Le Clair Wealth Partners LLC Reduced Holdings in Q3 2025

Le Clair Wealth Partners LLC

  • $160 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
-1.24K
- 40.9%
$398.96 - $472.54 $493K - $584K
1.79K $754M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.55K
- 55.59%
$167.28 - $188.45 $427K - $481K
2.04K $344M
CTAS
Cintas Corp

Industrials
-18
- 0.07%
$199.29 - $226.27 $3.59K - $4.07K
27.1K $5.57B
EW
Edwards Lifesciences Corp

Healthcare
-6.09K
- 65.85%
$73.75 - $81.83 $449K - $498K
3.16K $245M
V
Visa Inc.

Financial Services
-1.23K
- 29.18%
$332.09 - $358.86 $408K - $441K
2.98K $1.02B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.11K
- 19.37%
$211.65 - $238.24 $446K - $501K
8.77K $1.92B
SPGI
S&P Global Inc.

Financial Services
-797
- 60.47%
$484.94 - $564.15 $386K - $450K
521 $254M
ALL
Allstate Corp

Financial Services
-2.29K
- 59.14%
$192.0 - $214.65 $440K - $492K
1.58K $340M
CRM
Salesforce, Inc.

Technology
-1.42K
- 60.22%
$231.66 - $273.65 $329K - $389K
938 $222M
TJX
Tjx Companies Inc

Consumer Cyclical
-3.49K
- 44.52%
$121.35 - $144.54 $424K - $505K
4.35K $629M
HD
Home Depot, Inc.

Consumer Cyclical
-841
- 22.55%
$357.4 - $423.42 $301K - $356K
2.89K $1.17B
JPM
Jpmorgan Chase & CO

Financial Services
-1.18K
- 15.74%
$282.78 - $316.06 $333K - $373K
6.31K $1.99B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-13.1K
- 10.25%
$35.42 - $38.65 $462K - $504K
114K $4.34B
FVD
First Tr Value Line Divid Inde

ETFs
-3.13K
- 20.79%
$44.73 - $46.86 $140K - $147K
11.9K $552M
MSFT
Microsoft Corp

Technology
-748
- 5.47%
$491.09 - $535.64 $367K - $401K
12.9K $6.7B
XLV
Select Sector Spdr Fund Health

ETFs
-695
- 28.06%
$129.01 - $139.72 $89.7K - $97.1K
1.78K $248M
COST
Costco Wholesale Corp

Consumer Defensive
-16
- 2.04%
$915.95 - $994.57 $14.7K - $15.9K
769 $712M
TXN
Texas Instruments Inc

Technology
-3
- 0.14%
N/A
2.13K $391M
5 E Advanced Materials Inc
-12.2K
- 32.78%
N/A
25K $87.3M
PGR
Progressive Corp

Financial Services
-31
- 3.48%
$238.61 - $264.3 $7.4K - $8.19K
859 $212M
UNH
Unitedhealth Group Inc

Healthcare
-175
- 15.81%
$237.77 - $353.61 $41.6K - $61.9K
932 $322M
PG
Procter & Gamble CO

Consumer Defensive
-21
- 0.75%
$150.47 - $161.22 $3.16K - $3.39K
2.78K $427M
LLY
Eli Lilly & CO

Healthcare
-4
- 0.59%
$625.65 - $812.69 $2.5K - $3.25K
670 $511M
BMY
Bristol Myers Squibb CO

Healthcare
-40
- 0.41%
$43.31 - $48.98 $1.73K - $1.96K
9.64K $435M
MA
Mastercard Inc

Financial Services
-5
- 0.79%
$550.18 - $598.96 $2.75K - $2.99K
630 $358M
Linde PLC
-1
- 0.2%
N/A
488 $232M
UNP
Union Pacific Corp

Industrials
-8
- 0.73%
$214.91 - $237.16 $1.72K - $1.9K
1.09K $259M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12
- 0.36%
$62.09 - $66.51 $745 - $798
3.31K $216M
FTCS
First Trust Capital Strength E

ETFs
-40
- 0.52%
$89.72 - $93.74 $3.59K - $3.75K
7.62K $714M
POWW
Ammo, Inc.

Industrials
-26
- 0.03%
$1.09 - $1.6 $28.3 - $41.6
100K $148M
HAL
Halliburton CO

Energy
-896
- 8.38%
$20.5 - $25.11 $18.4K - $22.5K
9.8K $241M
BAC
Bank Of America Corp

Financial Services
-19
- 0.32%
$44.92 - $52.42 $853 - $996
5.98K $308M
RTX
Raytheon Technologies Corp

Industrials
-6
- 0.36%
$144.19 - $167.33 $865 - $1K
1.67K $280M
SRE
Sempra Energy

Utilities
-5
- 0.17%
$74.14 - $89.98 $371 - $450
3K $270M
XLK
Technology Sector Spdr

ETFs
-128
- 4.13%
$250.97 - $282.66 $32.1K - $36.2K
2.97K $838M
FEMS
First Trust Emerging Markets S

ETFs
-46
- 0.25%
$40.83 - $44.87 $1.88K - $2.06K
18.5K $816M
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.07%
$184.85 - $231.54 $185 - $232
1.42K $330M
MRK
Merck & Co., Inc.

Healthcare
-148
- 0.86%
$77.6 - $87.37 $11.5K - $12.9K
17K $1.42B
XOM
Exxon Mobil Corp

Energy
-34
- 0.2%
$105.83 - $117.22 $3.6K - $3.99K
17.2K $1.94B
ORCL
Oracle Corp

Technology
-10
- 0.61%
$218.96 - $328.33 $2.19K - $3.28K
1.63K $460M
TDIV
First Trust Nasdaq Technology

ETFs
-105
- 0.58%
$89.27 - $100.33 $9.37K - $10.5K
18K $1.78B
TSLA
Tesla, Inc.

Consumer Cyclical
-22
- 1.12%
$293.94 - $444.72 $6.47K - $9.78K
1.95K $865M
CGGR
Capital Group Growth ETF Shs C

ETFs
-445
- 0.56%
$40.2 - $44.58 $17.9K - $19.8K
79.3K $3.48B
GOOG
Alphabet Inc.

Communication Services
-59
- 1.39%
$175.16 - $255.24 $10.3K - $15.1K
4.17K $1.02B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13
- 0.22%
$546.99 - $602.2 $7.11K - $7.83K
5.81K $3.49B
GOOGL
Alphabet Inc.

Communication Services
-2.42K
- 14.87%
$174.36 - $254.72 $422K - $617K
13.9K $3.37B
NVDA
Nvidia Corp

Technology
-73
- 0.35%
$153.3 - $186.58 $11.2K - $13.6K
20.9K $3.9B
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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