LeClair Wealth Partners LLC
Q1 2025 13F Holdings
- Locationdublin, OH
- Num holdings
95
- Value ($000)
$138,772
- Date Filed05/14/2025
- Form type13F-HR
- CIK0002056667
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIXD FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 33740F805 | $19.88M | 14 % | 453,387 | ||
AAPL APPLE INC | COM | 037833100 | $10.50M | 8 % | 47,257 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $8.27M | 6 % | 278,698 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $6.33M | 5 % | 108,079 | ||
CIT CINTAS CORP | COM | 172908105 | $5.63M | 4 % | 27,380 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.22M | 4 % | 13,910 | ||
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $4.71M | 3 % | 140,606 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $4.22M | 3 % | 83,290 | ||
WSM WILLIAMS SONOMA INC | COM | 969904101 | $3.42M | 3 % | 21,601 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.09M | 2 % | 5,797 |
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