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| Happy Holidays!! thanks for using AUM13F!! |
| St Clair Advisors LLC
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| CRD # | 155064 |
| SEC # | 801-71857 |
| CIK # | 0002056292 |
| AUM | $997.6 M (2025-06-04) |
| Employees | 13 (31% Investors, 0% Brokers) |
| Phone | 440-925-5670 |
| Address | 5875 Landerbrook Drive Mayfield Heights, OH 44124 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056292 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 26.9 | ||
| Progressive Corp/Oh/ | 18.6 | ||
| Apple Inc | 18.2 | ||
| Eaton Corp Ltd | 4.9 | ||
| International Business Machines Corp | 4.8 | ||
| Stryker Corp | 4.2 | ||
| Alphabet Inc | 3.9 | ||
| Procter & Gamble Co | 3.7 | ||
| Coca Cola Co | 3.6 | ||
| Johnson & Johnson | 3.3 | ||
| Palo Alto Networks Inc | 3.2 | ||
| PepsiCo Inc | 3.2 | ||
| Amazon Com Inc | 3.2 | ||
| Alphabet Inc | 3.1 | ||
| Blackstone Group LP | 3.0 | ||
| American Tower Corp /MA/ | 2.8 | ||
| Exxon Mobil Corp | 2.4 | ||
| Abbott Laboratories | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 11.7 |
| (b) Individuals (high net worth individuals) | 92 | 970.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 15.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 528 | 997.6 |
| By Discretionary | ||
| Discretionary | 528 | 997.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 528 | 997.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 997.6 | |
| Total | 528 | 997.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056292] |
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Aspire Growth Partners LLC
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1.0 | |
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TX | 1.0 |