St. Clair Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $348 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $112B, Ishares Tr with a value of $26.2B, Microsoft Corp with a value of $23.6B, Apple Inc. with a value of $23.2B, and Progressive Corp with a value of $18.3B.

Examining the 13F form we can see an increase of $348B in the current position value.

St. Clair Advisors, LLC is based out at Mayfield Hts, OH

Below you can find more details about St. Clair Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $348 Billion
ETFs: $209 Billion
Technology: $58.9 Billion
Financial Services: $24.5 Billion
Healthcare: $14.1 Billion
Consumer Defensive: $13.5 Billion
Industrials: $8.78 Billion
Communication Services: $7.97 Billion
Consumer Cyclical: $6.41 Billion
Other: $5.23 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $348 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 80 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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