Mcclarren Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Mcclarren Financial Advisors, Inc.Investment ActivityMcclarren Financial Advisors, Inc. has $193.47 million in total holdings as of December 31, 2024.Mcclarren Financial Advisors, Inc. owns shares of 85 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 12.45% of the portfolio was purchased this quarter.About 1.49% of the portfolio was sold this quarter.This quarter, Mcclarren Financial Advisors, Inc. has purchased 79 new stocks and bought additional shares in 44 stocks.Mcclarren Financial Advisors, Inc. sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $20,925,579Vanguard Small-Cap ETF $16,836,817Vanguard Ultra-Short Bond ETF $16,458,049Vanguard S&P 500 ETF $15,903,626Vanguard Mid-Cap ETF $11,124,590 Largest New Holdings this Quarter 25434V690 - Dimensional International Sustainability Core 1 ETF $392,129 Holding25434V500 - Dimensional U.S. Small Cap ETF $368,596 Holding149123101 - Caterpillar $251,316 Holding773903109 - Rockwell Automation $250,240 Holding67092P508 - Nuveen ESG Mid-Cap Value ETF $227,678 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 104,305 shares (about $8.40M)Vanguard Mega Cap Growth ETF 85,039 shares (about $7.48M)Vanguard Information Technology ETF 11,033 shares (about $1.32M)Vanguard S&P 500 ETF 1,749 shares (about $1.20M)Vanguard Ultra-Short Bond ETF 20,821 shares (about $1.04M) Largest Sales this Quarter Vanguard Total Stock Market ETF 1,729 shares (about $639.79K)Vanguard ESG U.S. Stock ETF 3,062 shares (about $404.91K)Invesco QQQ 194 shares (about $142.88K)Vanguard Small-Cap Growth ETF 387 shares (about $141.50K)Vanguard Mega Cap ETF 359 shares (about $98.23K) 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$20,925,579$639,794 â–¼-3.0%56,55010.8%ETFVBVanguard Small-Cap ETF$16,836,817$58,805 â–¼-0.3%55,5458.7%ETFVUSBVanguard Ultra-Short Bond ETF$16,458,049$1,036,468 â–²6.7%330,6168.5%ETFVOOVanguard S&P 500 ETF$15,903,626$1,201,220 â–²8.2%23,1568.2%ETFVOVanguard Mid-Cap ETF$11,124,590$8,403,830 â–²308.9%138,0745.7%ETFMGKVanguard Mega Cap Growth ETF$9,331,691$7,475,744 â–²402.8%106,1514.8%ETFVXUSVanguard Total International Stock ETF$8,927,887$689,818 â–²8.4%104,4324.6%ETFVIGVanguard Dividend Appreciation ETF$7,466,704$88,495 â–¼-1.2%31,5563.9%ETFAAPLApple$6,004,174$3,183 â–²0.1%20,7503.1%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$4,958,439$334,468 â–²7.2%102,7662.6%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$4,909,003$158,621 â–²3.3%34,4762.5%ETFIWViShares Russell 3000 ETF$4,334,526$4,691 â–²0.1%10,1652.2%ETFMGCVanguard Mega Cap ETF$4,316,310$98,235 â–¼-2.2%15,7742.2%ETFESGVVanguard ESG U.S. Stock ETF$4,137,733$404,913 â–¼-8.9%31,2902.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$4,096,504$148,490 â–²3.8%40,6922.1%ETFVVVanguard Large-Cap ETF$3,096,2610.0%9,0031.6%ETFQQQInvesco QQQ$3,086,575$142,877 â–¼-4.4%4,1911.6%FinanceVTVVanguard Value ETF$2,396,601$140,348 â–²6.2%10,9971.2%ETFVYMVanguard High Dividend Yield ETF$1,853,596$24,021 â–²1.3%11,7291.0%Financial ServicesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,635,519$86,434 â–¼-5.0%18,0140.8%ETFVSGXVanguard ESG International Stock ETF$1,624,413$341,466 â–²26.6%19,7280.8%ETFIVViShares Core S&P 500 ETF$1,610,121$62,907 â–²4.1%2,1500.8%ETFVWOVanguard FTSE Emerging Markets ETF$1,551,746$5,730 â–²0.4%25,9970.8%ETFVGTVanguard Information Technology ETF$1,506,787$1,318,663 â–²701.0%12,6070.8%ETFVEAVanguard FTSE Developed Markets ETF$1,487,451$5,130 â–¼-0.3%20,8770.8%ETFESGUiShares ESG Aware MSCI USA ETF$1,388,082$238,958 â–²20.8%8,4810.7%ManufacturingVXFVanguard Extended Market ETF$1,371,533$7,878 â–¼-0.6%5,5710.7%ETFIWMiShares Russell 2000 ETF$1,310,510$39,958 â–¼-3.0%4,3620.7%FinanceIWBiShares Russell 1000 ETF$1,216,049$35,622 â–¼-2.8%2,9700.6%ETFMSFTMicrosoft$1,213,957$373 â–²0.0%3,2540.6%Computer and TechnologyVBRVanguard Small-Cap Value ETF$1,172,378$39,849 â–¼-3.3%4,8250.6%ETFDFSVDimensional US Small Cap Value ETF$1,122,290$50,350 â–²4.7%28,9320.6%ETFSUSAiShares MSCI USA ESG Select ETF$1,070,073$1,234 â–²0.1%6,9350.6%ETFVEUVanguard FTSE All-World ex-US ETF$1,019,551$68,590 â–¼-6.3%12,1740.5%ETFBRK.BBerkshire Hathaway$974,2590.0%1,9470.5%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$939,700$12,814 â–²1.4%5,7200.5%ETFVOEVanguard Mid-Cap Value ETF$932,322$25,294 â–²2.8%4,7180.