Instuitional Investor - Leclair Wealth Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Leclair Wealth Partners Llc |
| Portfolio Value | $149,991,232 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Trust Tcw Opportunistic Fixed Income Etf | 424,773 | $18,252,496 | 12.16% | |
| 2. | Ft Vest Us Equity Buffer Etf October | 285,025 | $12,150,616 | 8.1% | |
| 3. | AAPL | 47,642 | $11,930,510 | 7.95% | |
| 4. | First Trust Nasdaq Rising Dividend Achievers | 165,445 | $9,784,417 | 6.52% | |
| 5. | MSFT | 13,905 | $5,860,958 | 3.9% |
