Filer Name: LECLAIR WEALTH PARTNERS LLC
CIK: 2056667
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 96
Portfolio Value: $0.15B

Leclair Wealth Partners Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
FIXD US FIRST TRUST TCW OPP FIXED IN 424,773 $18M 12.17% - -
FOCT US FT VEST U.S. EQUITY BUFFER E 285,025 $12M 8.10% - -
AAPL US APPLE INC 47,642 $12M 7.95% - -
RDVY US FIRST TRUST RISING DIVIDEND 165,445 $10M 6.52% - -
MSFT US MICROSOFT CORP 13,905 $6M 3.91% - -
CTAS US CINTAS CORP 27,404 $5M 3.34% - -
SDVY US FIRST TRUST SMID CAP RISING 133,579 $5M 3.19% - -
WSM US WILLIAMS-SONOMA INC 21,594 $4M 2.67% - -
GOOGL US ALPHABET INC-CL A 17,373 $3M 2.19% - -
CGGR US CAP GROUP GROWTH EQUITY 84,616 $3M 2.10% - -
QQQ US INVESCO QQQ TRUST SERIES 1 5,897 $3M 2.01% - -
NVDA US NVIDIA CORP 21,120 $3M 1.89% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 5,845 $3M 1.77% - -
VIG US VANGUARD DIVIDEND APPREC ETF 13,406 $3M 1.75% - -
AMZN US AMAZON.COM INC 11,635 $3M 1.70% - -
FMAR US FT VEST US EQUITY BUFFER ETF 55,609 $2M 1.60% - -
WOR US WORTHINGTON ENTERPRISES INC 58,227 $2M 1.56% - -
AVGO US BROADCOM INC 9,216 $2M 1.42% - -
JPM US JPMORGAN CHASE & CO 8,420 $2M 1.35% - -
XOM US EXXON MOBIL CORP 17,437 $2M 1.25% - -
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