Mcclarren Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Mcclarren Financial Advisors, Inc.Investment ActivityMcclarren Financial Advisors, Inc. has $151.29 thousand in total holdings as of December 31, 2024.Mcclarren Financial Advisors, Inc. owns shares of 321 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 79.39% of the portfolio was purchased this quarter.About 17.47% of the portfolio was sold this quarter.This quarter, Mcclarren Financial Advisors, Inc. has purchased 193 new stocks and bought additional shares in 54 stocks.Mcclarren Financial Advisors, Inc. sold shares of 49 stocks and completely divested from 107 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $16,560Vanguard Ultra-Short Bond ETF $12,837Vanguard Small-Cap ETF $12,708Vanguard S&P 500 ETF $11,968Vanguard Mid-Cap ETF $8,949 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $16,560 Holding922908751 - Vanguard Small-Cap ETF $12,708 Holding922908363 - Vanguard S&P 500 ETF $11,968 Holding922908629 - Vanguard Mid-Cap ETF $8,949 Holding921910816 - Vanguard Mega Cap Growth ETF $6,522 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 59,999 shares (about $16.56K)Vanguard Small-Cap ETF 54,225 shares (about $12.71K)Vanguard S&P 500 ETF 30,595 shares (about $11.97K)Vanguard Mid-Cap ETF 32,469 shares (about $8.95K)Vanguard Mega Cap Growth ETF 25,655 shares (about $6.52K) Largest Sales this Quarter Vanguard Ultra-Short Bond ETF 90,025 shares (about $7.31K)Invesco Financial Preferred ETF 2,135 shares (about $4.73K)Invesco Senior Loan ETF 1,255 shares (about $1.63K)Global X S&P 500 Catholic Values ETF 7,277 shares (about $1.41K)iShares Silver Trust 970 shares (about $970.00) 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$16,560$16,560 ▲New Holding59,99910.9%ETFVUSBVanguard Ultra-Short Bond ETF$12,837$7,311 ▼-36.3%158,0698.5%ETFVBVanguard Small-Cap ETF$12,708$12,708 ▲New Holding54,2258.4%ETFVOOVanguard S&P 500 ETF$11,968$11,968 ▲New Holding30,5957.9%ETFVOVanguard Mid-Cap ETF$8,949$8,949 ▲New Holding32,4695.9%ETFMGKVanguard Mega Cap Growth ETF$6,522$6,522 ▲New Holding25,6554.3%ETFVIGVanguard Dividend Appreciation ETF$6,484$6,484 ▲New Holding24,4594.3%ETFVXUSVanguard Total International Stock ETF$5,368$5,368 ▲New Holding74,9423.5%ETFAAPLApple$4,730$4,730 ▲New Holding18,0583.1%Computer and TechnologyESGVVanguard ESG US Stock ETF$3,517$3,517 ▲New Holding30,8032.3%ETFDSIiShares ESG MSCI KLD 400 ETF$3,476$3,476 ▲New Holding21,5752.3%ETFMGCVanguard Mega Cap ETF$3,370$3,370 ▲New Holding9,4152.2%ETFIWViShares Russell 3000 ETF$3,343$3,343 ▲New Holding7,1332.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$3,087$219 ▲7.6%62,8142.0%ManufacturingVVVanguard Large-Cap ETF$2,497$2,497 ▲New Holding9,3731.7%ETFQQQInvesco QQQ$1,874$1,874 ▲New Holding6,8081.2%FinanceVTVVanguard Value ETF$1,704$1,704 ▲New Holding9,4861.1%ETFVYMVanguard High Dividend Yield ETF$1,570$1,570 ▲New Holding5,9101.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,334$188 ▼-12.3%17,1540.9%ETFMSFTMicrosoft$1,275$1,275 ▲New Holding5,0010.8%Computer and TechnologyIVViShares Core S&P 500 ETF$1,263$1,263 ▲New Holding3,2070.8%ETFVWOVanguard FTSE Emerging Markets ETF$1,127$1,127 ▲New Holding21,0550.7%ETFIWBiShares Russell 1000 ETF$1,042$1,042 ▲New Holding1,7400.7%ETFBRK.BBerkshire Hathaway$1,037$1,037 ▲New Holding3,8610.7%FinanceVEAVanguard FTSE Developed Markets ETF$1,026$1,026 ▲New Holding13,7680.7%ETFVXFVanguard Extended Market ETF$1,000$1,000 ▲New Holding5,1100.7%ETFVBRVanguard Small-Cap Value ETF$993$993 ▲New Holding4,8790.7%ETFIWMiShares Russell 2000 ETF$985$985 ▲New Holding5,0220.7%FinanceVOEVanguard Mid-Cap Value ETF$930$930 ▲New Holding4,9830.6%ETFVBKVanguard Small-Cap Growth ETF$887$887 ▲New Holding3,4960.6%ETFESGUiShares ESG Aware MSCI USA ETF$877$391 ▼-30.9%4,9670.6%ManufacturingPGProcter & Gamble$827$827 ▲New Holding4,2510.5%Consumer StaplesSUSAiShares MSCI USA ESG Select ETF$817$23 ▲2.9%4,4680.5%ETFVGTVanguard Information Technology ETF$805$436 ▲118.2%3,2180.5%ETFDFSVDimensional US Small Cap Value ETF$785$314 ▼-28.6%15,3380.5%ETFVSGXVanguard ESG International Stock ETF$781$781 ▲New Holding12,8580.5%ETFCATHGlobal X S&P 500 Catholic Values ETF$759$1,413 ▼-65.1%3,9080.5%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$704$704 ▲New Holding5,7770.