Le Clair Wealth Partners LLC Purchases in Q1 2025

Le Clair Wealth Partners LLC

  • $139 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
279K
New
$29.34 - $31.31 $8.18M - $8.73M
279K $8.27B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
83.3K
New
$50.48 - $51.04 $4.2M - $4.25M
83.3K $4.22B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
28.6K
+ 6.74%
$42.4 - $44.11 $1.21M - $1.26M
453K $19.9B
PH
Parker Hannifin Corp

Industrials
2.64K
+ 130.2%
$591.65 - $707.05 $1.56M - $1.87M
4.67K $2.84B
AINV
Apollo Investment Corp

Financial Services
40.9K
New
N/A
40.9K $526M
PSEC
Prospect Capital Corp

Financial Services
60.1K
New
$4.1 - $4.45 $247K - $268K
60.1K $247M
RTX
Raytheon Technologies Corp

Industrials
1.68K
New
$114.1 - $135.66 $191K - $228K
1.68K $222M
CI
Cigna Corp

Healthcare
626
New
$274.49 - $329.0 $172K - $206K
626 $206M
EW
Edwards Lifesciences Corp

Healthcare
2.54K
+ 33.12%
$67.95 - $76.19 $173K - $193K
10.2K $740M
OXSQ
Oxford Square Capital Corp.

Financial Services
18.1K
New
$2.51 - $2.85 $45.5K - $51.6K
18.1K $47.3M
BMY
Bristol Myers Squibb CO

Healthcare
26
+ 0.27%
$53.9 - $63.11 $1.4K - $1.64K
9.69K $591M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.15%
$725.72 - $929.72 $726 - $930
667 $551M
IQV
Iqvia Holdings Inc.

Healthcare
535
+ 17.31%
$176.3 - $209.96 $94.3K - $112K
3.63K $639M
MPC
Marathon Petroleum Corp

Energy
10
+ 0.31%
$134.72 - $159.03 $1.35K - $1.59K
3.19K $465M
NFLX
Netflix Inc

Communication Services
1
+ 0.23%
$828.4 - $1058.6 $828 - $1.06K
445 $415M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.07%
$158.56 - $176.26 $317 - $353
2.8K $477M
BA
Boeing CO

Industrials
15
+ 1.17%
$148.15 - $186.25 $2.22K - $2.79K
1.3K $222M
NXPI
Nxp Semiconductors N.V.

Technology
75
+ 2.38%
$189.99 - $245.86 $14.2K - $18.4K
3.23K $614M
ORCL
Oracle Corp

Technology
2
+ 0.12%
$139.81 - $186.47 $280 - $373
1.64K $230M
SRE
Sempra Energy

Utilities
16
+ 0.53%
$67.85 - $87.67 $1.09K - $1.4K
3.03K $216M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.03K
+ 5.26%
$32.49 - $37.99 $228K - $267K
141K $4.71B
MRK
Merck & Co., Inc.

Healthcare
109
+ 0.63%
$83.01 - $101.02 $9.05K - $11K
17.5K $1.57B
NVDA
Nvidia Corp

Technology
59
+ 0.28%
$106.98 - $149.43 $6.31K - $8.82K
21.2K $2.3B
WSM
Williams Sonoma Inc

Consumer Cyclical
7
+ 0.03%
$158.1 - $217.71 $1.11K - $1.52K
21.6K $3.42B
AVGO
Broadcom Inc.

Technology
16
+ 0.17%
$167.43 - $244.7 $2.68K - $3.92K
9.23K $1.55B
MSFT
Microsoft Corp

Technology
5
+ 0.04%
$375.39 - $447.2 $1.88K - $2.24K
13.9K $5.22B
Activity Summary
Buys All Purchases 27 New Holdings 7 Increased Positions 20 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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