Le Clair Wealth Partners LLC New Holdings in Q4 2024

Le Clair Wealth Partners LLC

  • $150 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
425K
New
$42.84 - $45.38 $18.2M - $19.3M
425K $18.3B
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
285K
New
$41.66 - $43.47 $11.9M - $12.4M
285K $12.2B
AAPL
Apple Inc.

Technology
47.6K
New
$221.69 - $259.02 $10.6M - $12.3M
47.6K $11.9B
RDVY
First Trust Rising Dividend Ac

ETFs
165K
New
$58.65 - $64.37 $9.7M - $10.6M
165K $9.78B
MSFT
Microsoft Corp

Technology
13.9K
New
$406.35 - $454.46 $5.65M - $6.32M
13.9K $5.86B
CTAS
Cintas Corp

Industrials
27.4K
New
$182.7 - $226.47 $5.01M - $6.21M
27.4K $5.01B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
134K
New
$35.45 - $40.33 $4.74M - $5.39M
134K $4.79B
WSM
Williams Sonoma Inc

Consumer Cyclical
21.6K
New
$129.13 - $198.21 $2.79M - $4.28M
21.6K $4B
GOOGL
Alphabet Inc.

Communication Services
17.4K
New
$161.86 - $196.66 $2.81M - $3.42M
17.4K $3.29B
CGGR
Capital Group Growth ETF Shs C

ETFs
84.6K
New
$34.49 - $39.24 $2.92M - $3.32M
84.6K $3.15B
NVDA
Nvidia Corp

Technology
21.1K
New
$117.0 - $148.88 $2.47M - $3.14M
21.1K $2.84B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.85K
New
$442.29 - $483.08 $2.59M - $2.82M
5.85K $2.65B
VIG
Vanguard Dividend Appreciation

ETFs
13.4K
New
N/A
13.4K $2.63B
AMZN
Amazon Com Inc

Consumer Cyclical
11.6K
New
$180.88 - $232.93 $2.1M - $2.71M
11.6K $2.55B
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
55.6K
New
$41.96 - $43.69 $2.33M - $2.43M
55.6K $2.41B
WOR
Worthington Industries Inc

Industrials
58.2K
New
$38.2 - $43.42 $2.22M - $2.53M
58.2K $2.34B
AVGO
Broadcom Inc.

Technology
9.22K
New
$159.67 - $250.0 $1.47M - $2.3M
9.22K $2.14B
JPM
Jpmorgan Chase & CO

Financial Services
8.42K
New
$205.18 - $250.29 $1.73M - $2.11M
8.42K $2.02B
XOM
Exxon Mobil Corp

Energy
17.4K
New
$105.51 - $125.37 $1.84M - $2.19M
17.4K $1.88B
Worthington Steel Incorporated Com Shs
58.3K
New
N/A
58.3K $1.86B
MRK
Merck & Co., Inc.

Healthcare
17.4K
New
$96.31 - $114.76 $1.67M - $1.99M
17.4K $1.73B
TDIV
First Trust Nasdaq Technology

ETFs
20.7K
New
$78.03 - $82.13 $1.62M - $1.7M
20.7K $1.63B
HD
Home Depot, Inc.

Consumer Cyclical
3.99K
New
$385.02 - $431.37 $1.53M - $1.72M
3.99K $1.55B
V
Visa Inc.

Financial Services
4.84K
New
$273.87 - $320.91 $1.33M - $1.55M
4.84K $1.53B
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
34.8K
New
$28.38 - $39.27 $987K - $1.37M
34.8K $1.35B
UNH
Unitedhealth Group Inc

Healthcare
2.65K
New
$485.52 - $625.25 $1.29M - $1.66M
2.65K $1.34B
PH
Parker Hannifin Corp

Industrials
2.03K
New
$621.74 - $709.46 $1.26M - $1.44M
2.03K $1.29B
TT
Trane Technologies PLC

Industrials
3.42K
New
$369.35 - $419.14 $1.26M - $1.43M
3.42K $1.26B
META
Meta Platforms, Inc.

Communication Services
2.07K
New
$554.08 - $632.68 $1.15M - $1.31M
2.07K $1.21B
TJX
Tjx Companies Inc

Consumer Cyclical
9.29K
New
$112.15 - $127.2 $1.04M - $1.18M
9.29K $1.12B
FEMS
First Trust Emerging Markets S

ETFs
28.5K
New
$37.58 - $41.53 $1.07M - $1.18M
28.5K $1.07B
F
Ford Motor CO

Consumer Cyclical
95.1K
New
$9.69 - $11.4 $922K - $1.08M
95.1K $942M
TSLA
Tesla, Inc.

Consumer Cyclical
2.27K
New
$213.65 - $479.86 $485K - $1.09M
2.27K $917M
ALL
Allstate Corp

Financial Services
4.63K
New
$181.25 - $208.2 $839K - $963K
4.63K $892M
CRM
Salesforce, Inc.

Technology
2.65K
New
$270.87 - $367.87 $718K - $975K
2.65K $886M
EMR
Emerson Electric CO

Industrials
6.9K
New
$108.13 - $134.33 $746K - $927K
6.9K $855M
AON
Aon PLC

Financial Services
2.38K
New
$344.14 - $393.31 $819K - $936K
2.38K $855M
ICE
Intercontinental Exchange, Inc.

Financial Services
5.67K
New
$148.29 - $166.93 $841K - $947K
5.67K $845M
FTCS
First Trust Capital Strength E

ETFs
9.62K
New
$87.62 - $94.03 $843K - $905K
9.62K $845M
GOOG
Alphabet Inc.

Communication Services
4.4K
New
$163.08 - $198.16 $718K - $872K
4.4K $839M
SPGI
S&P Global Inc.

Financial Services
1.65K
New
$480.36 - $529.17 $793K - $873K
1.65K $822M
FVD
First Tr Value Line Divid Inde

ETFs
18.5K
New
$43.4 - $46.7 $801K - $862K
18.5K $806M
CINF
Cincinnati Financial Corp

Financial Services
5.34K
New
$132.86 - $160.16 $710K - $856K
5.34K $768M
XLK
Technology Sector Spdr

ETFs
3.17K
New
$220.26 - $241.44 $698K - $765K
3.17K $737M
COST
Costco Wholesale Corp

Consumer Defensive
788
New
$873.59 - $994.69 $688K - $784K
788 $722M
NXPI
Nxp Semiconductors N.V.

Technology
3.15K
New
$207.27 - $255.58 $654K - $806K
3.15K $656M
XLI
Industrial Sector Spdr

ETFs
4.75K
New
$131.76 - $143.99 $626K - $684K
4.75K $626M
IQV
Iqvia Holdings Inc.

Healthcare
3.09K
New
$190.97 - $236.63 $590K - $731K
3.09K $607M
BX
Blackstone Inc.

Financial Services
3.32K
New
$148.45 - $199.05 $493K - $660K
3.32K $572M
Activity Summary
Buys All Purchases 96 New Holdings 96 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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