Mcclarren Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Mcclarren Financial Advisors, Inc.Investment ActivityMcclarren Financial Advisors, Inc. has $153.68 million in total holdings as of December 31, 2024.Mcclarren Financial Advisors, Inc. owns shares of 73 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 14.86% of the portfolio was purchased this quarter.About 8.08% of the portfolio was sold this quarter.This quarter, Mcclarren Financial Advisors, Inc. has purchased 321 new stocks and bought additional shares in 49 stocks.Mcclarren Financial Advisors, Inc. sold shares of 21 stocks and completely divested from 251 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $17,454,875Vanguard Small-Cap ETF $13,509,400Vanguard S&P 500 ETF $13,205,054Vanguard Ultra-Short Bond ETF $12,067,061Vanguard Mid-Cap ETF $9,624,657 Largest New Holdings this Quarter 532457108 - Eli Lilly and Company $405,373 Holding461202103 - Intuit $354,286 Holding464287754 - iShares U.S. Industrials ETF $232,727 Holding Largest Purchases this Quarter Vanguard Ultra-Short Bond ETF 83,926 shares (about $4.18M)Vanguard Dividend Appreciation ETF 8,350 shares (about $1.71M)iShares 0-3 Month Treasury Bond ETF 16,926 shares (about $1.70M)Vanguard Mega Cap ETF 7,322 shares (about $1.65M)iShares ESG MSCI KLD 400 ETF 12,204 shares (about $1.42M) Largest Sales this Quarter Vanguard S&P 500 ETF 7,348 shares (about $4.17M)Vanguard Mega Cap Growth ETF 4,289 shares (about $1.57M)Invesco QQQ 2,702 shares (about $1.49M)Vanguard Information Technology ETF 1,756 shares (about $1.16M)Berkshire Hathaway 1,912 shares (about $928.79K) 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$17,454,875$780,486 ▼-4.3%57,43111.4%ETFVBVanguard Small-Cap ETF$13,509,400$659,047 ▲5.1%57,0068.8%ETFVOOVanguard S&P 500 ETF$13,205,054$4,173,904 ▼-24.0%23,2478.6%ETFVUSBVanguard Ultra-Short Bond ETF$12,067,061$4,184,963 ▲53.1%241,9957.9%ETFVOVanguard Mid-Cap ETF$9,624,657$538,947 ▲5.9%34,3956.3%ETFMGKVanguard Mega Cap Growth ETF$7,823,455$1,570,476 ▼-16.7%21,3665.1%ETFVIGVanguard Dividend Appreciation ETF$6,714,966$1,708,981 ▲34.1%32,8094.4%ETFVXUSVanguard Total International Stock ETF$6,111,705$933,959 ▲18.0%88,4604.0%ETFAAPLApple$4,313,821$608,933 ▲16.4%21,0262.8%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$3,932,550$555,324 ▲16.4%35,8682.6%ETFDSIiShares ESG MSCI KLD 400 ETF$3,923,717$1,417,598 ▲56.6%33,7792.6%ETFMGCVanguard Mega Cap ETF$3,764,594$1,646,911 ▲77.8%16,7372.4%ETFIWViShares Russell 3000 ETF$3,701,018$1,197,285 ▲47.8%10,5442.4%ETFISTBiShares Core 1-5 Year USD Bond ETF$3,006,074$49,817 ▼-1.6%61,7902.0%ManufacturingVVVanguard Large-Cap ETF$2,660,337$13,694 ▼-0.5%9,3251.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,328,644$1,704,269 ▲273.0%23,1271.5%ETFQQQInvesco QQQ$2,265,243$1,490,669 ▼-39.7%4,1061.5%FinanceVTVVanguard Value ETF$1,756,580$80,061 ▲4.8%9,9391.1%ETFMSFTMicrosoft$1,658,103$829,798 ▼-33.4%3,3331.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$1,619,974$832,116 ▲105.6%12,1521.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,456,632$171,950 ▲13.4%19,4500.9%ETFIVViShares Core S&P 500 ETF$1,331,803$659,382 ▼-33.1%2,1450.9%ETFVWOVanguard FTSE Emerging Markets ETF$1,182,622$141,256 ▲13.6%23,9110.8%ETFVEAVanguard FTSE Developed Markets ETF$1,150,680$365,773 ▲46.6%20,1840.7%ETFVXFVanguard Extended Market ETF$1,099,609$114,856 ▲11.7%5,7060.7%ETFIWBiShares Russell 1000 ETF$1,074,960$484,173 ▲82.0%3,1660.7%ETFIWMiShares Russell 2000 ETF$1,036,769$46,822 ▼-4.3%4,8050.7%FinanceVBRVanguard Small-Cap Value ETF$1,023,646$72,156 ▲7.6%5,2490.7%ETFESGUiShares ESG Aware MSCI USA ETF$977,600$305,525 ▲45.5%7,2250.6%ManufacturingVGTVanguard Information Technology ETF$969,715$1,164,719 ▼-54.6%1,4620.6%ETFVBKVanguard Small-Cap Growth ETF$964,301$3,877 ▼-0.4%3,4820.6%ETFVSGXVanguard ESG International Stock ETF$947,972$105,781 ▲12.6%14,4730.6%ETFBRK.BBerkshire Hathaway$946,766$928,793 ▼-49.5%1,9490.6%FinancePGProcter & Gamble$936,508$259,221 ▲38.3%5,8780.6%Consumer StaplesSUSAiShares MSCI USA ESG Select ETF$903,708$337,401 ▲59.6%7,1300.6%ETFVOEVanguard Mid-Cap Value ETF$900,736$81,242 ▲9.9%5,4770.6%ETFVEUVanguard FTSE All-World ex-US ETF$824,326$154,742 ▲23.1%12,2630.5%ETFDFSVDimensional US Small Cap Value ETF$796,261$344,862 ▲76.4%27,0560.5%ETFCATHGlobal X S&P 500 Catholic Values ETF$792,076$497,217 ▲168.6%10,4980.5%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$782,515$2,431 ▲0.3%5,7950.