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 | 922908538 Common stock | $2.91M | +9K +1196.60% | 10,282 1.72% of portfolio | low |
| Q2 2026 as of | Add | 464287226 Common stock | $1.72M | +17K +17.36% | 117,507 6.34% of portfolio | low |
| Q2 2026 as of | Add | Southern Co Common stock | $1.30M | +14K +253.14% | 18,914 0.99% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $1.16M | +5K +184.88% | 7,085 0.97% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $510.0K | +3K +8.94% | 31,073 3.39% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $509.9K | +2K +10.33% | 18,823 2.97% of portfolio | low |
| Q2 2026 as of | Add | 46435U853 Common stock | $421.0K | +11K +14.88% | 87,800 1.77% of portfolio | low |
| Q2 2026 as of | Add | Coca Cola Co Common stock | $414.6K | +5K +75.38% | 11,868 0.53% of portfolio | low |
| Q2 2026 as of | Add | Abbott Laboratories Common stock | $407.2K | +4K +192.58% | 6,817 0.34% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $400.6K | +1K +19.52% | 6,863 1.34% of portfolio | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $341.3K | +2K +32.18% | 10,252 0.76% of portfolio | low |
| Q2 2026 as of | Add | Philip Morris International Inc. Common stock | $334.5K | +2K +67.04% | 4,607 0.45% of portfolio | low |
| Q2 2026 as of | Add | Pepsico Inc Common stock | $304.8K | +2K +79.07% | 5,098 0.38% of portfolio | low |
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $301.1K | +251 +31.65% | 1,044 0.68% of portfolio | low |
| Q2 2026 as of | Add | Eaton Corp plc Common stock | $291.0K | +683 +103.80% | 1,341 0.31% of portfolio | low |
| Q2 2026 as of | Add | 92206C847 Common stock | $248.6K | +5K +6.47% | 74,102 2.23% of portfolio | low |
| Q2 2026 as of | Add | Carvana Co. Common stock | $212.1K | +3K +556.48% | 3,801 0.14% of portfolio | low |
| Q2 2026 as of | Add | 922908736 Common stock | $192.0K | +2K +526.95% | 2,652 0.12% of portfolio | low |
| Q2 2026 as of | Add | Howmet Aerospace Inc. Common stock | $189.0K | +703 +38.12% | 2,547 0.37% of portfolio | low |
| Q2 2026 as of | Add | Vertiv Holdings Co Common stock | $188.8K | +564 +31.76% | 2,340 0.43% of portfolio | low |
| Q2 2026 as of | Add | Fortinet Inc Common stock | $184.2K | +1K +18.13% | 7,811 0.65% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $183.0K | +518 +12.85% | 4,548 0.88% of portfolio | low |
| Q2 2026 as of | Add | Nextera Energy Inc Common stock | $166.9K | +2K +48.36% | 5,835 0.28% of portfolio | low |
| Q2 2026 as of | Add | Cloudflare, Inc. Common stock | $166.3K | +678 +17.87% | 4,472 0.60% of portfolio | low |
| Q2 2026 as of | Add | Merck & Co., Inc. Common stock | $154.5K | +1K +38.94% | 4,289 0.30% of portfolio | low |
| Q2 2026 as of | Add | Cisco Systems, Inc. Common stock | $152.6K | +1K +8.17% | 17,195 1.10% of portfolio | low |
| Q2 2026 as of | Add | American Electric Power Co Inc Common stock | $150.2K | +1K +60.86% | 2,902 0.22% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $144.6K | +289 +13.15% | 2,486 0.68% of portfolio | low |
| Q2 2026 as of | Add | Constellation Energy Corp Common stock | $142.3K | +573 +49.02% | 1,742 0.24% of portfolio | low |
| Q2 2026 as of | Add | 464288414 Common stock | $140.9K | +1K +9.56% | 15,005 0.88% of portfolio | low |
| Q2 2026 as of | Add | CrowdStrike Holdings, Inc. Common stock | $137.4K | +180 +11.83% | 1,701 0.71% of portfolio | low |
| Q2 2026 as of | Add | VeriSign Inc Common stock | $125.3K | +498 +50.40% | 1,486 0.20% of portfolio | low |
| Q2 2026 as of | Add | Caterpillar Inc Common stock | $119.2K | +112 +16.09% | 808 0.47% of portfolio | low |
| Q2 2026 as of | Add | Costco Wholesale Corp /New Common stock | $112.3K | +120 +26.32% | 576 0.29% of portfolio | low |
| Q2 2026 as of | Add | Lightbridge Corp Common stock | $108.6K | +12K +101.12% | 24,581 0.12% of portfolio | low |
| Q2 2026 as of | Add | Block, Inc. Common stock | $106.2K | +1K +40.11% | 4,880 0.20% of portfolio | low |
| Q2 2026 as of | Add | Advanced Micro Devices Inc Common stock | $90.0K | +155 +9.84% | 1,731 0.55% 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 |
| 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 | Johnson & Johnson Common stock | $79.0K | +311 +6.53% | 5,073 0.70% 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 | Walmart Inc. Common stock | $72.7K | +642 +11.86% | 6,053 0.37% 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 | JPMorgan Chase & Co Common stock | $66.1K | +202 +4.59% | 4,600 0.82% 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 | Vistra Corp. Common stock | $60.4K | +381 +26.44% | 1,822 0.16% 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 | Amazon.com Inc Common stock | $55.3K | +232 +2.30% | 10,307 1.34% 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 | Cummins Inc Common stock | $50.6K | +71 +15.57% | 527 0.20% of portfolio | low |