St. Clair Advisors, LLC New Holdings in Q4 2024

St. Clair Advisors, LLC

  • $348 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
191K
New
$570.51 - $610.59 $109M - $117M
191K $112B
DVY
Ishares Tr

ETFs
200K
New
$129.55 - $143.41 $25.9M - $28.7M
200K $26.2B
MSFT
Microsoft Corp

Technology
55.9K
New
$406.35 - $454.46 $22.7M - $25.4M
55.9K $23.6B
AAPL
Apple Inc.

Technology
92.6K
New
$221.69 - $259.02 $20.5M - $24M
92.6K $23.2B
PGR
Progressive Corp

Financial Services
76.2K
New
$239.6 - $268.88 $18.3M - $20.5M
76.2K $18.3B
JEPI
J P Morgan Exchange Traded Fd

ETFs
287K
New
$57.53 - $60.83 $16.5M - $17.5M
287K $16.5B
IEMG
Ishares Inc

ETFs
126K
New
N/A
126K $6.59B
GQRE
Flexshares Tr Global Quality R

ETFs
100K
New
$56.58 - $62.37 $5.68M - $6.27M
100K $5.72B
IVW
Ishares S&P 500 Growth ETF

ETFs
51K
New
$94.43 - $105.47 $4.81M - $5.38M
51K $5.17B
IWB
Ishares Tr Russell 1000 ETF

ETFs
14.9K
New
$311.11 - $335.64 $4.62M - $4.99M
14.9K $4.79B
PG
Procter & Gamble CO

Consumer Defensive
23.4K
New
$161.05 - $179.7 $3.77M - $4.21M
23.4K $3.92B
OEF
Ishares S&P 100 ETF

ETFs
13.2K
New
N/A
13.2K $3.82B
SYK
Stryker Corp

Healthcare
10.6K
New
$345.14 - $392.15 $3.66M - $4.15M
10.6K $3.81B
PEP
Pepsico Inc

Consumer Defensive
24.3K
New
$151.29 - $176.1 $3.67M - $4.27M
24.3K $3.69B
GOOGL
Alphabet Inc.

Communication Services
19.4K
New
$161.86 - $196.66 $3.14M - $3.82M
19.4K $3.67B
EFA
Ishares Tr Msci Eafe ETF

ETFs
48.3K
New
$75.1 - $82.99 $3.63M - $4.01M
48.3K $3.65B
IBM
International Business Machines Corp

Technology
16.3K
New
$204.9 - $238.04 $3.34M - $3.88M
16.3K $3.58B
IVE
Ishares S&P 500 Value ETF

ETFs
18.7K
New
$189.5 - $206.17 $3.53M - $3.85M
18.7K $3.56B
VIG
Vanguard Dividend Appreciation

ETFs
17.5K
New
N/A
17.5K $3.44B
BX
Blackstone Inc.

Financial Services
19.8K
New
$148.45 - $199.05 $2.95M - $3.95M
19.8K $3.42B
GOOG
Alphabet Inc.

Communication Services
17.6K
New
$163.08 - $198.16 $2.87M - $3.49M
17.6K $3.35B
KO
Coca Cola CO

Consumer Defensive
50.8K
New
$61.74 - $71.71 $3.14M - $3.64M
50.8K $3.16B
JNJ
Johnson & Johnson

Healthcare
21.5K
New
$143.34 - $165.86 $3.08M - $3.56M
21.5K $3.1B
IWR
Ishares Russell Mid Cap ETF

ETFs
34.8K
New
$87.25 - $95.52 $3.04M - $3.33M
34.8K $3.08B
PANW
Palo Alto Networks Inc

Technology
15.3K
New
$181.96 - $405.9 $2.77M - $6.19M
15.3K $2.77B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5.87K
New
$417.69 - $450.94 $2.45M - $2.65M
5.87K $2.5B
AMT
American Tower Corp

Real Estate
12.5K
New
$179.4 - $232.01 $2.25M - $2.91M
12.5K $2.3B
XOM
Exxon Mobil Corp

Energy
21.3K
New
$105.51 - $125.37 $2.25M - $2.67M
21.3K $2.29B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
34.1K
New
$61.68 - $67.87 $2.1M - $2.31M
34.1K $2.12B
AMZN
Amazon Com Inc

Consumer Cyclical
9.21K
New
$180.88 - $232.93 $1.67M - $2.15M
9.21K $2.02B
COST
Costco Wholesale Corp

Consumer Defensive
1.98K
New
$873.59 - $994.69 $1.73M - $1.96M
1.98K $1.81B
CRM
Salesforce, Inc.

Technology
5.27K
New
$270.87 - $367.87 $1.43M - $1.94M
5.27K $1.76B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.3K
New
$113.92 - $127.38 $1.74M - $1.95M
15.3K $1.76B
ABT
Abbott Laboratories

Healthcare
15.2K
New
$111.93 - $119.39 $1.7M - $1.81M
15.2K $1.71B
NVDA
Nvidia Corp

Technology
11.4K
New
$117.0 - $148.88 $1.34M - $1.7M
11.4K $1.53B
CSCO
Cisco Systems, Inc.

Technology
25.8K
New
$52.45 - $60.02 $1.35M - $1.55M
25.8K $1.53B
JPM
Jpmorgan Chase & CO

Financial Services
6.36K
New
$205.18 - $250.29 $1.3M - $1.59M
6.36K $1.52B
SBUX
Starbucks Corp

Consumer Cyclical
15.5K
New
$87.44 - $102.5 $1.36M - $1.59M
15.5K $1.42B
LOW
Lowes Companies Inc

Consumer Cyclical
5.65K
New
$244.52 - $284.07 $1.38M - $1.6M
5.65K $1.39B
NKE
Nike, Inc.

Consumer Cyclical
17.7K
New
$73.36 - $89.13 $1.3M - $1.58M
17.7K $1.34B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.2K
New
$370.24 - $418.94 $1.18M - $1.34M
3.2K $1.28B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
15.8K
New
$77.23 - $82.11 $1.22M - $1.3M
15.8K $1.23B
IWM
Ishares Russell 2000 ETF

ETFs
4.83K
New
$216.13 - $242.4 $1.04M - $1.17M
4.83K $1.07B
NSC
Norfolk Southern Corp

Industrials
4.1K
New
$230.6 - $277.0 $945K - $1.13M
4.1K $962M
PFE
Pfizer Inc

Healthcare
36K
New
$24.8 - $30.19 $892K - $1.09M
36K $954M
GIS
General Mills Inc

Consumer Defensive
14K
New
$62.78 - $74.62 $878K - $1.04M
14K $892M
MDT
Medtronic PLC

Healthcare
11.2K
New
$79.61 - $92.24 $889K - $1.03M
11.2K $892M
FDX
Fedex Corp

Industrials
2.91K
New
$260.5 - $305.15 $758K - $887K
2.91K $818M
V
Visa Inc.

Financial Services
2.58K
New
$273.87 - $320.91 $707K - $829K
2.58K $816M
Activity Summary
Buys All Purchases 80 New Holdings 80 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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