Mcclarren Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Mcclarren Financial Advisors, Inc.Investment ActivityMcclarren Financial Advisors, Inc. has $163.53 million in total holdings as of December 31, 2024.Mcclarren Financial Advisors, Inc. owns shares of 75 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 7.46% of the portfolio was purchased this quarter.About 24.44% of the portfolio was sold this quarter.This quarter, Mcclarren Financial Advisors, Inc. has purchased 73 new stocks and bought additional shares in 22 stocks.Mcclarren Financial Advisors, Inc. sold shares of 48 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $19,421,766Vanguard Small-Cap ETF $14,149,023Vanguard S&P 500 ETF $13,043,219Vanguard Ultra-Short Bond ETF $11,923,248Vanguard Mid-Cap ETF $9,869,243 Largest New Holdings this Quarter 92204A306 - Vanguard Energy ETF $209,940 Holding464287630 - iShares Russell 2000 Value ETF $209,181 Holding25434V799 - Dimensional International Core Equity 2 ETF $206,445 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 10,658 shares (about $4.10M)Vanguard Mega Cap Growth ETF 7,765 shares (about $2.28M)Invesco QQQ 5,035 shares (about $1.42M)Vanguard Total Stock Market ETF 3,158 shares (about $1.01M)Vanguard Information Technology ETF 2,514 shares (about $673.51K) Largest Sales this Quarter iShares Russell Mid-Cap ETF 3,724 shares (about $8.42M)Vanguard Ultra-Short Bond ETF 66,082 shares (about $4.48M)Vanguard Mega Cap ETF 7,177 shares (about $3.07M)Vanguard Dividend Appreciation ETF 8,773 shares (about $2.53M)iShares ESG MSCI KLD 400 ETF 12,277 shares (about $2.43M) 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$19,421,766$1,012,295 ▲5.5%60,58911.9%ETFVBVanguard Small-Cap ETF$14,149,023$811,455 ▼-5.4%53,9148.7%ETFVOOVanguard S&P 500 ETF$13,043,219$4,100,122 ▲45.8%33,9058.0%ETFVUSBVanguard Ultra-Short Bond ETF$11,923,248$4,478,987 ▼-27.3%175,9137.3%ETFVOVanguard Mid-Cap ETF$9,869,243$687,517 ▼-6.5%32,1556.0%ETFMGKVanguard Mega Cap Growth ETF$8,566,627$2,283,473 ▲36.3%29,1315.2%ETFVIGVanguard Dividend Appreciation ETF$6,934,319$2,530,986 ▼-26.7%24,0364.2%ETFVXUSVanguard Total International Stock ETF$6,673,482$977,523 ▼-12.8%77,1584.1%ETFAAPLApple$5,284,537$816,197 ▼-13.4%18,2133.2%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$4,260,565$2,432,655 ▼-36.3%21,5022.6%ETFMGCVanguard Mega Cap ETF$4,083,875$3,065,897 ▼-42.9%9,5602.5%ETFESGVVanguard ESG U.S. Stock ETF$4,053,804$921,451 ▼-18.5%29,2252.5%ETFIWViShares Russell 3000 ETF$3,951,183$1,886,182 ▼-32.3%7,1372.4%ETFISTBiShares Core 1-5 Year USD Bond ETF$3,182,798$79,650 ▲2.6%63,3761.9%ManufacturingSGOViShares 0-3 Month Treasury Bond ETF$2,906,924$26,638 ▼-0.9%22,9171.8%ETFVVVanguard Large-Cap ETF$2,850,372$73,689 ▼-2.5%9,0901.7%ETFQQQInvesco QQQ$2,578,862$1,420,476 ▲122.6%9,1411.6%FinanceVTVVanguard Value ETF$1,994,780$85,301 ▲4.5%10,3831.2%ETFMSFTMicrosoft$1,728,439$535,215 ▲44.9%4,8281.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$1,671,468$1,772,357 ▼-51.5%5,8981.