Fund Holdings — LeConte Wealth Management, LLC

Total Portfolio Value
$149.74M
Total Bought
$34.21M
Total Sold
$32.94M
Net Transaction
+$1.27M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
75,996132,437+56,4415,76810,2846.87%+4,516
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
11,10574,061+62,9566234,2112.81%+3,588
ISHARES TR59,74786,496+26,7495,9278,6715.79%+2,744
APPLE INC(AAPL)12,15416,015+3,8612,4944,0782.72%+1,584
NVIDIA CORPORATION(NVDA)20,88324,656+3,7733,2994,6003.07%+1,301
ISHARES TR
BROAD USD HIGH
42,97663,969+20,9931,6122,4171.61%+805
MICROSOFT CORP(MSFT)7,4528,614+1,1623,7074,4622.98%+755
ALPHABET INC(GOOG)1,2083,594+2,3862148750.58%+661
BROADCOM INC(AVGO)5,7646,769+1,0051,5892,2331.49%+644
ISHARES TR7,40811,616+4,2087741,2370.83%+463
ALPHABET INC(GOOG)5,1395,557+4189061,3510.90%+445
INVESCO ADVANTAGE MUN INCOME700,168718,904+18,7365,8606,3054.21%+444
TESLA INC(TSLA)2,9352,966+319321,3190.88%+387
JPMORGAN CHASE & CO.(JPM)3,1903,971+7819251,2530.84%+328
AMAZON COM INC(AMZN)7,5869,061+1,4751,6641,9901.33%+325
CHEVRON CORP NEW(CVX)2,2754,162+1,8873266460.43%+321
BERKSHIRE HATHAWAY INC DEL1,5562,139+5837561,0750.72%+320
MOTOROLA SOLUTIONS INC(MSI)0696+69603180.21%+318
LEIDOS HOLDINGS INC(LDOS)01,632+1,63203080.21%+308
OKLO INC(OKLO)02,681+2,68102990.20%+299
ALTRIA GROUP INC(MO)04,322+4,32202860.19%+286
CISCO SYS INC(CSCO)10,29014,467+4,1777149900.66%+276
PALANTIR TECHNOLOGIES INC(PLTR)6,6736,493-1809101,1840.79%+275
JOHNSON & JOHNSON(JNJ)3,5554,407+8525438170.55%+274
CYBERARK SOFTWARE LTD0549+54902650.18%+265
META PLATFORMS INC(META)1,8242,191+3671,3461,6091.07%+263
UBER TECHNOLOGIES INC(UBER)02,659+2,65902610.17%+261
VERIZON COMMUNICATIONS INC(VZ)05,924+5,92402600.17%+260
PNC FINL SVCS GROUP INC(PNC)01,295+1,29502600.17%+260
WELLTOWER INC(WELL)01,437+1,43702560.17%+256
GILEAD SCIENCES INC(GILD)02,275+2,27502530.17%+253
QUALCOMM INC(QCOM)01,515+1,51502520.17%+252
CLOUDFLARE INC(NET)2,3083,275+9674527030.47%+251
NEXTERA ENERGY INC(NEE)03,242+3,24202450.16%+245
LINDE PLC(LIN)0515+51502450.16%+245
ECOLAB INC(ECL)0891+89102440.16%+244
ALNYLAM PHARMACEUTICALS INC(ALNY)0526+52602400.16%+240
MEDTRONIC PLC(MDT)02,516+2,51602400.16%+240
IDEXX LABS INC(IDXX)0375+37502400.16%+240
ANALOG DEVICES INC(ADI)0975+97502400.16%+240
AMERICAN EXPRESS CO(AXP)0716+71602380.16%+238
ROBINHOOD MKTS INC(HOOD)2,9793,606+6272795160.34%+237
3M CO(MMM)01,526+1,52602370.16%+237
LIGHTBRIDGE CORP(LTBR)011,154+11,15402370.16%+237
VERTIV HOLDINGS CO(VRT)01,567+1,56702360.16%+236
F5 INC(FFIV)0730+73002360.16%+236
MERCK & CO INC(MRK)02,778+2,77802330.16%+233
ABBVIE INC(ABBV)1,8792,511+6323495810.39%+233
