Sign In
test

Desaree Tatum

Wealth Intelligence, Llc

Assets Managed
$207.954M
Holdings
58
Last Quarter
2026 - Q1
Filed Date
1mo 27d ago
Growth Rate
3.2%(2Q avg: 1.6%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Intelligence, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Wealth Intelligence, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 207.954M in assets, with a quarterly growth rate of 3.2% and a 2-quarter average growth rate of 1.6%. The portfolio is managed by Desaree Tatum, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LOW
Lowe's Cos Inc
Recent Activity
Increased 0.01%
34.28%
$71.281M
301,679 shares@ $236.28 avg price
FTCB
Ft Core Investment Grade Etf
Recent Activity
New Position
9.5%
$19.748M
942,180 shares@ $20.97 avg price
PFXF
Vaneck Pref Sec X-financials
Recent Activity
Decreased -12.71%
4.59%
$9.542M
544,001 shares@ $17.55 avg price
GSY
Invesco Ultra Short Duration
Recent Activity
Increased 12.68%
3.34%
$6.926M
138,190 shares@ $50.13 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.99%
3.23%
$6.698M
26,390 shares@ $253.8 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.65%
2.68%
$5.572M
18,003 shares@ $309.52 avg price
SAWS
Aam Sawgrass Us Sm Cp Gr Etf
Recent Activity
New Position
2.32%
$4.804M
226,035 shares@ $21.26 avg price
MPC
Marathon Petroleum Corp
Recent Activity
Decreased -0.64%
2.1%
$4.363M
17,870 shares@ $244.19 avg price
ETN
Eaton Corp Plc
Recent Activity
Increased 34.88%
2%
$4.15M
11,603 shares@ $357.67 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.95%
1.99%
$4.125M
14,024 shares@ $294.17 avg price

1-10 of 58