFVanEck Preferred Securities ex Financials ETF$9,541,778$1,389,817 â–¼-12.7%544,0014.6%ETFGSYInvesco Ultra Short Duration ETF$6,926,083$779,166 â–²12.7%138,1903.3%ETFAAPLApple$6,697,645$278,667 â–¼-4.0%26,3903.2%Computer and TechnologyAVGOBroadcom$5,572,109$90,377 â–²1.6%18,0032.7%Computer and TechnologyETF SER SOLUTIONS$4,804,057$4,804,057 â–²New Holding226,0352.3%AAM SAWGRASS USMPCMarathon Petroleum$4,363,497$28,325 â–¼-0.6%17,8702.1%EnergyETNEaton$4,150,045$1,073,010 â–²34.9%11,6032.0%IndustrialsJPMJPMorgan Chase & Co.$4,125,300$39,712 â–¼-1.0%14,0242.0%FinanceJCIJohnson Controls International$3,635,958$12,440 â–²0.3%27,7661.7%ConstructionMSFTMicrosoft$3,421,481$341,667 â–²11.1%9,2431.6%Computer and TechnologyCMECME Group$3,176,785$12,109 â–²0.4%10,7561.5%FinanceCBChubb$2,851,888$121,898 â–¼-4.1%8,7501.4%FinanceUNPUnion Pacific$2,847,631$6,066 â–²0.2%11,7371.4%TransportationSOSouthern$2,734,026$307,127 â–²12.7%28,3261.3%UtilitiesGOOGLAlphabet$2,485,451$487,140 â–¼-16.4%8,6431.2%Computer and TechnologyHDHome Depot$2,482,791$89,787 â–¼-3.5%7,5491.2%Retail/WholesaleVZVerizon Communications$2,433,244$33,684 â–²1.4%48,4711.2%Computer and TechnologyINVESCO ACTIVELY MANAGED EXC$2,291,975$2,291,975 â–²New Holding43,4581.1%MSCI EAFE INCOMEAMZNAmazon.com$2,272,851$289,495 â–¼-11.3%10,9131.1%Retail/WholesaleMSIMotorola Solutions$2,014,923$174,022 â–²9.5%4,6431.0%Computer and TechnologyAFLAflac$2,012,081$483,492 â–¼-19.4%18,3401.0%FinanceVVisa$1,977,556$25,388 â–²1.3%6,5431.0%Business ServicesCVSCVS Health$1,922,981$56,810 â–²3.0%26,7750.9%MedicalJNJJohnson & Johnson$1,849,677$22,977 â–¼-1.2%7,5670.9%MedicalABBVAbbVie$1,739,703$238,587 â–²15.9%7,9990.8%MedicalWALMART INC$1,722,024$479,472 â–¼-21.8%13,8560.8%COMCMICummins$1,625,896$352,941 â–¼-17.8%3,0220.8%Auto/Tires/TrucksADIAnalog Devices$1,546,797$454,622 â–¼-22.7%4,8620.7%Computer and TechnologyNLRVanEck Uranium and Nuclear ETF$1,494,791$308,335 â–²26.0%11,2230.7%ETFCGCPCapital Group Core Plus Income ETF$1,494,122$26,518 â–²1.8%66,8810.7%ETFNVDANVIDIA$1,446,822$441,755 â–²44.0%8,2960.7%Computer and TechnologyMAMastercard$1,438,521$45,969 â–²3.3%2,8790.7%Business ServicesBRK.ABerkshire Hathaway$1,436,2800.0%20.7%FinanceLMTLockheed Martin$1,414,877$1,414,877 â–²New Holding2,3410.7%AerospaceUPSUnited Parcel Service$1,226,110$655,506 â–¼-34.8%12,4630.6%TransportationAPDAir Products and Chemicals$1,172,418$10,748 â–¼-0.9%4,0360.6%Basic MaterialsSPLVInvesco S&P 500 Low Volatility ETF$1,162,780$314,795 â–¼-21.3%15,8980.6%ETFBRK.BBerkshire Hathaway$978,047$422,654 â–²76.1%2,0410.5%FinanceRTXRTX$908,752$908,752 â–²New Holding4,7110.4%AerospaceTTTrane Technologies$881,405$38,340 â–²4.5%2,1150.4%ConstructionGE VERNOVA INC$856,315$405,899 â–¼-32.2%9810.4%COMVRTVertiv$779,554$779,554 â–²New Holding3,1110.4%Computer and TechnologyABTAbbott Laboratories$772,386$772,386 â–²New Holding7,5230.4%MedicalMETAMeta Platforms$757,675$31,474 â–²4.3%1,3240.4%Computer and TechnologyUNHUnitedHealth Group$611,533$611,533 â–²New Holding2,2600.3%MedicalCATCaterpillar$594,398$278,425 â–¼-31.9%8390.3%IndustrialsAMDAdvanced Micro Devices$574,283$260,594 â–¼-31.2%2,8230.3%Computer and TechnologyFANGDiamondback Energy$561,328$478,058 â–¼-46.0%2,8380.3%EnergyPANWPalo Alto Networks$522,323$522,323 â–²New Holding3,2580.3%Computer and TechnologyCHKPCheck Point Software Technologies$471,119$471,119 â–²New Holding3,2980.2%Computer and TechnologyCDNSCadence Design Systems$447,926$98,644 â–²28.2%1,6120.2%Computer and TechnologyNXPINXP Semiconductors$409,863$76,579 â–¼-15.7%2,0820.2%Computer and TechnologySPGIS&P Global$381,530$20,416 â–²5.7%8970.2%FinanceSNPSSynopsys$347,713$56,300 â–²19.3%8770.2%Computer and TechnologyARISTA NETWORKS INC$291,234$291,234 â–²New Holding2,3720.1%COM SHSPALANTIR TECHNOLOGIES INC$264,767$199,087 â–¼-42.9%1,8100.1%CL AFEDERATED HERMES TTL RTNBND ETF$0$16,782,917 â–¼-100.0%00.0%UIESMIGBahl & Gaynor Small/Mid Cap Income Growth ETF$0$2,291,616 â–¼-100.0%00.0%ETFCMCSAComcast$0$1,365,734 â–¼-100.0%00.0%Consumer DiscretionaryALLAllstate$0$569,707 â–¼-100.0%00.0%FinanceCSCOCisco Systems$0$563,937 â–¼-100.0%00.0%Computer and TechnologySTESTERIS$0$536,955 â–¼-100.0%00.0%MedicalPHMPulteGroup$0$411,934 â–¼-100.0%00.0%ConstructionTJXTJX Companies$0$405,377 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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