QUANTA SVCS INC0559+55902320.15%+232
VEEVA SYS INC(VEEV)0759+75902260.15%+226
THERMO FISHER SCIENTIFIC INC(TMO)0459+45902230.15%+223
ISHARES TR5,3267,386+2,0605667890.53%+222
BLOCK INC(XYZ)03,053+3,05302210.15%+221
CARVANA CO(CVNA)0565+56502130.14%+213
ELI LILLY & CO(LLY)573864+2914476590.44%+213
GARMIN LTD(GRMN)0850+85002090.14%+209
MICRON TECHNOLOGY INC(MU)01,239+1,23902070.14%+207
VANGUARD INDEX FDS0423+42302030.14%+203
LOWES COS INC(LOW)0803+80302020.13%+202
HOME DEPOT INC(HD)1,0811,425+3443965770.39%+181
BOOKING HOLDINGS INC(BKNG)3874+362204000.27%+180
PALO ALTO NETWORKS INC(PANW)3,6334,521+8887439210.61%+177
ROBLOX CORP(RBLX)1,9912,747+7562093810.25%+171
WALMART INC(WMT)3,6954,933+1,2383615080.34%+147
FASTENAL CO(FAST)6,9848,917+1,9332934370.29%+144
TELOS CORP MD(TLS)17,06027,757+10,697541900.13%+136
ROYAL CARIBBEAN GROUP
COM
7841,177+3932463810.25%+135
ALLOT LTD(ALLT)012,131+12,13101280.09%+128
RTX CORPORATION(RTX)1,6422,196+5542403670.25%+128
UNITEDHEALTH GROUP INC(UNH)1,0891,352+2633404670.31%+127
ORACLE CORP(ORCL)2,2872,211-765006220.42%+122
CROWDSTRIKE HLDGS INC(CRWD)1,0911,377+2865566750.45%+120
DOORDASH INC(DASH)1,0851,421+3362673860.26%+119
AMPHENOL CORP NEW4,0384,157+1193995140.34%+116
DATADOG INC(DDOG)2,5763,228+6523464600.31%+114
VULCAN MATLS CO(VMC)1,5531,684+1314055180.35%+113
BANK AMERICA CORP7,0178,619+1,6023324450.30%+113
EXXON MOBIL CORP7,3797,987+6087959010.60%+105
PROCTER AND GAMBLE CO(PG)2,2212,986+7653544590.31%+105
MCDONALDS CORP(MCD)1,0431,346+3033054090.27%+104
PEPSICO INC(PEP)1,8252,458+6332413450.23%+104
ZSCALER INC(ZS)1,0241,420+3963214260.28%+104
GE AEROSPACE(GE)1,0591,243+1842733740.25%+101
CATERPILLAR INC(CAT)580684+1042253260.22%+101
VERISIGN INC8361,225+3892413420.23%+101
BLACKROCK INC(BLK)233295+622443440.23%+99
FASTLY INC(FSLY)010,718+10,7180920.06%+92
ABBOTT LABS1,5102,198+6882052940.20%+89
CONSTELLATION ENERGY CORP(CEG)7651,009+2442473320.22%+85
WELLS FARGO CO NEW(WFC)3,3284,123+7952673460.23%+79
PHILIP MORRIS INTL INC(PM)2,3303,017+6874244890.33%+65
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
16,31016,838+5281,3521,4160.95%+64
UNISYS CORP(UIS)015,873+15,8730620.04%+62
APPLIED MATLS INC1,1551,330+1752112720.18%+61
NETFLIX INC(NFLX)351442+914705300.35%+60
MASTERCARD INCORPORATED(MA)672762+903784330.29%+56
ADVANCED MICRO DEVICES INC(AMD)1,4891,611+1222112610.17%+49
VISTRA CORP(VST)1,0891,318+2292112580.17%+47
MORGAN STANLEY(MS)1,7751,841+662502930.20%+43
COSTCO WHSL CORP NEW(COST)385457+723814230.28%+42
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LeConte Wealth Management, LLC — 13F Holdings — Q3 2025 | TickerTrail