Sponsored

The Analysis of LeConte Wealth Management, LLC's Holdings & P&L

Currently, LeConte Wealth Management, LLC holds 152 types of securities in its portfolio with a total value $154.7M. In the most recent quarter, they have increased their positions in VOT (+8.7K shares, valued at $2.2M), NLR (+12.4K shares, valued at $1.7M), ABBV (+4.7K shares, valued at $1.0M); decreased their positions in N/A (-17.5K shares, valued at $3.4M), IJH (-17.4K shares, valued at $1.2M), SCHY (-35.2K shares, valued at $1.1M); initiated new positions in NLR (+12.4K shares, valued at $1.7M), N/A (+3.8K shares, valued at $498.8K), BWXT (+1.7K shares, valued at $344.6K).

1M P&L

+4.3M+3.65%

3M P&L

+4.8M+4.09%

HY P&L

+6.7M+5.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A61.2M

50.5%

2Software - Infrastructure10.5M

8.7%

3Semiconductors6.8M

5.6%

Top Industries by Stock Count

1N/A15 stocks

12.1%

2Software - Infrastructure14 stocks

11.3%

3Software - Application7 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T97.1K shares-15.28%2026-03-312026-05-12

AGG ISHARES TR107.8K shares7.66%2026-03-312026-05-12

VCLT VANGUARD SCOTTSDALE FDS120.8K shares-2.48%2026-03-312026-05-12

QQQE DIREXION SHARES ETF TRUST64.5K shares-12.72%2026-03-312026-05-12

IJH ISHARES TR90.0K shares-16.17%2026-03-312026-05-12

SCHY SCHWAB STRATEGIC TR171.8K shares-16.99%2026-03-312026-05-12

NVDA NVIDIA CORPORATION29.8K shares4.35%2026-03-312026-05-12

VKI INVESCO ADVANTAGE MUN INCOME584.3K shares-8.95%2026-03-312026-05-12

Sponsored

AAPL APPLE INC17.7K shares3.58%2026-03-312026-05-12

VGLT VANGUARD SCOTTSDALE FDS73.4K shares5.47%2026-03-312026-05-12

USHY ISHARES TR81.3K shares6.33%2026-03-312026-05-12

CIBR FIRST TR EXCHANGE-TRADED FD46.8K shares-1.51%2026-03-312026-05-12

MSFT MICROSOFT CORP7.9K shares-15.42%2026-03-312026-05-12

VOT VANGUARD INDEX FDS9.5K shares1098.49%2026-03-312026-05-12

BROADCOM INC BROADCOM INC7.3K shares-6.44%2026-03-312026-05-12

AMZN AMAZON COM INC10.1K shares0.21%2026-03-312026-05-12

Sponsored

ALPHABET INC ALPHABET INC6.4K shares11.63%2026-03-312026-05-12

XOM EXXON MOBIL CORP9.8K shares26.30%2026-03-312026-05-12

NLR VANECK ETF TRUST12.4K sharesnew addition2026-03-312026-05-12

META META PLATFORMS INC2.8K shares11.23%2026-03-312026-05-12

ABBV ABBVIE INC7.2K shares188.42%2026-03-312026-05-12

MUB ISHARES TR14.1K shares2.80%2026-03-312026-05-12

CSCO CISCO SYS INC17.1K shares7.89%2026-03-312026-05-12

TSLA TESLA INC3.5K shares0.92%2026-03-312026-05-12

Sponsored

VCIT VANGUARD SCOTTSDALE FDS15.7K shares6.14%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO4.3K shares-2.00%2026-03-312026-05-12

ALPHABET INC ALPHABET INC4.2K shares3.25%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON4.9K shares2.18%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares4.82%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC7.4K shares2.68%2026-03-312026-05-12

