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: $307.9M79 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$539K	0.2%Prev: 0.2%	5,077 SH	Increased+1,101 SH
ABBOTT LABS	COM	$1.7M	0.6%Prev: 0.6%	15,270 SH	Increased+1,192 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$676K	0.2%Prev: 0.2%	1,950 SH	Increased
ALPHABET INC	CAP STK CL A	$2.9M	1.0%Prev: 0.8%	19,412 SH	Increased+700 SH
ALPHABET INC	CAP STK CL C	$2.7M	0.9%Prev: 0.7%	17,554 SH	Increased+2,232 SH
AMAZON COM INC	COM	$1.8M	0.6%Prev: 0.4%	9,738 SH	Increased+591 SH
AMERICAN TOWER CORP NEW	COM	$1.2M	0.4%Prev: 0.2%	6,257 SH	Increased+4,257 SH
AMERICAN WTR WKS CO INC NEW	COM	$244K	0.1%Prev: 0.1%	2,000 SH	Decreased
AMGEN INC	COM	$796K	0.3%Prev: 0.3%	2,800 SH	Increased
APPLE INC	COM	$15.9M	5.2%Prev: 6.3%	92,576 SH	Increased+5,472 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$277K	0.1%	658 SH	New
BLACKSTONE INC	COM	$2.6M	0.8%Prev: 0.3%	19,839 SH	Increased+12,889 SH
BOEING CO	COM	$327K	0.1%Prev: 0.2%	1,693 SH	Decreased-360 SH
BRISTOL-MYERS SQUIBB CO	COM	$735K	0.2%Prev: 0.7%	13,560 SH	Decreased-9,880 SH
CISCO SYS INC	COM	$1.2M	0.4%Prev: 0.3%	24,900 SH	Increased+13,166 SH
COCA COLA CO	COM	$3.1M	1.0%Prev: 1.2%	49,928 SH	Increased+4,228 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	$1.5M	0.5%Prev: 0.4%	2,000 SH	Increased
CVS HEALTH CORP	COM	$1.1M	0.4%Prev: 0.4%	13,554 SH	Increased+1,881 SH
DANAHER CORPORATION	COM	$623K	0.2%Prev: 0.2%	2,493 SH	Increased+277 SH
DEERE & CO	COM	$246K	0.1%Prev: 0.1%	600 SH	Decreased
DISNEY WALT CO	COM	$670K	0.2%Prev: 0.2%	5,475 SH	Increased+1,475 SH
EATON CORP PLC	SHS	$4.3M	1.4%Prev: 1.0%	13,674 SH	Increased+693 SH
EDISON INTL	COM	$449K	0.1%Prev: 0.2%	6,345 SH	Decreased-492 SH
EXXON MOBIL CORP	COM	$2.5M	0.8%Prev: 0.9%	21,278 SH	Increased+3,120 SH
FEDEX CORP	COM	$843K	0.3%Prev: 0.3%	2,908 SH	Increased+199 SH
FIFTH THIRD BANCORP	COM	$372K	0.1%Prev: 0.1%	10,000 SH	Increased
FLEXSHARES TR	GLB QLT R/E IDX	$5.2M	1.7%Prev: 1.9%	91,950 SH	Increased+9,307 SH
GE AEROSPACE	COM NEW	$491K	0.2%Prev: 0.1%	2,797 SH	Increased
GENERAL DYNAMICS CORP	COM	$494K	0.2%Prev: 0.2%	1,750 SH	Increased
GENERAL MLS INC	COM	$979K	0.3%Prev: 0.5%	13,986 SH	Decreased+1,386 SH
GILEAD SCIENCES INC	COM	$382K	0.1%Prev: 0.2%	5,219 SH	Decreased-141 SH
GRAINGER W W INC	COM	$610K	0.2%Prev: 0.2%	600 SH	Increased
INTEL CORP	COM	$1.5M	0.5%Prev: 0.4%	33,265 SH	Increased+3,465 SH
INTERNATIONAL BUSINESS MACHS	COM	$3.1M	1.0%Prev: 0.8%	16,301 SH	Increased+2,148 SH
ISHARES TR	CORE S&P MCP ETF	$2.1M	0.7%Prev: 0.8%	35,186 SH	Increased+28,232 SH
ISHARES TR	CORE S&P SCP ETF	$1.6M	0.5%Prev: 0.5%	14,054 SH	Increased+2,303 SH
ISHARES TR	CORE S&P US GWT	$669K	0.2%Prev: 0.2%	5,711 SH	Increased+496 SH
ISHARES TR	CORE S&P500 ETF	$100.1M	32.5%Prev: 29.0%	190,466 SH	Increased+28,588 SH
ISHARES TR	RUS 1000 ETF	$3.7M	1.2%Prev: 1.3%	12,839 SH	Increased-147 SH
ISHARES TR	RUS 1000 GRW ETF	$1.0M	0.3%Prev: 0.2%	3,052 SH	Increased+1,078 SH
