Fund HoldingsLeConte Wealth Management, LLC

Total Portfolio Value
$147.78M
Total Bought
$28.55M
Total Sold
$37.67M
Net Transaction
-$9.12M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR34,78559,747+24,9623,4415,9274.01%+2,486
MICROSOFT CORP(MSFT)5,1627,452+2,2901,9383,7072.51%+1,769
NVIDIA CORPORATION(NVDA)14,81220,883+6,0711,6053,2992.23%+1,694
BROADCOM INC(AVGO)3,5475,764+2,2175941,5891.08%+995
ISHARES TR
BROAD USD HIGH
22,92042,976+20,0568441,6121.09%+768
AMAZON COM INC(AMZN)5,3117,586+2,2751,0101,6641.13%+654
META PLATFORMS INC(META)1,2251,824+5997061,3460.91%+640
ISHARES TR05,326+5,32605660.38%+566
PALANTIR TECHNOLOGIES INC(PLTR)4,3046,673+2,3693639100.62%+546
NETFLIX INC(NFLX)0351+35104700.32%+470
ISHARES TR2,9257,408+4,4833087740.52%+466
JPMORGAN CHASE & CO.(JPM)1,8833,190+1,3074629250.63%+463
CLOUDFLARE INC(NET)02,308+2,30804520.31%+452
PHILIP MORRIS INTL INC(PM)02,330+2,33004240.29%+424
AMPHENOL CORP NEW04,038+4,03803990.27%+399
PALO ALTO NETWORKS INC(PANW)2,0343,633+1,5993477430.50%+396
APPLE INC(AAPL)9,46312,154+2,6912,1022,4941.69%+392
ALPHABET INC(GOOG)3,3645,139+1,7755209060.61%+385
MASTERCARD INCORPORATED(MA)0672+67203780.26%+378
DISNEY WALT CO(DIS)02,985+2,98503700.25%+370
CELESTICA INC(CLS)02,293+2,29303580.24%+358
CROWDSTRIKE HLDGS INC(CRWD)5831,091+5082065560.38%+350
GOLDMAN SACHS GROUP INC(GS)0492+49203480.24%+348
DATADOG INC(DDOG)02,576+2,57603460.23%+346
TESLA INC(TSLA)2,2752,935+6605909320.63%+343
BANK AMERICA CORP07,017+7,01703320.22%+332
CISCO SYS INC(CSCO)6,26010,290+4,0303867140.48%+328
ZSCALER INC(ZS)01,024+1,02403210.22%+321
FORTINET INC(FTNT)2,5265,256+2,7302435560.38%+313
COINBASE GLOBAL INC(COIN)0851+85102980.20%+298
INFOSYS LTD(INFY)015,923+15,92302950.20%+295
FASTENAL CO(FAST)06,984+6,98402930.20%+293
VANGUARD INDEX FDS4,6025,001+3991,1311,4220.96%+291
ROBINHOOD MKTS INC(HOOD)02,979+2,97902790.19%+279
GE AEROSPACE(GE)01,059+1,05902730.18%+273
DOORDASH INC(DASH)01,085+1,08502670.18%+267
ORACLE CORP(ORCL)1,6662,287+6212335000.34%+267
WELLS FARGO CO NEW(WFC)03,328+3,32802670.18%+267
BOEING CO(BA)01,248+1,24802610.18%+261
EMERSON ELEC CO(EMR)01,922+1,92202560.17%+256
SERVICENOW INC(NOW)0247+24702540.17%+254
TEXAS INSTRS INC(TXN)01,221+1,22102540.17%+254
MORGAN STANLEY(MS)01,775+1,77502500.17%+250
HOWMET AEROSPACE INC(HWM)01,331+1,33102480.17%+248
CONSTELLATION ENERGY CORP(CEG)0765+76502470.17%+247
ROYAL CARIBBEAN GROUP
COM
0784+78402460.17%+246
COCA COLA CO(KO)03,461+3,46102450.17%+245
BLACKROCK INC(BLK)0233+23302440.17%+244
CHECK POINT SOFTWARE TECH LT
ORD
01,096+1,09602420.16%+242
VERISIGN INC0836+83602410.16%+241
RTX CORPORATION(RTX)01,642+1,64202400.16%+240
