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: $382.3M80 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$773K	0.2%Prev: 0.2%	5,077 SH	Increased
ABBOTT LABS	COM	$2.1M	0.5%Prev: 0.5%	15,160 SH	Increased-73 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$690K	0.2%Prev: 0.2%	2,310 SH	Increased+360 SH
ALPHABET INC	CAP STK CL A	$3.9M	1.0%Prev: 1.1%	22,295 SH	Increased+2,883 SH
ALPHABET INC	CAP STK CL C	$3.1M	0.8%Prev: 1.0%	17,519 SH	Decreased-35 SH
AMAZON COM INC	COM	$3.2M	0.8%Prev: 0.6%	14,509 SH	Increased+4,771 SH
AMERICAN TOWER CORP NEW	COM	$2.8M	0.7%Prev: 0.4%	12,553 SH	Increased+6,000 SH
AMERICAN WTR WKS CO INC NEW	COM	$278K	0.1%Prev: 0.1%	2,000 SH	Increased
AMGEN INC	COM	$782K	0.2%Prev: 0.3%	2,800 SH	Decreased
APPLE INC	COM	$18.2M	4.8%Prev: 6.2%	88,920 SH	Decreased-3,574 SH
BANK AMERICA CORP	COM	$263K	0.1%	5,560 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$210K	0.1%Prev: 0.1%	433 SH	Decreased-225 SH
BLACKSTONE INC	COM	$3.0M	0.8%Prev: 0.8%	19,909 SH	Increased+70 SH
BRISTOL-MYERS SQUIBB CO	COM	$278K	0.1%Prev: 0.2%	6,000 SH	Decreased-7,560 SH
CISCO SYS INC	COM	$1.8M	0.5%Prev: 0.4%	26,189 SH	Increased+1,289 SH
COCA COLA CO	COM	$3.6M	0.9%Prev: 1.0%	50,817 SH	Increased+889 SH
COSTCO WHSL CORP NEW	COM	$2.0M	0.5%Prev: 0.5%	1,975 SH	Increased
CVS HEALTH CORP	COM	$414K	0.1%Prev: 0.3%	6,000 SH	Decreased-7,554 SH
DANAHER CORPORATION	COM	$492K	0.1%Prev: 0.2%	2,493 SH	Decreased
DEERE & CO	COM	$254K	0.1%	500 SH	New
DISNEY WALT CO	COM	$500K	0.1%Prev: 0.2%	4,033 SH	Decreased-1,442 SH
EATON CORP PLC	SHS	$4.9M	1.3%Prev: 1.4%	13,824 SH	Increased+150 SH
EDISON INTL	COM	$206K	0.1%Prev: 0.1%	4,000 SH	Decreased-1,000 SH
EXXON MOBIL CORP	COM	$2.4M	0.6%Prev: 0.8%	22,506 SH	Decreased+1,228 SH
FEDEX CORP	COM	$661K	0.2%Prev: 0.3%	2,908 SH	Decreased
FLEXSHARES TR	GLB QLT R/E IDX	$8.2M	2.1%Prev: 1.6%	137,144 SH	Increased+45,122 SH
GE AEROSPACE	COM NEW	$720K	0.2%Prev: 0.1%	2,797 SH	Increased
GE VERNOVA INC	COM	$421K	0.1%	796 SH	New
GENERAL DYNAMICS CORP	COM	$510K	0.1%Prev: 0.2%	1,750 SH	Increased
GENERAL MLS INC	COM	$725K	0.2%Prev: 0.3%	13,986 SH	Decreased
GILEAD SCIENCES INC	COM	$579K	0.2%Prev: 0.1%	5,219 SH	Increased
GRAINGER W W INC	COM	$624K	0.2%Prev: 0.2%	600 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$4.8M	1.3%Prev: 0.9%	16,301 SH	Increased
ISHARES INC	CORE MSCI EMKT	$19.3M	5.0%	320,787 SH	New
ISHARES TR	CORE MSCI EAFE	$6.1M	1.6%	73,643 SH	New
ISHARES TR	CORE S&P MCP ETF	$2.0M	0.5%Prev: 0.7%	32,735 SH	Decreased-2,474 SH
ISHARES TR	CORE S&P SCP ETF	$1.6M	0.4%Prev: 0.5%	14,900 SH	Increased+485 SH
ISHARES TR	CORE S&P US GWT	$1.1M	0.3%Prev: 0.2%	7,047 SH	Increased+2,290 SH
ISHARES TR	CORE S&P500 ETF	$127.2M	33.3%Prev: 33.1%	204,944 SH	Increased+15,397 SH
ISHARES TR	RUS 1000 ETF	$4.3M	1.1%Prev: 1.2%	12,789 SH	Increased-21 SH
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.3%Prev: 0.4%	2,536 SH	Decreased-519 SH