ISHARES TR	RUS 2000 VAL ETF	$467K	0.2%Prev: 0.2%	2,941 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$418K	0.1%Prev: 0.1%	3,658 SH	Increased
ISHARES TR	RUS MID CAP ETF	$2.2M	0.7%Prev: 0.9%	26,284 SH	Increased-1,700 SH
ISHARES TR	RUSSELL 2000 ETF	$584K	0.2%Prev: 0.3%	2,777 SH	Increased-485 SH
ISHARES TR	S&P 100 ETF	$3.5M	1.1%Prev: 1.2%	14,302 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$4.6M	1.5%Prev: 1.6%	54,680 SH	Increased-4,274 SH
ISHARES TR	S&P 500 VAL ETF	$3.5M	1.1%Prev: 1.2%	18,653 SH	Increased
ISHARES TR	SELECT DIVID ETF	$23.8M	7.7%Prev: 12.1%	193,498 SH	Decreased-42,291 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$16.8M	5.4%Prev: 3.5%	289,922 SH	Increased+142,836 SH
JOHNSON & JOHNSON	COM	$3.3M	1.1%Prev: 1.2%	21,132 SH	Increased+3,725 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.4%Prev: 0.3%	5,855 SH	Increased+554 SH
LOWES COS INC	COM	$1.4M	0.5%Prev: 0.5%	5,650 SH	Increased
MCDONALDS CORP	COM	$230K	0.1%Prev: 0.1%	815 SH	Increased
MEDTRONIC PLC	SHS	$1.1M	0.3%Prev: 0.4%	12,335 SH	Increased
MERCK & CO INC	COM	$711K	0.2%Prev: 0.2%	5,386 SH	Increased+1,186 SH
META PLATFORMS INC	CL A	$351K	0.1%	722 SH	New
MICROSOFT CORP	COM	$24.9M	8.1%Prev: 6.9%	59,274 SH	Increased+4,217 SH
NIKE INC	CL B	$1.7M	0.5%Prev: 0.8%	17,745 SH	Decreased+3,350 SH
NORFOLK SOUTHN CORP	COM	$1.1M	0.4%Prev: 0.4%	4,497 SH	Increased+597 SH
NOVARTIS AG	SPONSORED ADR	$686K	0.2%Prev: 0.2%	7,092 SH	Increased+901 SH
NVIDIA CORPORATION	COM	$214K	0.1%	237 SH	New
ORACLE CORP	COM	$214K	0.1%	1,700 SH	New
PALO ALTO NETWORKS INC	COM	$2.1M	0.7%Prev: 0.6%	7,495 SH	Increased+645 SH
PEPSICO INC	COM	$4.3M	1.4%Prev: 1.6%	24,415 SH	Increased+4,683 SH
PFIZER INC	COM	$998K	0.3%Prev: 0.5%	35,967 SH	Decreased+5,646 SH
PROCTER AND GAMBLE CO	COM	$3.7M	1.2%Prev: 1.4%	23,055 SH	Increased+2,222 SH
PROGRESSIVE CORP	COM	$16.3M	5.3%Prev: 4.7%	78,670 SH	Increased+4,090 SH
SALESFORCE INC	COM	$707K	0.2%Prev: 0.2%	2,347 SH	Increased+347 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.4M	0.8%Prev: 0.9%	5,951 SH	Increased
STARBUCKS CORP	COM	$1.4M	0.5%Prev: 0.6%	15,534 SH	Decreased+1,543 SH
STRYKER CORPORATION	COM	$3.8M	1.2%Prev: 1.2%	10,703 SH	Increased+693 SH
VANGUARD INDEX FDS	GROWTH ETF	$461K	0.1%Prev: 0.1%	1,339 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$214K	0.1%	1,316 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$355K	0.1%Prev: 0.3%	8,488 SH	Decreased-6,700 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.2M	1.0%Prev: 1.2%	17,528 SH	Increased-106 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$632K	0.2%Prev: 0.2%	12,590 SH	Increased+431 SH
VISA INC	COM CL A	$721K	0.2%Prev: 0.1%	2,583 SH	Increased+1,640 SH
WISDOMTREE TR	US LARGECAP DIVD	$1.1M	0.4%Prev: 0.4%	15,839 SH	Increased-825 SH

Sold (vs prior filing)

ABBVIE INC — $808K
ISHARES TR — $756K
ISHARES TR — $1.2M
RTX CORPORATION — $206K

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