Le Conte Wealth Management, LLC Purchases in Q4 2025

Le Conte Wealth Management, LLC

  • $153 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.6K
+ 15.75%
$99.87 - $101.27 $1.36M - $1.38M
100K $10B
NVDA
Nvidia Corp

Technology
3.87K
+ 15.69%
$179.83 - $207.04 $696K - $801K
28.5K $5.32B
AAPL
Apple Inc.

Technology
1.05K
+ 6.53%
$245.27 - $275.25 $257K - $288K
17.1K $4.64B
AVGO
Broadcom Inc.

Technology
1.08K
+ 15.93%
$324.63 - $385.98 $350K - $416K
7.85K $2.72B
SO
Southern CO

Utilities
5.36K
New
$90.58 - $99.72 $485K - $534K
5.36K $467M
GOOGL
Alphabet Inc.

Communication Services
185
+ 3.33%
$236.57 - $291.31 $43.8K - $53.9K
5.74K $1.8B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
12.5K
+ 19.48%
$37.19 - $37.8 $463K - $471K
76.4K $2.86B
GOOG
Alphabet Inc.

Communication Services
436
+ 12.13%
$237.49 - $291.74 $104K - $127K
4.03K $1.26B
AMZN
Amazon Com Inc

Consumer Cyclical
1.01K
+ 11.19%
$213.04 - $254.0 $216K - $258K
10.1K $2.33B
Lam Research Corp
1.51K
New
N/A
1.51K $258M
INTU
Intuit Inc

Technology
375
New
$641.79 - $683.39 $241K - $256K
375 $248M
TJX
Tjx Companies Inc

Consumer Cyclical
1.61K
New
$138.56 - $147.63 $224K - $238K
1.61K $248M
JCI
Johnson Controls International PLC

Industrials
2.04K
New
$105.55 - $122.66 $215K - $250K
2.04K $244M
TSLA
Tesla, Inc.

Consumer Cyclical
503
+ 16.96%
$401.99 - $468.37 $202K - $236K
3.47K $1.56B
TDG
Trans Digm Group Inc

Industrials
181
New
$1237.71 - $1359.3 $224K - $246K
181 $241M
CSCO
Cisco Systems, Inc.

Technology
1.43K
+ 9.88%
$67.46 - $78.0 $96.4K - $111K
15.9K $1.22B
CMI
Cummins Inc

Industrials
456
New
$407.98 - $484.34 $186K - $221K
456 $233M
MUB
Ishares National Muni Bond ETF

ETFs
2.08K
+ 17.91%
$106.36 - $107.61 $221K - $224K
13.7K $1.47B
COF
Capital One Financial Corp

Financial Services
948
New
$201.01 - $225.01 $191K - $213K
948 $230M
APP
App Lovin Corp

Technology
338
New
$552.64 - $704.09 $187K - $238K
338 $228M
PH
Parker Hannifin Corp

Industrials
255
New
$716.66 - $857.93 $183K - $219K
255 $224M
CRM
Salesforce, Inc.

Technology
834
New
$235.69 - $263.41 $197K - $220K
834 $221M
ACN
Accenture PLC

Technology
672
+ 41.84%
$234.02 - $253.35 $157K - $170K
2.28K $611M
CACI
Caci International Inc

Technology
397
New
N/A
397 $212M
SCHW
Schwab Charles Corp

Financial Services
2.1K
New
$91.91 - $97.71 $193K - $206K
2.1K $210M
ETN
Eaton Corp PLC

Industrials
658
New
$352.39 - $387.75 $232K - $255K
658 $210M
BA
Boeing CO

Industrials
963
New
$191.81 - $225.32 $185K - $217K
963 $209M
AEP
American Electric Power CO Inc

Utilities
1.8K
New
$112.75 - $122.73 $203K - $221K
1.8K $208M
NEM
Newmont Corp

Basic Materials
2.05K
New
$78.63 - $98.27 $161K - $202K
2.05K $205M
SNOW
Snowflake Inc.

Technology
932
New
$230.55 - $277.14 $215K - $258K
932 $204M
PFE
Pfizer Inc

Healthcare
8.18K
New
$24.23 - $27.37 $198K - $224K
8.18K $204M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
700
New
$256.75 - $275.06 $180K - $193K
700 $201M
KO
Coca Cola CO

Consumer Defensive
2.63K
+ 63.69%
$66.1 - $71.61 $174K - $189K
6.77K $473M
JNJ
Johnson & Johnson

Healthcare
355
+ 8.06%
$185.98 - $199.58 $66K - $70.9K
4.76K $986M
JPM
Jpmorgan Chase & CO

Financial Services
427
+ 10.75%
$294.11 - $320.41 $126K - $137K
4.4K $1.42B
MU
Micron Technology Inc

Technology
50
+ 4.04%
$181.6 - $253.3 $9.08K - $12.7K
1.29K $368M
AMAT
Applied Materials Inc

Technology
166
+ 12.48%
$209.95 - $240.89 $34.9K - $40K
1.5K $384M
PLTR
Palantir Technologies Inc.

Technology
758
+ 11.67%
$172.14 - $207.18 $130K - $157K
7.25K $1.29B
GS
Goldman Sachs Group Inc

Financial Services
73
+ 15.11%
$744.6 - $838.97 $54.4K - $61.2K
556 $489M
PWR
Quanta Services, Inc.

Industrials
217
+ 38.82%
$412.21 - $453.83 $89.4K - $98.5K
776 $328M
WMT
Walmart Inc.

Consumer Defensive
478
+ 9.69%
$101.18 - $109.03 $48.4K - $52.1K
5.41K $603M
HWM
Howmet Aerospace Inc.

Industrials
397
+ 27.44%
$184.09 - $209.74 $73.1K - $83.3K
1.84K $378M
MRK
Merck & Co., Inc.

Healthcare
309
+ 11.12%
$82.49 - $92.93 $25.5K - $28.7K
3.09K $325M
HOOD
Robinhood Markets, Inc.

Technology
1.72K
+ 47.75%
$121.53 - $152.46 $209K - $263K
5.33K $603M
CEG
Constellation Energy Corp

Utilities
160
+ 15.86%
$335.74 - $401.43 $53.7K - $64.2K
1.17K $413M
CAT
Caterpillar Inc

Industrials
12
+ 1.75%
$480.82 - $585.49 $5.77K - $7.03K
696 $399M
WFC
Wells Fargo & Company

Financial Services
348
+ 8.44%
$77.62 - $87.3 $27K - $30.4K
4.47K $417M
NEE
Nextera Energy Inc

Utilities
691
+ 21.31%
$78.18 - $86.03 $54K - $59.4K
3.93K $316M
GE
General Electric CO

Industrials
196
+ 15.77%
$291.49 - $314.28 $57.1K - $61.6K
1.44K $443M
Activity Summary
Buys All Purchases 100 New Holdings 21 Increased Positions 79 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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