St. Clair Advisors, LLC

CIK 0002056292 • 22 13F filings • Apr 10, 2025 – Jul 6, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2023

Q4 2022

Q4 2021

Q4 2020

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $290.1M79 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$555K	0.2%	5,077 SH	New
ABBOTT LABS	COM	$1.7M	0.6%Prev: 0.7%	15,670 SH	Increased+5,592 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$684K	0.2%	1,950 SH	New
ALPHABET INC	CAP STK CL A	$2.7M	0.9%Prev: 0.3%	19,412 SH	Increased+14,700 SH
ALPHABET INC	CAP STK CL C	$2.3M	0.8%Prev: 0.2%	16,422 SH	Increased+13,620 SH
AMAZON COM INC	COM	$1.5M	0.5%Prev: 0.2%	9,738 SH	Increased+6,091 SH
AMERICAN TOWER CORP NEW	COM	$936K	0.3%	4,337 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$264K	0.1%	2,000 SH	New
AMGEN INC	COM	$806K	0.3%Prev: 0.2%	2,800 SH	Increased+1,300 SH
APPLE INC	COM	$17.9M	6.2%Prev: 3.7%	92,744 SH	Increased+47,103 SH
BLACKSTONE INC	COM	$2.6M	0.9%	19,839 SH	New
BOEING CO	COM	$455K	0.2%	1,746 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$696K	0.2%Prev: 0.8%	13,560 SH	Decreased-4,156 SH
CISCO SYS INC	COM	$1.3M	0.4%Prev: 0.2%	24,900 SH	Increased+19,166 SH
COCA COLA CO	COM	$2.9M	1.0%Prev: 1.0%	49,928 SH	Increased+24,228 SH
COMCAST CORP NEW	CL A	$1.1M	0.4%Prev: 0.1%	25,936 SH	Increased+19,239 SH
COSTCO WHSL CORP NEW	COM	$1.3M	0.5%	2,000 SH	New
CVS HEALTH CORP	COM	$1.0M	0.3%Prev: 0.3%	12,844 SH	Increased+8,376 SH
DANAHER CORPORATION	COM	$577K	0.2%Prev: 0.2%	2,493 SH	Increased+1,077 SH
DEERE & CO	COM	$240K	0.1%Prev: 0.2%	600 SH	Decreased-3 SH
DISNEY WALT CO	COM	$361K	0.1%	4,000 SH	New
EATON CORP PLC	SHS	$3.3M	1.1%Prev: 0.5%	13,674 SH	Increased+8,512 SH
EDISON INTL	COM	$454K	0.2%Prev: 0.3%	6,349 SH	Increased-415 SH
EXXON MOBIL CORP	COM	$2.1M	0.7%Prev: 0.2%	21,278 SH	Increased+18,588 SH
FEDEX CORP	COM	$738K	0.3%	2,917 SH	New
FIFTH THIRD BANCORP	COM	$345K	0.1%Prev: 0.2%	10,000 SH	Increased
FLEXSHARES TR	GLB QLT R/E IDX	$5.2M	1.8%Prev: 2.6%	92,424 SH	Increased+13,593 SH
GE AEROSPACE	COM NEW	$400K	0.1%	3,135 SH	New
GENERAL DYNAMICS CORP	COM	$454K	0.2%	1,750 SH	New
GENERAL MLS INC	COM	$911K	0.3%Prev: 0.2%	13,986 SH	Increased+10,986 SH
GILEAD SCIENCES INC	COM	$423K	0.1%Prev: 0.1%	5,219 SH	Increased+2,859 SH
GRAINGER W W INC	COM	$497K	0.2%	600 SH	New
INTEL CORP	COM	$1.7M	0.6%	33,265 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.7M	0.9%Prev: 0.5%	16,301 SH	Increased+10,440 SH
ISHARES TR	CORE MSCI EMKT	$1.4M	0.5%	28,563 SH	New
ISHARES TR	CORE S&P MCP ETF	$1.9M	0.7%Prev: 1.0%	7,034 SH	Increased+200 SH
ISHARES TR	CORE S&P SCP ETF	$1.5M	0.5%Prev: 0.6%	14,003 SH	Increased+3,391 SH
ISHARES TR	CORE S&P US GWT	$595K	0.2%Prev: 0.3%	5,711 SH	Increased+496 SH
ISHARES TR	CORE S&P500 ETF	$87.7M	30.2%Prev: 38.4%	183,581 SH	Increased+24,575 SH
ISHARES TR	MSCI EAFE ETF	$2.2M	0.8%Prev: 0.2%	29,447 SH	Increased+24,952 SH
ISHARES TR	MSCI EMG MKT ETF	$1.5M	0.5%Prev: 0.5%	36,955 SH	Increased+17,343 SH
