Le Conte Wealth Management, LLC Portfolio Holdings

Le Conte Wealth Management, LLC

  • $148 Billion
  • Q2 2025

Le Conte Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $26.1B, Double Line Opportunistic Credit Fund with a value of $9.8B, Direxion Nasdaq 100 Equal Weig with a value of $9.42B, Ishares Core S&P Mid Cap ETF with a value of $8.66B, and Double Line Yield Opportunities Fund with a value of $8.12B.

Examining the 13F form we can see an decrease of $9.15B in the current position value, from $157B to 148B.

Le Conte Wealth Management, LLC is based out at Maryville, TN

Below you can find more details about Le Conte Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $78.5 Billion
Financial Services: $23.5 Billion
Technology: $20.1 Billion
N/A: $8.12 Billion
Communication Services: $4.59 Billion
Consumer Cyclical: $3.76 Billion
Healthcare: $2.15 Billion
Industrials: $2.09 Billion
Other: $4.19 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$246M
$47.2 Million 0.03% of portfolio
12,641
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $148 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 49 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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