Le Conte Wealth Management, LLC Incresed Positions in Q3 2025

Le Conte Wealth Management, LLC

  • $150 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
56.4K
+ 74.27%
$73.94 - $78.51 $4.17M - $4.43M
132K $10.3B
VGLT
Vanguard Long Term Treasury Et

ETFs
63K
+ 566.92%
$54.21 - $57.41 $3.41M - $3.61M
74.1K $4.21B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
26.7K
+ 44.77%
$97.75 - $100.75 $2.61M - $2.69M
86.5K $8.67B
AAPL
Apple Inc.

Technology
3.86K
+ 31.77%
$202.38 - $256.87 $781K - $992K
16K $4.08B
NVDA
Nvidia Corp

Technology
3.77K
+ 18.07%
$153.3 - $186.58 $578K - $704K
24.7K $4.6B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
21K
+ 48.85%
$37.14 - $37.85 $780K - $795K
64K $2.42B
MSFT
Microsoft Corp

Technology
1.16K
+ 15.59%
$491.09 - $535.64 $571K - $622K
8.61K $4.46B
GOOG
Alphabet Inc.

Communication Services
2.39K
+ 197.52%
$175.16 - $255.24 $418K - $609K
3.59K $875M
AVGO
Broadcom Inc.

Technology
1.01K
+ 17.44%
$264.74 - $369.57 $266K - $371K
6.77K $2.23B
MUB
Ishares National Muni Bond ETF

ETFs
4.21K
+ 56.8%
$103.24 - $106.68 $434K - $449K
11.6K $1.24B
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
18.7K
+ 2.68%
$8.15 - $8.82 $153K - $165K
719K $6.3B
TSLA
Tesla, Inc.

Consumer Cyclical
31
+ 1.06%
$293.94 - $444.72 $9.11K - $13.8K
2.97K $1.32B
JPM
Jpmorgan Chase & CO

Financial Services
781
+ 24.48%
$282.78 - $316.06 $221K - $247K
3.97K $1.25B
AMZN
Amazon Com Inc

Consumer Cyclical
1.48K
+ 19.44%
$211.65 - $238.24 $312K - $351K
9.06K $1.99B
CVX
Chevron Corp

Energy
1.89K
+ 82.95%
$145.57 - $161.83 $275K - $305K
4.16K $646M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
583
+ 37.47%
$459.11 - $506.91 $268K - $296K
2.14K $1.08B
CSCO
Cisco Systems, Inc.

Technology
4.18K
+ 40.59%
$66.2 - $71.79 $277K - $300K
14.5K $990M
JNJ
Johnson & Johnson

Healthcare
852
+ 23.97%
$155.17 - $185.42 $132K - $158K
4.41K $817M
META
Meta Platforms, Inc.

Communication Services
367
+ 20.12%
$695.21 - $791.73 $255K - $291K
2.19K $1.61B
NET
Cloudflare, Inc.

Technology
967
+ 41.9%
$181.39 - $228.28 $175K - $221K
3.28K $703M
HOOD
Robinhood Markets, Inc.

Technology
627
+ 21.05%
$91.27 - $143.18 $57.2K - $89.8K
3.61K $516M
ABBV
Abb Vie Inc.

Healthcare
632
+ 33.63%
$184.85 - $231.54 $117K - $146K
2.51K $581M
SUB
Ishares Short Term National Mu

ETFs
2.06K
+ 38.68%
$106.17 - $107.3 $219K - $221K
7.39K $789M
LLY
Eli Lilly & CO

Healthcare
291
+ 50.79%
$625.65 - $812.69 $182K - $236K
864 $659M
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
PANW
Palo Alto Networks Inc

Technology
888
+ 24.44%
$167.06 - $208.19 $148K - $185K
4.52K $921M
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
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
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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