LeClair Wealth Partners LLC
Top Portfolio Positions
32 positions ·
$23,060,275 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JXN |
Jackson Financial Inc.
Financial Services
|
37,173 | $3,929,929 | 17.04% | |
| MSFT |
Microsoft Corp
Technology
|
4,325 | $1,600,985 | 6.94% | |
| CMS |
Cms Energy Corp
Utilities
|
20,073 | $1,557,263 | 6.75% | |
| ETN |
Eaton Corp plc
Industrials
|
4,091 | $1,463,227 | 6.35% | |
| AAPL |
Apple Inc.
Technology
|
5,704 | $1,447,618 | 6.28% | |
| DTE |
Dte Energy Co
Utilities
|
7,325 | $1,071,061 | 4.64% | |
| F |
Ford Motor Co
Consumer Cyclical
|
90,711 | $1,046,804 | 4.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,242 | $1,036,914 | 4.50% | |
| SYK |
Stryker Corp
Healthcare
|
2,695 | $885,550 | 3.84% | |
| CVX |
Chevron Corp
Energy
|
3,672 | $759,736 | 3.29% |
Portfolio Trend
Holdings in FEAM
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $91,500 | 30,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $87,284 | 25,010 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $130,972 | 37,208 | Shares | Sole | 2025-08-06 | |
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