StockDriftsStockDriftsTop 50 St. Clair Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 30.93% | 178.0K | $116.2M | -11.39%(-22.87K) | $392.58(+89.96%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.72% | 308.2K | $21.5M | -4.44%(-14.30K) | $53.85(+52.37%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.52% | 81.8K | $20.8M | -2.88%(-2.43K) | $136.58(+118.83%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.96% | 50.3K | $18.6M | -2.90%(-1.50K) | $253.00(+60.16%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.22% | 279.7K | $15.9M | +5.81%(+15.35K) | $54.92(+1.85%) | 2026-03-31 | |
| PGR | PROGRESSIVE CORP | 3.5% | 66.3K | $13.1M | -3.22%(-2.21K) | $134.78(+45.39%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.36% | 139.5K | $12.6M | +86.34%(+64.62K) | $81.02(+19.90%) | 2026-03-31 | |
| IWB | ISHARES TR | 3.11% | 32.8K | $11.7M | +146.72%(+19.48K) | $316.41(+27.78%) | 2026-03-31 | |
| RWR | SPDR SERIES TRUST | 2.38% | 88.5K | $8.9M | -31.57%(-40.81K) | $99.26(+11.03%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.34% | 355.2K | $8.8M | new | $24.40(+11.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.69% | +43.10% |
| Top 20 Holdings Unweighted | +11.96% | +40.33% |
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