St. Clair Advisors, LLC Reduced Holdings in Q3 2025

St. Clair Advisors, LLC

$377 Billion
Q3 2025

Stock	Shares change	Price Range	Shares Held	Trade History
DVY Ishares Tr ETFs	-165K - 84.43%	$133.88 - $142.57 $22.1M - $23.6M	30.5K $4.33B
JEPI J P Morgan Exchange Traded Fd ETFs	-35K - 11.78%	$55.61 - $57.37 $1.95M - $2.01M	262K $15B
PGR Progressive Corp Financial Services	-805 - 1.15%	$238.61 - $264.3 $192K - $213K	69K $17B
GQRE Flexshares Tr Global Quality R ETFs	-6.53K - 4.76%	$58.71 - $61.92 $383K - $404K	131K $7.96B
AMZN Amazon Com Inc Consumer Cyclical	-982 - 6.77%	$211.65 - $238.24 $208K - $234K	13.5K $2.97B
ACN Accenture PLC Technology	-175 - 7.58%	$232.56 - $304.78 $40.7K - $53.3K	2.14K $526M
VIG Vanguard Dividend Appreciation ETFs	-1.5K - 9.45%	N/A	14.3K $3.09B
IVE Ishares S&P 500 Value ETF ETFs	-1.43K - 8.34%	$194.44 - $206.51 $277K - $294K	15.7K $3.24B
VUG Vanguard Growth ETF ETFs	-34 - 4.04%	$433.97 - $484.08 $14.8K - $16.5K	807 $387M
IWN Ishares Russell2000 Val ETF ETFs	-85 - 2.89%	$157.1 - $178.94 $13.4K - $15.2K	2.86K $505M
IJH Ishares Core S&P Mid Cap ETF ETFs	-576 - 1.76%	$62.09 - $66.51 $35.8K - $38.3K	32.2K $2.1B
NVDA Nvidia Corp Technology	-818 - 7.19%	$153.3 - $186.58 $125K - $153K	10.6K $1.97B
PEP Pepsico Inc Consumer Defensive	-62 - 0.26%	$133.81 - $152.16 $8.3K - $9.43K	24.2K $3.4B
JNJ Johnson & Johnson Healthcare	-58 - 0.27%	$155.17 - $185.42 $9K - $10.8K	21.5K $3.98B
MSFT Microsoft Corp Technology	-481 - 0.89%	$491.09 - $535.64 $236K - $258K	53.6K $27.8B
GOOG Alphabet Inc. Communication Services	-500 - 2.85%	$175.16 - $255.24 $87.6K - $128K	17K $4.14B
IEMG Ishares Inc ETFs	-455 - 0.14%	N/A	320K $21.1B
AAPL Apple Inc. Technology	-2.03K - 2.28%	$202.38 - $256.87 $411K - $522K	86.9K $22.1B
IVV Ishares Core S&P 500 ETF ETFs	-4.45K - 2.17%	$620.67 - $670.08 $2.76M - $2.98M	200K $134B

Activity Summary All Purchases 22 New Holdings 1 Increased Positions 21 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of St. Clair Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on St. Clair Advisors, LLC with notifications on news.