Leconte Wealth Management, LLC Top Holdings and 13F Report (2025) About Leconte Wealth Management, LLCInvestment ActivityLeconte Wealth Management, LLC has $156.93 million in total holdings as of March 31, 2025.Leconte Wealth Management, LLC owns shares of 56 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Largest Holdings Invesco S&P 500 Equal Weight ETF $32,266,654DoubleLine Yield Opportunities Fund $15,664,316DoubleLine Opportunistic Credit Fund $14,666,317DoubleLine Income Solutions Fund $13,358,366iShares Core S&P Mid-Cap ETF $10,596,850 Sector AllocationMap of 500 Largest Holdings ofLeconte Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$32,266,654186,26520.6%ETFDLYDoubleLine Yield Opportunities Fund$15,664,316972,93810.0%DBLDoubleLine Opportunistic Credit Fund$14,666,317938,3449.3%Financial ServicesDSLDoubleLine Income Solutions Fund$13,358,3661,059,3478.5%Financial ServicesIJHiShares Core S&P Mid-Cap ETF$10,596,850181,6086.8%ETFSCHYSchwab International Dividend Equity ETF$10,471,602412,5936.7%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$10,162,300116,5546.5%ETFVCLTVanguard Long-Term Corporate Bond ETF$6,349,23883,6424.0%ManufacturingVKIInvesco Advantage Municipal Income Trust II$6,265,422733,6564.0%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$6,168,08997,9063.9%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$3,440,93234,7852.2%FinanceVGITVanguard Intermediate-Term Treasury Index ETF$2,116,91635,6381.3%ETFAAPLApple$2,102,0159,4631.3%Computer and TechnologyMSFTMicrosoft$1,937,7635,1621.2%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$1,673,79120,4721.1%ETFNVDANVIDIA$1,605,32514,8121.0%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$1,131,2084,6020.7%ETFAMZNAmazon.com$1,010,4715,3110.6%Retail/WholesaleIPWRIdeal Power$938,532180,4870.6%IndustrialsVGLTVanguard Long-Term Treasury Index ETF$892,72515,4960.6%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$843,68522,9200.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$744,44714,5770.5%ETFMETAMeta Platforms$706,0411,2250.4%Computer and TechnologyXOMExxon Mobil$705,1365,9290.4%EnergyBRK.BBerkshire Hathaway$668,9201,2560.4%FinanceSMBKSmartFinancial$602,08219,3720.4%FinanceAVGOBroadcom$593,8743,5470.4%Computer and TechnologyTSLATesla$589,5892,2750.4%Auto/Tires/TrucksGOOGLAlphabet$520,2093,3640.3%Computer and TechnologyJNJJohnson & Johnson$467,4012,8180.3%MedicalTAT&T$465,97016,4770.3%Computer and TechnologyJPMJPMorgan Chase & Co.$461,9001,8830.3%FinanceHONHoneywell International$402,3241,9000.3%Multi-Sector ConglomeratesCSCOCisco Systems$386,3056,2600.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$363,2584,3040.2%CL ALLYEli Lilly and Company$355,1414300.2%MedicalPANWPalo Alto Networks$347,0822,0340.2%Computer and TechnologyVVisa$342,3999770.2%Business ServicesUNHUnitedHealth Group$337,8196450.2%MedicalVMCVulcan Materials$334,5521,4340.2%ConstructionMUBiShares National Muni Bond ETF$308,4122,9250.2%ETFCVXChevron$292,5901,7490.2%EnergyABBVAbbVie$292,4901,3960.2%MedicalIBMInternational Business Machines$291,4301,1720.2%Computer and TechnologyMCDMcDonald's$277,3858880.2%Retail/WholesalePEPPepsiCo$260,4461,7370.2%Consumer StaplesHDHome Depot$247,0146740.2%Retail/WholesaleACNAccenture$246,5127900.2%Computer and TechnologyWMTWalmart$245,0822,7920.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$243,9102,3330.2%ETFFTNTFortinet$243,1532,5260.2%Computer and TechnologyCOSTCostco Wholesale$243,0652570.2%Retail/WholesalePGProcter & Gamble$239,9621,4080.2%Consumer StaplesORCLOracle$232,9231,6660.1%Computer and TechnologyCRWDCrowdStrike$205,5545830.1%Computer and TechnologyBLACKSKY TECHNOLOGY INC$2,48819,2300.0%*W EXP 09/09/202Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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