VGIT VANGUARD SCOTTSDALE FDS17.5K shares3.09%2026-03-312026-05-12

SO SOUTHERN CO10.3K shares91.64%2026-03-312026-05-12

Sponsored

CVX CHEVRON CORPORATION4.2K shares1.93%2026-03-312026-05-12

SUB ISHARES TR8.2K shares2.68%2026-03-312026-05-12

NET CLOUDFLARE INC4.1K shares7.49%2026-03-312026-05-12

KO COCA COLA CO10.9K shares60.56%2026-03-312026-05-12

SMBK SMARTFINANCIAL INC20.3K shares0.00%2026-03-312026-05-12

LLY ELI LILLY & CO834 shares5.17%2026-03-312026-05-12

PEP PEPSICO INC4.9K shares70.99%2026-03-312026-05-12

WMT WALMART INC5.7K shares4.62%2026-03-312026-05-12

Sponsored

PM PHILIP MORRIS INTL INC4.2K shares53.88%2026-03-312026-05-12

ABT ABBOTT LABORATORIES6.3K shares168.80%2026-03-312026-05-12

CRWD CROWDSTRIKE HLDGS INC1.6K shares7.82%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC4.0K shares-18.38%2026-03-312026-05-12

FTNT FORTINET INC7.5K shares14.02%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION592 shares29.82%2026-03-312026-05-12

VRT VERTIV HOLDINGS CO2.1K shares19.82%2026-03-312026-05-12

NFLX NETFLIX INC.5.5K shares18.70%2026-03-312026-05-12

Sponsored

AMAT APPLIED MATLS INC1.5K shares3.34%2026-03-312026-05-12

NEE NEXTERA ENERGY INC5.6K shares43.58%2026-03-312026-05-12

CAT CATERPILLAR INC723 shares3.88%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.8K sharesnew addition2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC581 shares4.50%2026-03-312026-05-12

V VISA INC1.6K shares-7.54%2026-03-312026-05-12

HD HOME DEPOT INC1.5K shares-5.14%2026-03-312026-05-12

HWM HOWMET AEROSPACE INC2.1K shares11.28%2026-03-312026-05-12

Sponsored

VMC VULCAN MATLS CO1.7K shares-3.62%2026-03-312026-05-12

PWR QUANTA SVCS INC843 shares8.63%2026-03-312026-05-12

MCD MCDONALDS CORP1.5K shares3.76%2026-03-312026-05-12

APH AMPHENOL CORP3.6K shares-0.03%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC1.3K shares3.18%2026-03-312026-05-12

CEG CONSTELLATION ENERGY CORP1.6K shares37.64%2026-03-312026-05-12

RTX RTX CORPORATION2.3K shares2.14%2026-03-312026-05-12

PG PROCTER & GAMBLE CO3.1K shares4.73%2026-03-312026-05-12

Sponsored

BAC BANK AMERICA CORP8.9K shares-2.26%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC3.5K shares14.48%2026-03-312026-05-12

FAST FASTENAL CO9.0K shares8.77%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE1.5K shares2.02%2026-03-312026-05-12

DDOG DATADOG INC3.5K shares-2.42%2026-03-312026-05-12

RCL ROYAL CARIBBEAN GROUP1.5K shares0.61%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.0K shares-10.01%2026-03-312026-05-12

VRSN VERISIGN INC1.4K shares46.66%2026-03-312026-05-12

Sponsored

ORCL ORACLE CORP2.4K shares-14.77%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC1.7K shares10.85%2026-03-312026-05-12

FSLY FASTLY INC12.2K shares10.08%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS1.5K shares7.02%2026-03-312026-05-12

WFC WELLS FARGO & CO4.4K shares-2.10%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC1.3K shares-9.03%2026-03-312026-05-12

BWXT BWX TECHNOLOGIES INC1.7K sharesnew addition2026-03-312026-05-12

VST VISTRA CORP2.3K shares57.53%2026-03-312026-05-12

Sponsored

MS MORGAN STANLEY2.1K shares2.91%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP1.6K shares3.25%2026-03-312026-05-12

