Le Conte Wealth Management, LLC Incresed Positions 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
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
TSLA
Tesla, Inc.

Consumer Cyclical
503
+ 16.96%
$401.99 - $468.37 $202K - $236K
3.47K $1.56B
CSCO
Cisco Systems, Inc.

Technology
1.43K
+ 9.88%
$67.46 - $78.0 $96.4K - $111K
15.9K $1.22B
ACN
Accenture PLC

Technology
672
+ 41.84%
$234.02 - $253.35 $157K - $170K
2.28K $611M
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
INFY
Infosys LTD

Technology
1.96K
+ 9.75%
$16.07 - $17.53 $31.5K - $34.4K
22.1K $393M
IDXX
Idexx Laboratories Inc

Healthcare
75
+ 20.0%
$616.15 - $722.94 $46.2K - $54.2K
450 $304M
MSFT
Microsoft Corp

Technology
744
+ 8.64%
$496.82 - $542.07 $370K - $403K
9.36K $4.53B
PEP
Pepsico Inc

Consumer Defensive
389
+ 15.83%
$138.84 - $153.71 $54K - $59.8K
2.85K $409M
MS
Morgan Stanley

Financial Services
155
+ 8.42%
$151.86 - $169.92 $23.5K - $26.3K
2K $354M
SUB
Ishares Short Term National Mu

ETFs
574
+ 7.77%
$106.22 - $106.81 $61K - $61.3K
7.96K $849M
BAC
Bank Of America Corp

Financial Services
533
+ 6.18%
$48.65 - $54.11 $25.9K - $28.8K
9.15K $503M
Celestica Inc
34
+ 3.52%
N/A
1K $296M
SMBK
Smartfinancial Inc.

Financial Services
847
+ 4.35%
$33.44 - $36.26 $28.3K - $30.7K
20.3K $752M
EMR
Emerson Electric CO

Industrials
387
+ 19.86%
$126.01 - $140.03 $48.8K - $54.2K
2.34K $310M
VRT
Vertiv Holdings CO

Industrials
209
+ 13.34%
N/A
1.78K $288M
C
Citigroup Inc

Financial Services
94
+ 3.9%
$93.93 - $102.87 $8.83K - $9.67K
2.5K $292M
FTNT
Fortinet, Inc.

Technology
924
+ 16.24%
$80.54 - $87.52 $74.4K - $80.9K
6.61K $525M
NET
Cloudflare, Inc.

Technology
519
+ 15.85%
$210.01 - $253.3 $109K - $131K
3.79K $748M
RTX
Raytheon Technologies Corp

Industrials
51
+ 2.32%
$157.0 - $179.44 $8.01K - $9.15K
2.25K $412M
CRWD
Crowd Strike Holdings, Inc.

Technology
144
+ 10.46%
$482.23 - $557.53 $69.4K - $80.3K
1.52K $713M
AXP
American Express CO

Financial Services
17
+ 2.37%
$316.26 - $372.77 $5.38K - $6.34K
733 $271M
QCOM
Qualcomm Inc

Technology
152
+ 10.03%
$153.59 - $187.68 $23.3K - $28.5K
1.67K $285M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
304
+ 25.83%
$252.87 - $320.26 $76.9K - $97.4K
1.48K $413M
CVNA
Carvana Co.

Consumer Cyclical
14
+ 2.48%
$290.14 - $395.41 $4.06K - $5.54K
579 $244M
DDOG
Datadog, Inc.

Technology
367
+ 11.37%
$151.17 - $199.72 $55.5K - $73.3K
3.6K $489M
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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