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CIK: 0002056667
Total reported value
$193.0M
$193.0M
96 檔
30.0%
The Q4 2024 SEC filing reveals that LeClair Wealth Partners LLC held a total portfolio value of $193.0M, covering 96 public equity positions.
During Q4 2024, LeClair Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FIXD | First Trust Smith Opportunis | ETF-Other | 12.17% | +9.28% | NEW | |
| 2 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 8.10% | — | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.95% | +6.53% | — | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 6.52% | +3.36% | NEW | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.91% | +1.88% | — | |
| 6 | CTAS | Cintas CORP | Stock-Industrials | 3.34% | +2.22% | NEW | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.19% | +1.16% | NEW | |
| 8 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.67% | +2.60% | NEW | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.19% | +2.53% | NEW | |
| 10 | CGGR | Cap Group Growth Equity | ETF-Other | 2.10% | +1.92% | NEW | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.01% | +2.20% | NEW | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.89% | +1.82% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.77% | +1.51% | NEW | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.75% | +1.54% | NEW | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | +1.05% | — | |
| 16 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 1.60% | — | — | |
| 17 | WOR | Worthington Enterprises Inc | Stock-Other | 1.56% | +1.62% | NEW | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | +1.68% | NEW | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +0.92% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.25% | +1.23% | NEW | |
| 21 | WS | Worthington Steel Inc | Stock-Other | 1.24% | +1.03% | NEW | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.15% | +1.15% | NEW | |
| 23 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.08% | +1.06% | NEW | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | +0.53% | NEW | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | +0.52% | NEW | |
| 26 | BBWI | Bath & Body Works Inc | Stock-Consumer Disc | 0.90% | — | — | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.89% | +0.23% | NEW | |
| 28 | PH | Parker Hannifin CORP | Stock-Industrials | 0.86% | +2.32% | NEW | |
| 29 | TT | Trane Technologies plc | Stock-Industrials | 0.84% | +0.45% | NEW | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | +0.60% | NEW | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.75% | +0.34% | NEW | |
| 32 | FEMS | First Trust Emerging Markets | ETF-Emerging Markets | 0.72% | +0.43% | NEW | |
| 33 | F | Ford Motor Co | Stock-Consumer Disc | 0.63% | +0.20% | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | +0.44% | NEW | |
| 35 | ALL | Allstate CORP | Stock-Financials | 0.59% | +0.22% | NEW | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.59% | — | — | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.57% | +0.51% | NEW | |
| 38 | AON | Aon plc | Stock-Financials | 0.57% | +0.29% | — | |
| 39 | ICE | Intercontinental Exchange In | Stock-Financials | 0.56% | +0.13% | NEW | |
| 40 | FTCS | First Trust Capital Strength | ETF-Other | 0.56% | +0.36% | NEW | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.71% | NEW | |
| 42 | SPGI | S&p Global Inc | Stock-Financials | 0.55% | — | — | |
| 43 | FVD | First Trust Value Line Dvd | ETF-Other | 0.54% | +0.30% | NEW | |
| 44 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.51% | +0.51% | NEW | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.49% | +0.59% | NEW | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | +0.36% | NEW | |
| 47 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.44% | +0.12% | NEW | |
| 48 | XLI | Ss Industrial Select Sector | ETF-Other | 0.42% | +0.46% | NEW | |
| 49 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.40% | — | — | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.38% | +0.20% | NEW |
According to official SEC Form 13F filings, LeClair Wealth Partners LLC reported a total U.S. public equity portfolio value of $193.0M across 96 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FIXD, FOCT, AAPL) accounted for 30.0% of total reported equity market value during Q4 2024.
During Q4 2024, LeClair Wealth Partners LLC's top holdings by market value included FIXD (12.2%)、FOCT (8.1%)、AAPL (8.0%). The largest single position, FIXD, represented 12.2% of total portfolio value.
In Q4 2024, LeClair Wealth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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