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 | New | Motorola Solutions, Inc. Common stock | $265.8K | +640 | 640 0.14% of portfolio | low |
| Q2 2026 as of | Exit | Medtronic plc Common stock | $-264.6K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Check Point Software Technologies Ltd Common stock | $-255.0K | -1K -100.00% | 0 | low |
| Q2 2026 as of | New | Union Pacific Corp Common stock | $252.1K | +927 | 927 0.14% 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 | Exit | Intuit Inc. Common stock | $-248.4K | -375 -100.00% | 0 | low |
| Q2 2026 as of | New | Starbucks Corp Common stock | $247.4K | +2K | 2,421 0.13% of portfolio | low |
| Q2 2026 as of | Exit | TransDigm Group Inc. Common stock | $-240.7K | -181 -100.00% | 0 | low |
| Q2 2026 as of | New | FirstEnergy Corp Common stock | $238.7K | +5K | 5,020 0.13% of portfolio | low |
| Q2 2026 as of | New | Teradyne, Inc Common stock | $238.0K | +492 | 492 0.13% of portfolio | low |
| Q2 2026 as of | Exit | Zscaler, Inc. Common stock | $-235.7K | -1K -100.00% | 0 | low |
| Q2 2026 as of | New | Csx Corp Common stock | $235.1K | +5K | 4,946 0.13% of portfolio | low |
| Q2 2026 as of | New | Netscout Systems, Inc. Common stock | $234.8K | +5K | 5,392 0.13% of portfolio | low |
| Q2 2026 as of | Exit | AT&T Inc. Common stock | $-234.1K | -9K -100.00% | 0 | low |
| Q2 2026 as of | New | Akamai Technologies Inc Common stock | $233.2K | +2K | 1,973 0.13% of portfolio | low |
| Q2 2026 as of | New | AMETEK Inc Common stock | $230.8K | +954 | 954 0.13% of portfolio | low |
| Q2 2026 as of | New | Tractor Supply Co /De Common stock | $230.2K | +7K | 7,283 0.13% of portfolio | low |
| Q2 2026 as of | Exit | Capital One Financial Corp Common stock | $-229.8K | -948 -100.00% | 0 | low |
| Q2 2026 as of | Exit | AppLovin Corp Common stock | $-227.8K | -338 -100.00% | 0 | low |
| Q2 2026 as of | New | W.w. Grainger, Inc. Common stock | $227.2K | +167 | 167 0.12% of portfolio | low |
| Q2 2026 as of | New | Western Digital Corp Common stock | $222.3K | +348 | 348 0.12% of portfolio | low |
| Q2 2026 as of | New | Phillips 66 Common stock | $222.1K | +1K | 1,314 0.12% of portfolio | low |
| Q2 2026 as of | Exit | Salesforce Inc Common stock | $-220.9K | -834 -100.00% | 0 | low |
| Q2 2026 as of | New | Bank of New York Mellon Corp/The Common stock | $217.5K | +2K | 1,504 0.12% of portfolio | low |
| Q2 2026 as of | New | Bristol Myers Squibb Co Common stock | $216.9K | +4K | 3,764 0.12% of portfolio | low |
| Q2 2026 as of | New | Trane Technologies plc Common stock | $215.6K | +439 | 439 0.12% of portfolio | low |
| Q2 2026 as of | New | ANET Arista Networks, Inc. Common Stock | $212.2K | +1K | 1,249 0.12% 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 | Exit | Caci International Inc /De Common stock | $-211.5K | -397 -100.00% | 0 | low |
| Q2 2026 as of | New | Williams Cos Inc/The Common stock | $210.8K | +3K | 2,835 0.11% of portfolio | low |
| Q2 2026 as of | New | 13321L108 Common stock | $209.8K | +2K | 2,060 0.11% of portfolio | low |
| Q2 2026 as of | Trim | Meta Platforms Inc Common stock | $-209.6K | -372 -15.02% | 2,104 0.65% of portfolio | low |
| Q2 2026 as of | New | US Bancorp \De Common stock | $207.2K | +3K | 3,431 0.11% of portfolio | low |
| Q2 2026 as of | New | CVS HEALTH Corp Common stock | $206.5K | +2K | 1,996 0.11% of portfolio | low |
| Q2 2026 as of | New | NUSCALE POWER Corp Common stock | $206.5K | +21K | 20,585 0.11% of portfolio | low |
| Q2 2026 as of | Exit | Snowflake Inc. Common stock | $-204.4K | -932 -100.00% | 0 | low |
| Q2 2026 as of | New | Clear Secure, Inc. Common stock | $203.2K | +4K | 3,647 0.11% of portfolio | low |
| Q2 2026 as of | New | Kenvue Inc. Common stock | $202.6K | +11K | 10,602 0.11% of portfolio | low |
| Q2 2026 as of | New | Realty Income Corp Common stock | $201.7K | +3K | 3,255 0.11% of portfolio | low |
| Q2 2026 as of | New | Valero Energy Corp Common stock | $201.1K | +772 | 772 0.11% of portfolio | low |
| Q2 2026 as of | New | McKesson Corp Common stock | $201.0K | +266 | 266 0.11% of portfolio | low |
| Q2 2026 as of | New | Targa Resources Corp Common stock | $200.0K | +746 | 746 0.11% 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 | New | Energy Fuels Inc/Canada Common stock | $180.9K | +12K | 12,477 0.10% 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 |