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: $357.0M81 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$746K	0.2%Prev: 0.2%	5,077 SH	Increased
ABBOTT LABS	COM	$2.0M	0.6%Prev: 0.6%	15,160 SH	Increased-110 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$612K	0.2%Prev: 0.2%	1,960 SH	Decreased+10 SH
ALPHABET INC	CAP STK CL A	$3.0M	0.8%Prev: 1.0%	19,410 SH	Increased-2 SH
ALPHABET INC	CAP STK CL C	$2.7M	0.8%Prev: 0.9%	17,569 SH	Increased+15 SH
AMAZON COM INC	COM	$1.8M	0.5%Prev: 0.6%	9,198 SH	Decreased-540 SH
AMERICAN TOWER CORP NEW	COM	$2.7M	0.8%Prev: 0.4%	12,528 SH	Increased+6,271 SH
AMERICAN WTR WKS CO INC NEW	COM	$295K	0.1%Prev: 0.1%	2,000 SH	Increased
AMGEN INC	COM	$872K	0.2%Prev: 0.3%	2,800 SH	Increased
APPLE INC	COM	$20.2M	5.6%Prev: 5.2%	90,733 SH	Increased-1,843 SH
BANK AMERICA CORP	COM	$232K	0.1%	5,560 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$231K	0.1%Prev: 0.1%	433 SH	Decreased-225 SH
BLACKSTONE INC	COM	$2.8M	0.8%Prev: 0.8%	19,859 SH	Increased+20 SH
BRISTOL-MYERS SQUIBB CO	COM	$366K	0.1%Prev: 0.2%	6,000 SH	Decreased-7,560 SH
CISCO SYS INC	COM	$1.6M	0.4%Prev: 0.4%	25,789 SH	Increased+889 SH
COCA COLA CO	COM	$3.6M	1.0%Prev: 1.0%	50,817 SH	Increased+889 SH
COSTCO WHSL CORP NEW	COM	$1.9M	0.5%Prev: 0.5%	1,975 SH	Increased-25 SH
CVS HEALTH CORP	COM	$407K	0.1%Prev: 0.4%	6,000 SH	Decreased-7,554 SH
DANAHER CORPORATION	COM	$511K	0.1%Prev: 0.2%	2,493 SH	Decreased
DEERE & CO	COM	$235K	0.1%Prev: 0.1%	500 SH	Decreased-100 SH
DISNEY WALT CO	COM	$398K	0.1%Prev: 0.2%	4,033 SH	Decreased-1,442 SH
EATON CORP PLC	SHS	$3.7M	1.1%Prev: 1.4%	13,794 SH	Decreased+120 SH
EDISON INTL	COM	$295K	0.1%Prev: 0.1%	5,000 SH	Decreased-1,345 SH
EXXON MOBIL CORP	COM	$2.5M	0.7%Prev: 0.8%	21,278 SH	Increased
FEDEX CORP	COM	$709K	0.2%Prev: 0.3%	2,908 SH	Decreased
FLEXSHARES TR	GLB QLT R/E IDX	$7.1M	2.0%Prev: 1.7%	122,423 SH	Increased+30,473 SH
GE AEROSPACE	COM NEW	$560K	0.2%Prev: 0.2%	2,797 SH	Increased
GE VERNOVA INC	COM	$212K	0.1%	696 SH	New
GENERAL DYNAMICS CORP	COM	$477K	0.1%Prev: 0.2%	1,750 SH	Decreased
GENERAL MLS INC	COM	$836K	0.2%Prev: 0.3%	13,986 SH	Decreased
GILEAD SCIENCES INC	COM	$585K	0.2%Prev: 0.1%	5,219 SH	Increased
GRAINGER W W INC	COM	$593K	0.2%Prev: 0.2%	600 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$4.1M	1.1%Prev: 1.0%	16,301 SH	Increased
ISHARES INC	CORE MSCI EMKT	$18.1M	5.1%	335,691 SH	New
ISHARES TR	CORE MSCI EAFE	$5.5M	1.5%	72,841 SH	New
ISHARES TR	CORE S&P MCP ETF	$1.9M	0.5%Prev: 0.7%	33,325 SH	Decreased-1,861 SH
ISHARES TR	CORE S&P SCP ETF	$1.5M	0.4%Prev: 0.5%	14,211 SH	Decreased+157 SH
ISHARES TR	CORE S&P US GWT	$753K	0.2%Prev: 0.2%	5,922 SH	Increased+211 SH
ISHARES TR	CORE S&P500 ETF	$112.1M	31.4%Prev: 32.5%	199,479 SH	Increased+9,013 SH
ISHARES TR	RUS 1000 ETF	$4.8M	1.4%Prev: 1.2%	15,801 SH	Increased+2,962 SH
ISHARES TR	RUS 1000 GRW ETF	$990K	0.3%Prev: 0.3%	2,741 SH	Decreased-311 SH
ISHARES TR	RUS 1000 VAL ETF	$261K	0.1%	1,389 SH	New
