LeConte Wealth Management, LLC

Q1 2025 13F Holdings

  • Location
    maryville, TN
  • Num holdings

    56

  • Value ($000)

    $156,929

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0002060443
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Created with Highcharts 12.1.2LeConte Wealth Management, LLCHighcharts.com
INVESCO EXCHANGE TRADED FD T 20.56%
DOUBLELINE YIELD OPPORTUNITI 9.98%
DOUBLELINE OPPORTUNISTIC CR 9.35%
DOUBLELINE INCOME SOLUTIONS 8.51%
ISHARES TR 6.75%
SCHWAB STRATEGIC TR 6.67%
DIREXION SHS ETF TR 6.48%
VANGUARD SCOTTSDALE FDS 4.05%
INVESCO ADVANTAGE MUN INCOME 3.99%
FIRST TR EXCHANGE TRADED FD 3.93%
ISHARES TR 2.19%
VANGUARD SCOTTSDALE FDS 1.35%
APPLE INC 1.34%
MICROSOFT CORP 1.23%
VANGUARD SCOTTSDALE FDS 1.07%
NVIDIA CORPORATION 1.02%
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$32.27M
21 %

186,265

DLY
DLY

DOUBLELINE YIELD OPPORTUNITI

COM
$15.66M
10 %

972,938

DBL
DBL

DOUBLELINE OPPORTUNISTIC CR

COM
$14.67M
9 %

938,344

DSL
DSL

DOUBLELINE INCOME SOLUTIONS

COM
$13.36M
9 %

1,059,347

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$10.60M
7 %

181,608

SCHY
SCHY

SCHWAB STRATEGIC TR

INTERNL DIVID
$10.47M
7 %

412,593

QQQE
QQQE

DIREXION SHS ETF TR

NAS100 EQL WGT
$10.16M
7 %

116,554

VCLT
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
$6.35M
4 %

83,642

VKI
VKI

INVESCO ADVANTAGE MUN INCOME

SH BEN INT
$6.27M
4 %

733,656

CIBR
CIBR

FIRST TR EXCHANGE TRADED FD

NASDAQ CYB ETF
$6.17M
4 %

97,906

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