St. Clair Advisors, LLC Top Holdings and 13F Report (2025) About St. Clair Advisors, LLCInvestment ActivitySt. Clair Advisors, LLC has $348.34 million in total holdings as of December 31, 2024.St. Clair Advisors, LLC owns shares of 80 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $112,394,729iShares Select Dividend ETF $26,238,031Microsoft $23,553,841Apple $23,182,881Progressive $18,256,125 Sector AllocationMap of 500 Largest Holdings ofSt. Clair Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$112,394,729190,92632.3%ETFDVYiShares Select Dividend ETF$26,238,031199,8477.5%ETFMSFTMicrosoft$23,553,84155,8816.8%Computer and TechnologyAAPLApple$23,182,88192,5766.7%Computer and TechnologyPGRProgressive$18,256,12576,1915.2%FinanceJEPIJPMorgan Equity Premium Income ETF$16,539,401287,4914.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$6,589,518126,1871.9%ETFGQREFlexShares Global Quality Real Estate Index Fund$5,724,025100,4511.6%ETFIVWiShares S&P 500 Growth ETF$5,174,62150,9661.5%ETFIWBiShares Russell 1000 ETF$4,786,00814,8561.4%ETFETNEaton$4,574,49613,7841.3%Industrial ProductsPGProcter & Gamble$3,923,17723,4011.1%Consumer StaplesOEFiShares S&P 100 ETF$3,824,37413,2401.1%ETFSYKStryker$3,814,00910,5931.1%MedicalPEPPepsiCo$3,690,34424,2691.1%Consumer StaplesGOOGLAlphabet$3,674,69119,4121.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$3,652,87048,3121.0%FinanceIBMInternational Business Machines$3,583,44816,3011.0%Computer and TechnologyIVEiShares S&P 500 Value ETF$3,560,48418,6531.0%ETFVIGVanguard Dividend Appreciation ETF$3,435,34717,5421.0%ETFBXBlackstone$3,420,64019,8391.0%FinanceGOOGAlphabet$3,353,83817,6111.0%Computer and TechnologyKOCoca-Cola$3,163,86650,8170.9%Consumer StaplesJNJJohnson & Johnson$3,104,99121,4700.9%MedicalIWRiShares Russell Mid-Cap ETF$3,077,29234,8110.9%ETFPANWPalo Alto Networks$2,774,89015,2500.8%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$2,497,2595,8690.7%FinanceAMTAmerican Tower$2,297,76012,5280.7%FinanceXOMExxon Mobil$2,288,87421,2780.7%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$2,123,30634,0760.6%ETFAMZNAmazon.com$2,021,2409,2130.6%Retail/WholesaleCOSTCostco Wholesale$1,809,6331,9750.5%Retail/WholesaleCRMSalesforce$1,763,2565,2740.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,760,19515,2760.5%ETFABTAbbott Laboratories$1,714,74715,1600.5%MedicalNVDANVIDIA$1,534,53111,4270.4%Computer and TechnologyCSCOCisco Systems$1,526,70825,7890.4%Computer and TechnologyJPMJPMorgan Chase & Co.$1,524,5556,3600.4%FinanceSBUXStarbucks$1,417,47715,5340.4%Retail/WholesaleLOWLowe's Companies$1,394,4205,6500.4%Retail/WholesaleNKENIKE$1,342,76417,7450.4%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$1,283,4583,1960.4%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$1,232,11515,8390.4%FinanceIWMiShares Russell 2000 ETF$1,068,1204,8340.3%FinanceNSCNorfolk Southern$961,5654,0970.3%TransportationPFEPfizer$954,20435,9670.3%MedicalGISGeneral Mills$891,88713,9860.3%Consumer StaplesMDTMedtronic$891,62011,1620.3%MedicalFDXFedEx$818,1072,9080.2%TransportationVVisa$816,3312,5830.2%Business ServicesAMGNAmgen$729,7922,8000.2%MedicalNVSNovartis$690,1227,0920.2%MedicalACNAccenture$685,9901,9500.2%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$662,8874,7570.2%ManufacturingMMM3M$655,3895,0770.2%Multi-Sector ConglomeratesGWWW.W. Grainger$632,4306000.2%Industrial ProductsVEAVanguard FTSE Developed Markets ETF$603,32112,6160.2%ETFMRKMerck & Co., Inc.$581,7595,8480.2%MedicalDHRDanaher$572,2682,4930.2%MedicalVUGVanguard Growth ETF$549,5791,3390.2%ETFMETAMeta Platforms$491,8288400.1%Computer and TechnologyIWNiShares Russell 2000 Value ETF$482,8232,9410.1%ETFGILDGilead Sciences$482,0795,2190.1%MedicalGEGeneral Electric$466,5112,7970.1%TransportationIWPiShares Russell Mid-Cap Growth ETF$463,6513,6580.1%ETFGDGeneral Dynamics$461,1071,7500.1%AerospaceDISWalt Disney$449,0744,0330.1%Consumer DiscretionaryEIXEdison International$399,2005,0000.1%UtilitiesIWDiShares Russell 1000 Value ETF$392,0932,1170.1%ETFBMYBristol-Myers Squibb$339,3606,0000.1%MedicalVWOVanguard FTSE Emerging Markets ETF$330,8247,5110.1%ETFORCLOracle$283,2881,7000.1%Computer and TechnologyCVSCVS Health$269,3406,0000.1%MedicalBRK.BBerkshire Hathaway$268,7955930.1%FinanceAWKAmerican Water Works$248,9802,0000.1%UtilitiesBACBank of America$244,3625,5600.1%FinanceMCDMcDonald's$236,2608150.1%Retail/WholesaleGE VERNOVA INC$228,9356960.1%COMVTVVanguard Value ETF$222,7981,3160.1%ETFDEDeere & Company$211,8505000.1%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
