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Home > Institutional Investor > Leclair Wealth Partners Llc > Profile

Instuitional Investor - Leclair Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Leclair Wealth Partners Llc
Portfolio Value $147,304,470
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 513,808 $22,551,033 15.31%
2.
Apple Inc.
 AAPL 47,148 $9,673,355 6.57%
3.
First Tr Exchng Traded Fd Vi
 241,910 $7,692,738 5.22%
4.
Microsoft Corp
 MSFT 13,681 $6,805,066 4.62%
5.
First Tr Exchange Traded Fd
 96,717 $6,068,025 4.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)