Le Clair Wealth Partners LLC Purchases and Sells in Q1 2025

Le Clair Wealth Partners LLC

$139 Billion
Q1 2025

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIXD	28.6K + 6.74%	$42.4 - $44.11 $1.21M - $1.26M	453K $19.9B
PH	2.64K + 130.2%	$591.65 - $707.05 $1.56M - $1.87M	4.67K $2.84B
EW	2.54K + 33.12%	$67.95 - $76.19 $173K - $193K	10.2K $740M
ABBV	1 + 0.07%	$169.2 - $216.66 $169 - $217	1.42K $298M
BMY	26 + 0.27%	$53.9 - $63.11 $1.4K - $1.64K	9.69K $591M
LLY	1 + 0.15%	$725.72 - $929.72 $726 - $930	667 $551M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUFR	279K New	$29.34 - $31.31 $8.18M - $8.73M	279K $8.27B
JAAA	83.3K New	$50.48 - $51.04 $4.2M - $4.25M	83.3K $4.22B
AINV	40.9K New	N/A	40.9K $526M
PSEC	60.1K New	$4.1 - $4.45 $247K - $268K	60.1K $247M
RTX	1.68K New	$114.1 - $135.66 $191K - $228K	1.68K $222M
CI	626 New	$274.49 - $329.0 $172K - $206K	626 $206M

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RDVY	-57.4K - 34.67%	$57.22 - $63.39 $3.28M - $3.64M	108K $6.33B
AAPL	-385 - 0.81%	$209.68 - $247.1 $80.7K - $95.1K	47.3K $10.5B
GOOGL	-593 - 3.41%	$154.33 - $206.19 $91.5K - $122K	16.8K $2.59B
UNH	-1.4K - 52.98%	$461.52 - $548.18 $648K - $770K	1.25K $653M
TSLA	-421 - 18.54%	$222.15 - $428.22 $93.5K - $180K	1.85K $479M
AMZN	-408 - 3.51%	$190.26 - $242.06 $77.6K - $98.8K	11.2K $2.14B

Activity Summary All Purchases 27 New Holdings 7 Increased Positions 20 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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