St. Clair Advisors as of Dec. 31, 2022
Portfolio Holdings for St. Clair Advisors
St. Clair Advisors holds 60 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 38.4 | $61M | 159k | 384.21 | |
| Ishares Tr Select Divid Etf (DVY) | 17.4 | $28M | 230k | 120.60 | |
| Microsoft Corporation (MSFT) | 4.9 | $7.8M | 33k | 239.82 | |
| Apple (AAPL) | 3.7 | $5.9M | 46k | 129.93 | |
| Flexshares Tr Glb Qlt R/e Idx (GQRE) | 2.6 | $4.1M | 79k | 52.64 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.2 | $3.4M | 59k | 58.50 | |
| Ishares Tr Rus 1000 Etf (IWB) | 1.8 | $2.8M | 13k | 210.52 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.7 | $2.7M | 37k | 73.63 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 1.7 | $2.7M | 19k | 145.07 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $2.7M | 18k | 151.85 | |
| Ishares Tr S&p 100 Etf (OEF) | 1.5 | $2.4M | 14k | 170.57 | |
| Procter & Gamble Company (PG) | 1.3 | $2.1M | 14k | 151.56 | |
| Pepsi (PEP) | 1.3 | $2.0M | 11k | 180.66 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.2 | $2.0M | 6.0k | 331.33 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.2 | $1.9M | 28k | 67.45 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $1.7M | 6.8k | 241.87 | |
| Coca-Cola Company (KO) | 1.0 | $1.6M | 26k | 63.61 | |
| Progressive Corporation (PGR) | 0.9 | $1.5M | 11k | 129.71 | |
| Stryker Corporation (SYK) | 0.9 | $1.4M | 5.6k | 244.49 | |
| Bristol Myers Squibb (BMY) | 0.8 | $1.3M | 18k | 71.95 | |
| Johnson & Johnson (JNJ) | 0.8 | $1.3M | 7.1k | 176.65 | |
| Ishares Tr National Mun Etf (MUB) | 0.7 | $1.2M | 11k | 105.52 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.7 | $1.1M | 19k | 61.95 | |
| Abbott Laboratories (ABT) | 0.7 | $1.1M | 10k | 109.79 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $1.0M | 11k | 94.64 | |
| International Business Machines (IBM) | 0.5 | $826k | 5.9k | 140.89 | |
| Abbvie (ABBV) | 0.5 | $820k | 5.1k | 161.61 | |
| Nike CL B (NKE) | 0.5 | $819k | 7.0k | 117.01 | |
| Eaton Corp SHS (ETN) | 0.5 | $810k | 5.2k | 156.95 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $743k | 20k | 37.90 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $658k | 3.8k | 174.36 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $592k | 15k | 38.98 | |
| Pfizer (PFE) | 0.4 | $577k | 11k | 51.24 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $508k | 12k | 41.97 | |
| Edison International (EIX) | 0.3 | $430k | 6.8k | 63.62 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $425k | 5.2k | 81.52 | |
| CVS Caremark Corporation (CVS) | 0.3 | $416k | 4.5k | 93.19 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $416k | 4.7k | 88.23 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $408k | 2.9k | 138.67 | |
| Amgen (AMGN) | 0.2 | $394k | 1.5k | 262.64 | |
| Danaher Corporation (DHR) | 0.2 | $376k | 1.4k | 265.42 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $374k | 1.7k | 214.23 | |
| Lowe's Companies (LOW) | 0.2 | $329k | 1.7k | 199.24 | |
| Fifth Third Ban (FITB) | 0.2 | $328k | 10k | 32.81 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $309k | 2.3k | 134.10 | |
| Amazon (AMZN) | 0.2 | $306k | 3.6k | 84.00 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $306k | 3.7k | 83.60 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $297k | 2.7k | 110.30 | |
| Starbucks Corporation (SBUX) | 0.2 | $297k | 3.0k | 99.20 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $295k | 4.5k | 65.64 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $286k | 1.9k | 151.61 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $285k | 1.3k | 213.11 | |
| Cisco Systems (CSCO) | 0.2 | $273k | 5.7k | 47.64 | |
| Deere & Company (DE) | 0.2 | $259k | 603.00 | 428.76 | |
| General Mills (GIS) | 0.2 | $252k | 3.0k | 83.85 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $249k | 2.8k | 88.73 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $234k | 6.7k | 34.97 | |
| Medtronic SHS (MDT) | 0.1 | $225k | 2.9k | 77.72 | |
| Norfolk Southern (NSC) | 0.1 | $222k | 900.00 | 246.42 | |
| Gilead Sciences (GILD) | 0.1 | $203k | 2.4k | 85.85 |