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: $376.7M79 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$788K	0.2%Prev: 0.2%	5,077 SH	Increased
ABBOTT LABS	COM	$2.0M	0.5%Prev: 0.5%	15,160 SH	Increased
ACCENTURE PLC IRELAND	SHS CLASS A	$526K	0.1%Prev: 0.2%	2,135 SH	Decreased+185 SH
ALPHABET INC	CAP STK CL A	$5.4M	1.4%Prev: 0.9%	22,295 SH	Increased+2,883 SH
ALPHABET INC	CAP STK CL C	$4.1M	1.1%Prev: 0.8%	17,019 SH	Increased-535 SH
AMAZON COM INC	COM	$3.0M	0.8%Prev: 0.5%	13,527 SH	Increased+4,214 SH
AMERICAN TOWER CORP NEW	COM	$2.4M	0.6%Prev: 0.4%	12,603 SH	Increased+6,050 SH
AMERICAN WTR WKS CO INC NEW	COM	$278K	0.1%Prev: 0.1%	2,000 SH	Decreased
AMGEN INC	COM	$790K	0.2%Prev: 0.3%	2,800 SH	Decreased
APPLE INC	COM	$22.1M	5.9%Prev: 6.1%	86,889 SH	Increased-5,475 SH
BANK AMERICA CORP	COM	$287K	0.1%	5,560 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$218K	0.1%Prev: 0.1%	433 SH	Decreased-225 SH
BLACKSTONE INC	COM	$3.4M	0.9%Prev: 0.9%	19,984 SH	Increased+145 SH
CISCO SYS INC	COM	$1.8M	0.5%Prev: 0.4%	26,189 SH	Increased+1,289 SH
COCA COLA CO	COM	$3.4M	0.9%Prev: 1.0%	50,817 SH	Decreased+889 SH
COSTCO WHSL CORP NEW	COM	$1.8M	0.5%Prev: 0.5%	1,975 SH	Increased
CVS HEALTH CORP	COM	$454K	0.1%Prev: 0.2%	6,022 SH	Decreased-7,532 SH
DANAHER CORPORATION	COM	$494K	0.1%Prev: 0.2%	2,493 SH	Decreased
DEERE & CO	COM	$230K	0.1%Prev: 0.1%	504 SH	Increased+4 SH
DISNEY WALT CO	COM	$462K	0.1%Prev: 0.1%	4,033 SH	Increased+33 SH
EATON CORP PLC	SHS	$5.2M	1.4%Prev: 1.3%	13,944 SH	Increased+270 SH
EDISON INTL	COM	$221K	0.1%Prev: 0.1%	4,000 SH	Decreased-1,000 SH
ELI LILLY & CO	COM	$835K	0.2%	1,094 SH	New
EXXON MOBIL CORP	COM	$2.5M	0.7%Prev: 0.7%	22,508 SH	Increased+1,230 SH
FEDEX CORP	COM	$686K	0.2%Prev: 0.2%	2,908 SH	Decreased
FLEXSHARES TR	GLB QLT R/E IDX	$8.0M	2.1%Prev: 1.7%	130,612 SH	Increased+37,084 SH
GE AEROSPACE	COM NEW	$841K	0.2%Prev: 0.1%	2,797 SH	Increased
GE VERNOVA INC	COM	$489K	0.1%	796 SH	New
GENERAL DYNAMICS CORP	COM	$597K	0.2%Prev: 0.2%	1,750 SH	Increased
GENERAL MLS INC	COM	$705K	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	$572K	0.2%Prev: 0.2%	600 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$4.6M	1.2%Prev: 1.0%	16,301 SH	Increased
ISHARES INC	CORE MSCI EMKT	$21.1M	5.6%Prev: 5.0%	320,332 SH	Increased+14,020 SH
ISHARES TR	CORE MSCI EAFE	$6.5M	1.7%	74,218 SH	New
ISHARES TR	CORE S&P MCP ETF	$2.1M	0.6%Prev: 0.6%	32,159 SH	Decreased-1,882 SH
ISHARES TR	CORE S&P SCP ETF	$1.8M	0.5%Prev: 0.5%	15,132 SH	Increased+97 SH
ISHARES TR	CORE S&P US GWT	$1.2M	0.3%Prev: 0.2%	7,047 SH	Increased+2,290 SH
ISHARES TR	CORE S&P500 ETF	$134.2M	35.6%Prev: 31.0%	200,494 SH	Increased+11,182 SH
ISHARES TR	RUS 1000 ETF	$4.7M	1.2%Prev: 1.1%	12,789 SH	Increased-21 SH
ISHARES TR	RUS 1000 GRW ETF	$1.2M	0.3%Prev: 0.3%	2,538 SH	Increased-522 SH
ISHARES TR	RUS 2000 VAL ETF	$505K	0.1%Prev: 0.1%	2,856 SH	Increased-85 SH
