Le Conte Wealth Management, LLC Incresed Positions in Q3 2025

Le Conte Wealth Management, LLC

  • $150 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
688
+ 45.56%
$120.51 - $136.62 $82.9K - $94K
2.2K $294M
CEG
Constellation Energy Corp

Utilities
244
+ 31.9%
$298.82 - $354.89 $72.9K - $86.6K
1.01K $332M
WFC
Wells Fargo & Company

Financial Services
795
+ 23.89%
$77.05 - $85.16 $61.3K - $67.7K
4.12K $346M
PM
Philip Morris International Inc.

Consumer Defensive
687
+ 29.48%
$157.77 - $183.27 $108K - $126K
3.02K $489M
VCIT
Vanguard Intermediate Term Cor

ETFs
528
+ 3.24%
$81.75 - $84.54 $43.2K - $44.6K
16.8K $1.42B
AMAT
Applied Materials Inc

Technology
175
+ 15.15%
$156.25 - $204.95 $27.3K - $35.9K
1.33K $272M
NFLX
Netflix Inc

Communication Services
91
+ 25.93%
$1147.87 - $1297.18 $104K - $118K
442 $530M
MA
Mastercard Inc

Financial Services
90
+ 13.39%
$550.18 - $598.96 $49.5K - $53.9K
762 $433M
AMD
Advanced Micro Devices Inc

Technology
122
+ 8.19%
$134.8 - $184.42 $16.4K - $22.5K
1.61K $261M
VST
Vistra Corp.

Utilities
229
+ 21.03%
$182.0 - $217.92 $41.7K - $49.9K
1.32K $258M
COST
Costco Wholesale Corp

Consumer Defensive
72
+ 18.7%
$915.95 - $994.57 $65.9K - $71.6K
457 $423M
SMBK
Smartfinancial Inc.

Financial Services
100
+ 0.52%
$32.94 - $37.83 $3.29K - $3.78K
19.5K $696M
HWM
Howmet Aerospace Inc.

Industrials
116
+ 8.72%
$171.0 - $196.23 $19.8K - $22.8K
1.45K $284M
BB
Blackberry LTD

Technology
6.17K
+ 46.38%
$3.58 - $5.0 $22.1K - $30.8K
19.5K $95M
TXN
Texas Instruments Inc

Technology
339
+ 27.76%
N/A
1.56K $287M
INFY
Infosys LTD

Technology
4.18K
+ 26.27%
$15.98 - $18.96 $66.8K - $79.3K
20.1K $327M
KO
Coca Cola CO

Consumer Defensive
673
+ 19.45%
$65.67 - $71.67 $44.2K - $48.2K
4.13K $274M
V
Visa Inc.

Financial Services
137
+ 8.63%
$332.09 - $358.86 $45.5K - $49.2K
1.73K $589M
COIN
Coinbase Global, Inc.

Technology
97
+ 11.4%
$297.99 - $419.78 $28.9K - $40.7K
948 $320M
CHKP
Check Point Software Technologies LTD

Technology
169
+ 15.42%
$180.73 - $231.23 $30.5K - $39.1K
1.27K $262M
SPGI
S&P Global Inc.

Financial Services
37
+ 8.15%
$484.94 - $564.15 $17.9K - $20.9K
491 $239M
EMR
Emerson Electric CO

Industrials
27
+ 1.4%
$128.6 - $149.63 $3.47K - $4.04K
1.95K $256M
ACN
Accenture PLC

Technology
160
+ 11.07%
$232.56 - $304.78 $37.2K - $48.8K
1.61K $396M
FTNT
Fortinet, Inc.

Technology
432
+ 8.22%
$74.39 - $107.65 $32.1K - $46.5K
5.69K $478M
Activity Summary
Buys All Purchases 111 New Holdings 36 Increased Positions 75 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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