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Home > Institutional Investor > Leconte Wealth Management, Llc > Profile

Instuitional Investor - Leconte Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Leconte Wealth Management, Llc
Portfolio Value $147,780,301
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 143,854 $26,144,057 17.69%
2.
Doubleline Opportunistic Credit Fund
 DBL 636,937 $9,796,091 6.63%
3.
Direxion Shs Etf Tr
 95,828 $9,420,806 6.37%
4.
Ishares Trust
 IEF 139,586 $8,657,103 5.86%
5.
Doubleline Yield Opportuniti
 520,722 $8,118,056 5.49%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)