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CIK: 0002056667
Total reported value
$193.0M
$193.0M
95 檔
26.2%
In Q1 2025, LeClair Wealth Partners LLC's U.S. equity holdings reached a combined market value of $193.0M, distributed across 95 disclosed stock positions.
During Q1 2025, LeClair Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including FIXD, AAPL, BUFR) accounted for 26.2% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FIXD | First Trust Smith Opportunis | ETF-Other | 14.32% | +9.28% | NEW | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.56% | +6.53% | -0.81% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 5.96% | +4.38% | NEW | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 4.56% | +3.36% | NEW | |
| 5 | CTAS | Cintas CORP | Stock-Industrials | 4.06% | +2.22% | NEW | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.76% | +1.88% | +0.04% | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.39% | +1.16% | NEW | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.04% | +3.60% | NEW | |
| 9 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.46% | +2.60% | NEW | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.22% | +1.51% | NEW | |
| 11 | WOR | Worthington Enterprises Inc | Stock-Other | 2.10% | +1.62% | NEW | |
| 12 | PH | Parker Hannifin CORP | Stock-Industrials | 2.05% | +2.32% | NEW | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.98% | +2.20% | NEW | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 1.98% | +1.92% | NEW | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.87% | +2.53% | NEW | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.86% | +1.54% | NEW | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | +1.82% | +0.28% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +1.05% | -3.51% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.49% | +1.23% | NEW | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | +0.92% | -7.81% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.13% | +1.15% | NEW | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.12% | +0.52% | NEW | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | +1.68% | NEW | |
| 24 | WS | Worthington Steel Inc | Stock-Other | 1.06% | +1.03% | NEW | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.04% | +0.53% | NEW | |
| 26 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.98% | +1.06% | NEW | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | +0.60% | NEW | |
| 28 | TT | Trane Technologies plc | Stock-Industrials | 0.78% | +0.45% | NEW | |
| 29 | FEMS | First Trust Emerging Markets | ETF-Emerging Markets | 0.76% | +0.43% | NEW | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.74% | +0.34% | NEW | |
| 31 | AON | Aon plc | Stock-Financials | 0.68% | +0.29% | — | |
| 32 | ALL | Allstate CORP | Stock-Financials | 0.63% | +0.22% | NEW | |
| 33 | ICE | Intercontinental Exchange In | Stock-Financials | 0.63% | +0.13% | NEW | |
| 34 | FTCS | First Trust Capital Strength | ETF-Other | 0.62% | +0.36% | NEW | |
| 35 | F | Ford Motor Co | Stock-Consumer Disc | 0.57% | +0.20% | -16.98% | |
| 36 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.57% | +0.51% | NEW | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.55% | +0.51% | NEW | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | +0.36% | NEW | |
| 39 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.53% | +0.16% | NEW | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.53% | — | -12.97% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.50% | — | -2.00% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.71% | NEW | |
| 43 | FVD | First Trust Value Line Dvd | ETF-Other | 0.49% | +0.30% | NEW | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.59% | NEW | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.23% | NEW | |
| 46 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.46% | — | +17.31% | |
| 47 | XLI | Ss Industrial Select Sector | ETF-Other | 0.45% | +0.46% | NEW | |
| 48 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.44% | +0.12% | NEW | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.43% | +0.30% | NEW | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.44% | 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 95 disclosed positions in Q1 2025.
During Q1 2025, LeClair Wealth Partners LLC's top holdings by market value included FIXD (14.3%)、AAPL (7.6%)、BUFR (6.0%). The largest single position, FIXD, represented 14.3% of total portfolio value.
In Q1 2025, 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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