Portfolio (Quarterly)
Guide ↗
LeConte Wealth Management, LLC
· CIK 0002060443| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | QCOM | QUALCOMM INC | Technology | 1,667 | $285K | 0.19% | SOLD |
| 2 | COIN | COINBASE GLOBAL INC | Financial Services | 1,217 | $275K | 0.18% | SOLD |
| 3 | SPGI | S&P GLOBAL INC | Financial Services | 511 | $267K | 0.17% | SOLD |
| 4 | UBER | UBER TECHNOLOGIES INC | Technology | 3,267 | $267K | 0.17% | SOLD |
| 5 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 1,374 | $255K | 0.17% | SOLD |
| 6 | INTU | INTUIT | Technology | 375 | $248K | 0.16% | SOLD |
| 7 | RBLX | ROBLOX CORP | Technology | 3,041 | $246K | 0.16% | SOLD |
| 8 | TDG | TRANSDIGM GROUP INC | Industrials | 181 | $241K | 0.16% | SOLD |
| 9 | ZS | ZSCALER INC | Technology | 1,048 | $236K | 0.15% | SOLD |
| 10 | COF | CAPITAL ONE FINL CORP | Financial Services | 948 | $230K | 0.15% | SOLD |
| 11 | APP | APPLOVIN CORP | Technology | 338 | $228K | 0.15% | SOLD |
| 12 | MMM | 3M CO | Industrials | 1,417 | $227K | 0.15% | SOLD |
| 13 | VUG | VANGUARD INDEX FDS | — | 423 | $206K | 0.14% | SOLD |
| 14 | SNOW | SNOWFLAKE INC | Technology | 932 | $204K | 0.13% | SOLD |
| 15 | ALLT | ALLOT LTD | Technology | 12,357 | $121K | 0.08% | SOLD |
Sector Allocation
Technology
35.4%
Financial Services
14.3%
Healthcare
8.7%
Consumer Cyclical
8.7%
Communication Services
8.0%
Industrials
7.6%
Energy
5.7%
Consumer Defensive
5.5%
Utilities
4.9%
Basic Materials
1.2%