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: $313.4M76 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$519K	0.2%Prev: 0.2%	5,077 SH	Increased
ABBOTT LABS	COM	$1.6M	0.5%Prev: 0.6%	15,233 SH	Increased+1,155 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$592K	0.2%Prev: 0.2%	1,950 SH	Decreased
ALPHABET INC	CAP STK CL A	$3.5M	1.1%Prev: 0.9%	19,412 SH	Increased-100 SH
ALPHABET INC	CAP STK CL C	$3.2M	1.0%Prev: 0.8%	17,554 SH	Increased+1,532 SH
AMAZON COM INC	COM	$1.9M	0.6%Prev: 0.5%	9,738 SH	Increased+580 SH
AMERICAN TOWER CORP NEW	COM	$1.3M	0.4%Prev: 0.2%	6,553 SH	Increased+4,553 SH
AMERICAN WTR WKS CO INC NEW	COM	$258K	0.1%Prev: 0.1%	2,000 SH	Decreased
AMGEN INC	COM	$875K	0.3%Prev: 0.2%	2,800 SH	Increased
APPLE INC	COM	$19.5M	6.2%Prev: 6.9%	92,494 SH	Increased+666 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$268K	0.1%	658 SH	New
BLACKSTONE INC	COM	$2.5M	0.8%Prev: 0.3%	19,839 SH	Increased+12,335 SH
BRISTOL-MYERS SQUIBB CO	COM	$563K	0.2%Prev: 0.6%	13,560 SH	Decreased-10,573 SH
CISCO SYS INC	COM	$1.2M	0.4%Prev: 0.2%	24,900 SH	Increased+13,166 SH
COCA COLA CO	COM	$3.2M	1.0%Prev: 1.2%	49,928 SH	Increased
COMCAST CORP NEW	CL A	$1.1M	0.3%Prev: 0.1%	27,586 SH	Increased+20,889 SH
COSTCO WHSL CORP NEW	COM	$1.7M	0.5%Prev: 0.4%	1,975 SH	Increased-25 SH
CVS HEALTH CORP	COM	$800K	0.3%Prev: 0.3%	13,554 SH	Decreased+1,327 SH
DANAHER CORPORATION	COM	$623K	0.2%Prev: 0.2%	2,493 SH	Increased
DISNEY WALT CO	COM	$544K	0.2%Prev: 0.1%	5,475 SH	Increased+1,198 SH
EATON CORP PLC	SHS	$4.3M	1.4%Prev: 1.1%	13,674 SH	Increased
EDISON INTL	COM	$359K	0.1%Prev: 0.2%	5,000 SH	Decreased-1,906 SH
EXXON MOBIL CORP	COM	$2.4M	0.8%Prev: 0.8%	21,278 SH	Increased+3,120 SH
FEDEX CORP	COM	$872K	0.3%Prev: 0.3%	2,908 SH	Increased-9 SH
FIFTH THIRD BANCORP	COM	$365K	0.1%	10,000 SH	New
FLEXSHARES TR	GLB QLT R/E IDX	$5.0M	1.6%Prev: 1.8%	92,022 SH	Increased+6,944 SH
GE AEROSPACE	COM NEW	$445K	0.1%Prev: 0.1%	2,797 SH	Increased-338 SH
GENERAL DYNAMICS CORP	COM	$508K	0.2%Prev: 0.1%	1,750 SH	Increased
GENERAL MLS INC	COM	$885K	0.3%Prev: 0.4%	13,986 SH	Decreased
GILEAD SCIENCES INC	COM	$358K	0.1%Prev: 0.2%	5,219 SH	Decreased-1,000 SH
GRAINGER W W INC	COM	$541K	0.2%Prev: 0.2%	600 SH	Increased
INTEL CORP	COM	$1.0M	0.3%Prev: 0.4%	33,265 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$2.8M	0.9%Prev: 0.9%	16,301 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$2.1M	0.7%Prev: 0.7%	35,209 SH	Increased+28,010 SH
ISHARES TR	CORE S&P SCP ETF	$1.5M	0.5%Prev: 0.5%	14,415 SH	Increased+1,092 SH
ISHARES TR	CORE S&P US GWT	$606K	0.2%Prev: 0.2%	4,757 SH	Increased-458 SH
ISHARES TR	CORE S&P500 ETF	$103.7M	33.1%Prev: 28.4%	189,547 SH	Increased+26,288 SH
ISHARES TR	RUS 1000 ETF	$3.8M	1.2%Prev: 1.2%	12,810 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.4%Prev: 0.3%	3,055 SH	Increased+282 SH
