Institutions / LeConte Wealth Management, LLC / Activity
Activity — LeConte Wealth Management, LLC
194 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| 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 | Trim | INFY Infosys Ltd ADR | $-51.0K | -5K -22.05% | 17,201 0.10% of portfolio | low |
| Q2 2026 as of | Trim | Broadcom Inc. Common stock | $-52.1K | -138 -1.76% | 7,709 1.59% 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 | New | enCore Energy Corp. Common stock | $62.8K | +48K | 47,943 0.03% 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 | Trim | Accenture plc Common stock | $-66.5K | -534 -23.44% | 1,744 0.12% 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 | Trim | Home Depot, Inc. Common stock | $-75.4K | -214 -13.91% | 1,324 0.25% of portfolio | low |
| Q2 2026 as of | Trim | Oracle Corp Common stock | $-76.6K | -523 -18.26% | 2,341 0.19% of portfolio | low |
| Q2 2026 as of | Trim | Qualcomm INC/DE Common stock | $-76.9K | -416 -24.96% | 1,251 0.13% 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 |
| 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 | Trim | DoorDash, Inc. Common stock | $-94.3K | -511 -31.60% | 1,106 0.11% 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 | Lightbridge Corp Common stock | $108.6K | +12K +101.12% | 24,581 0.12% 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 | Trim | Unitedhealth Group Inc Common stock | $-118.1K | -284 -20.18% | 1,123 0.25% 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 | VeriSign Inc Common stock | $125.3K | +498 +50.40% | 1,486 0.20% of portfolio | low |
| Q2 2026 as of | New | Uranium Energy Corp Common stock | $126.1K | +12K | 11,831 0.07% 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 | 464288414 Common stock | $140.9K | +1K +9.56% | 15,005 0.88% of portfolio | low |
| Q2 2026 as of | New | BellRing Brands Inc Common stock | $141.5K | +11K | 10,935 0.08% 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 | New | 65340P106 Common stock | $143.4K | +15K | 15,273 0.08% 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 | American Electric Power Co Inc Common stock | $150.2K | +1K +60.86% | 2,902 0.22% 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 | Merck & Co., Inc. Common stock | $154.5K | +1K +38.94% | 4,289 0.30% of portfolio | low |
| Q2 2026 as of | New | Denison Mines Corp. Common stock | $154.7K | +51K | 50,561 0.08% 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 | Nextera Energy Inc Common stock | $166.9K | +2K +48.36% | 5,835 0.28% of portfolio | low |
| Q2 2026 as of | New | Energy Fuels Inc/Canada Common stock | $180.9K | +12K | 12,477 0.10% 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 | Fortinet Inc Common stock | $184.2K | +1K +18.13% | 7,811 0.65% 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 |