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: $388.7M78 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$822K	0.2%Prev: 0.2%	5,077 SH	Increased
ABBOTT LABS	COM	$1.3M	0.3%Prev: 0.5%	14,475 SH	Decreased-685 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$397K	0.1%Prev: 0.2%	3,190 SH	Decreased+880 SH
ALPHABET INC	CAP STK CL A	$7.7M	2.0%Prev: 1.0%	21,465 SH	Increased-830 SH
ALPHABET INC	CAP STK CL C	$5.9M	1.5%Prev: 0.8%	16,694 SH	Increased-825 SH
AMAZON COM INC	COM	$3.4M	0.9%Prev: 0.8%	14,163 SH	Increased-346 SH
AMERICAN TOWER CORP NEW	COM	$2.1M	0.5%Prev: 0.7%	12,623 SH	Decreased+70 SH
AMERICAN WTR WKS CO INC NEW	COM	$263K	0.1%Prev: 0.1%	2,000 SH	Decreased
AMGEN INC	COM	$987K	0.3%Prev: 0.2%	2,725 SH	Increased-75 SH
APPLE INC	COM	$22.5M	5.8%Prev: 4.8%	77,771 SH	Increased-11,149 SH
BANK AMERICA CORP	COM	$317K	0.1%Prev: 0.1%	5,560 SH	Increased
BLACKSTONE INC	COM	$2.3M	0.6%Prev: 0.8%	19,190 SH	Decreased-719 SH
CISCO SYS INC	COM	$2.5M	0.6%Prev: 0.5%	20,905 SH	Increased-5,284 SH
COCA COLA CO	COM	$4.1M	1.1%Prev: 0.9%	50,917 SH	Increased+100 SH
COSTCO WHSL CORP NEW	COM	$1.8M	0.5%Prev: 0.5%	1,975 SH	Decreased
CVS HEALTH CORP	COM	$414K	0.1%Prev: 0.1%	4,000 SH	Decreased-2,000 SH
DANAHER CORPORATION	COM	$475K	0.1%Prev: 0.1%	2,493 SH	Decreased
DEERE & CO	COM	$320K	0.1%Prev: 0.1%	504 SH	Increased+4 SH
DISNEY WALT CO	COM	$374K	0.1%Prev: 0.1%	3,883 SH	Decreased-150 SH
EATON CORP PLC	SHS	$6.2M	1.6%Prev: 1.3%	14,519 SH	Increased+695 SH
EXXON MOBIL CORP	COM	$2.6M	0.7%Prev: 0.6%	18,978 SH	Increased-3,528 SH
FEDEX CORP	COM	$1.2M	0.3%Prev: 0.2%	3,725 SH	Increased+817 SH
GE AEROSPACE	COM NEW	$1.1M	0.3%Prev: 0.2%	2,990 SH	Increased+193 SH
GE VERNOVA INC	COM	$818K	0.2%Prev: 0.1%	696 SH	Increased-100 SH
GENERAL DYNAMICS CORP	COM	$620K	0.2%Prev: 0.1%	1,750 SH	Increased
GENERAL MLS INC	COM	$487K	0.1%Prev: 0.2%	13,986 SH	Decreased
GILEAD SCIENCES INC	COM	$659K	0.2%Prev: 0.2%	5,219 SH	Increased
GRAINGER W W INC	COM	$816K	0.2%Prev: 0.2%	600 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$4.6M	1.2%Prev: 1.3%	16,301 SH	Decreased
ISHARES INC	CORE MSCI EMKT	$23.2M	6.0%Prev: 5.0%	279,824 SH	Increased-40,963 SH
ISHARES TR	CORE MSCI EAFE	$21.8M	5.6%Prev: 1.6%	225,416 SH	Increased+151,773 SH
ISHARES TR	CORE S&P MCP ETF	$2.4M	0.6%Prev: 0.5%	31,549 SH	Increased-1,186 SH
ISHARES TR	CORE S&P SCP ETF	$2.7M	0.7%Prev: 0.4%	18,162 SH	Increased+3,262 SH
ISHARES TR	CORE S&P US GWT	$2.1M	0.5%Prev: 0.3%	11,054 SH	Increased+4,007 SH
ISHARES TR	CORE S&P500 ETF	$128.4M	33.0%Prev: 33.3%	171,431 SH	Increased-33,513 SH
ISHARES TR	MSCI EAFE ETF	$275K	0.1%	2,650 SH	New
ISHARES TR	MSCI USA MMENTM	$554K	0.1%	1,617 SH	New
ISHARES TR	RUS 1000 ETF	$5.3M	1.4%Prev: 1.1%	12,828 SH	Increased+39 SH
ISHARES TR	RUS 1000 GRW ETF	$925K	0.2%Prev: 0.3%	7,449 SH	Decreased+4,913 SH
ISHARES TR	RUS 2000 VAL ETF	$632K	0.2%Prev: 0.1%	2,856 SH	Increased-85 SH
ISHARES TR	RUS MD CP GR ETF	$536K	0.1%Prev: 0.1%	3,658 SH	Increased
