Le Conte Wealth Management, LLC Portfolio Holdings

Le Conte Wealth Management, LLC

  • $157 Billion
  • Q1 2025

Le Conte Wealth Management, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $32.3B, Double Line Yield Opportunities Fund with a value of $15.7B, Double Line Opportunistic Credit Fund with a value of $14.7B, Double Line Income Solutions Fund with a value of $13.4B, and Ishares Core S&P Mid Cap ETF with a value of $10.6B.

Examining the 13F form we can see an increase of $157B in the current position value.

Le Conte Wealth Management, LLC is based out at Maryville, TN

Below you can find more details about Le Conte Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
ETFs: $87.4 Billion
Financial Services: $36.4 Billion
N/A: $15.7 Billion
Technology: $8.56 Billion
Consumer Cyclical: $2.12 Billion
Communication Services: $1.69 Billion
Healthcare: $1.45 Billion
Energy: $998 Million
Other: $1.73 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$517M
$602 Million 0.38% of portfolio
19,372
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $157 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 56 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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