LeConte Wealth Management, LLC
Top Portfolio Positions
136 positions ·
$78,480,549 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
29,764 | $5,190,841 | 6.61% | |
| VKI |
Invesco Advantage Municipal Income Trust II
Financial Services
|
584,255 | $5,059,648 | 6.45% | |
| AAPL |
Apple Inc.
Technology
|
17,672 | $4,484,976 | 5.71% | |
| MSFT |
Microsoft Corp
Technology
|
7,915 | $2,929,895 | 3.73% | |
| AVGO |
Broadcom Inc.
Technology
|
7,342 | $2,272,422 | 2.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,096 | $2,102,693 | 2.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,410 | $1,843,259 | 2.35% | |
| XOM |
Exxon Mobil Corp
Energy
|
9,796 | $1,661,989 | 2.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,754 | $1,575,646 | 2.01% | |
| ABBV |
AbbVie Inc.
Healthcare
|
7,173 | $1,560,055 | 1.99% |
Portfolio Trend
5 quarters · across all stocks
Holdings in SMBK
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $794,183 | 20,322 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $751,710 | 20,322 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $695,841 | 19,475 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $654,487 | 19,375 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $602,081 | 19,372 | Shares | Sole | 2025-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||