ISHARES TR	RUS MD CP GR ETF	$521K	0.1%Prev: 0.1%	3,658 SH	Increased
ISHARES TR	RUS MID CAP ETF	$2.2M	0.6%Prev: 0.6%	22,375 SH	Increased-609 SH
ISHARES TR	RUSSELL 2000 ETF	$416K	0.1%Prev: 0.1%	1,718 SH	Decreased-334 SH
ISHARES TR	S&P 100 ETF	$4.1M	1.1%Prev: 1.1%	12,240 SH	Increased-1,500 SH
ISHARES TR	S&P 500 GRWT ETF	$6.0M	1.6%Prev: 1.4%	50,046 SH	Increased-916 SH
ISHARES TR	S&P 500 VAL ETF	$3.2M	0.9%Prev: 1.0%	15,669 SH	Decreased-2,984 SH
ISHARES TR	SELECT DIVID ETF	$4.3M	1.2%Prev: 7.6%	30,487 SH	Decreased-168,018 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$15.0M	4.0%Prev: 4.8%	261,990 SH	Decreased-20,446 SH
JOHNSON & JOHNSON	COM	$4.0M	1.1%Prev: 1.0%	21,470 SH	Increased+338 SH
JPMORGAN CHASE & CO.	COM	$2.0M	0.5%Prev: 0.3%	6,191 SH	Increased+436 SH
LOWES COS INC	COM	$1.4M	0.4%Prev: 0.4%	5,500 SH	Decreased-150 SH
MCDONALDS CORP	COM	$251K	0.1%Prev: 0.1%	827 SH	Increased+12 SH
MEDTRONIC PLC	SHS	$1.1M	0.3%Prev: 0.3%	11,162 SH	Increased
MERCK & CO INC	COM	$493K	0.1%Prev: 0.2%	5,868 SH	Decreased+482 SH
META PLATFORMS INC	CL A	$606K	0.2%Prev: 0.1%	825 SH	Increased-15 SH
MICROSOFT CORP	COM	$27.8M	7.4%Prev: 6.9%	53,612 SH	Increased-3,041 SH
NIKE INC	CL B	$1.1M	0.3%Prev: 0.4%	15,217 SH	Decreased-2,528 SH
NORFOLK SOUTHN CORP	COM	$1.2M	0.3%Prev: 0.3%	4,097 SH	Increased-400 SH
NOVARTIS AG	SPONSORED ADR	$909K	0.2%Prev: 0.2%	7,092 SH	Increased
NVIDIA CORPORATION	COM	$2.0M	0.5%Prev: 0.4%	10,559 SH	Increased-1,005 SH
ORACLE CORP	COM	$478K	0.1%Prev: 0.1%	1,700 SH	Increased
PALO ALTO NETWORKS INC	COM	$3.4M	0.9%Prev: 0.8%	16,900 SH	Increased+9,055 SH
PEPSICO INC	COM	$3.4M	0.9%Prev: 1.2%	24,207 SH	Decreased-62 SH
PFIZER INC	COM	$919K	0.2%Prev: 0.3%	36,053 SH	Decreased+86 SH
PROCTER AND GAMBLE CO	COM	$3.6M	1.0%Prev: 1.1%	23,301 SH	Decreased+433 SH
PROGRESSIVE CORP	COM	$17.0M	4.5%Prev: 5.6%	68,981 SH	Decreased-8,494 SH
SALESFORCE INC	COM	$1.3M	0.3%Prev: 0.4%	5,349 SH	Decreased+155 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.7M	0.7%Prev: 0.7%	5,869 SH	Increased-82 SH
STARBUCKS CORP	COM	$1.3M	0.3%Prev: 0.4%	15,534 SH	Decreased
STRYKER CORPORATION	COM	$3.9M	1.0%Prev: 1.1%	10,518 SH	Increased-125 SH
VANGUARD INDEX FDS	GROWTH ETF	$387K	0.1%Prev: 0.1%	807 SH	Decreased-532 SH
VANGUARD INDEX FDS	VALUE ETF	$245K	0.1%Prev: 0.1%	1,316 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$411K	0.1%Prev: 0.1%	7,579 SH	Increased+242 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.1M	0.8%Prev: 1.0%	14,327 SH	Decreased-3,207 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$769K	0.2%Prev: 0.2%	12,835 SH	Increased+93 SH
VISA INC	COM CL A	$882K	0.2%Prev: 0.2%	2,583 SH	Increased
WISDOMTREE TR	US LARGECAP DIVD	$1.4M	0.4%Prev: 0.4%	15,714 SH	Increased-125 SH

Sold (vs prior filing)

BRISTOL-MYERS SQUIBB CO — $559K
COMCAST CORP NEW — $1.0M
FIFTH THIRD BANCORP — $428K

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