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,531,104$272,868 ▼-15.1%16,5080.9%ETFIVViShares Core S&P 500 ETF$1,381,479$276,193 ▲25.0%2,6810.8%ETFVWOVanguard FTSE Emerging Markets ETF$1,289,039$195,367 ▼-13.2%20,7640.8%ETFVEAVanguard FTSE Developed Markets ETF$1,232,040$590,155 ▼-32.4%13,6470.8%ETFVXFVanguard Extended Market ETF$1,189,631$139,792 ▼-10.5%5,1060.7%ETFIWMiShares Russell 2000 ETF$1,162,380$68,951 ▲6.3%5,1080.7%FinanceIWBiShares Russell 1000 ETF$1,156,637$1,110,801 ▼-49.0%1,6150.7%ETFVBRVanguard Small-Cap Value ETF$1,148,647$24,587 ▼-2.1%5,1390.7%ETFVGTVanguard Information Technology ETF$1,065,190$673,513 ▲172.0%3,9760.7%ETFVSGXVanguard ESG International Stock ETF$1,063,309$25,387 ▲2.4%14,8270.7%ETFESGUiShares ESG Aware MSCI USA ETF$1,017,548$515,032 ▼-33.6%4,7970.6%ManufacturingBRK.BBerkshire Hathaway$1,008,999$591,297 ▲141.6%4,7080.6%FinanceSUSAiShares MSCI USA ESG Select ETF$968,637$562,712 ▼-36.7%4,5100.6%ETFDFSVDimensional US Small Cap Value ETF$882,712$673,364 ▼-43.3%15,3480.5%ETFVEUVanguard FTSE All-World ex-US ETF$874,593$30,940 ▼-3.4%11,8440.5%ETFVBKVanguard Small-Cap Growth ETF$865,518$148,866 ▼-14.7%2,9710.5%ETFVOEVanguard Mid-Cap Value ETF$863,389$270,611 ▼-23.9%4,1700.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$841,730$2,330 ▼-0.3%5,7790.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$801,719$93,330 ▼-10.4%16,9140.5%ETFPGProcter & Gamble$744,346$302,869 ▼-28.9%4,1780.5%Consumer StaplesSPYGSPDR Portfolio S&P 500 Growth ETF$709,036$223,906 ▼-24.0%5,1490.4%ETFAMZNAmazon.com$700,648$163,584 ▼-18.9%2,5870.4%Retail/WholesaleCATHGlobal X S&P 500 Catholic Values ETF$695,991$1,516,093 ▼-68.5%3,3030.4%ManufacturingGOOGLAlphabet$629,838$169,274 ▼-21.2%2,1990.4%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$583,848$320,115 ▼-35.4%8,5120.4%ETFVGSHVanguard Short-Term Treasury ETF$499,283$140,181 ▼-21.9%8,4840.3%ETFWMTWalmart$489,975$1,205,460 ▼-71.1%1,3710.3%Retail/WholesaleDISWalt Disney$462,536$2,293 ▲0.5%3,8330.3%Consumer DiscretionaryORCLOracle$455,341$183,727 ▼-28.7%1,1450.3%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$436,983$86,573 ▲24.7%8,9090.3%ETFHSYHershey$431,010$21,126 ▼-4.7%2,3870.3%Consumer StaplesIWDiShares Russell 1000 Value ETF$406,269$57,610 ▼-12.4%1,7630.2%ETFNUSCNuveen ESG Small-Cap ETF$398,366$447,779 ▼-52.9%4,4260.2%ETFLLYEli Lilly and Company$396,7770.0%5200.2%MedicalIWRiShares Russell Mid-Cap ETF$375,547$8,424,922 ▼-95.7%1660.2%ETFNUMGNuveen ESG Mid-Cap Growth ETF$356,049$100,658 ▼-22.0%5,7020.2%ETFVPUVanguard Utilities ETF$351,229$107,266 ▼-23.4%1,4440.2%ETFEFIVSPDR S&P 500 ESG ETF$347,287$890 ▲0.3%5,4610.2%ETFJPMJPMorgan Chase & Co.$344,583$55,398 ▲19.2%1,3000.2%FinanceVNQVanguard Real Estate ETF$343,478$34,550 ▲11.2%3,2210.2%ETFPEPPepsiCo$341,882$4,190 ▼-1.2%2,4480.2%Consumer StaplesGOOGAlphabet$326,101$82,617 ▲33.9%1,7920.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$318,109$58,340 ▼-15.5%2,8790.2%FinanceINTUIntuit$306,921$684 ▼-0.2%4490.2%Computer and TechnologyMCKMcKesson$288,904$149,124 ▲106.7%7730.2%MedicalBLDTopBuild$288,8460.0%7390.2%ConstructionMGVVanguard Mega Cap Value ETF$284,384$1,515 ▲0.5%2,0650.2%ETFIYJiShares U.S. Industrials ETF$239,241$729 ▲0.3%1,6400.1%ETFCEGConstellation Energy$224,981$329 ▲0.1%6840.1%EnergyJNJJohnson & Johnson$224,263$79,626 ▼-26.2%1,0280.1%MedicalESMLiShares ESG Aware MSCI USA Small-Cap ETF$220,376$534,624 ▼-70.8%1,4250.1%ETFVDEVanguard Energy ETF$209,940$209,940 ▲New Holding1,5490.1%ETFUNPUnion Pacific$209,424$576,803 ▼-73.4%2360.1%TransportationIWNiShares Russell 2000 Value ETF$209,181$209,181 ▲New Holding1,1830.1%ETFDFICDimensional International Core Equity 2 ETF$206,445$206,445 ▲New Holding6,2960.1%ETFVHTVanguard Health Care ETF$0$220,304 ▼-100.0%00.0%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 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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