LeConte Wealth Management, LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO EXCHANGE TRADED FD T | $19.75M | 10.8% |
| ISHARES TR | $11.63M | 6.3% |
| VANGUARD SCOTTSDALE FDS | $8.99M | 4.9% |
| DIREXION SHARES ETF TRUST | $7.79M | 4.2% |
| ISHARES TR | $6.92M | 3.8% |
| NVIDIA Corp | $6.22M | 3.4% |
| Apple Inc. | $5.45M | 3.0% |
| SCHWAB STRATEGIC TR | $5.08M | 2.8% |
| Invesco Advantage Municipal Income Trust IIVKI | $4.93M | 2.7% |
| VANGUARD SCOTTSDALE FDS | $4.09M | 2.2% |
| FIRST TR EXCHANGE-TRADED FD | $3.96M | 2.2% |
| ISHARES TR | $3.25M | 1.8% |
| VANGUARD INDEX FDS | $3.15M | 1.7% |
| MICROSOFT CORP | $3.05M | 1.7% |
| Broadcom Inc. | $2.91M | 1.6% |
| Amazon.com Inc | $2.46M | 1.3% |
| Alphabet Inc. | $2.45M | 1.3% |
| CISCO SYSTEMS, INC. | $2.02M | 1.1% |
| SOUTHERN CO | $1.81M | 1.0% |
| AbbVie Inc. | $1.78M | 1.0% |
| Palo Alto Networks Inc | $1.68M | 0.9% |
| ISHARES TR | $1.61M | 0.9% |
| Alphabet Inc. | $1.61M | 0.9% |
| VANECK ETF TRUST | $1.55M | 0.8% |
| Tesla Inc | $1.54M | 0.8% |
| JPMORGAN CHASE & CO | $1.51M | 0.8% |
| MICRON TECHNOLOGY INC | $1.49M | 0.8% |
| EXXON MOBIL CORP | $1.40M | 0.8% |
| CrowdStrike Holdings, Inc. | $1.30M | 0.7% |
| JOHNSON & JOHNSON | $1.29M | 0.7% |
| VANGUARD SCOTTSDALE FDS | $1.26M | 0.7% |
| ELI LILLY & Co | $1.25M | 0.7% |
| Warren E. Buffett | $1.24M | 0.7% |
| Fortinet Inc | $1.20M | 0.7% |
| Meta Platforms Inc | $1.19M | 0.6% |
| APPLIED MATERIALS INC /DE | $1.13M | 0.6% |
| Cloudflare, Inc. | $1.10M | 0.6% |
| VANGUARD SCOTTSDALE FDS | $1.03M | 0.6% |
| ADVANCED MICRO DEVICES INC | $1.01M | 0.5% |
| Datadog, Inc. | $977.1K | 0.5% |
| COCA COLA CO | $964.5K | 0.5% |
| SMARTFINANCIAL INC. | $954.4K | 0.5% |
| iShares MSCI UAE ETF | $897.0K | 0.5% |
| CATERPILLAR INC | $859.9K | 0.5% |
| Palantir Technologies Inc | $835.4K | 0.5% |
| Philip Morris International Inc. | $833.5K | 0.5% |
| Vertiv Holdings Co | $783.5K | 0.4% |
| Marvell Technology, Inc. | $760.2K | 0.4% |
| LAM RESEARCH CORP | $695.9K | 0.4% |
| AMPHENOL CORP /DE | $695.2K | 0.4% |