Leclair Wealth Partners LLC Top Holdings and 13F Report (2025) About Leclair Wealth Partners LLCInvestment ActivityLeclair Wealth Partners LLC has $147.30 million in total holdings as of June 30, 2025.Leclair Wealth Partners LLC owns shares of 100 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 3.60% of the portfolio was purchased this quarter.About 4.16% of the portfolio was sold this quarter.This quarter, Leclair Wealth Partners LLC has purchased 95 new stocks and bought additional shares in 12 stocks.Leclair Wealth Partners LLC sold shares of 54 stocks and completely divested from 4 stocks this quarter.Largest Holdings First Trust TCW Opportunistic Fixed Income ETF $22,551,033Apple $9,673,355FT Vest Laddered Buffer ETF $7,692,738Microsoft $6,805,066First Trust Rising Dividend Achievers ETF $6,068,025 Largest New Holdings this Quarter 22410J106 - Cracker Barrel Old Country Store $307,355 Holding369604301 - GE Aerospace $231,774 Holding773903109 - Rockwell Automation $228,533 Holding461202103 - Intuit $225,262 Holding007903107 - Advanced Micro Devices $212,424 Holding Largest Purchases this Quarter First Trust TCW Opportunistic Fixed Income ETF 60,421 shares (about $2.65M)O'Reilly Automotive 3,878 shares (about $349.52K)Cracker Barrel Old Country Store 5,032 shares (about $307.36K)GE Aerospace 900 shares (about $231.77K)Rockwell Automation 688 shares (about $228.53K) Largest Sales this Quarter FT Vest Laddered Buffer ETF 36,788 shares (about $1.17M)First Trust Rising Dividend Achievers ETF 11,362 shares (about $712.85K)First Trust SMID Cap Rising Dividend Achievers ETF 13,332 shares (about $470.35K)First Trust Emerging Markets Small Cap AlphaDEX Fund 9,820 shares (about $398.79K)First Trust Capital Strength ETF 1,867 shares (about $169.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeclair Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFIXDFirst Trust TCW Opportunistic Fixed Income ETF$22,551,033$2,651,878 ▲13.3%513,80815.3%ManufacturingAAPLApple$9,673,355$22,364 ▼-0.2%47,1486.6%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$7,692,738$1,169,858 ▼-13.2%241,9105.2%ETFMSFTMicrosoft$6,805,066$113,907 ▼-1.6%13,6814.6%Computer and TechnologyRDVYFirst Trust Rising Dividend Achievers ETF$6,068,025$712,852 ▼-10.5%96,7174.1%ManufacturingCTASCintas$6,053,372$48,809 ▼-0.8%27,1614.1%Business ServicesSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$4,490,227$470,353 ▼-9.5%127,2743.0%ETFJAAAJanus Henderson AAA CLO ETF$4,452,602$225,635 ▲5.3%87,7363.0%ETFWORWorthington Enterprises$3,705,5660.0%58,2272.5%ConstructionWSMWilliams-Sonoma$3,527,812$1,144 ▼0.0%21,5942.4%Retail/WholesaleNVDANVIDIA$3,316,842$29,228 ▼-0.9%20,9942.3%Computer and