Instuitional Investor - Leclair Wealth Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Leclair Wealth Partners Llc |
| Portfolio Value | $172,376,321 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchng Traded Fd Vi | 398,454 | $17,659,488 | 10.24% | |
| 2. | AAPL | 47,737 | $12,977,781 | 7.53% | |
| 3. | Vanguard Index Fds - VALUE ETF | 55,521 | $10,603,937 | 6.15% | |
| 4. | First Tr Exchng Traded Fd Vi | 266,500 | $9,130,288 | 5.3% | |
| 5. | First Tr Exchange Traded Fd | 103,273 | $7,174,407 | 4.16% |
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