S&P GLOBAL INC(SPGI)0454+45402390.16%+239
CATERPILLAR INC(CAT)0580+58002250.15%+225
VISA INC(V)9771,588+6113425640.38%+221
BOOKING HOLDINGS INC(BKNG)038+3802200.15%+220
CITIGROUP INC(C)02,557+2,55702180.15%+218
AMGEN INC(AMGN)0776+77602170.15%+217
ALPHABET INC(GOOG)01,208+1,20802140.15%+214
INTERNATIONAL BUSINESS MACHS(IBM)1,1721,710+5382915040.34%+213
APPLIED MATLS INC01,155+1,15502110.14%+211
ADVANCED MICRO DEVICES INC(AMD)01,489+1,48902110.14%+211
VISTRA CORP(VST)01,089+1,08902110.14%+211
INTUIT(INTU)0267+26702100.14%+210
ROBLOX CORP(RBLX)01,991+1,99102090.14%+209
ABBOTT LABS01,510+1,51002050.14%+205
COMCAST CORP NEW(CCZ)05,745+5,74502050.14%+205
AMERICAN ELEC PWR CO INC01,962+1,96202040.14%+204
ACCENTURE PLC IRELAND
SHS CLASS A
7901,446+6562474320.29%+186
HOME DEPOT INC(HD)6741,081+4072473960.27%+149
COSTCO WHSL CORP NEW(COST)257385+1282433810.26%+138
AT&T INC(T)16,47720,798+4,3214666020.41%+136
WALMART INC(WMT)2,7923,695+9032453610.24%+116
PROCTER AND GAMBLE CO(PG)1,4082,221+8132403540.24%+114
ELI LILLY & CO(LLY)430573+1433554470.30%+92
EXXON MOBIL CORP5,9297,379+1,4507057950.54%+90
BERKSHIRE HATHAWAY INC DEL1,2561,556+3006697560.51%+87
JOHNSON & JOHNSON(JNJ)2,8183,555+7374675430.37%+76
VULCAN MATLS CO(VMC)1,4341,553+1193354050.27%+71
BLACKBERRY LTD(BB)013,295+13,2950610.04%+61
ABBVIE INC(ABBV)1,3961,879+4832923490.24%+56
TELOS CORP MD017,060+17,0600540.04%+54
SMARTFINANCIAL INC(SMBK)19,37219,375+36026540.44%+52
TERNS PHARMACEUTICALS INC012,641+12,6410470.03%+47
CHEVRON CORP NEW(CVX)1,7492,275+5262933260.22%+33
MCDONALDS CORP(MCD)8881,043+1552773050.21%+27
ISHARES TR2,3332,33302442550.17%+11
UNITEDHEALTH GROUP INC(UNH)6451,089+4443383400.23%+2
BLACKSKY TECHNOLOGY INC19,2300-19,23020-2
PEPSICO INC(PEP)1,7371,825+882602410.16%-19
SPDR SERIES TRUST
ST STR P500VAL
14,57712,786-1,7917446690.45%-75
HONEYWELL INTL INC(HON)1,9001,248-6524022910.20%-112
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
35,63831,126-4,5122,1171,8621.26%-255
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
15,49611,105-4,3918936230.42%-270
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
20,47216,310-4,1621,6741,3520.92%-321
INVESCO ADVANTAGE MUN INCOME733,656700,168-33,4886,2655,8603.97%-405
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
83,64275,996-7,6466,3495,7683.90%-581
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
116,55495,828-20,72610,1629,4216.37%-741
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
97,90671,669-26,2376,1685,4173.67%-751
IDEAL PWR INC180,48727,515-152,9729391250.08%-814
ISHARES TR181,608139,586-42,02210,5978,6575.86%-1,940
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