Sponsored

The Analysis of LeClair Wealth Partners LLC's Holdings & P&L

Currently, LeClair Wealth Partners LLC holds 103 types of securities in its portfolio with a total value $289.4M. In the most recent quarter, they have increased their positions in PULS (+684.7K shares, valued at $33.9M), JCPB (+453.0K shares, valued at $21.3M), UITB (+438.8K shares, valued at $20.6M); decreased their positions in AAPL (-42.0K shares, valued at $10.7M), NVDA (-19.7K shares, valued at $3.4M), MSFT (-8.6K shares, valued at $3.2M); initiated new positions in PULS (+684.7K shares, valued at $33.9M), JCPB (+453.0K shares, valued at $21.3M), UITB (+438.8K shares, valued at $20.6M).

1M P&L

+2.8M+0.95%

3M P&L

+953.0K+0.33%

HY P&L

+11.1M+3.92%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A266.7M

93.4%

2Insurance - Life3.9M

1.4%

3Utilities - Regulated Electric3.0M

1.0%

Top Industries by Stock Count

1N/A73 stocks

74.5%

2Utilities - Regulated Electric3 stocks

3.1%

3Banks - Regional3 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PULS PGIM ETF TR684.7K sharesnew addition2026-03-312026-05-05

JCPB J P MORGAN EXCHANGE TRADED F453.0K sharesnew addition2026-03-312026-05-05

UITB VICTORY PORTFOLIOS II438.8K sharesnew addition2026-03-312026-05-05

XMHQ INVESCO EXCHANGE TRADED FD T194.8K sharesnew addition2026-03-312026-05-05

SPYM SPDR SERIES TRUST241.9K sharesnew addition2026-03-312026-05-05

USVM VICTORY PORTFOLIOS II191.1K sharesnew addition2026-03-312026-05-05

EVSD MORGAN STANLEY ETF TRUST329.2K sharesnew addition2026-03-312026-05-05

RWL INVESCO EXCH TRADED FD TR II140.8K sharesnew addition2026-03-312026-05-05

Sponsored

HMOP HARTFORD FDS EXCHANGE TRADED223.8K sharesnew addition2026-03-312026-05-05

GSIE GOLDMAN SACHS ETF TR162.9K sharesnew addition2026-03-312026-05-05

VRP INVESCO EXCH TRADED FD TR II291.8K sharesnew addition2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F117.1K sharesnew addition2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F122.3K sharesnew addition2026-03-312026-05-05

UTES ETFIS SER TR I75.0K sharesnew addition2026-03-312026-05-05

PJAN INNOVATOR ETFS TRUST126.1K sharesnew addition2026-03-312026-05-05

BRK.A BERKSHIRE HATHAWAY INC DEL8 sharesnew addition2026-03-312026-05-05

Sponsored

PAPI MORGAN STANLEY ETF TRUST194.2K sharesnew addition2026-03-312026-05-05

PBJA PGIM ROCK ETF TR159.8K sharesnew addition2026-03-312026-05-05

JXN JACKSON FINANCIAL INC37.2K sharesnew addition2026-03-312026-05-05

PBNV PGIM ROCK ETF TR128.8K sharesnew addition2026-03-312026-05-05

PFEB INNOVATOR ETFS TRUST62.2K sharesnew addition2026-03-312026-05-05

PAPR INNOVATOR ETFS TRUST53.8K sharesnew addition2026-03-312026-05-05

PBDE PGIM ROCK ETF TR70.3K sharesnew addition2026-03-312026-05-05

JANW AIM ETF PRODUCTS TRUST44.5K sharesnew addition2026-03-312026-05-05

Sponsored

MSFT MICROSOFT CORP4.3K shares-66.56%2026-03-312026-05-05

PMAR INNOVATOR ETFS TRUST35.1K sharesnew addition2026-03-312026-05-05

CMS CMS ENERGY CORP20.1K sharesnew addition2026-03-312026-05-05

EATON CORP PLC EATON CORP PLC4.1K shares124.29%2026-03-312026-05-05

AAPL APPLE INC5.7K shares-88.05%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS8.0K sharesnew addition2026-03-312026-05-05

