StockDriftsStockDriftsTop 50 LeClair Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ETF TR | 11.71% | 684.7K | $33.9M | new | $49.55(+0.05%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 7.37% | 453.0K | $21.3M | new | $47.22(-1.01%) | 2026-03-31 | |
| UITB | VICTORY PORTFOLIOS II | 7.13% | 438.8K | $20.6M | new | $47.19(-0.80%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 6.96% | 194.8K | $20.1M | new | $102.90(+10.14%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 6.4% | 241.9K | $18.5M | new | $78.38(+11.85%) | 2026-03-31 | |
| USVM | VICTORY PORTFOLIOS II | 6.25% | 191.1K | $18.1M | new | $92.99(+17.02%) | 2026-03-31 | |
| EVSD | MORGAN STANLEY ETF TRUST | 5.79% | 329.2K | $16.8M | new | $51.19(-0.59%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 5.59% | 140.8K | $16.2M | new | $114.71(+12.83%) | 2026-03-31 | |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 3% | 223.8K | $8.7M | new | $38.93(+0.76%) | 2026-03-31 | |
| GSIE | GOLDMAN SACHS ETF TR | 2.43% | 162.9K | $7.0M | new | $43.03(+6.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.98% | +19.04% |
| Top 20 Holdings Unweighted | +10.03% | +33.21% |
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