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S&p Global shares owned by LeConte Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by LeConte Wealth Management from 13F filings

Historical chart of LeConte Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by LeConte Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by LeConte Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $267k 511 522.59
2025-09-30 $239k 491 486.71
2025-06-30 $239k 454 527.29

More positions owned by LeConte Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Internl Divid (SCHY)
Invesco Advantage Mun Income Sh Ben Int (VKI)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Ishares Tr Broad Usd High (USHY)
Broadcom (AVGO)
Amazon (AMZN)

View all positions for LeConte Wealth Management

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Geode Capital Management
Wellington Management Company
Norges Bank Investment Management
Wells Fargo & Company
FMR
Northern Trust
Capital Research and Management Company - Division 3
Ubs Global Asset Management Americas
Goldman Sachs Group
Invesco
Charles Schwab Investment Management

View all funds holding S&p Global