Institutions / LeConte Wealth Management, LLC / Activity
Activity — LeConte Wealth Management, LLC
87 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Morgan Stanley Common stock | $627 | +3 +0.15% | 1,999 0.23% of portfolio | low |
| Q2 2026 as of | Add | Smartfinancial Inc. Common stock | $891 | +19 +0.09% | 20,341 0.52% of portfolio | low |
| Q2 2026 as of | Add | Ross Stores, Inc. Common stock | $1.3K | +6 +0.43% | 1,398 0.16% of portfolio | low |
| Q2 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $3.0K | +36 +0.81% | 4,507 0.20% of portfolio | low |
| Q2 2026 as of | Add | Pfizer Inc Common stock | $3.6K | +150 +1.83% | 8,331 0.11% of portfolio | low |
| Q2 2026 as of | Add | Lowes Companies Inc Common stock | $7.7K | +35 +3.68% | 987 0.12% of portfolio | low |
| Q2 2026 as of | Add | Blackberry Ltd Common stock | $7.9K | +626 +3.52% | 18,389 0.13% of portfolio | low |
| Q2 2026 as of | Add | Idexx Laboratories Inc /De Common stock | $8.4K | +16 +3.56% | 466 0.13% of portfolio | low |
| Q2 2026 as of | Add | TLS Telos Corp Common Stock | $8.6K | +2K +7.01% | 28,512 0.07% of portfolio | low |
| Q2 2026 as of | Add | Verizon Communications Inc Common stock | $9.9K | +233 +4.41% | 5,520 0.13% of portfolio | low |
| Q2 2026 as of | Add | Fastenal Co Common stock | $11.0K | +229 +2.77% | 8,486 0.22% of portfolio | low |
| Q2 2026 as of | Add | The PNC Financial Services Group, Inc. Common stock | $11.6K | +47 +4.15% | 1,179 0.16% of portfolio | low |
| Q2 2026 as of | Add | Quanta Services Inc Common stock | $13.0K | +18 +2.32% | 794 0.31% of portfolio | low |
| Q2 2026 as of | Add | American Express Co Common stock | $14.2K | +42 +5.73% | 775 0.14% of portfolio | low |
| Q2 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $16.0K | +32 +7.55% | 456 0.12% of portfolio | low |
| Q2 2026 as of | Add | Walt Disney Co Common stock | $17.3K | +180 +6.48% | 2,956 0.16% of portfolio | low |
| Q2 2026 as of | Add | Schwab Charles Corp Common stock | $19.0K | +206 +9.79% | 2,310 0.12% of portfolio | low |
| Q2 2026 as of | Add | The Boeing Company Common stock | $20.1K | +93 +9.66% | 1,056 0.12% of portfolio | low |
| Q2 2026 as of | Add | Palo Alto Networks Inc Common stock | $25.2K | +74 +1.52% | 4,928 0.92% of portfolio | low |
| Q2 2026 as of | Add | 92206C706 Common stock | $26.9K | +456 +2.68% | 17,456 0.56% of portfolio | low |
| Q2 2026 as of | Add | Mastercard Inc Common stock | $28.8K | +56 +7.37% | 816 0.23% of portfolio | low |
| Q2 2026 as of | Add | Gilead Sciences, Inc. Common stock | $28.8K | +228 +10.18% | 2,468 0.17% of portfolio | low |
| Q2 2026 as of | Add | TJX Cos Inc/The Common stock | $30.6K | +202 +12.52% | 1,816 0.15% of portfolio | low |
| Q2 2026 as of | Add | 92206C870 Common stock | $34.6K | +419 +2.83% | 15,203 0.68% of portfolio | low |
| Q2 2026 as of | Add | Citigroup Inc Common stock | $35.0K | +250 +9.99% | 2,752 0.21% of portfolio | low |
| Q2 2026 as of | Add | Newmont Corp Common stock | $36.0K | +385 +18.75% | 2,438 0.12% of portfolio | low |
| Q2 2026 as of | Add | Netflix Inc Common stock | $39.0K | +546 +11.79% | 5,178 0.20% of portfolio | low |
| Q2 2026 as of | Add | Hilton Worldwide Holdings Inc. Common stock | $40.6K | +123 +17.57% | 823 0.15% of portfolio | low |
| Q2 2026 as of | Add | Datadog, Inc. Common stock | $41.1K | +158 +4.39% | 3,753 0.53% of portfolio | low |
| Q2 2026 as of | Add | Bank of America Corp /De Common stock | $42.2K | +741 +8.10% | 9,893 0.31% of portfolio | low |
| Q2 2026 as of | Add | Lam Research Corp Common stock | $42.9K | +99 +6.57% | 1,606 0.38% of portfolio | low |
| Q2 2026 as of | Add | Alnylam Pharmaceuticals Inc Common stock | $46.7K | +155 +25.66% | 759 0.12% of portfolio | low |
| Q2 2026 as of | Add | Amgen Inc Common stock | $47.8K | +132 +18.64% | 840 0.17% of portfolio | low |
| Q2 2026 as of | Add | Applied Materials Inc /De Common stock | $49.2K | +68 +4.55% | 1,564 0.62% of portfolio | low |
| Q2 2026 as of | Add | Analog Devices Inc Common stock | $49.2K | +124 +14.06% | 1,006 0.22% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $49.5K | +465 +5.84% | 8,425 0.49% of portfolio | low |
| Q2 2026 as of | Add | ROBLOX Corp Common stock | $49.9K | +918 +30.19% | 3,959 0.12% of portfolio | low |
| Q2 2026 as of | Add | Cummins Inc Common stock | $50.6K | +71 +15.57% | 527 0.20% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc Common stock | $54.2K | +158 +9.16% | 1,882 0.35% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $55.3K | +232 +2.30% | 10,307 1.34% of portfolio | low |
| Q2 2026 as of | Add | International Business Machines Corp Common stock | $57.9K | +206 +15.07% | 1,573 0.24% of portfolio | low |
| Q2 2026 as of | Add | Vistra Corp. Common stock | $60.4K | +381 +26.44% | 1,822 0.16% of portfolio | low |
| Q2 2026 as of | Add | Amphenol Corp /De Common stock | $64.4K | +365 +10.20% | 3,943 0.38% of portfolio | low |
| Q2 2026 as of | Add | JPMorgan Chase & Co Common stock | $66.1K | +202 +4.59% | 4,600 0.82% of portfolio | low |
| Q2 2026 as of | Add | General Electric Co Common stock | $69.1K | +185 +12.86% | 1,624 0.33% of portfolio | low |
| Q2 2026 as of | Add | Walmart Inc. Common stock | $72.7K | +642 +11.86% | 6,053 0.37% of portfolio | low |
| Q2 2026 as of | Add | Tesla Inc Common stock | $77.0K | +183 +5.28% | 3,652 0.84% of portfolio | low |
| Q2 2026 as of | Add | Johnson & Johnson Common stock | $79.0K | +311 +6.53% | 5,073 0.70% of portfolio | low |
| Q2 2026 as of | Add | RTX Corp Common stock | $81.6K | +430 +19.14% | 2,677 0.28% of portfolio | low |
| Q2 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $85.2K | +581 +19.92% | 3,497 0.28% of portfolio | low |