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: $352.1M78 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$694K	0.2%Prev: 0.2%	5,077 SH	Increased
ABBOTT LABS	COM	$1.7M	0.5%Prev: 0.6%	15,160 SH	Increased-473 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$689K	0.2%Prev: 0.2%	1,950 SH	Increased
ALPHABET INC	CAP STK CL A	$3.2M	0.9%Prev: 1.0%	19,412 SH	Increased-400 SH
ALPHABET INC	CAP STK CL C	$2.9M	0.8%Prev: 0.9%	17,554 SH	Increased+1,132 SH
AMAZON COM INC	COM	$1.7M	0.5%Prev: 0.5%	9,313 SH	Increased-500 SH
AMERICAN TOWER CORP NEW	COM	$1.5M	0.4%Prev: 0.3%	6,553 SH	Increased+2,508 SH
AMERICAN WTR WKS CO INC NEW	COM	$292K	0.1%Prev: 0.1%	2,000 SH	Increased
AMGEN INC	COM	$902K	0.3%Prev: 0.3%	2,800 SH	Increased
APPLE INC	COM	$21.5M	6.1%Prev: 6.3%	92,364 SH	Increased-1,282 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$303K	0.1%	658 SH	New
BLACKSTONE INC	COM	$3.0M	0.9%Prev: 0.4%	19,839 SH	Increased+11,335 SH
BRISTOL-MYERS SQUIBB CO	COM	$559K	0.2%Prev: 0.6%	10,800 SH	Decreased-13,333 SH
CISCO SYS INC	COM	$1.3M	0.4%Prev: 0.2%	24,900 SH	Increased+13,166 SH
COCA COLA CO	COM	$3.6M	1.0%Prev: 1.1%	49,928 SH	Increased
COMCAST CORP NEW	CL A	$1.0M	0.3%Prev: 0.1%	24,871 SH	Increased+16,871 SH
COSTCO WHSL CORP NEW	COM	$1.8M	0.5%Prev: 0.4%	1,975 SH	Increased-25 SH
CVS HEALTH CORP	COM	$852K	0.2%Prev: 0.3%	13,554 SH	Decreased+1,327 SH
DANAHER CORPORATION	COM	$693K	0.2%Prev: 0.2%	2,493 SH	Increased
DEERE & CO	COM	$209K	0.1%Prev: 0.1%	500 SH	Decreased-100 SH
DISNEY WALT CO	COM	$385K	0.1%Prev: 0.1%	4,000 SH	Increased
EATON CORP PLC	SHS	$4.5M	1.3%Prev: 1.2%	13,674 SH	Increased
EDISON INTL	COM	$435K	0.1%Prev: 0.2%	5,000 SH	Increased-1,277 SH
EXXON MOBIL CORP	COM	$2.5M	0.7%Prev: 1.0%	21,278 SH	Decreased
FEDEX CORP	COM	$796K	0.2%Prev: 0.3%	2,908 SH	Increased-9 SH
FIFTH THIRD BANCORP	COM	$428K	0.1%Prev: 0.1%	10,000 SH	Increased
FLEXSHARES TR	GLB QLT R/E IDX	$5.8M	1.7%Prev: 1.7%	93,528 SH	Increased+5,214 SH
GE AEROSPACE	COM NEW	$527K	0.1%Prev: 0.1%	2,797 SH	Increased-338 SH
GENERAL DYNAMICS CORP	COM	$529K	0.2%Prev: 0.2%	1,750 SH	Increased
GENERAL MLS INC	COM	$1.0M	0.3%Prev: 0.4%	13,986 SH	Increased
GILEAD SCIENCES INC	COM	$438K	0.1%Prev: 0.2%	5,219 SH	Decreased-1,000 SH
GRAINGER W W INC	COM	$623K	0.2%Prev: 0.2%	600 SH	Increased-45 SH
INTERNATIONAL BUSINESS MACHS	COM	$3.6M	1.0%Prev: 0.9%	16,301 SH	Increased
ISHARES INC	CORE MSCI EMKT	$17.6M	5.0%	306,312 SH	New
ISHARES TR	CORE S&P MCP ETF	$2.1M	0.6%Prev: 0.7%	34,041 SH	Increased+26,922 SH
ISHARES TR	CORE S&P SCP ETF	$1.8M	0.5%Prev: 0.5%	15,035 SH	Increased+1,187 SH
ISHARES TR	CORE S&P US GWT	$627K	0.2%Prev: 0.2%	4,757 SH	Increased-427 SH
ISHARES TR	CORE S&P500 ETF	$109.2M	31.0%Prev: 27.9%	189,312 SH	Increased+24,641 SH
ISHARES TR	RUS 1000 ETF	$4.0M	1.1%Prev: 1.4%	12,810 SH	Increased-2,116 SH
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.3%Prev: 0.3%	3,060 SH	Increased-86 SH