INFY INFOSYS LTD24.4K shares10.66%2026-03-312026-05-12

GILD GILEAD SCIENCES INC2.3K shares4.78%2026-03-312026-05-12

MSI MOTOROLA SOLUTIONS INC744 sharesnew addition2026-03-312026-05-12

MA MASTERCARD INCORPORATED643 shares-15.39%2026-03-312026-05-12

ROST ROSS STORES INC1.5K shares6.54%2026-03-312026-05-12

TXN TEXAS INSTRS INC1.6K shares0.73%2026-03-312026-05-12

Sponsored

HOOD ROBINHOOD MKTS INC4.6K shares-13.72%2026-03-312026-05-12

LNG CHENIERE ENERGY INC1.1K sharesnew addition2026-03-312026-05-12

EMR EMERSON ELEC CO2.3K shares-0.73%2026-03-312026-05-12

ADI ANALOG DEVICES INC934 shares5.90%2026-03-312026-05-12

T AT&T INC10.2K shares8.08%2026-03-312026-05-12

PFE PFIZER INC10.3K shares26.50%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC2.5K shares1.24%2026-03-312026-05-12

LTBR LIGHTBRIDGE CORP26.9K shares120.36%2026-03-312026-05-12

Sponsored

CELESTICA INC CELESTICA INC1.0K shares1.40%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC297 shares-1.00%2026-03-312026-05-12

JCI JOHNSON CONTROLS INTERNATION2.1K shares3.69%2026-03-312026-05-12

FFIV F5 INC947 sharesnew addition2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC766 shares16.41%2026-03-312026-05-12

IDXX IDEXX LABS INC487 shares8.22%2026-03-312026-05-12

TJX TJX COS INC NEW1.7K shares5.51%2026-03-312026-05-12

LEU CENTRUS ENERGY CORP1.6K sharesnew addition2026-03-312026-05-12

Sponsored

AMGN AMGEN INC760 shares7.34%2026-03-312026-05-12

GEV GE VERNOVA INC306 sharesnew addition2026-03-312026-05-12

DIS DISNEY WALT CO2.8K shares-0.43%2026-03-312026-05-12

YUM YUM BRANDS INC1.7K sharesnew addition2026-03-312026-05-12

MO ALTRIA GROUP INC4.0K shares-8.20%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC5.2K shares-2.38%2026-03-312026-05-12

CMI CUMMINS INC461 shares1.10%2026-03-312026-05-12

PNC PNC FINL SVCS GROUP INC1.2K shares3.89%2026-03-312026-05-12

Sponsored

CVNA CARVANA CO773 shares33.51%2026-03-312026-05-12

OKLO OKLO INC4.9K sharesnew addition2026-03-312026-05-12

LINDE PLC LINDE PLC485 sharesnew addition2026-03-312026-05-12

AEP AMERICAN ELEC PWR CO INC1.8K shares1.05%2026-03-312026-05-12

CRM SALESFORCE INC1.3K shares53.36%2026-03-312026-05-12

LDOS LEIDOS HOLDINGS INC1.5K shares-13.05%2026-03-312026-05-12

LOW LOWES COS INC993 shares4.31%2026-03-312026-05-12

XYZ BLOCK INC3.9K shares11.92%2026-03-312026-05-12

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.4K sharesnew addition2026-03-312026-05-12

