SEC Form 13F

Wealth Intelligence, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-14
Reported value$215,278,517
Positions59

Largest disclosed positions

IssuerTickerClassReported valueReported amount
LOWES COS INCLOWCOM$66,517,914301,682
FIRST TR EXCHANGE-TRADED FDFTCBCORE INVESTMENT$18,665,976895,036
VANECK ETF TRUSTPFXFPREFERRED SECURT$9,754,038546,751
INVESCO ACTIVELY MANAGED EXCGSYULTRA SHRT DUR$9,445,602188,347
APPLE INCAAPLCOM$7,607,44226,291
BROADCOM INCAVGOCOM$6,802,90018,009
ETF SER SOLUTIONSSAWSAAM SAWGRASS US$5,987,323229,882
EATON CORP PLCETNSHS$5,012,45011,763
JPMORGAN CHASE & COJPMCOM$4,622,88214,123
MARATHON PETE CORPMPCCOM$4,481,89517,530

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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