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$764,578$72,640 ▲10.5%18,8830.5%ETFAMZNAmazon.com$700,073$171,124 ▲32.4%3,1910.5%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$645,825$165,484 ▲34.5%6,7750.4%ETFVGSHVanguard Short-Term Treasury ETF$638,677$1,352 ▼-0.2%10,8660.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$561,406$176,017 ▲45.7%13,1790.4%ETFGOOGLAlphabet$491,693$67,321 ▲15.9%2,7900.3%Computer and TechnologyDISWalt Disney$473,032$620 ▲0.1%3,8140.3%Consumer DiscretionaryWMTWalmart$463,888$334,715 ▲259.1%4,7440.3%Retail/WholesaleHSYHershey$415,619$15,104 ▲3.8%2,5040.3%Consumer StaplesLLYEli Lilly and Company$405,373$405,373 ▲New Holding5200.3%MedicalIWDiShares Russell 1000 Value ETF$390,905$3,495 ▲0.9%2,0130.3%ETFNUSCNuveen ESG Small-Cap ETF$383,007$223,383 ▲139.9%9,4010.2%ETFIWRiShares Russell Mid-Cap ETF$357,732$349,915 ▲4,476.5%3,8900.2%ETFNUMGNuveen ESG Mid-Cap Growth ETF$354,367$78,684 ▲28.5%7,3140.2%ETFINTUIntuit$354,286$354,286 ▲New Holding4500.2%Computer and TechnologyORCLOracle$351,284$255,539 ▲266.9%1,6070.2%Computer and TechnologyVPUVanguard Utilities ETF$332,647$66,000 ▲24.8%1,8850.2%ETFPEPPepsiCo$327,148$50,696 ▼-13.4%2,4780.2%Consumer StaplesEFIVSPDR S&P 500 ESG ETF$318,933$995 ▲0.3%5,4470.2%ETFJPMJPMorgan Chase & Co.$316,175$18,258 ▼-5.5%1,0910.2%FinanceEFAiShares MSCI EAFE ETF$304,549$52,650 ▲20.9%3,4070.2%FinanceMCKMcKesson$273,768$218,136 ▼-44.3%3740.2%MedicalMGVVanguard Mega Cap Value ETF$269,500$16,795 ▼-5.9%2,0540.2%ETFVNQVanguard Real Estate ETF$258,000$30,191 ▲13.3%2,8970.2%ETFBLDTopBuild$239,244$237,625 ▼-49.8%7390.2%ConstructionGOOGAlphabet$237,402$117,991 ▼-33.2%1,3380.2%Computer and TechnologyIYJiShares U.S. Industrials ETF$232,727$232,727 ▲New Holding1,6350.2%ETFDFLVDimensional US Large Cap Value ETF$221,611$62,258 ▲39.1%7,1440.1%ETFCEGConstellation Energy$220,382$645 ▲0.3%6830.1%EnergyVHTVanguard Health Care ETF$220,304$26,079 ▼-10.6%8870.1%ETFJNJJohnson & Johnson$212,711$58,942 ▲38.3%1,3930.1%MedicalUNPUnion Pacific$203,851$149,552 ▲275.4%8860.1%TransportationESMLiShares ESG Aware MSCI USA Small-Cap ETF$201,761$16,324 ▼-7.5%4,8820.1%ETFUNHUnitedHealth Group$0$217 ▼-100.0%00.0%MedicalVDEVanguard Energy ETF$0$213 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$200 ▼-100.0%00.0%MedicalMAMastercard$0$191 ▼-100.0%00.0%Business ServicesAMGNAmgen$0$189 ▼-100.0%00.0%MedicalVDCVanguard Consumer Staples ETF$0$187 ▼-100.0%00.0%ETFVOTVanguard Mid-Cap Growth ETF$0$170 ▼-100.0%00.0%ETFNUMVNuveen ESG Mid-Cap Value ETF$0$168 ▼-100.0%00.0%ETFKOCocaCola$0$163 ▼-100.0%00.0%Consumer StaplesABBVAbbVie$0$161 ▼-100.0%00.0%MedicalXOMExxon Mobil$0$161 ▼-100.0%00.0%EnergyDFSUDimensional US Sustainability Core 1 ETF$0$151 ▼-100.0%00.0%ETFSCHWCharles Schwab$0$141 ▼-100.0%00.0%FinanceESGDiShares ESG Aware MSCI EAFE ETF$0$140 ▼-100.0%00.0%ManufacturingVTWOVanguard Russell 2000 ETF$0$140 ▼-100.0%00.0%ETFMETAMeta Platforms$0$139 ▼-100.0%00.0%Computer and TechnologyADPAutomatic Data Processing$0$136 ▼-100.0%00.0%Computer and TechnologyPFEPfizer$0$134 ▼-100.0%00.0%MedicalNSCNorfolk Southern$0$132 ▼-100.0%00.0%TransportationDFSIDimensional International Sustainability Core 1 ETF$0$131 ▼-100.0%00.0%ETFWSFSWSFS Financial$0$130 ▼-100.0%00.0%FinanceVUGVanguard Growth ETF$0$125 ▼-100.0%00.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$0$118 ▼-100.0%00.0%ETFFNBF.N.B.$0$116 ▼-100.0%00.0%FinanceSPEMSPDR Portfolio Emerging Markets ETF$0$113 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$109 ▼-100.0%00.0%ETFIBMInternational Business Machines$0$107 ▼-100.0%00.0%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. 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