Le Conte Wealth Management, LLC Incresed Positions 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
PLTR
Palantir Technologies Inc.

Technology
2.37K
+ 55.04%
$74.01 - $144.25 $175K - $342K
6.67K $910M
MUB
Ishares National Muni Bond ETF

ETFs
4.48K
+ 153.26%
$102.31 - $105.8 $459K - $474K
7.41K $774M
JPM
Jpmorgan Chase & CO

Financial Services
1.31K
+ 69.41%
$210.28 - $289.91 $275K - $379K
3.19K $925M
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
CRWD
Crowd Strike Holdings, Inc.

Technology
508
+ 87.14%
$321.63 - $509.31 $163K - $259K
1.09K $556M
TSLA
Tesla, Inc.

Consumer Cyclical
660
+ 29.01%
$221.86 - $362.89 $146K - $240K
2.94K $932M
CSCO
Cisco Systems, Inc.

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

Technology
2.73K
+ 108.08%
$84.71 - $108.69 $231K - $297K
5.26K $556M
VOT
Vanguard Mid Cap Growth Index

ETFs
399
+ 8.67%
$216.28 - $284.39 $86.3K - $113K
5K $1.42B
ORCL
Oracle Corp

Technology
621
+ 37.27%
$122.82 - $218.63 $76.3K - $136K
2.29K $500M
V
Visa Inc.

Financial Services
611
+ 62.54%
$308.27 - $373.31 $188K - $228K
1.59K $564M
IBM
International Business Machines Corp

Technology
538
+ 45.9%
$221.03 - $294.78 $119K - $159K
1.71K $504M
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
ABBV
Abb Vie Inc.

Healthcare
483
+ 34.6%
$170.16 - $206.27 $82.2K - $99.6K
1.88K $349M
SMBK
Smartfinancial Inc.

Financial Services
3
+ 0.02%
$27.11 - $33.78 $81.3 - $101
19.4K $654M
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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