PBAP PGIM ROCK ETF TR39.6K sharesnew addition2026-03-312026-05-05

PJUN INNOVATOR ETFS TRUST26.4K sharesnew addition2026-03-312026-05-05

Sponsored

DTE DTE ENERGY CO7.3K sharesnew addition2026-03-312026-05-05

SPSB SPDR SERIES TRUST34.9K sharesnew addition2026-03-312026-05-05

F FORD MTR CO90.7K shares17.59%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON4.2K shares235.87%2026-03-312026-05-05

CPSA CALAMOS ETF TR38.0K sharesnew addition2026-03-312026-05-05

SYK STRYKER CORPORATION2.7K sharesnew addition2026-03-312026-05-05

CALAMOS ETF TR CALAMOS ETF TR30.8K sharesnew addition2026-03-312026-05-05

QQQM INVESCO EXCH TRADED FD TR II3.5K sharesnew addition2026-03-312026-05-05

Sponsored

PBFB PGIM ROCK ETF TR27.0K sharesnew addition2026-03-312026-05-05

FDVV FIDELITY COVINGTON TRUST14.4K sharesnew addition2026-03-312026-05-05

CPSJ CALAMOS ETF TR29.2K sharesnew addition2026-03-312026-05-05

CVX CHEVRON CORPORATION3.7K sharesnew addition2026-03-312026-05-05

PBJN PGIM ROCK ETF TR25.4K sharesnew addition2026-03-312026-05-05

LAM RESEARCH CORP LAM RESEARCH CORP3.5K sharesnew addition2026-03-312026-05-05

OCTP PGIM ROCK ETF TR24.9K sharesnew addition2026-03-312026-05-05

SLV ISHARES SILVER TR9.7K sharesnew addition2026-03-312026-05-05

Sponsored

CPSD CALAMOS ETF TR25.0K sharesnew addition2026-03-312026-05-05

CB CHUBB LTD SWITZ2.0K shares33.56%2026-03-312026-05-05

MS MORGAN STANLEY3.6K sharesnew addition2026-03-312026-05-05

XBJA INNOVATOR ETFS TRUST18.2K sharesnew addition2026-03-312026-05-05

PBMR PGIM ROCK ETF TR15.8K sharesnew addition2026-03-312026-05-05

POCT INNOVATOR ETFS TRUST11.1K sharesnew addition2026-03-312026-05-05

EVLN MORGAN STANLEY ETF TRUST9.7K sharesnew addition2026-03-312026-05-05

PDEC INNOVATOR ETFS TRUST10.9K sharesnew addition2026-03-312026-05-05

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F9.3K sharesnew addition2026-03-312026-05-05

