LeClair Wealth Partners LLC
- SEC CIK
- 0002056667
- Latest filing
- Aug 4, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only.
- Positions
- 96
- No filing for Q3 2024
- Portfolio value
- $150.0M
- No filing for Q3 2024
LeClair Wealth Partners LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 424,773 | $18.3M | 12.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 285,025 | $12.2M | 8.1% | – | – | – |
| AAPLApple Inc. | Stock | 47,642 | $11.9M | 8.0% | – | – | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 165,445 | $9.78M | 6.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 13,905 | $5.86M | 3.9% | – | – | History |
| CTASCintas Corp | Stock | 27,404 | $5.01M | 3.3% | – | – | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 133,579 | $4.79M | 3.2% | – | – | – |
| WSMWilliams Sonoma Inc | COM | 21,594 | $4.00M | 2.7% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 17,373 | $3.29M | 2.2% | – | – | History |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 84,616 | $3.15M | 2.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,897 | $3.01M | 2.0% | – | – | – |
| NVDANVIDIA Corp | Stock | 21,120 | $2.84M | 1.9% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,845 | $2.65M | 1.8% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,406 | $2.63M | 1.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 11,635 | $2.55M | 1.7% | – | – | History |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 55,609 | $2.41M | 1.6% | – | – | – |
| WORWorthington Enterprises, Inc. | COM | 58,227 | $2.34M | 1.6% | – | – | History |
| AVGOBroadcom Inc. | Stock | 9,216 | $2.14M | 1.4% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 8,420 | $2.02M | 1.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 17,437 | $1.88M | 1.3% | – | – | History |
| WSWorthington Steel, Inc. | COM SHS | 58,314 | $1.86M | 1.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 17,363 | $1.73M | 1.2% | – | – | History |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 20,741 | $1.63M | 1.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,985 | $1.55M | 1.0% | – | – | History |
| VVisa Inc. | Stock | 4,843 | $1.53M | 1.0% | – | – | History |
| BBWIBath & Body Works, Inc. | COM | 34,785 | $1.35M | 0.9% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 2,650 | $1.34M | 0.9% | – | – | History |
| PHParker-Hannifin Corp | Stock | 2,030 | $1.29M | 0.9% | – | – | History |
| TTTrane Technologies plc | SHS | 3,418 | $1.26M | 0.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 2,071 | $1.21M | 0.8% | – | – | History |
| TJXTJX Companies Inc | Stock | 9,285 | $1.12M | 0.7% | – | – | History |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 28,492 | $1.07M | 0.7% | – | – | – |
| FFord Motor Co | Stock | 95,110 | $941.6K | 0.6% | – | – | History |
| TSLATesla, Inc. | Stock | 2,271 | $917.1K | 0.6% | – | – | History |
| ALLAllstate Corp | Stock | 4,627 | $892.0K | 0.6% | – | – | History |
| CRMSalesforce, Inc. | Stock | 2,650 | $886.0K | 0.6% | – | – | History |
| EMREmerson Electric Co | Stock | 6,902 | $855.4K | 0.6% | – | – | History |
| AONAon plc | CL A | 2,380 | $854.8K | 0.6% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,674 | $845.5K | 0.6% | – | – | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 9,622 | $845.0K | 0.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 4,403 | $838.5K | 0.6% | – | – | History |
| SPGIS&P Global Inc. | Stock | 1,650 | $821.8K | 0.5% | – | – | History |
| First Tr Exchange-Traded FD33734H106 | SHS | 18,461 | $805.6K | 0.5% | – | – | – |
| CINFCincinnati Financial Corp | COM | 5,342 | $767.6K | 0.5% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,170 | $737.1K | 0.5% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 788 | $722.0K | 0.5% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 3,154 | $655.6K | 0.4% | – | – | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,750 | $625.9K | 0.4% | – | – | – |
| IQVIQVIA Holdings Inc. | Stock | 3,091 | $607.4K | 0.4% | – | – | History |
| BXBlackstone Inc. | COM | 3,318 | $572.1K | 0.4% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 970 | $568.5K | 0.4% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 7,666 | $567.5K | 0.4% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 9,663 | $546.5K | 0.4% | – | – | History |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 9,348 | $531.1K | 0.4% | – | – | – |
| ANFAbercrombie & Fitch Co | CL A | 3,513 | $525.1K | 0.4% | – | – | History |
| ACNAccenture plc | Stock | 1,488 | $523.5K | 0.3% | – | – | History |
| LLYEli Lilly & Co | Stock | 666 | $514.2K | 0.3% | – | – | History |
| FUNSix Flags Entertainment Corporation | COM | 10,600 | $510.8K | 0.3% | – | – | History |
| ARCCAres Capital Corp | CEF | 22,487 | $492.2K | 0.3% | – | – | History |
| ETNEaton Corp plc | Stock | 1,444 | $479.2K | 0.3% | – | – | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 11,565 | $479.0K | 0.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 2,795 | $468.5K | 0.3% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 3,183 | $444.0K | 0.3% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 7,200 | $434.2K | 0.3% | – | – | History |
| TXNTexas Instruments Inc | Stock | 2,151 | $403.3K | 0.3% | – | – | History |
| NFLXNetflix Inc | Stock | 444 | $395.7K | 0.3% | – | – | History |
| WMTWalmart Inc. | Stock | 4,299 | $388.4K | 0.3% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,821 | $386.8K | 0.3% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,532 | $348.3K | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 4,743 | $340.0K | 0.2% | – | – | History |
| MAMastercard Inc | Stock | 643 | $338.6K | 0.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 2,188 | $336.1K | 0.2% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 277 | $328.5K | 0.2% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 700 | $323.6K | 0.2% | – | – | History |
| DHRDanaher Corp | Stock | 1,374 | $315.4K | 0.2% | – | – | History |
| CBChubb Ltd | Stock | 1,108 | $306.1K | 0.2% | – | – | History |
| HALHalliburton Co | Stock | 10,783 | $293.2K | 0.2% | – | – | History |
| UNPUnion Pacific Corp | Stock | 1,281 | $292.1K | 0.2% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 4,672 | $276.6K | 0.2% | – | – | History |
| ORCLOracle Corp | Stock | 1,642 | $273.6K | 0.2% | – | – | History |
| TAT&T Inc. | Stock | 11,931 | $271.7K | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 6,119 | $268.9K | 0.2% | – | – | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 5,032 | $266.0K | 0.2% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 2,874 | $265.1K | 0.2% | – | – | History |
| SRESempra | Stock | 3,011 | $264.1K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,421 | $252.5K | 0.2% | – | – | History |
| ProShares Tr74347R248 | LARGE CAP CRE | 3,686 | $243.8K | 0.2% | – | – | – |
| PSXPhillips 66 | Stock | 2,003 | $228.2K | 0.2% | – | – | History |
| BABoeing Co | Stock | 1,286 | $227.6K | 0.2% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 431 | $224.2K | 0.1% | – | – | History |
| LINLinde PLC | Stock | 533 | $223.2K | 0.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 470 | $209.0K | 0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,327 | $207.3K | 0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 425 | $206.5K | 0.1% | – | – | History |
| PGRProgressive Corp | Stock | 860 | $206.1K | 0.1% | – | – | History |
| TRGPTarga Resources Corp. | COM | 1,147 | $204.7K | 0.1% | – | – | History |