Le Clair Wealth Partners LLC Purchases in Q3 2025

Le Clair Wealth Partners LLC

  • $160 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
42.4K
New
$175.51 - $186.57 $7.44M - $7.91M
42.4K $7.91B
AAPL
Apple Inc.

Technology
661
+ 1.4%
$202.38 - $256.87 $134K - $170K
47.8K $12.2B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
21.4K
+ 8.86%
$31.79 - $33.42 $681K - $716K
263K $8.8B
RDVY
First Trust Rising Dividend Ac

ETFs
6.91K
+ 7.15%
$62.38 - $67.29 $431K - $465K
104K $6.97B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
11.7K
+ 2.28%
$43.36 - $44.8 $508K - $525K
526K $23.3B
AVGO
Broadcom Inc.

Technology
724
+ 8.0%
$264.74 - $369.57 $192K - $268K
9.77K $3.22B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.83K
+ 8.92%
$50.53 - $50.82 $396K - $398K
95.6K $4.85B
PLTR
Palantir Technologies Inc.

Technology
1.45K
New
$130.68 - $186.97 $189K - $271K
1.45K $264M
CVS
Cvs Health Corp

Healthcare
2.87K
New
$58.75 - $76.5 $169K - $220K
2.87K $216M
MPC
Marathon Petroleum Corp

Energy
670
+ 20.98%
$158.59 - $198.69 $106K - $133K
3.86K $745M
LMT
Lockheed Martin Corp

Industrials
424
New
$410.74 - $499.21 $174K - $212K
424 $212M
GS
Goldman Sachs Group Inc

Financial Services
262
New
$696.56 - $806.32 $182K - $211K
262 $209M
Blackrock Inc
177
New
N/A
177 $206M
KLAC
Kla Corp

Technology
191
New
$843.9 - $1078.6 $161K - $206K
191 $206M
ETR
Entergy Corp

Utilities
2.21K
New
$80.93 - $93.55 $179K - $206K
2.21K $206M
JNJ
Johnson & Johnson

Healthcare
1.1K
New
$155.17 - $185.42 $171K - $205K
1.1K $205M
MSI
Motorola Solutions, Inc.

Technology
321
+ 45.73%
$408.73 - $490.3 $131K - $157K
1.02K $468M
ETN
Eaton Corp PLC

Industrials
380
+ 26.32%
$342.99 - $392.76 $130K - $149K
1.82K $683M
WMT
Walmart Inc.

Consumer Defensive
1.18K
+ 27.23%
$94.4 - $104.27 $111K - $123K
5.5K $567M
CB
Chubb LTD

Financial Services
373
+ 33.66%
$265.99 - $289.59 $99.2K - $108K
1.48K $418M
GE
General Electric CO

Industrials
1
+ 0.11%
$244.75 - $305.63 $245 - $306
901 $271M
WOR
Worthington Industries Inc

Industrials
415
+ 0.71%
$52.79 - $67.39 $21.9K - $28K
58.6K $3.25B
Activity Summary
Buys All Purchases 23 New Holdings 10 Increased Positions 13 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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