Instuitional Investor - Leclair Wealth Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Leclair Wealth Partners Llc |
| Portfolio Value | $160,498,095 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchng Traded Fd Vi | 525,519 | $23,343,554 | 14.54% | |
| 2. | AAPL | 47,809 | $12,173,606 | 7.58% | |
| 3. | First Tr Exchng Traded Fd Vi | 263,335 | $8,800,656 | 5.48% | |
| 4. | Vanguard Index Fds - VALUE ETF | 42,411 | $7,909,227 | 4.93% | |
| 5. | First Tr Exchange Traded Fd | 103,630 | $6,970,154 | 4.34% |