ISHARES TR	RUS MID CAP ETF	$2.6M	0.7%Prev: 0.5%	23,625 SH	Increased+1,341 SH
ISHARES TR	RUSSELL 2000 ETF	$720K	0.2%Prev: 0.1%	2,398 SH	Increased+707 SH
ISHARES TR	S&P 100 ETF	$3.3M	0.9%Prev: 1.0%	9,090 SH	Decreased-3,150 SH
ISHARES TR	S&P 500 GRWT ETF	$6.4M	1.7%Prev: 1.4%	46,660 SH	Increased-3,383 SH
ISHARES TR	S&P 500 VAL ETF	$3.2M	0.8%Prev: 0.9%	14,189 SH	Decreased-2,905 SH
ISHARES TR	SELECT DIVID ETF	$4.6M	1.2%Prev: 6.8%	29,720 SH	Decreased-166,036 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$12.8M	3.3%Prev: 4.4%	226,145 SH	Decreased-70,822 SH
JOHNSON & JOHNSON	COM	$5.5M	1.4%Prev: 0.9%	21,699 SH	Increased+171 SH
JPMORGAN CHASE & CO.	COM	$2.0M	0.5%Prev: 0.5%	6,116 SH	Increased-44 SH
LOWES COS INC	COM	$1.2M	0.3%Prev: 0.3%	5,325 SH	Decreased-175 SH
MEDTRONIC PLC	SHS	$1.1M	0.3%Prev: 0.3%	14,219 SH	Increased+3,057 SH
MERCK & CO INC	COM	$803K	0.2%Prev: 0.1%	6,248 SH	Increased+400 SH
MICROSOFT CORP	COM	$18.6M	4.8%Prev: 7.0%	49,794 SH	Decreased-4,299 SH
NIKE INC	CL B	$535K	0.1%Prev: 0.3%	13,036 SH	Decreased-2,041 SH
NORFOLK SOUTHN CORP	COM	$1.2M	0.3%Prev: 0.3%	3,847 SH	Increased-250 SH
NOVARTIS AG	SPONSORED ADR	$1.1M	0.3%Prev: 0.2%	7,092 SH	Increased
NVIDIA CORPORATION	COM	$2.1M	0.5%Prev: 0.5%	10,633 SH	Increased-744 SH
ORACLE CORP	COM	$249K	0.1%Prev: 0.1%	1,700 SH	Decreased
PALO ALTO NETWORKS INC	COM	$6.2M	1.6%Prev: 0.8%	18,250 SH	Increased+2,450 SH
PEPSICO INC	COM	$3.2M	0.8%Prev: 0.8%	23,371 SH	Decreased-898 SH
PFIZER INC	COM	$949K	0.2%Prev: 0.2%	39,391 SH	Increased+3,424 SH
PROCTER AND GAMBLE CO	COM	$3.2M	0.8%Prev: 1.0%	21,741 SH	Decreased-1,560 SH
PROGRESSIVE CORP	COM	$14.5M	3.7%Prev: 4.9%	66,286 SH	Decreased-3,500 SH
SALESFORCE INC	COM	$855K	0.2%Prev: 0.4%	5,459 SH	Decreased+185 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$3.1M	0.8%Prev: 0.7%	5,869 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$453K	0.1%	607 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$9.8M	2.5%	86,445 SH	New
STARBUCKS CORP	COM	$1.6M	0.4%Prev: 0.4%	15,534 SH	Increased
STRYKER CORPORATION	COM	$3.1M	0.8%Prev: 1.1%	9,718 SH	Decreased-800 SH
VANGUARD INDEX FDS	GROWTH ETF	$374K	0.1%Prev: 0.1%	4,342 SH	Increased+3,501 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$333K	0.1%	900 SH	New
VANGUARD INDEX FDS	VALUE ETF	$287K	0.1%Prev: 0.1%	1,316 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$462K	0.1%Prev: 0.1%	7,734 SH	Increased+193 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.4M	0.9%Prev: 0.8%	14,565 SH	Increased-1,258 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$936K	0.2%Prev: 0.2%	13,141 SH	Increased+366 SH
VISA INC	COM CL A	$886K	0.2%Prev: 0.2%	2,583 SH	Decreased
WISDOMTREE TR	US LARGECAP DIVD	$1.4M	0.4%Prev: 0.3%	14,602 SH	Increased-1,112 SH

Sold (vs prior filing)

BERKSHIRE HATHAWAY INC DEL — $210K
BRISTOL-MYERS SQUIBB CO — $278K
EDISON INTL — $206K
FLEXSHARES TR — $8.2M
MCDONALDS CORP — $238K
META PLATFORMS INC — $609K
VANGUARD SCOTTSDALE FDS — $276K

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