LeClair Wealth Partners LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW LeClair Wealth Partners LLC | Institutional Filer | ▲ 67.88% | $289.4M | 103 |
Current Portfolio Holdings
Showing all 103 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | PULS | PGIM ETF TR | — | 685K | $33.9M | 11.71% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 453K | $21.3M | 7.37% |
| 3 | UITB | VICTORY PORTFOLIOS II | — | 439K | $20.6M | 7.13% |
| 4 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 195K | $20.1M | 6.96% |
| 5 | SPYM | SPDR SERIES TRUST | — | 242K | $18.5M | 6.40% |
| 6 | USVM | VICTORY PORTFOLIOS II | — | 191K | $18.1M | 6.25% |
| 7 | EVSD | MORGAN STANLEY ETF TRUST | — | 329K | $16.8M | 5.79% |
| 8 | RWL | INVESCO EXCH TRADED FD TR II | — | 141K | $16.2M | 5.59% |
| 9 | HMOP | HARTFORD FDS EXCHANGE TRADED | — | 224K | $8.7M | 3.00% |
| 10 | GSIE | GOLDMAN SACHS ETF TR | — | 163K | $7.0M | 2.43% |
| 11 | VRP | INVESCO EXCH TRADED FD TR II | — | 292K | $7.0M | 2.42% |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 117K | $6.6M | 2.29% |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | — | 122K | $6.2M | 2.14% |
| 14 | UTES | ETFIS SER TR I | — | 75K | $6.0M | 2.07% |
| 15 | PJAN | INNOVATOR ETFS TRUST | — | 126K | $5.8M | 2.01% |
Showing 1 to 15 of 103 holdings