Le Clair Wealth Partners LLC Purchases and Sells in Q2 2025

Le Clair Wealth Partners LLC

$147 Billion
Q2 2025

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIXD	60.4K + 13.33%	$42.72 - $44.24 $2.58M - $2.67M	514K $22.6B
JAAA	4.45K + 5.34%	$49.79 - $50.75 $221K - $226K	87.7K $4.45B
TSLA	118 + 6.38%	$221.86 - $362.89 $26.2K - $42.8K	1.97K $625M
PSEC	45.1K + 74.98%	$3.14 - $4.06 $142K - $183K	105K $335M
BA	13 + 1.0%	$136.59 - $217.51 $1.78K - $2.83K	1.31K $275M
WMT	23 + 0.54%	$81.79 - $99.98 $1.88K - $2.3K	4.32K $423M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CBRL	5.03K New	$35.11 - $63.01 $177K - $317K	5.03K $307M
GE	900 New	$166.81 - $257.39 $150K - $232K	900 $232M
ROK	688 New	$218.97 - $332.17 $151K - $229K	688 $229M
INTU	286 New	$544.07 - $787.63 $156K - $225K	286 $225M
AMD	1.5K New	$78.21 - $143.81 $117K - $215K	1.5K $212M
IJH	3.32K New	$51.16 - $62.02 $170K - $206K	3.32K $206M

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-109 - 0.23%	$172.42 - $223.89 $18.8K - $24.4K	47.1K $9.67B
BUFR	-36.8K - 13.2%	$27.3 - $31.8 $1M - $1.17M	242K $7.69B
UNH	-139 - 11.16%	$274.35 - $599.47 $38.1K - $83.3K	1.11K $345M
FEMS	-9.82K - 34.66%	$32.56 - $40.98 $320K - $402K	18.5K $752M
RDVY	-11.4K - 10.51%	$51.6 - $62.74 $586K - $713K	96.7K $6.07B
SDVY	-13.3K - 9.48%	$29.52 - $35.31 $394K - $471K	127K $4.49B

Activity Summary All Purchases 21 New Holdings 9 Increased Positions 12 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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