ISHARES TR	RUS 2000 VAL ETF	$444K	0.1%Prev: 0.2%	2,941 SH	Decreased
ISHARES TR	RUS MD CP GR ETF	$430K	0.1%Prev: 0.1%	3,658 SH	Increased
ISHARES TR	RUS MID CAP ETF	$2.0M	0.6%Prev: 0.7%	23,410 SH	Decreased-2,874 SH
ISHARES TR	RUSSELL 2000 ETF	$527K	0.1%Prev: 0.2%	2,644 SH	Decreased-133 SH
ISHARES TR	S&P 100 ETF	$3.5M	1.0%Prev: 1.1%	12,840 SH	Decreased-1,462 SH
ISHARES TR	S&P 500 GRWT ETF	$4.7M	1.3%Prev: 1.5%	50,830 SH	Increased-3,850 SH
ISHARES TR	S&P 500 VAL ETF	$3.6M	1.0%Prev: 1.1%	18,653 SH	Increased
ISHARES TR	SELECT DIVID ETF	$27.4M	7.7%Prev: 7.7%	204,148 SH	Increased+10,650 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$16.3M	4.6%Prev: 5.4%	285,617 SH	Decreased-4,305 SH
JOHNSON & JOHNSON	COM	$3.6M	1.0%Prev: 1.1%	21,470 SH	Increased+338 SH
JPMORGAN CHASE & CO.	COM	$1.6M	0.4%Prev: 0.4%	6,360 SH	Increased+505 SH
LOWES COS INC	COM	$1.3M	0.4%Prev: 0.5%	5,500 SH	Decreased-150 SH
MCDONALDS CORP	COM	$255K	0.1%Prev: 0.1%	815 SH	Increased
MEDTRONIC PLC	SHS	$1.0M	0.3%Prev: 0.3%	11,162 SH	Decreased-1,173 SH
MERCK & CO INC	COM	$525K	0.1%Prev: 0.2%	5,848 SH	Decreased+462 SH
META PLATFORMS INC	CL A	$475K	0.1%Prev: 0.1%	825 SH	Increased+103 SH
MICROSOFT CORP	COM	$20.6M	5.8%Prev: 8.1%	54,943 SH	Decreased-4,331 SH
NIKE INC	CL B	$1.0M	0.3%Prev: 0.5%	16,131 SH	Decreased-1,614 SH
NORDSON CORP	COM	$1.9M	0.5%	9,637 SH	New
NORFOLK SOUTHN CORP	COM	$970K	0.3%Prev: 0.4%	4,097 SH	Decreased-400 SH
NOVARTIS AG	SPONSORED ADR	$791K	0.2%Prev: 0.2%	7,092 SH	Increased
NVIDIA CORPORATION	COM	$1.2M	0.3%Prev: 0.1%	11,377 SH	Increased+11,140 SH
ORACLE CORP	COM	$238K	0.1%Prev: 0.1%	1,700 SH	Increased
PALO ALTO NETWORKS INC	COM	$2.7M	0.8%Prev: 0.7%	15,750 SH	Increased+8,255 SH
PEPSICO INC	COM	$3.6M	1.0%Prev: 1.4%	24,269 SH	Decreased-146 SH
PFIZER INC	COM	$911K	0.3%Prev: 0.3%	35,967 SH	Decreased
PROCTER AND GAMBLE CO	COM	$4.0M	1.1%Prev: 1.2%	23,301 SH	Increased+246 SH
PROGRESSIVE CORP	COM	$20.4M	5.7%Prev: 5.3%	72,021 SH	Increased-6,649 SH
SALESFORCE INC	COM	$1.4M	0.4%Prev: 0.2%	5,274 SH	Increased+2,927 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.5M	0.7%Prev: 0.8%	5,869 SH	Increased-82 SH
STARBUCKS CORP	COM	$1.5M	0.4%Prev: 0.5%	15,534 SH	Increased
STRYKER CORPORATION	COM	$3.9M	1.1%Prev: 1.2%	10,593 SH	Increased-110 SH
VANGUARD INDEX FDS	GROWTH ETF	$312K	0.1%Prev: 0.1%	841 SH	Decreased-498 SH
VANGUARD INDEX FDS	VALUE ETF	$227K	0.1%Prev: 0.1%	1,316 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$340K	0.1%Prev: 0.1%	7,520 SH	Decreased-968 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.2M	0.9%Prev: 1.0%	16,323 SH	Decreased-1,205 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$644K	0.2%Prev: 0.2%	12,675 SH	Increased+85 SH
VISA INC	COM CL A	$905K	0.3%Prev: 0.2%	2,583 SH	Increased
WISDOMTREE TR	US LARGECAP DIVD	$1.2M	0.3%Prev: 0.4%	15,714 SH	Increased-125 SH

Sold (vs prior filing)

BOEING CO — $327K
COMCAST CORP NEW — $1.1M
FIFTH THIRD BANCORP — $372K
INTEL CORP — $1.5M

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