ISHARES TR	RUS 1000 ETF	$4.9M	1.7%Prev: 1.8%	18,623 SH	Increased+5,399 SH
ISHARES TR	RUS 1000 GRW ETF	$1.7M	0.6%Prev: 0.2%	5,542 SH	Increased+3,797 SH
ISHARES TR	RUS 2000 VAL ETF	$457K	0.2%Prev: 0.3%	2,941 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$382K	0.1%Prev: 0.2%	3,658 SH	Increased
ISHARES TR	RUS MID CAP ETF	$4.0M	1.4%Prev: 1.2%	51,216 SH	Increased+23,021 SH
ISHARES TR	RUSSELL 2000 ETF	$927K	0.3%Prev: 0.4%	4,621 SH	Increased+845 SH
ISHARES TR	S&P 100 ETF	$3.2M	1.1%Prev: 1.5%	14,302 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$4.1M	1.4%Prev: 2.2%	54,677 SH	Increased-4,268 SH
ISHARES TR	S&P 500 VAL ETF	$3.2M	1.1%Prev: 1.7%	18,653 SH	Increased
ISHARES TR	SELECT DIVID ETF	$22.8M	7.8%Prev: 17.4%	194,109 SH	Decreased-35,576 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$15.5M	5.3%	281,099 SH	New
JOHNSON & JOHNSON	COM	$3.2M	1.1%Prev: 0.8%	20,224 SH	Increased+13,112 SH
JPMORGAN CHASE & CO.	COM	$996K	0.3%Prev: 0.2%	5,855 SH	Increased+3,554 SH
LOWES COS INC	COM	$1.3M	0.4%Prev: 0.2%	5,650 SH	Increased+4,000 SH
MCDONALDS CORP	COM	$242K	0.1%	815 SH	New
MEDTRONIC PLC	SHS	$1.0M	0.4%Prev: 0.1%	12,335 SH	Increased+9,446 SH
MERCK & CO INC	COM	$587K	0.2%	5,386 SH	New
META PLATFORMS INC	CL A	$256K	0.1%	722 SH	New
MICROSOFT CORP	COM	$22.7M	7.8%Prev: 4.9%	60,374 SH	Increased+27,817 SH
NIKE INC	CL B	$1.9M	0.7%Prev: 0.5%	17,745 SH	Increased+10,750 SH
NORFOLK SOUTHN CORP	COM	$1.0M	0.3%Prev: 0.1%	4,247 SH	Increased+3,347 SH
NOVARTIS AG	SPONSORED ADR	$716K	0.2%	7,092 SH	New
NVIDIA CORPORATION	COM	$211K	0.1%	426 SH	New
PALO ALTO NETWORKS INC	COM	$2.1M	0.7%	6,995 SH	New
PEPSICO INC	COM	$4.1M	1.4%Prev: 1.3%	24,415 SH	Increased+13,393 SH
PFIZER INC	COM	$1.0M	0.4%Prev: 0.4%	35,967 SH	Increased+24,716 SH
PROCTER AND GAMBLE CO	COM	$3.4M	1.2%Prev: 1.3%	23,055 SH	Increased+9,372 SH
PROGRESSIVE CORP	COM	$12.9M	4.4%Prev: 0.9%	81,005 SH	Increased+69,625 SH
SALESFORCE INC	COM	$565K	0.2%	2,147 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.2M	0.8%Prev: 1.2%	5,951 SH	Increased
STARBUCKS CORP	COM	$1.5M	0.5%Prev: 0.2%	15,570 SH	Increased+12,579 SH
STRYKER CORPORATION	COM	$3.2M	1.1%Prev: 0.9%	10,703 SH	Increased+5,093 SH
VANGUARD INDEX FDS	GROWTH ETF	$416K	0.1%Prev: 0.2%	1,339 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$349K	0.1%Prev: 0.4%	8,480 SH	Decreased-6,702 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.0M	1.0%Prev: 1.7%	17,524 SH	Increased-105 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$600K	0.2%Prev: 0.3%	12,519 SH	Increased+405 SH
VISA INC	COM CL A	$531K	0.2%	2,040 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$1.1M	0.4%Prev: 0.7%	15,914 SH	Decreased-2,550 SH

Sold (vs prior filing)

ABBVIE INC — $820K
ISHARES TR — $2.7M
ISHARES TR — $1.2M
ISHARES TR — $286K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002056292-26-000005	—	View
Jan 20, 2026	Q4 2025	13F-HR	0002056292-26-000001	$387.5M	View
Apr 10, 2025	Q4 2023