Le Clair Wealth Partners LLC Purchases and Sells in Q3 2025

Le Clair Wealth Partners LLC

$160 Billion
Q3 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	661 + 1.4%	$202.38 - $256.87 $134K - $170K	47.8K $12.2B
BUFR	21.4K + 8.86%	$31.79 - $33.42 $681K - $716K	263K $8.8B
RDVY	6.91K + 7.15%	$62.38 - $67.29 $431K - $465K	104K $6.97B
FIXD	11.7K + 2.28%	$43.36 - $44.8 $508K - $525K	526K $23.3B
AVGO	724 + 8.0%	$264.74 - $369.57 $192K - $268K	9.77K $3.22B
JAAA	7.83K + 8.92%	$50.53 - $50.82 $396K - $398K	95.6K $4.85B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	42.4K New	$175.51 - $186.57 $7.44M - $7.91M	42.4K $7.91B
PLTR	1.45K New	$130.68 - $186.97 $189K - $271K	1.45K $264M
CVS	2.87K New	$58.75 - $76.5 $169K - $220K	2.87K $216M
CAT	445 New	$390.92 - $477.15 $174K - $212K	445 $212M
LMT	424 New	$410.74 - $499.21 $174K - $212K	424 $212M
GS	262 New	$696.56 - $806.32 $182K - $211K	262 $209M

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TT	-1.24K - 40.9%	$398.96 - $472.54 $493K - $584K	1.79K $754M
ICE	-2.55K - 55.59%	$167.28 - $188.45 $427K - $481K	2.04K $344M
CTAS	-18 - 0.07%	$199.29 - $226.27 $3.59K - $4.07K	27.1K $5.57B
EW	-6.09K - 65.85%	$73.75 - $81.83 $449K - $498K	3.16K $245M
V	-1.23K - 29.18%	$332.09 - $358.86 $408K - $441K	2.98K $1.02B
AMZN	-2.11K - 19.37%	$211.65 - $238.24 $446K - $501K	8.77K $1.92B

Activity Summary All Purchases 23 New Holdings 10 Increased Positions 13 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Le Clair Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Le Clair Wealth Partners LLC with notifications on news.