Holdings
Wealth Intelligence, LLC
As of Sep 30, 2026, Wealth Intelligence, LLC reported 53 positions worth US$195M. Largest: Lowe's Companies, Inc., First Trust Core Investment Grade ETF and Invesco Ultra Short Duration ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lowe's Companies, Inc. | 302K | US$55.6M | +4 | Sep 30, 2026 |
| First Trust Core Investment Grade ETF | 903K | US$17.8M | new | Sep 30, 2026 |
| Invesco Ultra Short Duration ETF | 238K | US$11.9M | new | Sep 30, 2026 |
| VanEck Preferred Securities ex Financials ETF | 532K | US$9.31M | new | Sep 30, 2026 |
| Apple Inc | 25,719 | US$8.56M | −572 | Sep 30, 2026 |
| Marathon Petroleum Corporation | 16,379 | US$6.48M | −1,151 | Sep 30, 2026 |
| Broadcom Inc. | 18,090 | US$6.35M | +81 | Sep 30, 2026 |
| AAM Sawgrass US Small Cap Quality Growth ETF | 237K | US$5.43M | new | Sep 30, 2026 |
| Microsoft Corp. | 10,303 | US$5.28M | +266 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 14,048 | US$4.65M | −75 | Sep 30, 2026 |