CCJ CAMECO CORP2.1K sharesnew addition2026-03-312026-05-12

ALNY ALNYLAM PHARMACEUTICALS INC695 shares15.07%2026-03-312026-05-12

AKAM AKAMAI TECHNOLOGIES INC2.0K sharesnew addition2026-03-312026-05-12

PH PARKER-HANNIFIN CORP255 shares0.00%2026-03-312026-05-12

MEDTRONIC PLC MEDTRONIC PLC2.6K shares-5.41%2026-03-312026-05-12

DASH DOORDASH INC1.5K shares-7.92%2026-03-312026-05-12

HLT HILTON WORLDWIDE HLDGS INC734 shares4.86%2026-03-312026-05-12

Sponsored

MPWR MONOLITHIC PWR SYS INC204 sharesnew addition2026-03-312026-05-12

CACI CACI INTL INC409 shares3.02%2026-03-312026-05-12

NEM NEWMONT CORP2.1K shares-0.10%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC449 shares5.90%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO728 shares-0.68%2026-03-312026-05-12

HON HONEYWELL INTL INC933 sharesnew addition2026-03-312026-05-12

BA BOEING CO1.1K shares9.87%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC50 shares-15.25%2026-03-312026-05-12

Sponsored

SCHW SCHWAB CHARLES CORP2.2K shares6.18%2026-03-312026-05-12

INTC INTEL CORP4.7K sharesnew addition2026-03-312026-05-12

UNP UNION PAC CORP847 sharesnew addition2026-03-312026-05-12

KLAC KLA CORP139 sharesnew addition2026-03-312026-05-12

COP CONOCOPHILLIPS1.5K sharesnew addition2026-03-312026-05-12

SBUX STARBUCKS CORP2.3K sharesnew addition2026-03-312026-05-12

SMR NUSCALE PWR CORP18.6K sharesnew addition2026-03-312026-05-12

PSX PHILLIPS 661.1K sharesnew addition2026-03-312026-05-12

Sponsored

UUUU ENERGY FUELS INC10.4K sharesnew addition2026-03-312026-05-12

NXE NEXGEN ENERGY LTD14.5K sharesnew addition2026-03-312026-05-12

DNN DENISON MINES CORP41.2K sharesnew addition2026-03-312026-05-12

UEC URANIUM ENERGY CORP10.1K sharesnew addition2026-03-312026-05-12

TLS TELOS CORP MD31.0K shares16.35%2026-03-312026-05-12

EU ENCORE ENERGY CORP49.5K sharesnew addition2026-03-312026-05-12

NABL N-ABLE INC10.6K sharesnew addition2026-03-312026-05-12

BB BLACKBERRY LTD14.7K shares-17.05%2026-03-312026-05-12

Sponsored

INVESCO EXCHANGE TRADED FD T

-15.28%

Shares97.1K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

7.66%

Shares107.8K

Event2026-03-31

Filed2026-05-12

VCLT

VANGUARD SCOTTSDALE FDS

-2.48%

Shares120.8K

Event2026-03-31

Filed2026-05-12

QQQE

DIREXION SHARES ETF TRUST

-12.72%

Shares64.5K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

-16.17%

Shares90.0K

Event2026-03-31

Filed2026-05-12

SCHY

SCHWAB STRATEGIC TR

-16.99%

Shares171.8K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

4.35%

Shares29.8K

Event2026-03-31

Filed2026-05-12

VKI

INVESCO ADVANTAGE MUN INCOME

-8.95%

Shares584.3K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

3.58%

Shares17.7K

Event2026-03-31

Filed2026-05-12

VGLT

VANGUARD SCOTTSDALE FDS

5.47%

Shares73.4K

Event2026-03-31

Filed2026-05-12

USHY

ISHARES TR

6.33%

Shares81.3K

Event2026-03-31

Filed2026-05-12

CIBR

FIRST TR EXCHANGE-TRADED FD

-1.51%

Shares46.8K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-15.42%

Shares7.9K

Event2026-03-31

Filed2026-05-12

VOT

VANGUARD INDEX FDS

1098.49%

Shares9.5K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-6.44%

Shares7.3K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

0.21%

Shares10.1K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

11.63%

Shares6.4K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

26.30%

Shares9.8K

Event2026-03-31

Filed2026-05-12

NLR

VANECK ETF TRUST

New

Shares12.4K

Event2026-03-31

Filed2026-05-12