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
SUB
Ishares Short Term National Mu

ETFs
2.06K
+ 38.68%
$106.17 - $107.3 $219K - $221K
7.39K $789M
SQ
Block, Inc.

Technology
3.05K
New
N/A
3.05K $221M
CVNA
Carvana Co.

Consumer Cyclical
565
New
$326.09 - $392.66 $184K - $222K
565 $213M
LLY
Eli Lilly & CO

Healthcare
291
+ 50.79%
$625.65 - $812.69 $182K - $236K
864 $659M
GRMN
Garmin LTD

Technology
850
New
$211.13 - $246.22 $179K - $209K
850 $209M
MU
Micron Technology Inc

Technology
1.24K
New
$104.88 - $168.89 $130K - $209K
1.24K $207M
VUG
Vanguard Growth ETF

ETFs
423
New
$433.97 - $484.08 $184K - $205K
423 $203M
LOW
Lowes Companies Inc

Consumer Cyclical
803
New
$215.01 - $273.02 $173K - $219K
803 $202M
HD
Home Depot, Inc.

Consumer Cyclical
344
+ 31.82%
$357.4 - $423.42 $123K - $146K
1.43K $577M
BKNG
Booking Holdings Inc.

Consumer Cyclical
36
+ 94.74%
$5364.25 - $5815.92 $193K - $209K
74 $400M
RBLX
Roblox Corp

Communication Services
756
+ 37.97%
$100.65 - $141.56 $76.1K - $107K
2.75K $381M
WMT
Walmart Inc.

Consumer Defensive
1.24K
+ 33.5%
$94.4 - $104.27 $117K - $129K
4.93K $508M
FAST
Fastenal CO

Industrials
1.93K
+ 27.68%
$42.47 - $50.39 $82.1K - $97.4K
8.92K $437M
TLS
Telos Corp

Technology
10.7K
+ 62.7%
$2.38 - $7.28 $25.5K - $77.9K
27.8K $190M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
393
+ 50.13%
$301.44 - $365.84 $118K - $144K
1.18K $381M
ALLT
Allot Ltd.

Technology
12.1K
New
$7.2 - $10.36 $87.3K - $126K
12.1K $128M
RTX
Raytheon Technologies Corp

Industrials
554
+ 33.74%
$144.19 - $167.33 $79.9K - $92.7K
2.2K $367M
UNH
Unitedhealth Group Inc

Healthcare
263
+ 24.15%
$237.77 - $353.61 $62.5K - $93K
1.35K $467M
CRWD
Crowd Strike Holdings, Inc.

Technology
286
+ 26.21%
$412.46 - $514.1 $118K - $147K
1.38K $675M
DASH
Door Dash, Inc.

Communication Services
336
+ 30.97%
$234.5 - $272.5 $78.8K - $91.6K
1.42K $386M
APH
Amphenol Corp

Technology
119
+ 2.95%
$97.39 - $125.4 $11.6K - $14.9K
4.16K $514M
DDOG
Datadog, Inc.

Technology
652
+ 25.31%
$124.52 - $155.15 $81.2K - $101K
3.23K $460M
VMC
Vulcan Materials CO

Basic Materials
131
+ 8.44%
$260.62 - $307.62 $34.1K - $40.3K
1.68K $518M
BAC
Bank Of America Corp

Financial Services
1.6K
+ 22.83%
$44.92 - $52.42 $72K - $84K
8.62K $445M
XOM
Exxon Mobil Corp

Energy
608
+ 8.24%
$105.83 - $117.22 $64.3K - $71.3K
7.99K $901M
PG
Procter & Gamble CO

Consumer Defensive
765
+ 34.44%
$150.47 - $161.22 $115K - $123K
2.99K $459M
MCD
Mcdonalds Corp

Consumer Cyclical
303
+ 29.05%
$291.67 - $316.99 $88.4K - $96K
1.35K $409M
PEP
Pepsico Inc

Consumer Defensive
633
+ 34.68%
$133.81 - $152.16 $84.7K - $96.3K
2.46K $345M
ZS
Zscaler, Inc.

Technology
396
+ 38.67%
$267.68 - $316.5 $106K - $125K
1.42K $426M
GE
General Electric CO

Industrials
184
+ 17.37%
$244.75 - $305.63 $45K - $56.2K
1.24K $374M
CAT
Caterpillar Inc

Industrials
104
+ 17.93%
$390.92 - $477.15 $40.7K - $49.6K
684 $326M
VRSN
Verisign Inc

Technology
389
+ 46.53%
$263.02 - $305.98 $102K - $119K
1.23K $342M
Blackrock Inc
62
+ 26.61%
N/A
295 $344M
FSLY
Fastly, Inc.

Technology
10.7K
New
$6.36 - $8.95 $68.2K - $95.9K
10.7K $91.6M
ABT
Abbott Laboratories

Healthcare
688
+ 45.56%
$120.51 - $136.62 $82.9K - $94K
2.2K $294M
CEG
Constellation Energy Corp

Utilities
244
+ 31.9%
$298.82 - $354.89 $72.9K - $86.6K
1.01K $332M
WFC
Wells Fargo & Company

Financial Services
795
+ 23.89%
$77.05 - $85.16 $61.3K - $67.7K
4.12K $346M
PM
Philip Morris International Inc.

Consumer Defensive
687
+ 29.48%
$157.77 - $183.27 $108K - $126K
3.02K $489M
VCIT
Vanguard Intermediate Term Cor

ETFs
528
+ 3.24%
$81.75 - $84.54 $43.2K - $44.6K
16.8K $1.42B
UIS
Unisys Corp

Technology
15.9K
New
$3.69 - $4.59 $58.6K - $72.9K
15.9K $61.9M
AMAT
Applied Materials Inc

Technology
175
+ 15.15%
$156.25 - $204.95 $27.3K - $35.9K
1.33K $272M
NFLX
Netflix Inc

Communication Services
91
+ 25.93%
$1147.87 - $1297.18 $104K - $118K
442 $530M
MA
Mastercard Inc

Financial Services
90
+ 13.39%
$550.18 - $598.96 $49.5K - $53.9K
762 $433M
AMD
Advanced Micro Devices Inc

Technology
122
+ 8.19%
$134.8 - $184.42 $16.4K - $22.5K
1.61K $261M
VST
Vistra Corp.

Utilities
229
+ 21.03%
$182.0 - $217.92 $41.7K - $49.9K
1.32K $258M
MS
Morgan Stanley

Financial Services
66
+ 3.72%
$139.09 - $161.16 $9.18K - $10.6K
1.84K $293M
COST
Costco Wholesale Corp

Consumer Defensive
72
+ 18.7%
$915.95 - $994.57 $65.9K - $71.6K
457 $423M
SMBK
Smartfinancial Inc.

Financial Services
100
+ 0.52%
$32.94 - $37.83 $3.29K - $3.78K
19.5K $696M
HWM
Howmet Aerospace Inc.

Industrials
116
+ 8.72%
$171.0 - $196.23 $19.8K - $22.8K
1.45K $284M
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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