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$897,020$24,237 â–¼-2.6%17,8020.5%ETFVBKVanguard Small-Cap Growth ETF$865,076$141,498 â–¼-14.1%2,3660.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$846,143$833 â–²0.1%7,1110.4%ETFGOOGLAlphabet$843,776$46,460 â–¼-5.2%2,3610.4%Computer and TechnologyAMZNAmazon.com$742,906$17,637 â–¼-2.3%3,1170.4%Retail/WholesaleCATHGlobal X S&P 500 Catholic Values ETF$725,306$33,628 â–²4.9%8,1960.4%ManufacturingPGProcter & Gamble$701,431$6,159 â–¼-0.9%4,7830.4%Consumer StaplesBSVVanguard Short-Term Bond ETF$630,219$1,402 â–¼-0.2%8,0890.3%ETFLLYEli Lilly and Company$623,7300.0%5200.3%MedicalSPSMSPDR Portfolio S&P 600 Small Cap ETF$617,805$81,774 â–¼-11.7%10,7130.3%ETFVPUVanguard Utilities ETF$566,778$6,067 â–¼-1.1%2,8960.3%ETFWALMART INC$541,352$1,925 â–²0.4%4,7800.3%COMDFLVDimensional US Large Cap Value ETF$529,652$1,351 â–²0.3%10,9760.3%ETFNUSCNuveen ESG Small-Cap ETF$490,596$14,906 â–²3.1%9,4130.3%ETFGOOGAlphabet$473,2840.0%1,3390.2%Computer and TechnologyVDEVanguard Energy ETF$467,593$12,009 â–¼-2.5%3,1150.2%ETFIWRiShares Russell Mid-Cap ETF$429,1070.0%3,8900.2%ETFHSYHershey$404,687$175 â–²0.0%2,3070.2%Consumer StaplesEFIVSPDR S&P 500 ESG ETF$400,3820.0%5,4900.2%ETFDFSIDimensional International Sustainability Core 1 ETF$392,129$392,129 â–²New Holding8,6950.2%ETFIWDiShares Russell 1000 Value ETF$376,846$728 â–²0.2%1,5540.2%ETFDFASDimensional U.S. Small Cap ETF$368,596$368,596 â–²New Holding4,4770.2%ETFEFAiShares MSCI EAFE ETF$365,970$5,610 â–²1.6%3,5230.2%FinanceJPMJPMorgan Chase & Co.$360,457$982 â–²0.3%1,1010.2%FinanceDISWalt Disney$354,634$34,742 â–¼-8.9%3,6850.2%Consumer DiscretionaryNUMGNuveen ESG Mid-Cap Growth ETF$351,925$8,406 â–²2.4%7,4940.2%ETFVNQVanguard Real Estate ETF$349,509$2,508 â–¼-0.7%3,6240.2%ETFSBUXStarbucks$348,921$1,737 â–²0.5%3,4140.2%Retail/WholesaleMGVVanguard Mega Cap Value ETF$344,378$1,144 â–²0.3%2,1070.2%ETFPEPPepsiCo$330,415$271 â–²0.1%2,4400.2%Consumer StaplesVGSHVanguard Short-Term Treasury ETF$316,572$8,265 â–²2.7%5,4390.2%ETFJNJJohnson & Johnson$309,073$508 â–²0.2%1,2170.2%MedicalMCKMcKesson$283,4220.0%3750.1%MedicalIYJiShares U.S. Industrials ETF$274,679$333 â–²0.1%1,6480.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$274,307$224 â–²0.1%4,9040.1%ETFCATCaterpillar$251,316$251,316 â–²New Holding2360.1%IndustrialsROKRockwell Automation$250,240$250,240 â–²New Holding5050.1%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$247,313$22,544 â–²10.0%6,6370.1%ETFIWNiShares Russell 2000 Value ETF$243,832$221 â–²0.1%1,1020.1%ETFUNPUnion Pacific$240,9920.0%8860.1%TransportationMRKMerck & Co., Inc.$238,596$1,285 â–²0.5%1,8570.1%MedicalNUMVNuveen ESG Mid-Cap Value ETF$227,678$227,678 â–²New Holding5,2350.1%ETFAMGNAmgen$226,994$1,810 â–²0.8%6270.1%MedicalVDCVanguard Consumer Staples ETF$220,941$1,127 â–²0.5%9800.1%ETFVTWOVanguard Russell 2000 ETF$207,678$207,678 â–²New Holding1,7100.1%ETFCSCOCisco Systems$206,510$206,510 â–²New Holding1,7580.1%Computer and TechnologyAVGOBroadcom$201,244$201,244 â–²New Holding5330.1%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$200,489$200,489 â–²New Holding8270.1%ETFBLDTopBuild$0$347,436 â–¼-100.0%00.0%ConstructionVUGVanguard Growth ETF$0$221,819 â–¼-100.0%00.0%ETFXOMExxonMobil$0$213,049 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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