Fund HoldingsLeConte Wealth Management, LLC

Total Portfolio Value
$153.06M
Total Bought
$14.29M
Total Sold
$10.58M
Net Transaction
+$3.71M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR86,496100,121+13,6258,67110,0006.53%+1,329
NVIDIA CORPORATION(NVDA)24,65628,524+3,8684,6005,3203.48%+719
APPLE INC(AAPL)16,01517,061+1,0464,0784,6383.03%+560
BROADCOM INC(AVGO)6,7697,847+1,0782,2332,7161.77%+483
SOUTHERN CO(SO)05,356+5,35604670.31%+467
ALPHABET INC(GOOG)5,5575,742+1851,3511,7971.17%+446
ISHARES TR
BROAD USD HIGH
63,96976,429+12,4602,4172,8581.87%+441
ALPHABET INC(GOOG)3,5944,030+4368751,2650.83%+389
AMAZON COM INC(AMZN)9,06110,075+1,0141,9902,3261.52%+336
LAM RESEARCH CORP(LRCX)01,507+1,50702580.17%+258
ROSS STORES INC(ROST)01,392+1,39202510.16%+251
INTUIT(INTU)0375+37502480.16%+248
TJX COS INC NEW(TJX)01,614+1,61402480.16%+248
JOHNSON CTLS INTL PLC
SHS
02,035+2,03502440.16%+244
TESLA INC(TSLA)2,9663,469+5031,3191,5601.02%+241
TRANSDIGM GROUP INC(TDG)0181+18102410.16%+241
CISCO SYS INC(CSCO)14,46715,896+1,4299901,2240.80%+235
CUMMINS INC(CMI)0456+45602330.15%+233
ISHARES TR11,61613,696+2,0801,2371,4670.96%+230
CAPITAL ONE FINL CORP(COF)0948+94802300.15%+230
APPLOVIN CORP(APP)0338+33802280.15%+228
PARKER-HANNIFIN CORP(PH)0255+25502240.15%+224
SALESFORCE INC(CRM)0834+83402210.14%+221
ACCENTURE PLC IRELAND
SHS CLASS A
02,278+2,27806110.40%+611
CACI INTL INC(CACI)0397+39702120.14%+212
SCHWAB CHARLES CORP(SCHW)02,104+2,10402100.14%+210
EATON CORP PLC(ETN)0658+65802100.14%+210
BOEING CO(BA)0963+96302090.14%+209
AMERICAN ELEC PWR CO INC01,804+1,80402080.14%+208
NEWMONT CORP(NEM)02,053+2,05302050.13%+205
SNOWFLAKE INC(SNOW)0932+93202040.13%+204
PFIZER INC(PFE)08,181+8,18102040.13%+204
HILTON WORLDWIDE HLDGS INC(HLT)0700+70002010.13%+201
COCA COLA CO(KO)06,767+6,76704730.31%+473
ELI LILLY & CO(LLY)864793-716598520.56%+193
JOHNSON & JOHNSON(JNJ)4,4074,762+3558179860.64%+168
JPMORGAN CHASE & CO.(JPM)3,9714,398+4271,2531,4170.93%+165
MICRON TECHNOLOGY INC(MU)1,2391,289+502073680.24%+161
APPLIED MATLS INC1,3301,496+1662723840.25%+112
PALANTIR TECHNOLOGIES INC(PLTR)6,4937,251+7581,1841,2890.84%+104
GOLDMAN SACHS GROUP INC(GS)0556+55604890.32%+489
QUANTA SVCS INC559776+2172323280.21%+96
WALMART INC(WMT)4,9335,411+4785086030.39%+94
HOWMET AEROSPACE INC(HWM)01,844+1,84403780.25%+378
MERCK & CO INC(MRK)2,7783,087+3092333250.21%+92
ROBINHOOD MKTS INC(HOOD)3,6065,328+1,7225166030.39%+86
CONSTELLATION ENERGY CORP(CEG)1,0091,169+1603324130.27%+81
ADVANCED MICRO DEVICES INC(AMD)1,6111,576-352613380.22%+77
