Le Conte Wealth Management, LLC New Holdings in Q1 2025

Le Conte Wealth Management, LLC

  • $157 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
186K
New
$169.43 - $182.84 $31.6M - $34.1M
186K $32.3B
DLY
Double Line Yield Opportunities Fund

N/A
973K
New
$15.8 - $16.38 $15.4M - $15.9M
973K $15.7B
DBL
Double Line Opportunistic Credit Fund

Financial Services
938K
New
$15.51 - $15.85 $14.6M - $14.9M
938K $14.7B
DSL
Double Line Income Solutions Fund

Financial Services
1.06M
New
$12.53 - $12.88 $13.3M - $13.6M
1.06M $13.4B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
182K
New
$57.21 - $65.8 $10.4M - $11.9M
182K $10.6B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
413K
New
$22.91 - $25.71 $9.45M - $10.6M
413K $10.5B
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
117K
New
$86.24 - $97.98 $10.1M - $11.4M
117K $10.2B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
83.6K
New
$73.11 - $77.43 $6.12M - $6.48M
83.6K $6.35B
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
734K
New
$8.44 - $9.01 $6.19M - $6.61M
734K $6.27B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
97.9K
New
$62.72 - $71.92 $6.14M - $7.04M
97.9K $6.17B
VGIT
Vanguard Intermediate Term Tre

ETFs
35.6K
New
$57.44 - $59.4 $2.05M - $2.12M
35.6K $2.12B
AAPL
Apple Inc.

Technology
9.46K
New
$209.68 - $247.1 $1.98M - $2.34M
9.46K $2.1B
MSFT
Microsoft Corp

Technology
5.16K
New
$375.39 - $447.2 $1.94M - $2.31M
5.16K $1.94B
VCIT
Vanguard Intermediate Term Cor

ETFs
20.5K
New
$79.17 - $82.04 $1.62M - $1.68M
20.5K $1.67B
NVDA
Nvidia Corp

Technology
14.8K
New
$106.98 - $149.43 $1.58M - $2.21M
14.8K $1.61B
VOT
Vanguard Mid Cap Growth Index

ETFs
4.6K
New
$237.72 - $276.98 $1.09M - $1.27M
4.6K $1.13B
AMZN
Amazon Com Inc

Consumer Cyclical
5.31K
New
$190.26 - $242.06 $1.01M - $1.29M
5.31K $1.01B
Ideal Pwr Inc
180K
New
N/A
180K $939M
VGLT
Vanguard Long Term Treasury Et

ETFs
15.5K
New
$53.99 - $58.43 $837K - $905K
15.5K $893M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
22.9K
New
$36.63 - $37.45 $840K - $858K
22.9K $844M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.6K
New
$49.78 - $53.19 $726K - $775K
14.6K $744M
META
Meta Platforms, Inc.

Communication Services
1.23K
New
$576.36 - $736.67 $706K - $902K
1.23K $706M
XOM
Exxon Mobil Corp

Energy
5.93K
New
$105.44 - $118.93 $625K - $705K
5.93K $705M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.26K
New
$442.66 - $534.52 $556K - $671K
1.26K $669M
SMBK
Smartfinancial Inc.

Financial Services
19.4K
New
$29.39 - $36.82 $569K - $713K
19.4K $602M
AVGO
Broadcom Inc.

Technology
3.55K
New
$167.43 - $244.7 $594K - $868K
3.55K $594M
TSLA
Tesla, Inc.

Consumer Cyclical
2.28K
New
$222.15 - $428.22 $505K - $974K
2.28K $590M
GOOGL
Alphabet Inc.

Communication Services
3.36K
New
$154.33 - $206.19 $519K - $694K
3.36K $520M
JNJ
Johnson & Johnson

Healthcare
2.82K
New
$142.06 - $167.7 $400K - $473K
2.82K $467M
T
At&T Inc.

Communication Services
16.5K
New
$21.56 - $28.28 $355K - $466K
16.5K $466M
JPM
Jpmorgan Chase & CO

Financial Services
1.88K
New
$225.19 - $279.95 $424K - $527K
1.88K $462M
HON
Honeywell International Inc

Industrials
1.9K
New
$202.75 - $226.52 $385K - $430K
1.9K $402M
CSCO
Cisco Systems, Inc.

Technology
6.26K
New
$58.74 - $64.87 $368K - $406K
6.26K $386M
PLTR
Palantir Technologies Inc.

Technology
4.3K
New
$64.98 - $124.62 $280K - $536K
4.3K $363M
LLY
Eli Lilly & CO

Healthcare
430
New
$725.72 - $929.72 $312K - $400K
430 $355M
PANW
Palo Alto Networks Inc

Technology
2.03K
New
$167.82 - $208.28 $341K - $424K
2.03K $347M
V
Visa Inc.

Financial Services
977
New
$306.92 - $362.71 $300K - $354K
977 $342M
UNH
Unitedhealth Group Inc

Healthcare
645
New
$461.52 - $548.18 $298K - $354K
645 $338M
VMC
Vulcan Materials CO

Basic Materials
1.43K
New
$220.9 - $277.54 $317K - $398K
1.43K $335M
MUB
Ishares National Muni Bond ETF

ETFs
2.93K
New
$104.71 - $107.69 $306K - $315K
2.93K $308M
CVX
Chevron Corp

Energy
1.75K
New
$146.71 - $167.97 $257K - $294K
1.75K $293M
ABBV
Abb Vie Inc.

Healthcare
1.4K
New
$169.2 - $216.66 $236K - $302K
1.4K $292M
IBM
International Business Machines Corp

Technology
1.17K
New
$217.4 - $264.74 $255K - $310K
1.17K $291M
MCD
Mcdonalds Corp

Consumer Cyclical
888
New
$279.74 - $321.29 $248K - $285K
888 $277M
PEP
Pepsico Inc

Consumer Defensive
1.74K
New
$142.64 - $156.42 $248K - $272K
1.74K $260M
HD
Home Depot, Inc.

Consumer Cyclical
674
New
$347.25 - $424.87 $234K - $286K
674 $247M
ACN
Accenture PLC

Technology
790
New
$300.91 - $398.25 $238K - $315K
790 $247M
WMT
Walmart Inc.

Consumer Defensive
2.79K
New
$84.5 - $105.05 $236K - $293K
2.79K $245M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.33K
New
$102.49 - $119.96 $239K - $280K
2.33K $244M
Activity Summary
Buys All Purchases 56 New Holdings 56 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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