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Home > Institutional Investor > Wealth Intelligence, Llc > Profile

Instuitional Investor - Wealth Intelligence, Llc

Fund Profile
Filing Period:
Fund Name: Wealth Intelligence, Llc
Portfolio Value $201,512,101
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lowes Companies Inc
 LOW 301,676 $72,752,237 36.1%
2.
Federated Hermes Ttl Rtnbnd Etf
 661,005 $16,782,917 8.33%
3.
Market Vectors Etf Trust
 SMH 623,238 $11,006,383 5.46%
4.
Apple Inc.
 AAPL 27,488 $7,472,951 3.71%
5.
Invsc Ultra Short Duration Etf
 122,644 $6,162,861 3.06%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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