TechnologyPHParker-Hannifin$3,263,9500.0%4,6732.2%IndustrialsCGGRCapital Group Growth ETF$3,242,447$25,122 ▼-0.8%79,7652.2%ETFQQQInvesco QQQ$3,212,200$27,582 ▼-0.9%5,8232.2%FinanceGOOGLAlphabet$2,871,139$86,000 ▼-2.9%16,2921.9%Computer and TechnologyBRK.BBerkshire Hathaway$2,816,0090.0%5,7971.9%FinanceVIGVanguard Dividend Appreciation ETF$2,716,380$10,438 ▼-0.4%13,2721.8%ETFAVGOBroadcom$2,494,357$50,444 ▼-2.0%9,0491.7%Computer and TechnologyAMZNAmazon.com$2,384,769$78,322 ▼-3.2%10,8701.6%Retail/WholesaleJPMJPMorgan Chase & Co.$2,171,426$78,856 ▼-3.5%7,4901.5%FinanceXOMExxon Mobil$1,863,107$5,821 ▼-0.3%17,2831.3%EnergyWORTHINGTON STL INC$1,739,5070.0%58,3141.2%COM SHSTDIVFirst Trust NASDAQ Technology Dividend Index Fund$1,634,962$29,846 ▼-1.8%18,1321.1%ManufacturingMETAMeta Platforms$1,521,942$6,643 ▼-0.4%2,0621.0%Computer and TechnologyVVisa$1,494,050$87,342 ▼-5.5%4,2081.0%Business ServicesHDHome Depot$1,367,201$78,094 ▼-5.4%3,7290.9%Retail/WholesaleMRKMerck & Co., Inc.$1,355,219$27,864 ▼-2.0%17,1200.9%MedicalTTTrane Technologies$1,321,853$87,482 ▼-6.2%3,0220.9%ConstructionTJXTJX Companies$969,150$69,401 ▼-6.7%7,8480.7%Retail/WholesaleEMREmerson Electric$913,844$6,400 ▼-0.7%6,8540.6%IndustrialsAONAON$848,732$357 ▼0.0%2,3790.6%FinanceICEIntercontinental Exchange$842,861$79,809 ▼-8.6%4,5940.6%FinanceFFord Motor$836,980$19,769 ▼-2.3%77,1410.6%Auto/Tires/TrucksCINFCincinnati Financial$795,5310.0%5,3420.5%FinanceXLKTechnology Select Sector SPDR Fund$785,266$17,473 ▼-2.2%3,1010.5%ETFALLAllstate$779,472$74,887 ▼-8.8%3,8720.5%FinanceCOSTCostco Wholesale$777,103$2,970 ▼-0.4%7850.5%Retail/WholesaleFEMSFirst Trust Emerging Markets Small Cap AlphaDEX Fund$751,854$398,790 ▼-34.7%18,5140.5%ETFGOOGAlphabet$750,537$29,979 ▼-3.8%4,2310.5%Computer and TechnologyEWEdwards Lifesciences$722,739$75,394 ▼-9.4%9,2410.5%MedicalXLIIndustrial Select Sector SPDR Fund$700,7200.0%4,7500.5%ETFFTCSFirst Trust Capital Strength ETF$696,490$169,692 ▼-19.6%7,6630.5%ETFSPGIS&P Global$694,968$62,220 ▼-8.2%1,3180.5%FinanceFVDFirst Trust Value Line Dividend Index Fund$673,182$12,516 ▼-1.8%15,0600.5%ETFCRMSalesforce$643,003$65,173 ▼-9.2%2,3580.4%Computer and TechnologyTSLATesla$625,155$37,484 ▲6.4%1,9680.4%Auto/Tires/TrucksNXPINXP Semiconductors$595,822$109,682 ▼-15.5%2,7270.4%Computer and TechnologyNFLXNetflix$594,574$1,339 ▼-0.2%4440.4%Consumer DiscretionaryMPCMarathon Petroleum$530,3890.0%3,1930.4%EnergyLLYEli Lilly and Company$525,403$5,457 ▲1.0%6740.4%MedicalMFICMidCap Financial Investment$515,9690.0%40,8850.4%FinanceETNEaton$515,4940.0%1,4440.3%IndustrialsBXBlackstone$487,332$150 ▼0.0%3,2580.3%FinanceARCCAres Capital$463,071$30,744 ▼-6.2%21,0870.3%FinanceIQVIQVIA$448,659$122,763 ▼-21.5%2,8470.3%MedicalBMYBristol Myers