LeConte Wealth Management, LLC
Q1 2025 13F Holdings
- Locationmaryville, TN
- Num holdings
56
- Value ($000)
$156,929
- Date Filed05/13/2025
- Form type13F-HR
- CIK0002060443
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $32.27 M | 21 % | 186,265 | ||
DLY DOUBLELINE YIELD OPPORTUNITI | COM | 25862D105 | $15.66 M | 10 % | 972,938 | ||
DBL DOUBLELINE OPPORTUNISTIC CR | COM | 258623107 | $14.67 M | 9 % | 938,344 | ||
DSL DOUBLELINE INCOME SOLUTIONS | COM | 258622109 | $13.36 M | 9 % | 1,059,347 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $10.60 M | 7 % | 181,608 | ||
SCHY SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 | $10.47 M | 7 % | 412,593 | ||
QQQE DIREXION SHS ETF TR | NAS100 EQL WGT | 25459Y207 | $10.16 M | 7 % | 116,554 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $6.35 M | 4 % | 83,642 | ||
VKI INVESCO ADVANTAGE MUN INCOME | SH BEN INT | 46132E103 | $6.27 M | 4 % | 733,656 | ||
CIBR FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 | $6.17 M | 4 % | 97,906 |
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