Le Clair Wealth Partners LLC Reduced Holdings in Q2 2025

Le Clair Wealth Partners LLC

  • $147 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-109
- 0.23%
$172.42 - $223.89 $18.8K - $24.4K
47.1K $9.67B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-36.8K
- 13.2%
$27.3 - $31.8 $1M - $1.17M
242K $7.69B
UNH
Unitedhealth Group Inc

Healthcare
-139
- 11.16%
$274.35 - $599.47 $38.1K - $83.3K
1.11K $345M
FEMS
First Trust Emerging Markets S

ETFs
-9.82K
- 34.66%
$32.56 - $40.98 $320K - $402K
18.5K $752M
RDVY
First Trust Rising Dividend Ac

ETFs
-11.4K
- 10.51%
$51.6 - $62.74 $586K - $713K
96.7K $6.07B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-13.3K
- 9.48%
$29.52 - $35.31 $394K - $471K
127K $4.49B
MRK
Merck & Co., Inc.

Healthcare
-352
- 2.01%
$73.47 - $87.12 $25.9K - $30.7K
17.1K $1.36B
XOM
Exxon Mobil Corp

Energy
-54
- 0.31%
$99.93 - $119.04 $5.4K - $6.43K
17.3K $1.86B
IQV
Iqvia Holdings Inc.

Healthcare
-779
- 21.48%
$137.0 - $174.37 $107K - $136K
2.85K $449M
FTCS
First Trust Capital Strength E

ETFs
-1.87K
- 19.59%
$81.6 - $92.39 $152K - $172K
7.66K $696M
AON
Aon PLC

Financial Services
-1
- 0.04%
$335.85 - $398.81 $336 - $399
2.38K $849M
ALL
Allstate Corp

Financial Services
-372
- 8.77%
$180.53 - $212.64 $67.2K - $79.1K
3.87K $779M
HD
Home Depot, Inc.

Consumer Cyclical
-213
- 5.4%
$335.24 - $380.78 $71.4K - $81.1K
3.73K $1.37B
V
Visa Inc.

Financial Services
-246
- 5.52%
$308.27 - $373.31 $75.8K - $91.8K
4.21K $1.49B
TJX
Tjx Companies Inc

Consumer Cyclical
-562
- 6.68%
$119.13 - $135.03 $67K - $75.9K
7.85K $969M
CRM
Salesforce, Inc.

Technology
-239
- 9.2%
$236.26 - $291.15 $56.5K - $69.6K
2.36K $643M
HAL
Halliburton CO

Energy
-3
- 0.03%
$19.26 - $25.7 $57.8 - $77.1
10.7K $218M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1
- 0.05%
$212.1 - $244.27 $212 - $244
1.82K $398M
UNP
Union Pacific Corp

Industrials
-149
- 11.91%
$208.27 - $238.46 $31K - $35.5K
1.1K $254M
ARCC
Ares Capital Corp

Financial Services
-1.4K
- 6.23%
$18.91 - $22.43 $26.5K - $31.4K
21.1K $463M
SPGI
S&P Global Inc.

Financial Services
-118
- 8.22%
$438.31 - $527.29 $51.7K - $62.2K
1.32K $695M
ICE
Intercontinental Exchange, Inc.

Financial Services
-435
- 8.65%
$151.62 - $183.47 $66K - $79.8K
4.59K $843M
NXPI
Nxp Semiconductors N.V.

Technology
-502
- 15.55%
$153.5 - $218.72 $77.1K - $110K
2.73K $596M
EW
Edwards Lifesciences Corp

Healthcare
-964
- 9.45%
$67.07 - $78.22 $64.7K - $75.4K
9.24K $723M
PSX
Phillips 66

Energy
-47
- 2.35%
$92.87 - $125.73 $4.36K - $5.91K
1.96K $233M
DHR
Danaher Corp

Healthcare
-8
- 0.59%
$174.64 - $205.16 $1.4K - $1.64K
1.35K $266M
FVD
First Tr Value Line Divid Inde

ETFs
-280
- 1.83%
$40.62 - $45.12 $11.4K - $12.6K
15.1K $673M
QCOM
Qualcomm Inc

Technology
-41
- 1.88%
$124.66 - $159.48 $5.11K - $6.54K
2.14K $340M
MA
Mastercard Inc

Financial Services
-2
- 0.31%
$479.92 - $590.74 $960 - $1.18K
635 $357M
SRE
Sempra Energy

Utilities
-20
- 0.66%
$63.78 - $78.91 $1.28K - $1.58K
3.01K $228M
BAC
Bank Of America Corp

Financial Services
-121
- 1.98%
$34.39 - $47.46 $4.16K - $5.74K
6K $284M
BX
Blackstone Inc.

Financial Services
-1
- 0.03%
$120.07 - $151.11 $120 - $151
3.26K $487M
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.38%
$908.13 - $1056.85 $2.72K - $3.17K
785 $777M
F
Ford Motor CO

Consumer Cyclical
-1.82K
- 2.31%
$8.69 - $10.85 $15.8K - $19.8K
77.1K $837M
TXN
Texas Instruments Inc

Technology
-13
- 0.61%
N/A
2.13K $442M
GOOG
Alphabet Inc.

Communication Services
-169
- 3.84%
$146.58 - $180.01 $24.8K - $30.4K
4.23K $751M
WSM
Williams Sonoma Inc

Consumer Cyclical
-7
- 0.03%
$137.62 - $174.44 $963 - $1.22K
21.6K $3.53B
XLK
Technology Sector Spdr

ETFs
-69
- 2.18%
$179.73 - $253.23 $12.4K - $17.5K
3.1K $785M
VIG
Vanguard Dividend Appreciation

ETFs
-51
- 0.38%
N/A
13.3K $2.72B
EMR
Emerson Electric CO

Industrials
-48
- 0.7%
$94.15 - $133.33 $4.52K - $6.4K
6.85K $914M
NFLX
Netflix Inc

Communication Services
-1
- 0.22%
$855.86 - $1339.13 $856 - $1.34K
444 $595M
TT
Trane Technologies PLC

Industrials
-200
- 6.21%
$315.21 - $437.41 $63K - $87.5K
3.02K $1.32B
AMZN
Amazon Com Inc

Consumer Cyclical
-357
- 3.18%
$167.32 - $223.3 $59.7K - $79.7K
10.9K $2.38B
JPM
Jpmorgan Chase & CO

Financial Services
-272
- 3.5%
$210.28 - $289.91 $57.2K - $78.9K
7.49K $2.17B
TDIV
First Trust Nasdaq Technology

ETFs
-331
- 1.79%
$64.41 - $90.17 $21.3K - $29.8K
18.1K $1.63B
GOOGL
Alphabet Inc.

Communication Services
-488
- 2.91%
$144.7 - $178.6 $70.6K - $87.2K
16.3K $2.87B
META
Meta Platforms, Inc.

Communication Services
-9
- 0.43%
$484.66 - $738.09 $4.36K - $6.64K
2.06K $1.52B
CTAS
Cintas Corp

Industrials
-219
- 0.8%
$190.11 - $227.66 $41.6K - $49.9K
27.2K $6.05B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-50
- 0.85%
$416.06 - $551.64 $20.8K - $27.6K
5.82K $3.21B
Activity Summary
Buys All Purchases 21 New Holdings 9 Increased Positions 12 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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