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
RTX
Raytheon Technologies Corp

Industrials
1.64K
New
$113.75 - $148.48 $187K - $244K
1.64K $240M
SPGI
S&P Global Inc.

Financial Services
454
New
$438.31 - $527.29 $199K - $239K
454 $239M
CAT
Caterpillar Inc

Industrials
580
New
$273.94 - $388.21 $159K - $225K
580 $225M
V
Visa Inc.

Financial Services
611
+ 62.54%
$308.27 - $373.31 $188K - $228K
1.59K $564M
BKNG
Booking Holdings Inc.

Consumer Cyclical
38
New
$4164.15 - $5789.24 $158K - $220K
38 $220M
C
Citigroup Inc

Financial Services
2.56K
New
$58.13 - $85.12 $149K - $218K
2.56K $218M
AMGN
Amgen Inc

Healthcare
776
New
$262.28 - $309.85 $204K - $240K
776 $217M
GOOG
Alphabet Inc.

Communication Services
1.21K
New
$146.58 - $180.01 $177K - $217K
1.21K $214M
IBM
International Business Machines Corp

Technology
538
+ 45.9%
$221.03 - $294.78 $119K - $159K
1.71K $504M
AMAT
Applied Materials Inc

Technology
1.16K
New
$126.95 - $183.52 $147K - $212K
1.16K $211M
VST
Vistra Corp.

Utilities
1.09K
New
$98.07 - $195.04 $107K - $212K
1.09K $211M
INTU
Intuit Inc

Technology
267
New
$544.07 - $787.63 $145K - $210K
267 $210M
RBLX
Roblox Corp

Communication Services
1.99K
New
$51.22 - $105.59 $102K - $210K
1.99K $209M
ABT
Abbott Laboratories

Healthcare
1.51K
New
$123.95 - $138.08 $187K - $209K
1.51K $205M
CMCSA
Comcast Corp

Communication Services
5.75K
New
$32.84 - $36.72 $189K - $211K
5.75K $205M
AEP
American Electric Power CO Inc

Utilities
1.96K
New
$98.59 - $109.11 $193K - $214K
1.96K $204M
ACN
Accenture PLC

Technology
656
+ 83.04%
$279.23 - $323.21 $183K - $212K
1.45K $432M
HD
Home Depot, Inc.

Consumer Cyclical
407
+ 60.39%
$335.24 - $380.78 $136K - $155K
1.08K $396M
COST
Costco Wholesale Corp

Consumer Defensive
128
+ 49.81%
$908.13 - $1056.85 $116K - $135K
385 $381M
T
At&T Inc.

Communication Services
4.32K
+ 26.22%
$26.33 - $28.94 $114K - $125K
20.8K $602M
WMT
Walmart Inc.

Consumer Defensive
903
+ 32.34%
$81.79 - $99.98 $73.9K - $90.3K
3.7K $361M
PG
Procter & Gamble CO

Consumer Defensive
813
+ 57.74%
$157.66 - $172.39 $128K - $140K
2.22K $354M
LLY
Eli Lilly & CO

Healthcare
143
+ 33.26%
$713.71 - $898.95 $102K - $129K
573 $447M
XOM
Exxon Mobil Corp

Energy
1.45K
+ 24.46%
$99.93 - $119.04 $145K - $173K
7.38K $795M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
300
+ 23.89%
$483.48 - $539.8 $145K - $162K
1.56K $756M
JNJ
Johnson & Johnson

Healthcare
737
+ 26.15%
$146.36 - $159.82 $108K - $118K
3.56K $543M
VMC
Vulcan Materials CO

Basic Materials
119
+ 8.3%
$226.49 - $276.01 $27K - $32.8K
1.55K $405M
BB
Blackberry LTD

Technology
13.3K
New
$2.87 - $4.87 $38.2K - $64.7K
13.3K $60.9M
ABBV
Abb Vie Inc.

Healthcare
483
+ 34.6%
$170.16 - $206.27 $82.2K - $99.6K
1.88K $349M
TLS
Telos Corp

Technology
17.1K
New
$1.96 - $3.17 $33.4K - $54.1K
17.1K $54.1M
SMBK
Smartfinancial Inc.

Financial Services
3
+ 0.02%
$27.11 - $33.78 $81.3 - $101
19.4K $654M
TERN
Terns Pharmaceuticals, Inc.

Healthcare
12.6K
New
$2.0 - $4.1 $25.3K - $51.8K
12.6K $47.2M
CVX
Chevron Corp

Energy
526
+ 30.07%
$133.73 - $168.51 $70.3K - $88.6K
2.28K $326M
MCD
Mcdonalds Corp

Consumer Cyclical
155
+ 17.45%
$285.55 - $321.23 $44.3K - $49.8K
1.04K $305M
UNH
Unitedhealth Group Inc

Healthcare
444
+ 68.84%
$274.35 - $599.47 $122K - $266K
1.09K $340M
PEP
Pepsico Inc

Consumer Defensive
88
+ 5.07%
$128.02 - $151.37 $11.3K - $13.3K
1.83K $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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