CATERPILLAR INC(CAT)684696+123263990.26%+72
WELLS FARGO CO NEW(WFC)4,1234,471+3483464170.27%+71
NEXTERA ENERGY INC(NEE)3,2423,933+6912453160.21%+71
GE AEROSPACE(GE)1,2431,439+1963744430.29%+69
INFOSYS LTD(INFY)022,066+22,06603930.26%+393
IDEXX LABS INC(IDXX)375450+752403040.20%+65
MICROSOFT CORP(MSFT)8,6149,358+7444,4624,5262.96%+64
PEPSICO INC(PEP)2,4582,847+3893454090.27%+63
MORGAN STANLEY(MS)1,8411,996+1552933540.23%+62
ISHARES TR7,3867,960+5747898490.55%+61
BANK AMERICA CORP8,6199,152+5334455030.33%+59
CELESTICA INC(CLS)01,001+1,00102960.19%+296
SMARTFINANCIAL INC(SMBK)020,322+20,32207520.49%+752
EMERSON ELEC CO(EMR)02,336+2,33603100.20%+310
VERTIV HOLDINGS CO(VRT)1,5671,776+2092362880.19%+51
CITIGROUP INC(C)02,502+2,50202920.19%+292
FORTINET INC(FTNT)06,612+6,61205250.34%+525
CLOUDFLARE INC(NET)3,2753,794+5197037480.49%+45
RTX CORPORATION(RTX)2,1962,247+513674120.27%+45
CROWDSTRIKE HLDGS INC(CRWD)1,3771,521+1446757130.47%+38
AMERICAN EXPRESS CO(AXP)716733+172382710.18%+33
QUALCOMM INC(QCOM)1,5151,667+1522522850.19%+33
EXXON MOBIL CORP7,9877,756-2319019330.61%+33
ROYAL CARIBBEAN GROUP
COM
1,1771,481+3043814130.27%+32
CARVANA CO(CVNA)565579+142132440.16%+31
DATADOG INC(DDOG)3,2283,595+3674604890.32%+29
BERKSHIRE HATHAWAY INC DEL2,1392,197+581,0751,1040.72%+29
S&P GLOBAL INC(SPGI)0511+51102670.17%+267
INTERNATIONAL BUSINESS MACHS(IBM)01,367+1,36704050.26%+405
LOWES COS INC(LOW)803952+1492022300.15%+28
META PLATFORMS INC(META)2,1912,476+2851,6091,6341.07%+25
MEDTRONIC PLC(MDT)2,5162,755+2392402650.17%+25
AMGEN INC(AMGN)0708+70802320.15%+232
THERMO FISHER SCIENTIFIC INC(TMO)459424-352232460.16%+23
GILEAD SCIENCES INC(GILD)2,2752,240-352532750.18%+22
MCDONALDS CORP(MCD)1,3461,411+654094310.28%+22
FASTLY INC(FSLY)10,71811,087+369921130.07%+21
VISA INC(V)01,724+1,72406050.40%+605
DISNEY WALT CO(DIS)02,776+2,77603160.21%+316
LEIDOS HOLDINGS INC(LDOS)1,6321,755+1233083170.21%+8
UBER TECHNOLOGIES INC(UBER)2,6593,267+6082612670.17%+6
BLOCK INC(XYZ)3,0533,483+4302212270.15%+6
VANGUARD INDEX FDS42342302032060.13%+3
MASTERCARD INCORPORATED(MA)762760-24334340.28%0
ALNYLAM PHARMACEUTICALS INC(ALNY)526604+782402400.16%0
ANALOG DEVICES INC(ADI)975882-932402390.16%-0
UNITEDHEALTH GROUP INC(UNH)1,3521,407+554674650.30%-2
ABBOTT LABS2,1982,330+1322942920.19%-2
TEXAS INSTRS INC(TXN)01,637+1,63702840.19%+284
VULCAN MATLS CO(VMC)1,6841,794+1105185120.33%-6
CHECK POINT SOFTWARE TECH LT
ORD
01,374+1,37402550.17%+255
ALLOT LTD12,13112,357+2261281210.08%-7
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