Le Conte Wealth Management, LLC Purchases in Q3 2025

Le Conte Wealth Management, LLC

  • $150 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
56.4K
+ 74.27%
$73.94 - $78.51 $4.17M - $4.43M
132K $10.3B
VGLT
Vanguard Long Term Treasury Et

ETFs
63K
+ 566.92%
$54.21 - $57.41 $3.41M - $3.61M
74.1K $4.21B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
26.7K
+ 44.77%
$97.75 - $100.75 $2.61M - $2.69M
86.5K $8.67B
AAPL
Apple Inc.

Technology
3.86K
+ 31.77%
$202.38 - $256.87 $781K - $992K
16K $4.08B
NVDA
Nvidia Corp

Technology
3.77K
+ 18.07%
$153.3 - $186.58 $578K - $704K
24.7K $4.6B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
21K
+ 48.85%
$37.14 - $37.85 $780K - $795K
64K $2.42B
MSFT
Microsoft Corp

Technology
1.16K
+ 15.59%
$491.09 - $535.64 $571K - $622K
8.61K $4.46B
GOOG
Alphabet Inc.

Communication Services
2.39K
+ 197.52%
$175.16 - $255.24 $418K - $609K
3.59K $875M
AVGO
Broadcom Inc.

Technology
1.01K
+ 17.44%
$264.74 - $369.57 $266K - $371K
6.77K $2.23B
MUB
Ishares National Muni Bond ETF

ETFs
4.21K
+ 56.8%
$103.24 - $106.68 $434K - $449K
11.6K $1.24B
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
18.7K
+ 2.68%
$8.15 - $8.82 $153K - $165K
719K $6.3B
TSLA
Tesla, Inc.

Consumer Cyclical
31
+ 1.06%
$293.94 - $444.72 $9.11K - $13.8K
2.97K $1.32B
JPM
Jpmorgan Chase & CO

Financial Services
781
+ 24.48%
$282.78 - $316.06 $221K - $247K
3.97K $1.25B
AMZN
Amazon Com Inc

Consumer Cyclical
1.48K
+ 19.44%
$211.65 - $238.24 $312K - $351K
9.06K $1.99B
CVX
Chevron Corp

Energy
1.89K
+ 82.95%
$145.57 - $161.83 $275K - $305K
4.16K $646M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
583
+ 37.47%
$459.11 - $506.91 $268K - $296K
2.14K $1.08B
MSI
Motorola Solutions, Inc.

Technology
696
New
$408.73 - $490.3 $284K - $341K
696 $318M
LDOS
Leidos Holdings, Inc.

Technology
1.63K
New
$159.2 - $188.96 $260K - $308K
1.63K $308M
ALCC
Alt C Acquisition Corp.

Financial Services
2.68K
New
N/A
2.68K $299M
MO
Altria Group, Inc.

Consumer Defensive
4.32K
New
$57.75 - $67.68 $250K - $293K
4.32K $286M
CSCO
Cisco Systems, Inc.

Technology
4.18K
+ 40.59%
$66.2 - $71.79 $277K - $300K
14.5K $990M
JNJ
Johnson & Johnson

Healthcare
852
+ 23.97%
$155.17 - $185.42 $132K - $158K
4.41K $817M
CYBR
Cyber Ark Software Ltd.

Technology
549
New
$374.8 - $491.1 $206K - $270K
549 $265M
META
Meta Platforms, Inc.

Communication Services
367
+ 20.12%
$695.21 - $791.73 $255K - $291K
2.19K $1.61B
UBER
Uber Technologies, Inc

Technology
2.66K
New
$86.91 - $99.57 $231K - $265K
2.66K $261M
VZ
Verizon Communications Inc

Communication Services
5.92K
New
$40.84 - $45.06 $242K - $267K
5.92K $260M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.3K
New
$185.88 - $207.44 $241K - $269K
1.3K $260M
WELL
Welltower Inc.

Real Estate
1.44K
New
$150.71 - $178.14 $217K - $256K
1.44K $256M
GILD
Gilead Sciences, Inc.

Healthcare
2.28K
New
$108.22 - $120.47 $246K - $274K
2.28K $253M
QCOM
Qualcomm Inc

Technology
1.52K
New
$145.84 - $173.55 $221K - $263K
1.52K $252M
NET
Cloudflare, Inc.

Technology
967
+ 41.9%
$181.39 - $228.28 $175K - $221K
3.28K $703M
NEE
Nextera Energy Inc

Utilities
3.24K
New
$69.77 - $77.54 $226K - $251K
3.24K $245M
Linde PLC
515
New
N/A
515 $245M
ECL
Ecolab Inc.

Basic Materials
891
New
$259.39 - $285.47 $231K - $254K
891 $244M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
526
New
$311.12 - $482.13 $164K - $254K
526 $240M
MDT
Medtronic PLC

Healthcare
2.52K
New
$87.67 - $95.74 $221K - $241K
2.52K $240M
IDXX
Idexx Laboratories Inc

Healthcare
375
New
$514.61 - $682.78 $193K - $256K
375 $240M
ADI
Analog Devices Inc

Technology
975
New
$220.68 - $255.63 $215K - $249K
975 $240M
AXP
American Express CO

Financial Services
716
New
$294.27 - $342.31 $211K - $245K
716 $238M
HOOD
Robinhood Markets, Inc.

Technology
627
+ 21.05%
$91.27 - $143.18 $57.2K - $89.8K
3.61K $516M
MMM
3 M CO

Industrials
1.53K
New
$144.41 - $160.2 $220K - $244K
1.53K $237M
Lightbridge Corp
11.2K
New
N/A
11.2K $237M
VRT
Vertiv Holdings CO

Industrials
1.57K
New
N/A
1.57K $236M
FFIV
F5, Inc.

Technology
730
New
$290.76 - $334.59 $212K - $244K
730 $236M
MRK
Merck & Co., Inc.

Healthcare
2.78K
New
$77.6 - $87.37 $216K - $243K
2.78K $233M
ABBV
Abb Vie Inc.

Healthcare
632
+ 33.63%
$184.85 - $231.54 $117K - $146K
2.51K $581M
PWR
Quanta Services, Inc.

Industrials
559
New
$372.29 - $421.68 $208K - $236K
559 $232M
VEEV
Veeva Systems Inc

Healthcare
759
New
$269.2 - $297.91 $204K - $226K
759 $226M
TMO
Thermo Fisher Scientific Inc.

Healthcare
459
New
$404.94 - $499.99 $186K - $229K
459 $223M
Activity Summary
Buys All Purchases 111 New Holdings 36 Increased Positions 75 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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