ISHARES TR	RUS 2000 VAL ETF	$448K	0.1%Prev: 0.2%	2,941 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$404K	0.1%Prev: 0.1%	3,658 SH	Increased
ISHARES TR	RUS MID CAP ETF	$2.1M	0.7%Prev: 0.8%	25,484 SH	Increased-1,500 SH
ISHARES TR	RUSSELL 2000 ETF	$462K	0.1%Prev: 0.2%	2,277 SH	Decreased-985 SH
ISHARES TR	S&P 100 ETF	$3.6M	1.2%Prev: 1.2%	13,740 SH	Increased-562 SH
ISHARES TR	S&P 500 GRWT ETF	$5.1M	1.6%Prev: 1.6%	54,683 SH	Increased-4,277 SH
ISHARES TR	S&P 500 VAL ETF	$3.4M	1.1%Prev: 1.2%	18,653 SH	Increased
ISHARES TR	SELECT DIVID ETF	$23.3M	7.4%Prev: 11.2%	192,495 SH	Decreased-60,190 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$16.5M	5.3%Prev: 4.5%	290,830 SH	Increased+80,736 SH
JOHNSON & JOHNSON	COM	$3.1M	1.0%Prev: 1.3%	21,132 SH	Decreased+908 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.4%Prev: 0.3%	5,855 SH	Increased
LOWES COS INC	COM	$1.2M	0.4%Prev: 0.5%	5,650 SH	Decreased
MCDONALDS CORP	COM	$208K	0.1%Prev: 0.1%	815 SH	Decreased
MEDTRONIC PLC	SHS	$879K	0.3%Prev: 0.4%	11,162 SH	Decreased-1,173 SH
MERCK & CO INC	COM	$667K	0.2%Prev: 0.3%	5,386 SH	Increased-200 SH
META PLATFORMS INC	CL A	$364K	0.1%	722 SH	New
MICROSOFT CORP	COM	$25.8M	8.2%Prev: 7.9%	57,681 SH	Increased-1,972 SH
NIKE INC	CL B	$1.3M	0.4%Prev: 0.6%	17,745 SH	Decreased+2,696 SH
NORFOLK SOUTHN CORP	COM	$965K	0.3%Prev: 0.4%	4,497 SH	Increased+250 SH
NOVARTIS AG	SPONSORED ADR	$755K	0.2%Prev: 0.3%	7,092 SH	Increased
ORACLE CORP	COM	$240K	0.1%Prev: 0.1%	1,700 SH	Increased-114 SH
PALO ALTO NETWORKS INC	COM	$2.7M	0.8%Prev: 0.7%	7,845 SH	Increased+995 SH
PEPSICO INC	COM	$4.0M	1.3%Prev: 1.5%	24,415 SH	Increased+3,990 SH
PFIZER INC	COM	$1.0M	0.3%Prev: 0.5%	35,967 SH	Decreased-600 SH
PROCTER AND GAMBLE CO	COM	$3.8M	1.2%Prev: 1.3%	23,055 SH	Increased+795 SH
PROGRESSIVE CORP	COM	$16.3M	5.2%Prev: 4.4%	78,670 SH	Increased-5,875 SH
SALESFORCE INC	COM	$1.4M	0.4%Prev: 0.2%	5,394 SH	Increased+3,394 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.3M	0.7%Prev: 0.8%	5,951 SH	Increased
STARBUCKS CORP	COM	$1.2M	0.4%Prev: 0.6%	15,534 SH	Decreased-536 SH
STRYKER CORPORATION	COM	$3.6M	1.2%Prev: 1.3%	10,703 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$501K	0.2%Prev: 0.1%	1,339 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$211K	0.1%	1,316 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$320K	0.1%Prev: 0.2%	7,316 SH	Decreased-7,918 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.2M	1.0%Prev: 1.1%	17,528 SH	Increased+19 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$628K	0.2%Prev: 0.2%	12,707 SH	Increased+432 SH
VISA INC	COM CL A	$678K	0.2%Prev: 0.1%	2,583 SH	Increased+1,032 SH
WISDOMTREE TR	US LARGECAP DIVD	$1.2M	0.4%Prev: 0.4%	15,839 SH	Increased-825 SH

Sold (vs prior filing)

ABBVIE INC — $683K
BOEING CO — $369K
DEERE & CO — $243K
ISHARES TR — $781K
ISHARES TR — $1.2M
ISHARES TR — $257K
NVIDIA CORPORATION — $271K

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