Fund HoldingsLeConte Wealth Management, LLC

Total Portfolio Value
$154.70M
Total Bought
$26.65M
Total Sold
$22.20M
Net Transaction
+$4.45M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DIREXION SHARES ETF TRUST
NASDAQ 100 EQ WT
064,509+64,50906,3564.11%+6,356
VANGUARD INDEX FDS09,504+9,50402,4461.58%+2,446
VANECK ETF TRUST
URANI NUCLE ETF
012,418+12,41801,6541.07%+1,654
ABBVIE INC(ABBV)07,173+7,17301,5601.01%+1,560
EXXON MOBIL CORP7,7569,796+2,0409331,6621.07%+729
ISHARES TR100,121107,788+7,66710,00010,7006.92%+700
SOUTHERN CO(SO)5,35610,264+4,9084679910.64%+524
DUKE ENERGY CORP NEW(DUK)03,809+3,80904990.32%+499
COCA COLA CO(KO)6,76710,865+4,0984738260.53%+353
ABBOTT LABORATORIES2,3306,263+3,9332926430.42%+351
PEPSICO INC(PEP)2,8474,868+2,0214097560.49%+347
BWX TECHNOLOGIES INC(BWXT)01,685+1,68503450.22%+345
MOTOROLA SOLUTIONS INC(MSI)0744+74403230.21%+323
CHENIERE ENERGY INC(LNG)01,115+1,11503160.20%+316
F5 INC(FFIV)0947+94702740.18%+274
CENTRUS ENERGY CORP(LEU)01,559+1,55902710.17%+271
GE VERNOVA INC(GEV)0306+30602670.17%+267
YUM BRANDS INC(YUM)01,703+1,70302650.17%+265
PHILIP MORRIS INTL INC(PM)04,244+4,24407020.45%+702
VERTIV HOLDINGS CO(VRT)1,7762,128+3522885330.34%+246
CHEVRON CORPORATION(CVX)04,233+4,23308760.57%+876
OKLO INC(OKLO)04,895+4,89502430.16%+243
FASTLY INC(FSLY)11,08712,205+1,1181133550.23%+242
LINDE PLC(LIN)0485+48502400.16%+240
MARVELL TECHNOLOGY INC(MRVL)02,368+2,36802350.15%+235
CAMECO CORP(CCJ)02,138+2,13802320.15%+232
AKAMAI TECHNOLOGIES INC(AKAM)02,001+2,00102300.15%+230
MONOLITHIC PWR SYS INC(MPWR)0204+20402230.14%+223
HONEYWELL INTL INC(HON)0933+93302110.14%+211
NEXTERA ENERGY INC(NEE)3,9335,647+1,7143165240.34%+209
INTEL CORP(INTC)04,711+4,71102080.13%+208
UNION PAC CORP(UNP)0847+84702050.13%+205
KLA CORP(KLAC)0139+13902050.13%+205
JOHNSON & JOHNSON(JNJ)4,7624,866+1049861,1890.77%+204
CONOCOPHILLIPS(COP)01,545+1,54502040.13%+204
STARBUCKS CORP(SBUX)02,258+2,25802020.13%+202
NUSCALE PWR CORP(SMR)018,637+18,63702020.13%+202
PHILLIPS 66(PSX)01,099+1,09902000.13%+200
COSTCO WHOLESALE CORPORATION(COST)0592+59205900.38%+590
ENERGY FUELS INC(UUUU)010,445+10,44501910.12%+191
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
073,401+73,40104,0632.63%+4,063
NEXGEN ENERGY LTD(NXE)014,521+14,52101680.11%+168
DENISON MINES CORP(DNN)041,173+41,17301450.09%+145
APPLIED MATLS INC1,4961,546+503845280.34%+144
URANIUM ENERGY CORP(UEC)010,070+10,07001360.09%+136
ISHARES TR
BROAD USD HIGH
76,42981,270+4,8412,8582,9941.94%+136
QUANTA SVCS INC776843+673284630.30%+135
LIGHTBRIDGE CORP026,933+26,93302870.19%+287
VERISIGN INC01,449+1,44903600.23%+360