Squibb$447,902$602 ▼-0.1%9,6760.3%MedicalPGProcter & Gamble$445,816$159 ▲0.0%2,7980.3%Consumer StaplesACNAccenture$444,7480.0%1,4880.3%Computer and TechnologyTXNTexas Instruments$442,231$2,699 ▼-0.6%2,1300.3%Computer and TechnologyWMTWalmart$422,605$2,249 ▲0.5%4,3220.3%Retail/WholesaleCMGChipotle Mexican Grill$404,2800.0%7,2000.3%Retail/WholesaleMMCMarsh & McLennan Companies$397,925$219 ▼-0.1%1,8200.3%FinanceORLYO'Reilly Automotive$374,490$349,524 ▲1,400.0%4,1550.3%Retail/WholesaleORCLOracle$359,4280.0%1,6440.2%Computer and TechnologyMAMastercard$356,832$1,124 ▼-0.3%6350.2%Business ServicesUNHUnitedHealth Group$345,351$43,364 ▼-11.2%1,1070.2%MedicalTAT&T$345,2830.0%11,9310.2%Computer and TechnologyQCOMQUALCOMM$340,020$6,530 ▼-1.9%2,1350.2%Computer and TechnologyPSECProspect Capital$334,600$143,383 ▲75.0%105,2200.2%FinanceXLVHealth Care Select Sector SPDR Fund$333,8750.0%2,4770.2%ETFNEENextEra Energy$329,2590.0%4,7430.2%UtilitiesCSCOCisco Systems$324,1430.0%4,6720.2%Computer and TechnologySIX FLAGS ENTERTAINMENT CORP$322,5580.0%10,6000.2%COMCBChubb$321,0100.0%1,1080.2%FinanceCBRLCracker Barrel Old Country Store$307,355$307,355 ▲New Holding5,0320.2%Retail/WholesaleAEPAmerican Electric Power$298,2060.0%2,8740.2%UtilitiesMSIMotorola Solutions$295,163$841 ▲0.3%7020.2%Computer and TechnologyBACBank of America$283,825$5,726 ▼-2.0%5,9980.2%FinanceBABoeing$275,322$2,724 ▲1.0%1,3140.2%AerospaceDHRDanaher$266,284$1,580 ▼-0.6%1,3480.2%MedicalABBVAbbVie$264,509$557 ▲0.2%1,4250.2%MedicalCSMProShares Large Cap Core Plus$259,7490.0%3,6860.2%ETFUNPUnion Pacific$253,548$34,282 ▼-11.9%1,1020.2%TransportationRTXRTX$245,0220.0%1,6780.2%AerospacePGRProgressive$237,505$8,273 ▲3.6%8900.2%FinancePSXPhillips 66$233,351$5,607 ▼-2.3%1,9560.2%EnergyGEGE Aerospace$231,774$231,774 ▲New Holding9000.2%AerospaceLINDE PLC$229,4290.0%4890.2%SHSROKRockwell Automation$228,533$228,533 ▲New Holding6880.2%Computer and TechnologySRESempra Energy$227,840$1,515 ▼-0.7%3,0070.2%UtilitiesINTUIntuit$225,262$225,262 ▲New Holding2860.2%Computer and TechnologyHALHalliburton$218,005$61 ▼0.0%10,6970.1%EnergyVSCOVictoria's Secret & Co.$214,1840.0%11,5650.1%Retail/WholesaleAMDAdvanced Micro Devices$212,424$212,424 ▲New Holding1,4970.1%Computer and TechnologyCICigna Group$206,9430.0%6260.1%MedicalIJHiShares Core S&P Mid-Cap ETF$205,968$205,968 ▲New Holding3,3210.1%ETFIBMInternational Business Machines$201,040$201,040 ▲New Holding6820.1%Computer and Technology5E ADVANCED MATERIALS INC$130,972$130,972 ▲New Holding37,2080.1%COM NEWPOWWOutdoor$128,033$128,033 ▲New Holding100,0260.1%AerospaceOXSQOxford Square Capital$40,4120.0%18,1220.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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