Mcclarren Financial Advisors, Inc. Top Holdings and 13F Report (2024) → How this is some devastating news (From WealthPress) (Ad) About Mcclarren Financial Advisors, Inc.Investment ActivityMcclarren Financial Advisors, Inc. has $135.08 thousand in total holdings as of December 31, 2023.Mcclarren Financial Advisors, Inc. owns shares of 261 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 8.92% of the portfolio was purchased this quarter.About 722.63% of the portfolio was sold this quarter.This quarter, Mcclarren Financial Advisors, Inc. has purchased 420 new stocks and bought additional shares in 82 stocks.Mcclarren Financial Advisors, Inc. sold shares of 174 stocks and completely divested from 164 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $16,264Vanguard Small-Cap ETF $13,492Vanguard S&P 500 ETF $11,188Vanguard Mid-Cap ETF $8,995Vanguard Dividend Appreciation ETF $6,518 Largest New Holdings this Quarter Vanguard Short-Term Bond ETF $269 HoldingBank of America $40 HoldingICF International $33 HoldingUnited States 12 Month Natural Gas Fund $10 HoldingVERALTO CORP $2 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 26,998 shares (about $5.98K)Vanguard Mega Cap Growth ETF 9,931 shares (about $1.92K)iShares Core S&P 500 ETF 10,918 shares (about $1.32K)Vanguard Information Technology ETF 3,130 shares (about $403.65)Berkshire Hathaway 1,898 shares (about $398.15) Largest Sales this Quarter iShares MSCI KLD 400 Social ETF 30,762 shares (about $239.85K)Vanguard Total International Stock ETF 78,601 shares (about $61.65K)Vanguard Ultra-Short Bond ETF 72,938 shares (about $56.04K)CSX 9,844 shares (about $48.30K)Dimensional US Large Cap Value ETF 10,929 shares (about $38.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcclarren Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$16,264$4,128 ▼-20.2%50,42112.0%ETFVBVanguard Small-Cap ETF$13,492$1,970 ▼-12.7%51,20510.0%ETFVOOVanguard S&P 500 ETF$11,188$5,984 ▲115.0%50,4748.3%ETFVOVanguard Mid-Cap ETF$8,995$635 ▼-6.6%33,4826.7%ETFVIGVanguard Dividend Appreciation ETF$6,518$17,456 ▼-72.8%9,6794.8%ETFMGKVanguard Mega Cap Growth ETF$6,028$1,916 ▲46.6%31,2414.5%ETFVXUSVanguard Total International Stock ETF$5,108$61,645 ▼-92.3%6,5133.8%ETFVUSBVanguard Ultra-Short Bond ETF$4,911$56,039 ▼-91.9%6,3923.6%ETFAAPLApple$4,087$20,919 ▼-83.7%3,9453.0%Computer and TechnologyIWViShares Russell 3000 ETF$3,207$13,065 ▼-80.3%2,1012.4%ETFESGVVanguard ESG US Stock ETF$3,169$35,001 ▼-91.7%2,7962.3%ETFDSIiShares MSCI KLD 400 Social ETF$3,150$239,852 ▼-98.7%4042.3%ETFMGCVanguard Mega Cap ETF$3,128$19,011 ▼-85.9%2,4302.3%ETFVVVanguard Large-Cap ETF$2,380$6,548 ▼-73.3%2,6381.8%ETFIVViShares Core S&P 500 ETF$1,716$1,320 ▲333.2%14,1951.3%ETFVTVVanguard Value ETF$1,661$1,376 ▼-45.3%5,7011.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,627$18,585 ▼-92.0%2,0531.2%ETFQQQInvesco QQQ$1,596$301 ▲23.2%4,4411.2%FinanceVYMVanguard High Dividend Yield ETF$1,500$9,713 ▼-86.6%1,6941.1%ETFMSFTMicrosoft$1,342$109 ▼-7.5%2,9461.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,272$12,302 ▼-90.6%2,8410.9%ETFIWBiShares Russell 1000 ETF$1,088$1,087 ▼-50.0%2,0170.8%ETFVXFVanguard Extended Market ETF$1,078$807 ▼-42.8%3,5060.8%ETFVEAVanguard FTSE Developed Markets ETF$1,067$23,891 ▼-95.7%9040.8%ETFIWMiShares Russell 2000 ETF$996$721 ▼-42.0%2,7340.7%FinanceVBKVanguard Small-Cap Growth ETF$929$45 ▼-4.7%3,3900.7%ETFVSGXVanguard ESG International Stock ETF$887$20,636 ▼-95.9%6330.7%ETFVOEVanguard Mid-Cap Value ETF$873$4,307 ▼-83.1%9360.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$821$10,151 ▼-92.5%1,4210.6%ETFVBRVanguard Small-Cap Value ETF$800$48 ▲6.4%4,4140.6%ETFAMZNAmazon.com$799$1,378 ▼-63.3%1,6240.6%Retail/WholesaleBRK.BBerkshire Hathaway$794$398 ▲100.6%3,7850.6%FinanceSUSAiShares MSCI USA ESG Select ETF$775$24,241 ▼-96.9%2190.