CATERPILLAR INC(CAT)696723+273995130.33%+114
VISTRA CORP(VST)02,270+2,27003410.22%+341
CISCO SYS INC(CSCO)15,89617,150+1,2541,2241,3310.86%+106
WALMART INC(WMT)5,4115,661+2506037040.45%+101
MERCK & CO INC(MRK)3,0873,534+4473254250.27%+100
HOWMET AEROSPACE INC(HWM)1,8442,052+2083784730.31%+95
NETFLIX INC.(NFLX)05,498+5,49805290.34%+529
CLOUDFLARE INC(NET)3,7944,078+2847488410.54%+93
FORTINET INC(FTNT)6,6127,539+9275256160.40%+91
ENCORE ENERGY CORP049,517+49,5170890.06%+89
PFIZER INC(PFE)8,18110,349+2,1682042910.19%+87
FASTENAL CO(FAST)08,981+8,98104170.27%+417
MICRON TECHNOLOGY INC(MU)1,2891,330+413684490.29%+81
LAM RESEARCH CORP(LRCX)1,5071,556+492583320.21%+74
ROSS STORES INC(ROST)1,3921,483+912513210.21%+71
EATON CORP PLC(ETN)658766+1082102740.18%+64
AT&T INC(T)010,187+10,18702950.19%+295
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
015,691+15,69101,2980.84%+1,298
ANALOG DEVICES INC(ADI)882934+522392970.19%+58
GILEAD SCIENCES INC(GILD)2,2402,347+1072753270.21%+52
N-ABLE INC010,626+10,6260500.03%+50
ALPHABET INC(GOOG)5,7426,410+6681,7971,8431.19%+46
VERIZON COMMUNICATIONS INC(VZ)05,161+5,16102590.17%+259
SMARTFINANCIAL INC(SMBK)20,32220,32207527940.51%+42
CONSTELLATION ENERGY CORP(CEG)1,1691,609+4404134490.29%+36
TEXAS INSTRS INC(TXN)1,6371,649+122843200.21%+36
AMGEN INC(AMGN)708760+522322670.17%+36
JOHNSON CONTROLS INTERNATION
SHS
2,0352,110+752442760.18%+33
AMERICAN ELEC PWR CO INC1,8041,823+192082390.15%+31
RTX CORPORATION(RTX)2,2472,295+484124430.29%+31
ISHARES TR13,69614,079+3831,4671,4940.97%+28
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
017,525+17,52501,0440.67%+1,044
TJX COS INC NEW(TJX)1,6141,703+892482720.18%+24
MCDONALDS CORP(MCD)1,4111,464+534314550.29%+24
PROCTER & GAMBLE CO(PG)03,054+3,05404410.29%+441
HILTON WORLDWIDE HLDGS INC(HLT)700734+342012230.14%+22
ISHARES TR7,9608,173+2138498700.56%+21
ADVANCED MICRO DEVICES INC(AMD)1,5761,747+1713383550.23%+18
SALESFORCE INC(CRM)8341,279+4452212390.15%+18
NEWMONT CORP(NEM)2,0532,051-22052220.14%+17
CUMMINS INC(CMI)456461+52332480.16%+15
ALTRIA GROUP INC(MO)03,962+3,96202610.17%+261
CACI INTL INC(CACI)397409+122122220.14%+11
PNC FINL SVCS GROUP INC(PNC)01,176+1,17602450.16%+245
BLOCK INC(XYZ)3,4833,898+4152272350.15%+8
LOWES COS INC(LOW)952993+412302350.15%+5
PARKER-HANNIFIN CORP(PH)25525502242280.15%+4
GOLDMAN SACHS GROUP INC(GS)556581+254894920.32%+3
BOEING CO(BA)9631,058+952092110.14%+1
SCHWAB CHARLES CORP(SCHW)2,1042,234+1302102100.14%-0
BERKSHIRE HATHAWAY INC DEL2,1972,303+1061,1041,1040.71%-1
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