Wealth Intelligence, LLC
CIK: 0002112078SEC EDGAR →
Portfolio Value
$201.5M
Holdings
55
As of
Q4 2025
New Positions
55
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | LOWES COS INC | 301,676 | $72.8M | 36.10% |
| 2 | FEDERATED HERMES TTL RTNBND ETF | 661,005 | $16.8M | 8.33% |
| 3 | VANECK PREFERRED SECURT EX FNCL ETF | 623,238 | $11.0M | 5.46% |
| 4 | APPLE INC | 27,488 | $7.5M | 3.71% |
| 5 | INVSC ULTRA SHORT DURATION ETF | 122,644 | $6.2M | 3.06% |
| 6 | BROADCOM INC | 17,711 | $6.1M | 3.04% |
| 7 | JPMORGAN CHASE & CO | 14,159 | $4.6M | 2.26% |
| 8 | MICROSOFT CORP | 8,320 | $4.0M | 2.00% |
| 9 | JOHNSON CONTROLS INT F | 27,671 | $3.3M | 1.64% |
| 10 | ALPHABET INC CLASS CLASS A | 10,337 | $3.2M | 1.61% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 5 | $79.1M | 39.3% |
| Financial Services | 15 | $59.4M | 29.5% |
| Technology | 12 | $25.3M | 12.6% |
| Industrials | 7 | $14.0M | 7.0% |
| Healthcare | 4 | $5.8M | 2.9% |
| Communication Services | 3 | $5.4M | 2.7% |
| Energy | 2 | $3.7M | 1.8% |
| Utilities | 2 | $3.1M | 1.6% |
| Unknown | 3 | $2.7M | 1.3% |
| Consumer Defensive | 1 | $2.0M | 1.0% |
| Basic Materials | 1 | $1.0M | 0.5% |