Le Clair Wealth Partners LLC Portfolio Holdings

Le Clair Wealth Partners LLC

  • $150 Billion
  • Q4 2024

Le Clair Wealth Partners LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $150 Billion distributed in 96 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 $18.3B, First Tr Ex Trad Fd Viii Cboe with a value of $12.2B, Apple Inc. with a value of $11.9B, First Trust Rising Dividend Ac with a value of $9.78B, and Microsoft Corp with a value of $5.86B.

Examining the 13F form we can see an increase of $150B in the current position value.

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 $150 Billion
ETFs: $61.4 Billion
Technology: $26.7 Billion
Consumer Cyclical: $14.5 Billion
Financial Services: $13 Billion
Industrials: $12 Billion
Healthcare: $6.1 Billion
Communication Services: $6.01 Billion
Energy: $3.05 Billion
Other: $2.45 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.3 Billion 12.17% of portfolio
424,773
Q4 2024 New
$0
$12.2 Billion 8.1% of portfolio
285,025
Q4 2024 New
$3.93T
$11.9 Billion 7.95% of portfolio
47,642
Q4 2024 New
$0
$9.78 Billion 6.52% of portfolio
165,445
Q4 2024 New
$3.04T
$5.86 Billion 3.91% of portfolio
13,905
Q4 2024 New
$20.7B
$5.01 Billion 3.34% of portfolio
27,404
Q4 2024 New
$0
$4.79 Billion 3.19% of portfolio
133,579
Q4 2024 New
$14.3B
$4 Billion 2.67% of portfolio
21,594
Q4 2024 New
$1.11T
$3.29 Billion 2.19% of portfolio
17,373
Q4 2024 New
$0
$3.15 Billion 2.1% of portfolio
84,616
Q4 2024 New
$0
$3.01 Billion 2.01% of portfolio
5,897
Q4 2024 New
$346B
$2.84 Billion 1.89% of portfolio
21,120
Q4 2024 New
$624B
$2.65 Billion 1.77% of portfolio
5,845
Q4 2024 New
$0
$2.63 Billion 1.75% of portfolio
13,406
Q4 2024 New
$2.33T
$2.55 Billion 1.7% of portfolio
11,635
Q4 2024 New
$0
$2.41 Billion 1.6% of portfolio
55,609
Q4 2024 New
$94.4B
$2.14 Billion 1.42% of portfolio
9,216
Q4 2024 New
$811B
$2.02 Billion 1.35% of portfolio
8,420
Q4 2024 New
$451B
$1.88 Billion 1.25% of portfolio
17,437
Q4 2024 New
Worthington Steel Incorporated Com Shs
-
$1.86 Billion 1.24% of portfolio
-
Q4 2024 New
$210B
$1.73 Billion 1.15% of portfolio
17,363
Q4 2024 New
$0
$1.63 Billion 1.08% of portfolio
20,741
Q4 2024 New
$419B
$1.55 Billion 1.03% of portfolio
3,985
Q4 2024 New
$578B
$1.53 Billion 1.02% of portfolio
4,843
Q4 2024 New
$8.33B
$1.35 Billion 0.9% of portfolio
34,785
Q4 2024 New
$490B
$1.34 Billion 0.89% of portfolio
2,650
Q4 2024 New
$90B
$1.29 Billion 0.86% of portfolio
2,030
Q4 2024 New
$84.2B
$1.26 Billion 0.84% of portfolio
3,418
Q4 2024 New
$1.64T
$1.21 Billion 0.81% of portfolio
2,071
Q4 2024 New
$144B
$1.12 Billion 0.75% of portfolio
9,285
Q4 2024 New
$0
$1.07 Billion 0.72% of portfolio
28,492
Q4 2024 New
$37.4B
$942 Million 0.63% of portfolio
95,110
Q4 2024 New
$1.12T
$917 Million 0.61% of portfolio
2,271
Q4 2024 New
$50.7B
$892 Million 0.59% of portfolio
4,627
Q4 2024 New
$327B
$886 Million 0.59% of portfolio
2,650
Q4 2024 New
$80.1B
$855 Million 0.57% of portfolio
2,380
Q4 2024 New
$72.9B
$855 Million 0.57% of portfolio
6,902
Q4 2024 New
$93.1B
$845 Million 0.56% of portfolio
5,674
Q4 2024 New
$0
$845 Million 0.56% of portfolio
9,622
Q4 2024 New
$1.14T
$839 Million 0.56% of portfolio
4,403
Q4 2024 New
$176B
$822 Million 0.55% of portfolio
1,650
Q4 2024 New
$0
$806 Million 0.54% of portfolio
18,461
Q4 2024 New
$21.8B
$768 Million 0.51% of portfolio
5,342
Q4 2024 New
$0
$737 Million 0.49% of portfolio
3,170
Q4 2024 New
$474B
$722 Million 0.48% of portfolio
788
Q4 2024 New
$58.9B
$656 Million 0.44% of portfolio
3,154
Q4 2024 New
$0
$626 Million 0.42% of portfolio
4,750
Q4 2024 New
$35.9B
$607 Million 0.4% of portfolio
3,091
Q4 2024 New
$117B
$572 Million 0.38% of portfolio
3,318
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $150 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 96 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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