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
SPY
Spdr S&P 500 ETF Trust

ETFs
970
New
$567.81 - $607.81 $551K - $590K
970 $568M
EW
Edwards Lifesciences Corp

Healthcare
7.67K
New
$64.54 - $75.92 $495K - $582K
7.67K $568M
BMY
Bristol Myers Squibb CO

Healthcare
9.66K
New
$51.92 - $59.94 $502K - $579K
9.66K $547M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
9.35K
New
$56.18 - $67.64 $525K - $632K
9.35K $531M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
3.51K
New
$131.26 - $163.78 $461K - $575K
3.51K $525M
ACN
Accenture PLC

Technology
1.49K
New
$343.9 - $376.86 $512K - $561K
1.49K $523M
LLY
Eli Lilly & CO

Healthcare
666
New
$727.2 - $932.06 $484K - $621K
666 $514M
Six Flags Entertainment Corporation
10.6K
New
N/A
10.6K $511M
ARCC
Ares Capital Corp

Financial Services
22.5K
New
$20.74 - $22.27 $466K - $501K
22.5K $492M
ETN
Eaton Corp PLC

Industrials
1.44K
New
$326.96 - $377.52 $472K - $545K
1.44K $479M
PG
Procter & Gamble CO

Consumer Defensive
2.8K
New
$161.05 - $179.7 $450K - $502K
2.8K $469M
MPC
Marathon Petroleum Corp

Energy
3.18K
New
$131.65 - $174.84 $419K - $557K
3.18K $444M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.2K
New
$55.73 - $66.16 $401K - $476K
7.2K $434M
TXN
Texas Instruments Inc

Technology
2.15K
New
N/A
2.15K $403M
NFLX
Netflix Inc

Communication Services
444
New
$687.65 - $936.56 $305K - $416K
444 $396M
WMT
Walmart Inc.

Consumer Defensive
4.3K
New
$79.1 - $95.7 $340K - $411K
4.3K $388M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.82K
New
$209.89 - $233.24 $382K - $425K
1.82K $387M
XLV
Select Sector Spdr Fund Health

ETFs
2.53K
New
$136.28 - $154.74 $345K - $392K
2.53K $348M
NEE
Nextera Energy Inc

Utilities
4.74K
New
$69.77 - $85.43 $331K - $405K
4.74K $340M
MA
Mastercard Inc

Financial Services
643
New
$491.3 - $536.15 $316K - $345K
643 $339M
QCOM
Qualcomm Inc

Technology
2.19K
New
$150.4 - $178.04 $329K - $390K
2.19K $336M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
277
New
$1146.59 - $1270.6 $318K - $352K
277 $328M
MSI
Motorola Solutions, Inc.

Technology
700
New
$449.08 - $504.6 $314K - $353K
700 $324M
DHR
Danaher Corp

Healthcare
1.37K
New
$226.16 - $274.52 $311K - $377K
1.37K $315M
CB
Chubb LTD

Financial Services
1.11K
New
$271.57 - $301.89 $301K - $334K
1.11K $306M
HAL
Halliburton CO

Energy
10.8K
New
$25.77 - $31.99 $278K - $345K
10.8K $293M
UNP
Union Pacific Corp

Industrials
1.28K
New
$223.15 - $249.32 $286K - $319K
1.28K $292M
CSCO
Cisco Systems, Inc.

Technology
4.67K
New
$52.45 - $60.02 $245K - $280K
4.67K $277M
ORCL
Oracle Corp

Technology
1.64K
New
$165.41 - $192.43 $272K - $316K
1.64K $274M
T
At&T Inc.

Communication Services
11.9K
New
$21.22 - $23.88 $253K - $285K
11.9K $272M
BAC
Bank Of America Corp

Financial Services
6.12K
New
$39.22 - $47.77 $240K - $292K
6.12K $269M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
5.03K
New
$42.99 - $56.89 $216K - $286K
5.03K $266M
AEP
American Electric Power CO Inc

Utilities
2.87K
New
$90.91 - $102.21 $261K - $294K
2.87K $265M
SRE
Sempra Energy

Utilities
3.01K
New
$80.81 - $94.77 $243K - $285K
3.01K $264M
ABBV
Abb Vie Inc.

Healthcare
1.42K
New
$164.99 - $203.87 $234K - $290K
1.42K $253M
CSM
Proshares Large Cap Core Plus

ETFs
3.69K
New
$64.59 - $69.02 $238K - $254K
3.69K $244M
PSX
Phillips 66

Energy
2K
New
$110.35 - $138.93 $221K - $278K
2K $228M
BA
Boeing CO

Industrials
1.29K
New
$138.14 - $180.72 $178K - $232K
1.29K $228M
TMO
Thermo Fisher Scientific Inc.

Healthcare
431
New
$501.29 - $612.85 $216K - $264K
431 $224M
Linde PLC Shs
533
New
N/A
533 $223M
ADBE
Adobe Inc.

Technology
470
New
$437.39 - $552.96 $206K - $260K
470 $209M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.33K
New
$61.68 - $67.87 $205K - $226K
3.33K $207M
LMT
Lockheed Martin Corp

Industrials
425
New
$479.66 - $614.62 $204K - $261K
425 $207M
PGR
Progressive Corp

Financial Services
860
New
$239.6 - $268.88 $206K - $231K
860 $206M
TRGP
Targa Resources Corp.

Energy
1.15K
New
$150.58 - $207.69 $173K - $238K
1.15K $205M
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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