LeConte Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW LeConte Wealth Management, LLC | Institutional Filer | ▲ 1.08% | $154.7M | 152 |
Current Portfolio Holdings
Showing all 152 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | — | 97K | $18.6M | 12.04% |
| 2 | AGG | ISHARES TR | — | 108K | $10.7M | 6.92% |
| 3 | VCLT | VANGUARD SCOTTSDALE FDS | — | 121K | $9.0M | 5.84% |
| 4 | QQQE | DIREXION SHARES ETF TRUST | — | 65K | $6.4M | 4.11% |
| 5 | IJH | ISHARES TR | — | 90K | $6.1M | 3.93% |
| 6 | SCHY | SCHWAB STRATEGIC TR | — | 172K | $5.4M | 3.52% |
| 7 | NVDA | NVIDIA Corporation | Technology | 30K | $5.2M | 3.36% |
| 8 | VKI | INVESCO ADVANTAGE MUN INCOME | — | 584K | $5.1M | 3.27% |
| 9 | AAPL | Apple Inc. | Technology | 18K | $4.5M | 2.90% |
| 10 | VGLT | VANGUARD SCOTTSDALE FDS | — | 73K | $4.1M | 2.63% |
| 11 | USHY | ISHARES TR | — | 81K | $3.0M | 1.94% |
| 12 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 47K | $2.9M | 1.89% |
| 13 | MSFT | Microsoft Corporation | Technology | 8K | $2.9M | 1.89% |
| 14 | VOT | VANGUARD INDEX FDS | — | 10K | $2.4M | 1.58% |
| 15 | AVGO | Broadcom Inc. | Technology | 7K | $2.3M | 1.47% |
Showing 1 to 15 of 152 holdings