CPSM CALAMOS ETF TR16.0K sharesnew addition2026-03-312026-05-05

JPM JPMORGAN CHASE & CO1.6K shares-75.48%2026-03-312026-05-05

DECW AIM ETF PRODUCTS TRUST13.7K sharesnew addition2026-03-312026-05-05

FITB FIFTH THIRD BANCORP9.8K sharesnew addition2026-03-312026-05-05

DTM DT MIDSTREAM INC3.4K sharesnew addition2026-03-312026-05-05

CPST CALAMOS ETF TR16.6K sharesnew addition2026-03-312026-05-05

PSEP INNOVATOR ETFS TRUST10.2K sharesnew addition2026-03-312026-05-05

Sponsored

CPSR CALAMOS ETF TR16.7K sharesnew addition2026-03-312026-05-05

KBE SPDR SERIES TRUST7.0K sharesnew addition2026-03-312026-05-05

VCIT VANGUARD SCOTTSDALE FDS4.6K sharesnew addition2026-03-312026-05-05

GSLC GOLDMAN SACHS ETF TR3.0K sharesnew addition2026-03-312026-05-05

VCLT VANGUARD SCOTTSDALE FDS4.9K sharesnew addition2026-03-312026-05-05

VO VANGUARD INDEX FDS1.3K sharesnew addition2026-03-312026-05-05

XBAP INNOVATOR ETFS TRUST9.2K sharesnew addition2026-03-312026-05-05

AON PLC AON PLC1.1K shares-54.90%2026-03-312026-05-05

Sponsored

GLDM WORLD GOLD TR3.7K sharesnew addition2026-03-312026-05-05

XEL XCEL ENERGY INC4.3K sharesnew addition2026-03-312026-05-05

BA BOEING CO1.6K shares23.26%2026-03-312026-05-05

PJUL INNOVATOR ETFS TRUST7.1K sharesnew addition2026-03-312026-05-05

GSSC GOLDMAN SACHS ETF TR4.4K sharesnew addition2026-03-312026-05-05

IXUS ISHARES TR3.7K sharesnew addition2026-03-312026-05-05

VTI VANGUARD INDEX FDS985 sharesnew addition2026-03-312026-05-05

TAP MOLSON COORS BEVERAGE CO7.3K sharesnew addition2026-03-312026-05-05

Sponsored

PBAU PGIM ROCK ETF TR10.5K sharesnew addition2026-03-312026-05-05

CLOX SERIES PORTFOLIOS TR12.1K sharesnew addition2026-03-312026-05-05

SFLO VICTORY PORTFOLIOS II10.2K sharesnew addition2026-03-312026-05-05

KO COCA COLA CO4.0K sharesnew addition2026-03-312026-05-05

APRW AIM ETF PRODUCTS TRUST8.5K sharesnew addition2026-03-312026-05-05

MBWM MERCANTILE BK CORP5.8K sharesnew addition2026-03-312026-05-05

PINK SIMPLIFY EXCHANGE TRADED FUN8.7K sharesnew addition2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC5.8K sharesnew addition2026-03-312026-05-05

Sponsored

ALPS ETF TR ALPS ETF TR5.2K sharesnew addition2026-03-312026-05-05

AMZN AMAZON COM INC1.3K shares-84.95%2026-03-312026-05-05

PBJL PGIM ROCK ETF TR9.1K sharesnew addition2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR5.5K sharesnew addition2026-03-312026-05-05

EXG EATON VANCE TAX-MANAGED GLOB30.9K sharesnew addition2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T410 sharesnew addition2026-03-312026-05-05

