The Analysis of LeClair Wealth Partners LLC's Holdings
Currently, LeClair Wealth Partners LLC holds 105 types of securities in its portfolio with a total value $160.5M. In the most recent quarter, they have increased their positions in VTV (+42.4K shares, valued at $7.9M), BUFR (+21.4K shares, valued at $716.0K), FIXD (+11.7K shares, valued at $520.2K); decreased their positions in GOOGL (-2.4K shares, valued at $588.8K), TT (-1.2K shares, valued at $521.5K), TJX (-3.5K shares, valued at $505.0K); initiated new positions in VTV (+42.4K shares, valued at $7.9M), PLTR (+1.4K shares, valued at $264.1K), CVS (+2.9K shares, valued at $216.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FIXD FIRST TR EXCHNG TRADED FD VI525.5K shares2.28%2025-09-302025-11-12
AAPL APPLE INC47.8K shares1.40%2025-09-302025-11-12 BUFR FIRST TR EXCHNG TRADED FD VI263.3K shares8.86%2025-09-302025-11-12 VTV VANGUARD INDEX FDS42.4K sharesnew addition2025-09-302025-11-12 RDVY FIRST TR EXCHANGE TRADED FD103.6K shares7.15%2025-09-302025-11-12 MSFT MICROSOFT CORP12.9K shares-5.47%2025-09-302025-11-12 CTAS CINTAS CORP27.1K shares-0.07%2025-09-302025-11-12 JAAA JANUS DETROIT STR TR95.6K shares8.92%2025-09-302025-11-12 SDVY FIRST TR EXCHANGE-TRADED FD114.2K shares-10.25%2025-09-302025-11-12 WSM WILLIAMS SONOMA INC21.6K shares0.00%2025-09-302025-11-12 NVDA NVIDIA CORPORATION20.9K shares-0.35%2025-09-302025-11-12 PH PARKER-HANNIFIN CORP4.7K shares0.00%2025-09-302025-11-12 QQQ INVESCO QQQ TR5.8K shares-0.22%2025-09-302025-11-12 CGGR CAPITAL GROUP GROWTH ETF79.3K shares-0.56%2025-09-302025-11-12 GOOGL ALPHABET INC13.9K shares-14.87%2025-09-302025-11-12 WOR WORTHINGTON ENTERPRISES INC58.6K shares0.71%2025-09-302025-11-12 AVGO BROADCOM INC9.8K shares8.00%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL5.8K shares0.00%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS13.3K shares0.00%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.6.3K shares-15.74%2025-09-302025-11-12 XOM EXXON MOBIL CORP17.2K shares-0.20%2025-09-302025-11-12 AMZN AMAZON COM INC8.8K shares-19.37%2025-09-302025-11-12 TDIV FIRST TR EXCHANGE TRADED FD18.0K shares-0.58%2025-09-302025-11-12 WS WORTHINGTON STL INC58.3K shares0.00%2025-09-302025-11-12 META META PLATFORMS INC2.1K shares0.00%2025-09-302025-11-12 MRK MERCK & CO INC17.0K shares-0.86%2025-09-302025-11-12 HD HOME DEPOT INC2.9K shares-22.55%2025-09-302025-11-12 V VISA INC3.0K shares-29.18%2025-09-302025-11-12 GOOG ALPHABET INC4.2K shares-1.39%2025-09-302025-11-12 F FORD MTR CO77.1K shares0.00%2025-09-302025-11-12 EMR EMERSON ELEC CO6.9K shares0.00%2025-09-302025-11-12 TSLA TESLA INC1.9K shares-1.12%2025-09-302025-11-12 AON AON PLC2.4K shares0.00%2025-09-302025-11-12 CINF CINCINNATI FINL CORP5.3K shares0.00%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR3.0K shares-4.13%2025-09-302025-11-12 FEMS FIRST TR EXCH TRD ALPHDX FD18.5K shares-0.25%2025-09-302025-11-12 TT TRANE TECHNOLOGIES PLC1.8K shares-40.90%2025-09-302025-11-12 MPC MARATHON PETE CORP3.9K shares20.98%2025-09-302025-11-12 XLI SELECT SECTOR SPDR TR4.8K shares0.00%2025-09-302025-11-12 FTCS FIRST TR EXCHANGE-TRADED FD7.6K shares-0.52%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW769 shares-2.04%2025-09-302025-11-12 ETN EATON CORP PLC1.8K shares26.32%2025-09-302025-11-12 TJX TJX COS INC NEW4.4K shares-44.52%2025-09-302025-11-12 WMT WALMART INC5.5K shares27.23%2025-09-302025-11-12 BX BLACKSTONE INC3.3K shares0.00%2025-09-302025-11-12 FVD FIRST TR EXCHANGE-TRADED FD11.9K shares-20.79%2025-09-302025-11-12 NFLX NETFLIX INC444 shares0.00%2025-09-302025-11-12 