ISHARES TR	RUS 2000 VAL ETF	$491K	0.1%Prev: 0.2%	2,941 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$429K	0.1%Prev: 0.1%	3,658 SH	Increased
ISHARES TR	RUS MID CAP ETF	$2.0M	0.6%Prev: 0.8%	22,984 SH	Increased-6,088 SH
ISHARES TR	RUSSELL 2000 ETF	$453K	0.1%Prev: 0.3%	2,052 SH	Decreased-1,777 SH
ISHARES TR	S&P 100 ETF	$3.8M	1.1%Prev: 1.1%	13,740 SH	Increased-562 SH
ISHARES TR	S&P 500 GRWT ETF	$4.9M	1.4%Prev: 1.6%	50,962 SH	Increased-6,923 SH
ISHARES TR	S&P 500 VAL ETF	$3.7M	1.0%Prev: 1.1%	18,653 SH	Increased
ISHARES TR	SELECT DIVID ETF	$26.8M	7.6%Prev: 10.8%	198,505 SH	Decreased-57,048 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$16.8M	4.8%Prev: 5.7%	282,436 SH	Increased+11,721 SH
JOHNSON & JOHNSON	COM	$3.4M	1.0%Prev: 1.2%	21,132 SH	Increased+908 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.3%Prev: 0.3%	5,755 SH	Increased-100 SH
LOWES COS INC	COM	$1.5M	0.4%Prev: 0.5%	5,650 SH	Increased
MCDONALDS CORP	COM	$248K	0.1%Prev: 0.1%	815 SH	Increased
MEDTRONIC PLC	SHS	$1.0M	0.3%Prev: 0.4%	11,162 SH	Increased-1,173 SH
MERCK & CO INC	COM	$612K	0.2%Prev: 0.2%	5,386 SH	Increased-200 SH
META PLATFORMS INC	CL A	$481K	0.1%Prev: 0.1%	840 SH	Increased-196 SH
MICROSOFT CORP	COM	$24.4M	6.9%Prev: 7.7%	56,653 SH	Increased-4,861 SH
NIKE INC	CL B	$1.6M	0.4%Prev: 0.7%	17,745 SH	Decreased+142 SH
NORFOLK SOUTHN CORP	COM	$1.1M	0.3%Prev: 0.3%	4,497 SH	Increased+250 SH
NOVARTIS AG	SPONSORED ADR	$816K	0.2%Prev: 0.3%	7,092 SH	Increased
NVIDIA CORPORATION	COM	$1.4M	0.4%Prev: 0.1%	11,564 SH	Increased+10,802 SH
ORACLE CORP	COM	$290K	0.1%	1,700 SH	New
PALO ALTO NETWORKS INC	COM	$2.7M	0.8%Prev: 0.6%	7,845 SH	Increased+850 SH
PEPSICO INC	COM	$4.1M	1.2%Prev: 1.6%	24,269 SH	Decreased-146 SH
PFIZER INC	COM	$1.0M	0.3%Prev: 0.5%	35,967 SH	Decreased-600 SH
PROCTER AND GAMBLE CO	COM	$4.0M	1.1%Prev: 1.3%	22,868 SH	Increased-187 SH
PROGRESSIVE CORP	COM	$19.7M	5.6%Prev: 4.6%	77,475 SH	Increased-6,070 SH
SALESFORCE INC	COM	$1.4M	0.4%Prev: 0.2%	5,194 SH	Increased+3,047 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.5M	0.7%Prev: 0.8%	5,951 SH	Increased
STARBUCKS CORP	COM	$1.5M	0.4%Prev: 0.6%	15,534 SH	Increased-536 SH
STRYKER CORPORATION	COM	$3.8M	1.1%Prev: 1.2%	10,643 SH	Increased-60 SH
VANGUARD INDEX FDS	GROWTH ETF	$514K	0.1%Prev: 0.1%	1,339 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$230K	0.1%	1,316 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$351K	0.1%Prev: 0.2%	7,337 SH	Decreased-7,964 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.5M	1.0%Prev: 1.1%	17,534 SH	Increased+20 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$673K	0.2%Prev: 0.2%	12,742 SH	Increased+382 SH
VISA INC	COM CL A	$710K	0.2%Prev: 0.2%	2,583 SH	Increased+543 SH
WISDOMTREE TR	US LARGECAP DIVD	$1.2M	0.4%Prev: 0.4%	15,839 SH	Increased-75 SH

Sold (vs prior filing)

BOEING CO — $335K
INTEL CORP — $1.2M
ISHARES TR — $338K
ISHARES TR — $875K
ISHARES TR — $851K

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