LeClair Wealth Partners LLC
Q4 2024 13F Holdings
- Locationdublin, OH
- Num holdings
96
- Value ($000)
$149,991
- Date Filed02/14/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF | EQUITY | 33740F805 | $18.25M | 12 % | 424,773 | ||
FOCT FT Vest US Equity Buffer ETF October | EQUITY | 33740F664 | $12.15M | 8 % | 285,025 | ||
AAPL APPLE INCORPORATED | EQUITY | 037833100 | $11.93M | 8 % | 47,642 | ||
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | EQUITY | 33738R506 | $9.78M | 7 % | 165,445 | ||
MSFT MICROSOFT CORPORATION | EQUITY | 594918104 | $5.86M | 4 % | 13,905 | ||
CIT CINTAS CORPORATION | EQUITY | 172908105 | $5.01M | 3 % | 27,404 | ||
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | EQUITY | 33741X102 | $4.79M | 3 % | 133,579 | ||
WSM WILLIAMS SONOMA INCORPORATED | EQUITY | 969904101 | $4.00M | 3 % | 21,594 | ||
GOOGL ALPHABET INCORPORATED CAP STK CLASS A | EQUITY | 02079K305 | $3.29M | 2 % | 17,373 | ||
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | EQUITY | 14020G101 | $3.15M | 2 % | 84,616 |
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