LLY ELI LILLY & CO670 shares-0.59%2025-09-302025-11-12 MFIC MIDCAP FINANCIAL INVSTMNT CO40.9K shares0.00%2025-09-302025-11-12 MSI MOTOROLA SOLUTIONS INC1.0K shares45.73%2025-09-302025-11-12 ORCL ORACLE CORP1.6K shares-0.61%2025-09-302025-11-12 ORLY OREILLY AUTOMOTIVE INC4.2K shares0.00%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO9.6K shares-0.41%2025-09-302025-11-12 ARCC ARES CAPITAL CORP21.1K shares0.00%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO2.8K shares-0.75%2025-09-302025-11-12 CB CHUBB LIMITED1.5K shares33.66%2025-09-302025-11-12 TXN TEXAS INSTRS INC2.1K shares-0.14%2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND1.5K shares0.00%2025-09-302025-11-12 MMC MARSH & MCLENNAN COS INC1.8K shares0.00%2025-09-302025-11-12 MA MASTERCARD INCORPORATED630 shares-0.79%2025-09-302025-11-12 NEE NEXTERA ENERGY INC4.7K shares0.00%2025-09-302025-11-12 QCOM QUALCOMM INC2.1K shares0.00%2025-09-302025-11-12 ICE INTERCONTINENTAL EXCHANGE IN2.0K shares-55.59%2025-09-302025-11-12 ALL ALLSTATE CORP1.6K shares-59.14%2025-09-302025-11-12 T AT&T INC11.9K shares0.00%2025-09-302025-11-12 ABBV ABBVIE INC1.4K shares-0.07%2025-09-302025-11-12 AEP AMERICAN ELEC PWR CO INC2.9K shares0.00%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC932 shares-15.81%2025-09-302025-11-12 CSCO CISCO SYS INC4.7K shares0.00%2025-09-302025-11-12 VSCO VICTORIAS SECRET AND CO11.6K shares0.00%2025-09-302025-11-12 BAC BANK AMERICA CORP6.0K shares-0.32%2025-09-302025-11-12 BA BOEING CO1.3K shares0.00%2025-09-302025-11-12 CSM PROSHARES TR3.7K shares0.00%2025-09-302025-11-12 CMG CHIPOTLE MEXICAN GRILL INC7.2K shares0.00%2025-09-302025-11-12 RTX RTX CORPORATION1.7K shares-0.36%2025-09-302025-11-12 GE GE AEROSPACE901 shares0.11%2025-09-302025-11-12 SRE SEMPRA3.0K shares-0.17%2025-09-302025-11-12 DHR DANAHER CORPORATION1.3K shares0.00%2025-09-302025-11-12 PSX PHILLIPS 662.0K shares0.00%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-11-12 UNP UNION PAC CORP1.1K shares-0.73%2025-09-302025-11-12 SPGI S&P GLOBAL INC521 shares-60.47%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR1.8K shares-28.06%2025-09-302025-11-12 EW EDWARDS LIFESCIENCES CORP3.2K shares-65.85%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC1.5K shares0.00%2025-09-302025-11-12 HAL HALLIBURTON CO9.8K shares-8.38%2025-09-302025-11-12 FUN SIX FLAGS ENTERTAINMENT CORP10.6K shares0.00%2025-09-302025-11-12 ROK ROCKWELL AUTOMATION INC688 shares0.00%2025-09-302025-11-12 LIN LINDE PLC488 shares-0.20%2025-09-302025-11-12 CRM SALESFORCE INC938 shares-60.22%2025-09-302025-11-12 CBRL CRACKER BARREL OLD CTRY STOR5.0K shares0.00%2025-09-302025-11-12 CVS CVS HEALTH CORP2.9K sharesnew addition2025-09-302025-11-12 IJH ISHARES TR3.3K shares-0.36%2025-09-302025-11-12 CAT CATERPILLAR INC445 sharesnew addition2025-09-302025-11-12 PGR PROGRESSIVE CORP859 shares-3.48%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP424 sharesnew addition2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC262 sharesnew addition2025-09-302025-11-12 BLK BLACKROCK INC177 sharesnew addition2025-09-302025-11-12 KLAC KLA CORP191 sharesnew addition2025-09-302025-11-12 ETR ENTERGY CORP NEW2.2K sharesnew addition2025-09-302025-11-12 JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-09-302025-11-12 POWW OUTDOOR HOLDING CO100.0K shares-0.03%2025-09-302025-11-12 PSEC PROSPECT CAP CORP40.4K shares-61.57%2025-09-302025-11-12 FEAM 5E ADVANCED MATERIALS INC25.0K shares-32.78%2025-09-302025-11-12 OXSQ OXFORD SQUARE CAP CORP18.1K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available