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$762$7,942 ▼-91.2%5770.6%ETFCATHGlobal X S&P 500 Catholic Values ETF$756$15,369 ▼-95.3%3820.6%ManufacturingPGProcter & Gamble$742$1,829 ▼-71.1%1,1360.5%Consumer StaplesSPDWSPDR Portfolio Developed World ex-US ETF$724$12,955 ▼-94.7%1,0760.5%ETFESGUiShares ESG Aware MSCI USA ETF$723$3,608 ▼-83.3%1,0350.5%ManufacturingVEUVanguard FTSE All-World ex-US ETF$625$6,433 ▼-91.1%9390.5%ETFDFSVDimensional US Small Cap Value ETF$603$27,937 ▼-97.9%4220.4%ETFGOOGLAlphabet$562$976 ▼-63.4%1,3590.4%Computer and TechnologyVGTVanguard Information Technology ETF$541$404 ▲293.9%4,1950.4%ETFVNQVanguard Real Estate ETF$534$1,567 ▼-74.6%1,5570.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$519$2,186 ▼-80.8%1,3900.4%ETFNUSCNuveen ESG Small-Cap ETF$497$12,013 ▼-96.0%4160.4%ETFJNJJohnson & Johnson$478$821 ▼-63.2%1,1080.4%MedicalDISWalt Disney$466$1,939 ▼-80.6%7350.3%Consumer DiscretionaryESMLiShares ESG Aware MSCI USA Small-Cap ETF$463$32,033 ▼-98.6%1620.3%ETFIWDiShares Russell 1000 Value ETF$385$189 ▼-32.9%1,4330.3%ETFVPUVanguard Utilities ETF$382$419 ▼-52.3%1,4260.3%ETFCSXCSX$368$48,301 ▼-99.2%750.3%TransportationIWRiShares Russell Mid-Cap ETF$328$7,220 ▼-95.7%1690.2%ETFNUMGNuveen ESG Mid-Cap Growth ETF$322$9,282 ▼-96.6%2230.2%ETFMGVVanguard Mega Cap Value ETF$306$506 ▼-62.3%9570.2%ETFMRKMerck & Co., Inc.$290$509 ▼-63.7%7920.2%MedicalBSVVanguard Short-Term Bond ETF$269$269 ▲New Holding1540.2%ETFGOOGAlphabet$268$118 ▼-30.5%1,2190.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$263$1,541 ▼-85.4%4800.2%FinanceVHTVanguard Health Care ETF$247$122 ▲96.9%1,8940.2%ETFVIGIVanguard International Dividend Appreciation ETF$246$1,257 ▼-83.6%4900.2%ETFUNPUnion Pacific$228$628 ▼-73.4%2460.2%TransportationNSCNorfolk Southern$216$524 ▼-70.8%2550.2%TransportationVDEVanguard Energy ETF$212$108 ▼-33.8%1,0540.2%ETFJPMJPMorgan Chase & Co.$212$26 ▲14.0%1,2020.2%FinanceVDCVanguard Consumer Staples ETF$210$60 ▲39.7%1,4290.2%ETFDFLVDimensional US Large Cap Value ETF$209$38,069 ▼-99.5%600.2%ETFUNHUnitedHealth Group$207$179 ▲652.0%2,6770.2%MedicalMCKMcKesson$200$62 ▲44.7%5370.1%MedicalSPMDSPDR Portfolio S&P 400 Mid Cap ETF$192$1,953 ▼-91.1%3210.1%ETFXOMExxon Mobil$186$323 ▼-63.5%5820.1%Oils/EnergyAMGNAmgen$178$209 ▼-54.0%2850.1%MedicalMAMastercard$169$46 ▲37.7%4820.1%Business ServicesNUMVNuveen ESG Mid-Cap Value ETF$166$22,751 ▼-99.3%350.1%ETFCSCOCisco Systems$166$2,023 ▼-92.4%2500.1%Computer and TechnologyWMTWalmart$164$74 ▼-31.1%2410.1%Retail/WholesaleMETAMeta Platforms$151$119 ▲370.0%1,4570.1%Computer and TechnologyCPCanadian Pacific Kansas City$150$2,710 ▼-94.8%890.1%TransportationIJHiShares Core S&P Mid-Cap ETF$145$138 ▼-48.7%2430.1%ETFPFEPfizer$145$3,212 ▼-95.7%2220.1%MedicalSPEMSPDR Portfolio Emerging Markets ETF$138$939 ▼-87.2%5800.1%ETFPSXPhillips 66$135$205 ▼-60.3%3270.1%Oils/EnergyVTWOVanguard Russell 2000 ETF$131$610 ▼-82.3%2560.1%ETFTGTTarget$127$230 ▼-64.5%5320.1%Retail/WholesaleESGEiShares ESG Aware MSCI EM ETF$127$7,552 ▼-98.3%650.1%ManufacturingADIAnalog Devices$127$282 ▼-68.9%1980.1%Computer and TechnologyCEGConstellation Energy$126$334 ▼-72.6%1850.1%Oils/EnergyDFARDimensional US Real Estate ETF$126$30,547 ▼-99.6%230.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$126$314 ▼-71.4%2400.1%ManufacturingABBVAbbVie$122$102 ▼-45.4%3650.1%MedicalWSFSWSFS Financial$114$6,131 ▼-98.2%460.1%FinanceKOCoca-Cola$113$389 ▼-77.5%3680.1%Consumer StaplesCATCaterpillar$112$81 ▲260.7%1,1000.1%Industrial ProductsTXNTexas Instruments$111$23 ▼-17.2%5230.1%Computer and TechnologyADPAutomatic Data Processing$110$82 ▼-42.7%2500.1%Business ServicesIDXXIDEXX Laboratories$100$66 ▲191.9%5400.1%MedicalSPYSPDR S&P 500 ETF Trust$100$64 ▲175.8%5240.1%FinancePOOLPool$92$40 ▲78.0%4040.1%Consumer DiscretionaryHDViShares Core High Dividend ETF$89$234 ▼-72.4%2210.1%ETFORCLOracle$88$74 ▼-45.6%3770.1%Computer and TechnologyVAWVanguard Materials ETF$79$68 ▼-46.2%2050.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