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$687$72 ▼-9.4%17,0890.5%ETFVGSHVanguard Short-Term Treasury Index ETF$639$381 ▲147.8%10,8890.4%ETFVEUVanguard FTSE All-World ex-US ETF$629$629 ▲New Holding9,9610.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$621$421 ▲210.1%6,2010.4%ETFAMZNAmazon.com$607$607 ▲New Holding2,4110.4%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$543$196 ▼-26.6%5,0390.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$534$233 ▼-30.4%9,0470.4%ETFGOOGLAlphabet$492$234 ▼-32.2%2,4080.3%Computer and TechnologyBLDTopBuild$449$71 ▲18.9%1,4730.3%ConstructionIWDiShares Russell 1000 Value ETF$426$426 ▲New Holding1,9950.3%ETFPEPPepsiCo$419$419 ▲New Holding2,8620.3%Consumer StaplesWMTWalmart$414$414 ▲New Holding1,3210.3%Retail/WholesaleHSYHershey$401$401 ▲New Holding2,4130.3%Consumer StaplesDISWalt Disney$382$382 ▲New Holding3,8090.3%Consumer DiscretionaryNUSCNuveen ESG Small-Cap ETF$350$452 ▼-56.3%3,9180.2%ETFVNQVanguard Real Estate ETF$343$343 ▲New Holding2,5580.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$338$238 ▼-41.3%5,2770.2%ETFIWRiShares Russell Mid-Cap ETF$324$324 ▲New Holding850.2%ETFVPUVanguard Utilities ETF$313$64 ▼-17.1%1,5110.2%ETFNUMGNuveen ESG Mid-Cap Growth ETF$310$85 ▼-21.4%5,6900.2%ETFEFIVSPDR S&P 500 ESG ETF$290$71 ▼-19.7%5,4300.2%ETFMGVVanguard Mega Cap Value ETF$279$279 ▲New Holding2,1820.2%ETFEFAiShares MSCI EAFE ETF$273$273 ▲New Holding2,8180.2%FinanceJPMJPMorgan Chase & Co.$266$16 ▲6.4%1,1540.2%FinanceMCKMcKesson$251$112 ▲80.2%6720.2%MedicalGOOGAlphabet$251$31 ▲14.3%2,0030.2%Computer and TechnologyVHTVanguard Health Care ETF$234$23 ▲11.0%9920.2%ETFORCLOracle$224$594 ▼-72.6%4380.1%Computer and TechnologyUNHUnitedHealth Group$217$1 ▲0.3%1,5370.1%MedicalDFLVDimensional US Large Cap Value ETF$216$81 ▼-27.2%5,1370.1%ETFVDEVanguard Energy ETF$213$14 ▼-6.2%1,5340.1%ETFUNPUnion Pacific$209$209 ▲New Holding2360.1%TransportationMRKMerck & Co., Inc.$200$93 ▼-31.8%1,5130.1%MedicalJNJJohnson & Johnson$200$200 ▲New Holding1,0070.1%MedicalMAMastercard$191$69 ▲56.6%5480.1%Business ServicesAMGNAmgen$189$189 ▲New Holding6080.1%MedicalVDCVanguard Consumer Staples ETF$187$17 ▲9.9%9340.1%ETFVOTVanguard Mid-Cap Growth ETF$170$170 ▲New Holding1,3450.1%ETFNUMVNuveen ESG Mid-Cap Value ETF$1680.0%4,9190.1%ETFKOCoca-Cola$163$163 ▲New Holding2,3210.1%Consumer StaplesABBVAbbVie$161$9 ▼-5.1%7310.1%MedicalXOMExxon Mobil$161$0 ▼-0.1%1,3570.1%EnergyDFSUDimensional US Sustainability Core 1 ETF$151$12 ▼-7.6%4,2350.1%ETFSCHWCharles Schwab$141$141 ▲New Holding1,7790.1%FinanceESGDiShares ESG Aware MSCI EAFE ETF$140$845 ▼-85.8%2450.1%ManufacturingVTWOVanguard Russell 2000 ETF$140$37 ▲35.3%1,7410.1%ETFMETAMeta Platforms$139$85 ▲155.8%8110.1%Computer and TechnologyCEGConstellation Energy$137$0 ▲0.1%6810.1%EnergyADPAutomatic Data Processing$136$136 ▲New Holding4480.1%Business ServicesPFEPfizer$134$134 ▲New Holding4,9770.1%MedicalNSCNorfolk Southern$132$132 ▲New Holding2360.1%TransportationDFSIDimensional International Sustainability Core 1 ETF$131$131 ▲New Holding3,7640.1%ETFWSFSWSFS Financial$130$130 ▲New Holding510.1%FinanceVUGVanguard Growth ETF$125$125 ▲New Holding1,1120.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$118$229 ▼-66.0%7830.1%ETFFNBF.N.B.$116$116 ▲New Holding2,0640.1%FinanceSPEMSPDR Portfolio Emerging Markets ETF$113$16 ▼-12.7%2,5190.1%ETFIJHiShares Core S&P Mid-Cap ETF$109$109 ▲New Holding1,0810.1%ETFIBMInternational Business Machines$107$107 ▲New Holding8420.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$107$70 ▲191.1%5590.1%FinanceCSCOCisco Systems$106$0 ▲0.1%1,7230.1%Computer and TechnologyADIAnalog Devices$106$106 ▲New Holding5250.1%Computer and TechnologyShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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.
