StockDriftsStockDriftsTop 50 LeConte Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 12.04% | 97.1K | $18.6M | -15.28%(-17.50K) | $174.23(+16.89%) | 2026-03-31 | |
| AGG | ISHARES TR | 6.92% | 107.8K | $10.7M | +7.66%(+7.67K) | $99.00(-0.36%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 5.84% | 120.8K | $9.0M | -2.48%(-3.07K) | $75.95(-1.89%) | 2026-03-31 | |
| QQQE | DIREXION SHARES ETF TRUST | 4.11% | 64.5K | $6.4M | -12.72%(-9.40K) | $88.48(+28.57%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.93% | 90.0K | $6.1M | -16.17%(-17.36K) | $60.33(+21.73%) | 2026-03-31 | |
| SCHY | SCHWAB STRATEGIC TR | 3.52% | 171.8K | $5.4M | -16.99%(-35.16K) | $24.25(+33.20%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.36% | 29.8K | $5.2M | +4.35%(+1.24K) | $141.28(+66.86%) | 2026-03-31 | |
| VKI | INVESCO ADVANTAGE MUN INCOME | 3.27% | 584.3K | $5.1M | -8.95%(-57.46K) | $8.64(+2.80%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.9% | 17.7K | $4.5M | +3.58%(+611) | $232.85(+28.07%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 2.63% | 73.4K | $4.1M | +5.47%(+3.80K) | $56.44(-3.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.83% | +39.87% |
| Top 20 Holdings Unweighted | +18.52% | +66.47% |
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