GSEW GOLDMAN SACHS ETF TR3.1K sharesnew addition2026-03-312026-05-05

SMH VANECK ETF TRUST629 sharesnew addition2026-03-312026-05-05

Sponsored

PBMY PGIM ROCK ETF TR7.6K sharesnew addition2026-03-312026-05-05

JDOC J P MORGAN EXCHANGE TRADED F4.1K sharesnew addition2026-03-312026-05-05

WTFC WINTRUST FINL CORP1.6K sharesnew addition2026-03-312026-05-05

NVDA NVIDIA CORPORATION1.3K shares-93.87%2026-03-312026-05-05

CWT CALIFORNIA WTR SVC GROUP4.9K sharesnew addition2026-03-312026-05-05

IHI ISHARES TR4.0K sharesnew addition2026-03-312026-05-05

MDLZ MONDELEZ INTL INC3.6K sharesnew addition2026-03-312026-05-05

PULS

PGIM ETF TR

New

Shares684.7K

Event2026-03-31

Filed2026-05-05

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares453.0K

Event2026-03-31

Filed2026-05-05

UITB

VICTORY PORTFOLIOS II

New

Shares438.8K

Event2026-03-31

Filed2026-05-05

XMHQ

INVESCO EXCHANGE TRADED FD T

New

Shares194.8K

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SERIES TRUST

New

Shares241.9K

Event2026-03-31

Filed2026-05-05

USVM

VICTORY PORTFOLIOS II

New

Shares191.1K

Event2026-03-31

Filed2026-05-05

EVSD

MORGAN STANLEY ETF TRUST

New

Shares329.2K

Event2026-03-31

Filed2026-05-05

RWL

INVESCO EXCH TRADED FD TR II

New

Shares140.8K

Event2026-03-31

Filed2026-05-05

HMOP

HARTFORD FDS EXCHANGE TRADED

New

Shares223.8K

Event2026-03-31

Filed2026-05-05

GSIE

GOLDMAN SACHS ETF TR

New

Shares162.9K

Event2026-03-31

Filed2026-05-05

VRP

INVESCO EXCH TRADED FD TR II

New

Shares291.8K

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares117.1K

Event2026-03-31

Filed2026-05-05

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares122.3K

Event2026-03-31

Filed2026-05-05

UTES

ETFIS SER TR I

New

Shares75.0K

Event2026-03-31

Filed2026-05-05

PJAN

INNOVATOR ETFS TRUST

New

Shares126.1K

Event2026-03-31

Filed2026-05-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares8

Event2026-03-31

Filed2026-05-05

PAPI

MORGAN STANLEY ETF TRUST

New

Shares194.2K

Event2026-03-31

Filed2026-05-05

PBJA

PGIM ROCK ETF TR

New

Shares159.8K

Event2026-03-31

Filed2026-05-05

JXN

JACKSON FINANCIAL INC

New

Shares37.2K

Event2026-03-31

Filed2026-05-05

PBNV

PGIM ROCK ETF TR

New

Shares128.8K

Event2026-03-31

Filed2026-05-05

PFEB

INNOVATOR ETFS TRUST

New

Shares62.2K

Event2026-03-31

Filed2026-05-05

PAPR

INNOVATOR ETFS TRUST

New

Shares53.8K

Event2026-03-31

Filed2026-05-05

PBDE

PGIM ROCK ETF TR

New

Shares70.3K

Event2026-03-31

Filed2026-05-05

JANW

AIM ETF PRODUCTS TRUST

New

Shares44.5K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-66.56%

Shares4.3K

Event2026-03-31

Filed2026-05-05

PMAR

INNOVATOR ETFS TRUST

New

Shares35.1K

Event2026-03-31

Filed2026-05-05

CMS

CMS ENERGY CORP

New

Shares20.1K

Event2026-03-31

Filed2026-05-05

EATON CORP PLC

124.29%

Shares4.1K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-88.05%

Shares5.7K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

New

Shares8.0K

Event2026-03-31

Filed2026-05-05

PBAP

PGIM ROCK ETF TR

New

Shares39.6K

Event2026-03-31

Filed2026-05-05

PJUN

INNOVATOR ETFS TRUST

New

Shares26.4K

Event2026-03-31

Filed2026-05-05

DTE

DTE ENERGY CO

New

Shares7.3K

Event2026-03-31

Filed2026-05-05

SPSB

SPDR SERIES TRUST

New

Shares34.9K

Event2026-03-31

Filed2026-05-05

FORD MTR CO

17.59%

Shares90.7K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

235.87%

Shares4.2K

Event2026-03-31

Filed2026-05-05

CPSA

CALAMOS ETF TR

New

Shares38.0K

Event2026-03-31

Filed2026-05-05

SYK

STRYKER CORPORATION

New

Shares2.7K

Event2026-03-31

Filed2026-05-05

CALAMOS ETF TR

New

Shares30.8K

Event2026-03-31

Filed2026-05-05

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares3.5K

Event2026-03-31

Filed2026-05-05

PBFB

PGIM ROCK ETF TR

New

Shares27.0K

Event2026-03-31

Filed2026-05-05

FDVV

FIDELITY COVINGTON TRUST

New

Shares14.4K

Event2026-03-31

Filed2026-05-05

CPSJ

CALAMOS ETF TR

New

Shares29.2K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

New

Shares3.7K

Event2026-03-31

Filed2026-05-05

PBJN

PGIM ROCK ETF TR

New

Shares25.4K

Event2026-03-31

Filed2026-05-05

LAM RESEARCH CORP

New

Shares3.5K

Event2026-03-31

Filed2026-05-05

OCTP

PGIM ROCK ETF TR

New

Shares24.9K

Event2026-03-31

Filed2026-05-05