ISHARES TR	RUS 2000 VAL ETF	$464K	0.1%Prev: 0.1%	2,941 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$507K	0.1%Prev: 0.1%	3,658 SH	Increased
ISHARES TR	RUS MID CAP ETF	$2.0M	0.5%Prev: 0.7%	22,284 SH	Decreased-3,200 SH
ISHARES TR	RUSSELL 2000 ETF	$365K	0.1%Prev: 0.1%	1,691 SH	Decreased-586 SH
ISHARES TR	S&P 100 ETF	$3.7M	1.0%Prev: 1.2%	12,240 SH	Increased-1,500 SH
ISHARES TR	S&P 500 GRWT ETF	$5.5M	1.4%Prev: 1.6%	50,043 SH	Increased-4,640 SH
ISHARES TR	S&P 500 VAL ETF	$3.3M	0.9%Prev: 1.1%	17,094 SH	Decreased-1,559 SH
ISHARES TR	SELECT DIVID ETF	$26.0M	6.8%Prev: 7.4%	195,756 SH	Increased+3,261 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$16.9M	4.4%Prev: 5.3%	296,967 SH	Increased+6,137 SH
JOHNSON & JOHNSON	COM	$3.3M	0.9%Prev: 1.0%	21,528 SH	Increased+396 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.5%Prev: 0.4%	6,160 SH	Increased+305 SH
LOWES COS INC	COM	$1.2M	0.3%Prev: 0.4%	5,500 SH	Decreased-150 SH
MCDONALDS CORP	COM	$238K	0.1%Prev: 0.1%	815 SH	Increased
MEDTRONIC PLC	SHS	$973K	0.3%Prev: 0.3%	11,162 SH	Increased
MERCK & CO INC	COM	$463K	0.1%Prev: 0.2%	5,848 SH	Decreased+462 SH
META PLATFORMS INC	CL A	$609K	0.2%Prev: 0.1%	825 SH	Increased+103 SH
MICROSOFT CORP	COM	$26.9M	7.0%Prev: 8.2%	54,093 SH	Increased-3,588 SH
NIKE INC	CL B	$1.1M	0.3%Prev: 0.4%	15,077 SH	Decreased-2,668 SH
NORFOLK SOUTHN CORP	COM	$1.0M	0.3%Prev: 0.3%	4,097 SH	Increased-400 SH
NOVARTIS AG	SPONSORED ADR	$858K	0.2%Prev: 0.2%	7,092 SH	Increased
NVIDIA CORPORATION	COM	$1.8M	0.5%	11,377 SH	New
ORACLE CORP	COM	$372K	0.1%Prev: 0.1%	1,700 SH	Increased
PALO ALTO NETWORKS INC	COM	$3.2M	0.8%Prev: 0.8%	15,800 SH	Increased+7,955 SH
PEPSICO INC	COM	$3.2M	0.8%Prev: 1.3%	24,269 SH	Decreased-146 SH
PFIZER INC	COM	$872K	0.2%Prev: 0.3%	35,967 SH	Decreased
PROCTER AND GAMBLE CO	COM	$3.7M	1.0%Prev: 1.2%	23,301 SH	Decreased+246 SH
PROGRESSIVE CORP	COM	$18.6M	4.9%Prev: 5.2%	69,786 SH	Increased-8,884 SH
SALESFORCE INC	COM	$1.4M	0.4%Prev: 0.4%	5,274 SH	Increased-120 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.6M	0.7%Prev: 0.7%	5,869 SH	Increased-82 SH
STARBUCKS CORP	COM	$1.4M	0.4%Prev: 0.4%	15,534 SH	Increased
STRYKER CORPORATION	COM	$4.2M	1.1%Prev: 1.2%	10,518 SH	Increased-185 SH
VANGUARD INDEX FDS	GROWTH ETF	$369K	0.1%Prev: 0.2%	841 SH	Decreased-498 SH
VANGUARD INDEX FDS	VALUE ETF	$233K	0.1%Prev: 0.1%	1,316 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$373K	0.1%Prev: 0.1%	7,541 SH	Increased+225 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$276K	0.1%	4,691 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.2M	0.8%Prev: 1.0%	15,823 SH	Increased-1,705 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$728K	0.2%Prev: 0.2%	12,775 SH	Increased+68 SH
VISA INC	COM CL A	$917K	0.2%Prev: 0.2%	2,583 SH	Increased
WISDOMTREE TR	US LARGECAP DIVD	$1.3M	0.3%Prev: 0.4%	15,714 SH	Increased-125 SH

Sold (vs prior filing)

COMCAST CORP NEW — $1.1M
FIFTH THIRD BANCORP — $365K
INTEL CORP — $1.0M

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