Titelia

Holdings of Wealth Intelligence, LLC

51 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 70.7 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 39.9 %
  • Technology 12.1 %
  • Financials 8.1 %
  • Industrials 5.4 %
  • Health care 3.6 %
  • Communication 3.0 %
  • Energy 2.6 %
  • Utilities 1.4 %
  • Consumer staples 0.9 %
  • Materials 0.6 %
  • Unattributed 22.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US51190.7M $100.00 %

Positions

RankCompanySharesValueWeight
1Lowe's Cos Inc 301,67971.3M $
2First Trust Exchange-Traded Fund IV 942,18019.7M $
3VanEck Preferred Securities ex 544,0019.5M $
4Invesco Ultra Short Duration E 138,1906.9M $
5Apple Inc 26,3906.7M $
6Broadcom Inc 18,0035.6M $
7Marathon Petroleum Corp 17,8704.4M $
8JPMorgan Chase & Co 14,0244.1M $
9Microsoft Corp 9,2433.4M $
10CME Group Inc 10,7563.2M $
11Union Pacific Corp 11,7372.8M $
12Southern Co/The 28,3262.7M $
13Alphabet Inc 8,6432.5M $
14Home Depot Inc/The 7,5492.5M $
15Verizon Communications Inc 48,4712.4M $
16Invesco MSCI EAFE Income Advantage ETF 43,4582.3M $
17Amazon.com Inc 10,9132.3M $
18Motorola Solutions Inc 4,6432M $
19Aflac Inc 18,3402M $
20Visa Inc 6,5432M $
21CVS Health Corp 26,7751.9M $
22Johnson & Johnson 7,5671.8M $
23AbbVie Inc 7,9991.7M $
24Walmart Inc 13,8561.7M $
25Cummins Inc 3,0221.6M $
26Analog Devices Inc 4,8621.5M $
27VanEck Uranium and Nuclear ETF 11,2231.5M $
28Capital Group Core Plus Income ETF 66,8811.5M $
29NVIDIA Corp 8,2961.4M $
30Mastercard Inc 2,8791.4M $
31Berkshire Hathaway Inc 21.4M $
32Lockheed Martin Corp 2,3411.4M $
33United Parcel Service Inc 12,4631.2M $
34Air Products and Chemicals Inc 4,0361.2M $
35Invesco S&P 500 Low Volatility 15,8981.2M $
36Berkshire Hathaway Inc 2,041978K $
37RTX Corp 4,711908.8K $
38GE Vernova Inc 981856.3K $
39Vertiv Holdings Co 3,111779.6K $
40Abbott Laboratories 7,523772.4K $
41Meta Platforms Inc 1,324757.7K $
42UnitedHealth Group Inc 2,260611.5K $
43Caterpillar Inc 839594.4K $
44Advanced Micro Devices Inc 2,823574.3K $
45Diamondback Energy Inc 2,838561.3K $
46Palo Alto Networks Inc 3,258522.3K $
47Cadence Design Systems Inc 1,612447.9K $
48S&P Global Inc 897381.5K $
49Synopsys Inc 877347.7K $
50Arista Networks Inc 2,372291.2K $
51Palantir Technologies Inc 1,810264.8K $