St. Clair Advisors, LLC Reduced Holdings in Q1 2025

St. Clair Advisors, LLC

  • $357 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.84K
- 1.99%
$209.68 - $247.1 $386K - $455K
90.7K $20.2B
MSFT
Microsoft Corp

Technology
-938
- 1.68%
$375.39 - $447.2 $352K - $419K
54.9K $20.6B
IWR
Ishares Russell Mid Cap ETF

ETFs
-11.4K
- 32.75%
$82.81 - $92.93 $944K - $1.06M
23.4K $1.99B
GOOGL
Alphabet Inc.

Communication Services
-2
- 0.01%
$154.33 - $206.19 $309 - $412
19.4K $3B
GOOG
Alphabet Inc.

Communication Services
-42
- 0.24%
$156.06 - $207.71 $6.55K - $8.72K
17.6K $2.74B
IWM
Ishares Russell 2000 ETF

ETFs
-2.19K
- 45.3%
$198.1 - $229.79 $434K - $503K
2.64K $527M
IVW
Ishares S&P 500 Growth ETF

ETFs
-136
- 0.27%
$92.45 - $106.69 $12.6K - $14.5K
50.8K $4.72B
OEF
Ishares S&P 100 ETF

ETFs
-400
- 3.02%
N/A
12.8K $3.48B
NKE
Nike, Inc.

Consumer Cyclical
-1.61K
- 9.1%
$63.29 - $81.72 $102K - $132K
16.1K $1.02B
NVDA
Nvidia Corp

Technology
-50
- 0.44%
$106.98 - $149.43 $5.35K - $7.47K
11.4K $1.23B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.07K
- 6.97%
$102.49 - $119.96 $109K - $128K
14.2K $1.49B
AMZN
Amazon Com Inc

Consumer Cyclical
-15
- 0.16%
$190.26 - $242.06 $2.85K - $3.63K
9.2K $1.75B
VIG
Vanguard Dividend Appreciation

ETFs
-1.22K
- 6.95%
N/A
16.3K $3.17B
VUG
Vanguard Growth ETF

ETFs
-498
- 37.19%
$369.1 - $427.61 $184K - $213K
841 $312M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.87K
- 0.65%
$56.17 - $59.71 $105K - $112K
286K $16.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-751
- 2.2%
$57.21 - $65.8 $43K - $49.4K
33.3K $1.94B
IWD
Ishares Russell 1000 Val ETF

ETFs
-728
- 34.39%
$182.82 - $196.21 $133K - $143K
1.39K $261M
LOW
Lowes Companies Inc

Consumer Cyclical
-150
- 2.65%
$222.66 - $268.42 $33.4K - $40.3K
5.5K $1.28B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-160
- 26.98%
$442.66 - $534.52 $70.8K - $85.5K
433 $231M
META
Meta Platforms, Inc.

Communication Services
-15
- 1.79%
$576.36 - $736.67 $8.65K - $11.1K
825 $475M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-125
- 0.79%
$76.77 - $82.22 $9.6K - $10.3K
15.7K $1.25B
PG
Procter & Gamble CO

Consumer Defensive
-100
- 0.43%
$158.56 - $176.26 $15.9K - $17.6K
23.3K $3.97B
PGR
Progressive Corp

Financial Services
-4.17K
- 5.47%
$235.61 - $291.22 $982K - $1.21M
72K $20.4B
Activity Summary
Buys All Purchases 14 New Holdings 2 Increased Positions 12 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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