Le Clair Wealth Partners LLC Portfolio Holdings

Le Clair Wealth Partners LLC

  • $139 Billion
  • Q1 2025

Le Clair Wealth Partners LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Viii Tcw Opportun with a value of $19.9B, Apple Inc. with a value of $10.5B, First Tr Ex Td Viii Ft Cboe Ve with a value of $8.27B, First Trust Rising Dividend Ac with a value of $6.33B, and Cintas Corp with a value of $5.63B.

Examining the 13F form we can see an decrease of $11.2B in the current position value, from $150B to 139B.

Le Clair Wealth Partners LLC is based out at Dublin, OH

Below you can find more details about Le Clair Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $58.3 Billion
Technology: $22.9 Billion
Industrials: $14.4 Billion
Financial Services: $14.2 Billion
Consumer Cyclical: $10.3 Billion
Healthcare: $5.73 Billion
Communication Services: $5.23 Billion
Energy: $3.28 Billion
Other: $2.47 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$10.5 Billion 7.56% of portfolio
47,257
Q1 2025 Reduced 0.81%
$22B
$5.63 Billion 4.06% of portfolio
27,380
Q1 2025 Reduced 0.09%
$3.75T
$5.22 Billion 3.76% of portfolio
13,910
Q1 2025 Added 0.04%
$11.6B
$3.42 Billion 2.46% of portfolio
21,601
Q1 2025 Added 0.03%
$631B
$3.09 Billion 2.22% of portfolio
5,797
Q1 2025 Reduced 0.82%
$3.21B
$2.92 Billion 2.1% of portfolio
58,227
Q4 2024 New
$90.9B
$2.84 Billion 2.05% of portfolio
4,673
Q1 2025 Added 130.2%
$1.07T
$2.59 Billion 1.87% of portfolio
16,780
Q1 2025 Reduced 3.41%
$406B
$2.3 Billion 1.65% of portfolio
21,179
Q1 2025 Added 0.28%
$2.27T
$2.14 Billion 1.54% of portfolio
11,227
Q1 2025 Reduced 3.51%
$474B
$2.06 Billion 1.49% of portfolio
17,337
Q1 2025 Reduced 0.57%
$831B
$1.9 Billion 1.37% of portfolio
7,762
Q1 2025 Reduced 7.81%
$212B
$1.57 Billion 1.13% of portfolio
17,472
Q1 2025 Added 0.63%
$585B
$1.56 Billion 1.12% of portfolio
4,454
Q1 2025 Reduced 8.03%
$113B
$1.55 Billion 1.11% of portfolio
9,232
Q1 2025 Added 0.17%
$380B
$1.44 Billion 1.04% of portfolio
3,942
Q1 2025 Reduced 1.08%
$100B
$1.09 Billion 0.78% of portfolio
3,222
Q1 2025 Reduced 5.73%
$146B
$1.02 Billion 0.74% of portfolio
8,410
Q1 2025 Reduced 9.42%
$73.8B
$950 Million 0.68% of portfolio
2,380
Q4 2024 New
$102B
$868 Million 0.63% of portfolio
5,029
Q1 2025 Reduced 11.37%
$52.5B
$879 Million 0.63% of portfolio
4,244
Q1 2025 Reduced 8.28%
$23.4B
$789 Million 0.57% of portfolio
5,342
Q4 2024 New
$46.7B
$792 Million 0.57% of portfolio
78,963
Q1 2025 Reduced 16.98%
$82.7B
$757 Million 0.55% of portfolio
6,902
Q4 2024 New
$435B
$745 Million 0.54% of portfolio
788
Q4 2024 New
$47.7B
$740 Million 0.53% of portfolio
10,205
Q1 2025 Added 33.12%
$172B
$730 Million 0.53% of portfolio
1,436
Q1 2025 Reduced 12.97%
$271B
$697 Million 0.5% of portfolio
2,597
Q1 2025 Reduced 2.0%
$1.08T
$687 Million 0.5% of portfolio
4,400
Q1 2025 Reduced 0.07%
$283B
$653 Million 0.47% of portfolio
1,246
Q1 2025 Reduced 52.98%
$30.1B
$639 Million 0.46% of portfolio
3,626
Q1 2025 Added 17.31%
$60.5B
$614 Million 0.44% of portfolio
3,229
Q1 2025 Added 2.38%
$101B
$591 Million 0.43% of portfolio
9,689
Q1 2025 Added 0.27%
$748B
$551 Million 0.4% of portfolio
667
Q1 2025 Added 0.15%
$893M
$526 Million 0.38% of portfolio
40,885
Q1 2025 New
$0
$498 Million 0.36% of portfolio
22,487
Q4 2024 New
$934B
$479 Million 0.35% of portfolio
1,850
Q1 2025 Reduced 18.54%
$373B
$477 Million 0.34% of portfolio
2,797
Q1 2025 Added 0.07%
$89.4B
$465 Million 0.34% of portfolio
3,193
Q1 2025 Added 0.31%
$113B
$456 Million 0.33% of portfolio
3,259
Q1 2025 Reduced 1.78%
$187B
$464 Million 0.33% of portfolio
1,488
Q4 2024 New
$106B
$444 Million 0.32% of portfolio
1,821
Q4 2024 New
$573B
$415 Million 0.3% of portfolio
445
Q1 2025 Added 0.23%
$5.81B
$397 Million 0.29% of portfolio
277
Q4 2024 New
$143B
$393 Million 0.28% of portfolio
1,444
Q4 2024 New
$177B
$385 Million 0.28% of portfolio
2,143
Q1 2025 Reduced 0.37%
$263B
$377 Million 0.27% of portfolio
4,299
Q4 2024 New
$1.55B
$362 Million 0.26% of portfolio
7,200
Q4 2024 New
$539B
$349 Million 0.25% of portfolio
637
Q1 2025 Reduced 0.93%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $139 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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