Le Conte Wealth Management, LLC Purchases in Q2 2025

Le Conte Wealth Management, LLC

  • $148 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
25K
+ 71.76%
$96.84 - $99.46 $2.42M - $2.48M
59.7K $5.93B
MSFT
Microsoft Corp

Technology
2.29K
+ 44.36%
$354.56 - $497.45 $812K - $1.14M
7.45K $3.71B
NVDA
Nvidia Corp

Technology
6.07K
+ 40.99%
$94.31 - $157.99 $573K - $959K
20.9K $3.3B
AVGO
Broadcom Inc.

Technology
2.22K
+ 62.5%
$146.29 - $275.65 $324K - $611K
5.76K $1.59B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
20.1K
+ 87.5%
$35.3 - $37.51 $708K - $752K
43K $1.61B
AMZN
Amazon Com Inc

Consumer Cyclical
2.28K
+ 42.84%
$167.32 - $223.3 $381K - $508K
7.59K $1.66B
META
Meta Platforms, Inc.

Communication Services
599
+ 48.9%
$484.66 - $738.09 $290K - $442K
1.82K $1.35B
SUB
Ishares Short Term National Mu

ETFs
5.33K
New
$104.77 - $106.34 $558K - $566K
5.33K $566M
PLTR
Palantir Technologies Inc.

Technology
2.37K
+ 55.04%
$74.01 - $144.25 $175K - $342K
6.67K $910M
NFLX
Netflix Inc

Communication Services
351
New
$855.86 - $1339.13 $300K - $470K
351 $470M
JPM
Jpmorgan Chase & CO

Financial Services
1.31K
+ 69.41%
$210.28 - $289.91 $275K - $379K
3.19K $925M
NET
Cloudflare, Inc.

Technology
2.31K
New
$97.08 - $195.83 $224K - $452K
2.31K $452M
PM
Philip Morris International Inc.

Consumer Defensive
2.33K
New
$149.23 - $184.95 $348K - $431K
2.33K $424M
APH
Amphenol Corp

Technology
4.04K
New
$59.09 - $98.75 $239K - $399K
4.04K $399M
PANW
Palo Alto Networks Inc

Technology
1.6K
+ 78.61%
$152.44 - $204.64 $244K - $327K
3.63K $743M
AAPL
Apple Inc.

Technology
2.69K
+ 28.44%
$172.42 - $223.89 $464K - $602K
12.2K $2.49B
GOOGL
Alphabet Inc.

Communication Services
1.78K
+ 52.76%
$144.7 - $178.6 $257K - $317K
5.14K $906M
MA
Mastercard Inc

Financial Services
672
New
$479.92 - $590.74 $323K - $397K
672 $378M
DIS
Walt Disney CO

Communication Services
2.99K
New
$81.72 - $124.01 $244K - $370K
2.99K $370M
Celestica Inc
2.29K
New
N/A
2.29K $358M
CRWD
Crowd Strike Holdings, Inc.

Technology
508
+ 87.14%
$321.63 - $509.31 $163K - $259K
1.09K $556M
GS
Goldman Sachs Group Inc

Financial Services
492
New
$462.22 - $707.75 $227K - $348K
492 $348M
DDOG
Datadog, Inc.

Technology
2.58K
New
$87.0 - $134.33 $224K - $346K
2.58K $346M
TSLA
Tesla, Inc.

Consumer Cyclical
660
+ 29.01%
$221.86 - $362.89 $146K - $240K
2.94K $932M
BAC
Bank Of America Corp

Financial Services
7.02K
New
$34.39 - $47.46 $241K - $333K
7.02K $332M
CSCO
Cisco Systems, Inc.

Technology
4.03K
+ 64.38%
$53.19 - $69.38 $214K - $280K
10.3K $714M
ZS
Zscaler, Inc.

Technology
1.02K
New
$174.67 - $315.32 $179K - $323K
1.02K $321M
FTNT
Fortinet, Inc.

Technology
2.73K
+ 108.08%
$84.71 - $108.69 $231K - $297K
5.26K $556M
COIN
Coinbase Global, Inc.

Technology
851
New
$151.47 - $375.07 $129K - $319K
851 $298M
INFY
Infosys LTD

Technology
15.9K
New
$16.14 - $18.75 $257K - $299K
15.9K $295M
FAST
Fastenal CO

Industrials
6.98K
New
$40.65 - $83.16 $284K - $581K
6.98K $293M
VOT
Vanguard Mid Cap Growth Index

ETFs
399
+ 8.67%
$216.28 - $284.39 $86.3K - $113K
5K $1.42B
HOOD
Robinhood Markets, Inc.

Technology
2.98K
New
$34.17 - $93.63 $102K - $279K
2.98K $279M
GE
General Electric CO

Industrials
1.06K
New
$166.81 - $257.39 $177K - $273K
1.06K $273M
DASH
Door Dash, Inc.

Communication Services
1.09K
New
$163.16 - $246.51 $177K - $267K
1.09K $267M
ORCL
Oracle Corp

Technology
621
+ 37.27%
$122.82 - $218.63 $76.3K - $136K
2.29K $500M
WFC
Wells Fargo & Company

Financial Services
3.33K
New
$60.98 - $80.12 $203K - $267K
3.33K $267M
BA
Boeing CO

Industrials
1.25K
New
$136.59 - $217.51 $170K - $271K
1.25K $261M
EMR
Emerson Electric CO

Industrials
1.92K
New
$94.15 - $133.33 $181K - $256K
1.92K $256M
NOW
Service Now, Inc.

Technology
247
New
$721.65 - $1040.18 $178K - $257K
247 $254M
TXN
Texas Instruments Inc

Technology
1.22K
New
N/A
1.22K $254M
MS
Morgan Stanley

Financial Services
1.78K
New
$99.83 - $140.86 $177K - $250K
1.78K $250M
HWM
Howmet Aerospace Inc.

Industrials
1.33K
New
$112.33 - $186.13 $150K - $248K
1.33K $248M
CEG
Constellation Energy Corp

Utilities
765
New
$170.96 - $322.76 $131K - $247K
765 $247M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
784
New
$177.93 - $313.14 $139K - $246K
784 $246M
KO
Coca Cola CO

Consumer Defensive
3.46K
New
$68.37 - $73.9 $237K - $256K
3.46K $245M
Blackrock Inc
233
New
N/A
233 $244M
CHKP
Check Point Software Technologies LTD

Technology
1.1K
New
$204.26 - $233.47 $224K - $256K
1.1K $242M
VRSN
Verisign Inc

Technology
836
New
$234.49 - $288.8 $196K - $241K
836 $241M
Activity Summary
Buys All Purchases 87 New Holdings 49 Increased Positions 38 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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