SLV

ISHARES SILVER TR

New

Shares9.7K

Event2026-03-31

Filed2026-05-05

CPSD

CALAMOS ETF TR

New

Shares25.0K

Event2026-03-31

Filed2026-05-05

CHUBB LTD SWITZ

33.56%

Shares2.0K

Event2026-03-31

Filed2026-05-05

MORGAN STANLEY

New

Shares3.6K

Event2026-03-31

Filed2026-05-05

XBJA

INNOVATOR ETFS TRUST

New

Shares18.2K

Event2026-03-31

Filed2026-05-05

PBMR

PGIM ROCK ETF TR

New

Shares15.8K

Event2026-03-31

Filed2026-05-05

POCT

INNOVATOR ETFS TRUST

New

Shares11.1K

Event2026-03-31

Filed2026-05-05

EVLN

MORGAN STANLEY ETF TRUST

New

Shares9.7K

Event2026-03-31

Filed2026-05-05

PDEC

INNOVATOR ETFS TRUST

New

Shares10.9K

Event2026-03-31

Filed2026-05-05

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares9.3K

Event2026-03-31

Filed2026-05-05

CPSM

CALAMOS ETF TR

New

Shares16.0K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

-75.48%

Shares1.6K

Event2026-03-31

Filed2026-05-05

DECW

AIM ETF PRODUCTS TRUST

New

Shares13.7K

Event2026-03-31

Filed2026-05-05

FITB

FIFTH THIRD BANCORP

New

Shares9.8K

Event2026-03-31

Filed2026-05-05

DTM

DT MIDSTREAM INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-05

CPST

CALAMOS ETF TR

New

Shares16.6K

Event2026-03-31

Filed2026-05-05

PSEP

INNOVATOR ETFS TRUST

New

Shares10.2K

Event2026-03-31

Filed2026-05-05

CPSR

CALAMOS ETF TR

New

Shares16.7K

Event2026-03-31

Filed2026-05-05

KBE

SPDR SERIES TRUST

New

Shares7.0K

Event2026-03-31

Filed2026-05-05

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares4.6K

Event2026-03-31

Filed2026-05-05

GSLC

GOLDMAN SACHS ETF TR

New

Shares3.0K

Event2026-03-31

Filed2026-05-05

VCLT

VANGUARD SCOTTSDALE FDS

New

Shares4.9K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

New

Shares1.3K

Event2026-03-31

Filed2026-05-05

XBAP

INNOVATOR ETFS TRUST

New

Shares9.2K

Event2026-03-31

Filed2026-05-05

AON PLC

-54.90%

Shares1.1K

Event2026-03-31

Filed2026-05-05

GLDM

WORLD GOLD TR

New

Shares3.7K

Event2026-03-31

Filed2026-05-05

XEL

XCEL ENERGY INC

New

Shares4.3K

Event2026-03-31

Filed2026-05-05

BOEING CO

23.26%

Shares1.6K

Event2026-03-31

Filed2026-05-05

PJUL

INNOVATOR ETFS TRUST

New

Shares7.1K

Event2026-03-31

Filed2026-05-05

GSSC

GOLDMAN SACHS ETF TR

New

Shares4.4K

Event2026-03-31

Filed2026-05-05

IXUS

ISHARES TR

New

Shares3.7K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

New

Shares985

Event2026-03-31

Filed2026-05-05

TAP

MOLSON COORS BEVERAGE CO

New

Shares7.3K

Event2026-03-31

Filed2026-05-05

PBAU

PGIM ROCK ETF TR

New

Shares10.5K

Event2026-03-31

Filed2026-05-05

CLOX

SERIES PORTFOLIOS TR

New

Shares12.1K

Event2026-03-31

Filed2026-05-05

SFLO

VICTORY PORTFOLIOS II

New

Shares10.2K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

New

Shares4.0K

Event2026-03-31

Filed2026-05-05

APRW

AIM ETF PRODUCTS TRUST

New

Shares8.5K

Event2026-03-31

Filed2026-05-05

MBWM

MERCANTILE BK CORP

New

Shares5.8K

Event2026-03-31

Filed2026-05-05

PINK

SIMPLIFY EXCHANGE TRADED FUN

New

Shares8.7K

Event2026-03-31

Filed2026-05-05

VERIZON COMMUNICATIONS INC

New

Shares5.8K

Event2026-03-31

Filed2026-05-05

ALPS ETF TR

New

Shares5.2K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-84.95%

Shares1.3K

Event2026-03-31

Filed2026-05-05

PBJL

PGIM ROCK ETF TR

New

Shares9.1K

Event2026-03-31

Filed2026-05-05

XLF

SELECT SECTOR SPDR TR

New

Shares5.5K

Event2026-03-31

Filed2026-05-05

EXG

EATON VANCE TAX-MANAGED GLOB

New

Shares30.9K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares410

Event2026-03-31

Filed2026-05-05

GSEW

GOLDMAN SACHS ETF TR

New

Shares3.1K

Event2026-03-31

Filed2026-05-05

SMH

VANECK ETF TRUST

New

Shares629

Event2026-03-31

Filed2026-05-05

PBMY

PGIM ROCK ETF TR

New

Shares7.6K

Event2026-03-31

Filed2026-05-05

JDOC

J P MORGAN EXCHANGE TRADED F

New

Shares4.1K

Event2026-03-31

Filed2026-05-05

WTFC

WINTRUST FINL CORP

New

Shares1.6K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-93.87%

Shares1.3K

Event2026-03-31

Filed2026-05-05

CWT

CALIFORNIA WTR SVC GROUP

New

Shares4.9K

Event2026-03-31

Filed2026-05-05

IHI

ISHARES TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-05

MDLZ

MONDELEZ INTL INC

New

Shares3.6K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available