Le Clair Wealth Partners LLC Reduced Holdings in Q1 2025

Le Clair Wealth Partners LLC

  • $139 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
-57.4K
- 34.67%
$57.22 - $63.39 $3.28M - $3.64M
108K $6.33B
AAPL
Apple Inc.

Technology
-385
- 0.81%
$209.68 - $247.1 $80.7K - $95.1K
47.3K $10.5B
GOOGL
Alphabet Inc.

Communication Services
-593
- 3.41%
$154.33 - $206.19 $91.5K - $122K
16.8K $2.59B
UNH
Unitedhealth Group Inc

Healthcare
-1.4K
- 52.98%
$461.52 - $548.18 $648K - $770K
1.25K $653M
TSLA
Tesla, Inc.

Consumer Cyclical
-421
- 18.54%
$222.15 - $428.22 $93.5K - $180K
1.85K $479M
AMZN
Amazon Com Inc

Consumer Cyclical
-408
- 3.51%
$190.26 - $242.06 $77.6K - $98.8K
11.2K $2.14B
CGGR
Capital Group Growth ETF Shs C

ETFs
-4.23K
- 5.0%
$33.98 - $39.84 $144K - $169K
80.4K $2.75B
TDIV
First Trust Nasdaq Technology

ETFs
-2.28K
- 10.98%
$73.39 - $83.95 $167K - $191K
18.5K $1.36B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-24
- 0.41%
$468.34 - $539.52 $11.2K - $12.9K
5.87K $2.75B
CRM
Salesforce, Inc.

Technology
-53
- 2.0%
$268.36 - $359.95 $14.2K - $19.1K
2.6K $697M
GOOG
Alphabet Inc.

Communication Services
-3
- 0.07%
$156.06 - $207.71 $468 - $623
4.4K $687M
F
Ford Motor CO

Consumer Cyclical
-16.1K
- 16.98%
$9.12 - $10.43 $147K - $168K
79K $792M
FVD
First Tr Value Line Divid Inde

ETFs
-3.12K
- 16.91%
$42.61 - $45.51 $133K - $142K
15.3K $684M
BX
Blackstone Inc.

Financial Services
-59
- 1.78%
$136.53 - $186.74 $8.06K - $11K
3.26K $456M
JPM
Jpmorgan Chase & CO

Financial Services
-658
- 7.81%
$225.19 - $279.95 $148K - $184K
7.76K $1.9B
HD
Home Depot, Inc.

Consumer Cyclical
-43
- 1.08%
$347.25 - $424.87 $14.9K - $18.3K
3.94K $1.44B
TJX
Tjx Companies Inc

Consumer Cyclical
-875
- 9.42%
$112.81 - $126.16 $98.7K - $110K
8.41K $1.02B
SPGI
S&P Global Inc.

Financial Services
-214
- 12.97%
$478.26 - $543.77 $102K - $116K
1.44K $730M
SPY
Spdr S&P 500 ETF Trust

ETFs
-50
- 5.15%
$551.42 - $612.93 $27.6K - $30.6K
920 $515M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-691
- 7.39%
$54.79 - $60.63 $37.9K - $41.9K
8.66K $480M
VIG
Vanguard Dividend Appreciation

ETFs
-83
- 0.62%
N/A
13.3K $2.58B
DHR
Danaher Corp

Healthcare
-18
- 1.31%
$201.62 - $250.59 $3.63K - $4.51K
1.36K $278M
HAL
Halliburton CO

Energy
-83
- 0.77%
$24.15 - $29.9 $2K - $2.48K
10.7K $271M
FEMS
First Trust Emerging Markets S

ETFs
-158
- 0.55%
$36.09 - $39.16 $5.7K - $6.19K
28.3K $1.05B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-21
- 4.87%
$497.6 - $606.74 $10.4K - $12.7K
410 $204M
TXN
Texas Instruments Inc

Technology
-8
- 0.37%
N/A
2.14K $385M
ALL
Allstate Corp

Financial Services
-383
- 8.28%
$180.99 - $210.18 $69.3K - $80.5K
4.24K $879M
QCOM
Qualcomm Inc

Technology
-12
- 0.55%
$151.94 - $175.86 $1.82K - $2.11K
2.18K $334M
UNP
Union Pacific Corp

Industrials
-30
- 2.34%
$225.21 - $254.42 $6.76K - $7.63K
1.25K $296M
Linde PLC
-44
- 8.26%
N/A
489 $228M
FTCS
First Trust Capital Strength E

ETFs
-92
- 0.96%
$86.39 - $91.35 $7.95K - $8.4K
9.53K $854M
MA
Mastercard Inc

Financial Services
-6
- 0.93%
$504.67 - $576.31 $3.03K - $3.46K
637 $349M
XLV
Select Sector Spdr Fund Health

ETFs
-55
- 2.17%
$137.61 - $149.68 $7.57K - $8.23K
2.48K $362M
ICE
Intercontinental Exchange, Inc.

Financial Services
-645
- 11.37%
$142.8 - $176.36 $92.1K - $114K
5.03K $868M
TRGP
Targa Resources Corp.

Energy
-3
- 0.26%
$178.44 - $217.22 $535 - $652
1.14K $229M
V
Visa Inc.

Financial Services
-389
- 8.03%
$306.92 - $362.71 $119K - $141K
4.45K $1.56B
PGR
Progressive Corp

Financial Services
-1
- 0.12%
$235.61 - $291.22 $236 - $291
859 $243M
XOM
Exxon Mobil Corp

Energy
-100
- 0.57%
$105.44 - $118.93 $10.5K - $11.9K
17.3K $2.06B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-48
- 0.82%
$442.66 - $534.52 $21.2K - $25.7K
5.8K $3.09B
CTAS
Cintas Corp

Industrials
-24
- 0.09%
$182.09 - $208.14 $4.37K - $5K
27.4K $5.63B
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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