Mcclarren Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Mcclarren Financial Advisors, Inc.Investment ActivityMcclarren Financial Advisors, Inc. has $168.88 million in total holdings as of December 31, 2024.Mcclarren Financial Advisors, Inc. owns shares of 79 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 33.91% of the portfolio was purchased this quarter.About 28.38% of the portfolio was sold this quarter.This quarter, Mcclarren Financial Advisors, Inc. has purchased 77 new stocks and bought additional shares in 53 stocks.Mcclarren Financial Advisors, Inc. sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $18,696,628Vanguard Ultra-Short Bond ETF $15,423,130Vanguard Small-Cap ETF $14,599,190Vanguard S&P 500 ETF $12,791,988Vanguard Mid-Cap ETF $9,697,652 Largest New Holdings this Quarter 921937827 - Vanguard Short-Term Bond ETF $635,670 Holding855244109 - Starbucks $304,331 Holding58933Y105 - Merck & Co., Inc. $222,209 Holding30231G102 - ExxonMobil $213,049 Holding464287630 - iShares Russell 2000 Value ETF $208,748 Holding Largest Purchases this Quarter Vanguard Ultra-Short Bond ETF 229,986 shares (about $11.45M)Vanguard Total International Stock ETF 73,436 shares (about $5.66M)iShares Core 1-5 Year USD Bond ETF 89,606 shares (about $4.34M)Vanguard ESG U.S. Stock ETF 25,837 shares (about $2.90M)Vanguard Dividend Appreciation ETF 13,421 shares (about $2.89M) Largest Sales this Quarter Vanguard S&P 500 ETF 36,176 shares (about $21.62M)Vanguard Mega Cap Growth ETF 16,739 shares (about $6.15M)iShares Core S&P 500 ETF 8,932 shares (about $5.84M)Vanguard Information Technology ETF 4,894 shares (about $3.41M)Vanguard Total Stock Market ETF 8,147 shares (about $2.61M) 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$18,696,628$2,613,659 â–¼-12.3%58,27911.1%ETFVUSBVanguard Ultra-Short Bond ETF$15,423,130$11,449,843 â–²288.2%309,7959.1%ETFVBVanguard Small-Cap ETF$14,599,190$23,835 â–²0.2%55,7398.6%ETFVOOVanguard S&P 500 ETF$12,791,988$21,617,366 â–¼-62.8%21,4077.6%ETFVOVanguard Mid-Cap ETF$9,697,652$1,658,442 â–¼-14.6%33,7695.7%ETFMGKVanguard Mega Cap Growth ETF$7,757,265$6,150,476 â–¼-44.2%21,1124.6%ETFVXUSVanguard Total International Stock ETF$7,430,544$5,662,645 â–²320.3%96,3634.4%ETFVIGVanguard Dividend Appreciation ETF$6,866,920$2,886,343 â–²72.5%31,9304.1%ETFAAPLApple$5,263,395$2,816,585 â–²115.1%20,7393.1%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$4,644,093$4,342,286 â–²1,438.8%95,8342.7%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$4,043,118$2,487,532 â–²159.9%33,3622.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$3,947,560$2,774,979 â–²236.7%39,2172.3%ETFESGVVanguard ESG U.S. Stock ETF$3,856,682$2,900,707 â–²303.4%34,3522.3%ETFMGCVanguard Mega Cap ETF$3,813,089$1,363,050 â–²55.6%16,1332.3%ETFIWViShares Russell 3000 ETF$3,763,957$1,363,017 â–²56.8%10,1542.2%ETFVVVanguard Large-Cap ETF$2,690,648$1,738,476 â–²182.6%9,0031.6%ETFQQQInvesco QQQ$2,530,903$1,736,136 â–¼-40.7%4,3851.5%FinanceVTVVanguard Value ETF$2,031,197$709,830 â–²53.7%10,3531.2%ETFVYMVanguard High Dividend Yield ETF$1,714,511$571,652 â–²50.0%11,5771.0%Financial ServicesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,499,478$1,133,582 â–²309.8%18,9660.9%ETFVWOVanguard FTSE Emerging Markets ETF$1,399,970$1,078,908 â–²336.0%25,9010.8%ETFIVViShares Core S&P 500 ETF$1,349,851$5,835,851 â–¼-81.2%2,0660.8%ETFVEAVanguard FTSE Developed Markets ETF$1,342,397$816,242 â–²155.1%20,9490.8%ETFMSFTMicrosoft$1,204,108$85,135 â–¼-6.6%3,2530.7%Computer and TechnologyVXFVanguard Extended Market ETF$1,153,058$344,292 â–²42.6%5,6030.7%ETFVSGXVanguard ESG International Stock ETF$1,117,615$1,019,776 â–²1,042.3%15,5810.7%ETFIWMiShares Russell 2000 ETF$1,114,709$209,550 â–²23.2%4,4950.7%FinanceVGTVanguard Information Technology ETF$1,097,995$3,413,969 â–¼-75.7%1,5740.7%ETFIWBiShares Russell 1000 ETF$1,090,145$390,484 â–¼-26.4%3,0570.6%ETFVBRVanguard Small-Cap Value ETF$1,083,845$172,929 â–¼-13.8%4,9890.6%ETFESGUiShares ESG Aware MSCI USA ETF$992,871$472,607 â–²90.8%7,0210.6%ManufacturingVEUVanguard FTSE All-World ex-US ETF$975,811$850,615 â–²679.4%12,9930.6%ETFDFSVDimensional US Small Cap Value ETF$968,292$506,607 â–²109.7%27,6340.6%ETFBRK.BBerkshire Hathaway$933,002$663,213 â–¼-41.5%1,9470.6%FinanceSUSAiShares MSCI USA ESG Select ETF$915,089$531,193 â–²138.4%6,9270.5%ETFVOEVanguard Mid-Cap Value ETF$845,917$445,074 â–²111.0%4,5900.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$834,605$699,392 â–²517.3%18,2830.5%ETFVBKVanguard Small-Cap Growth ETF$832,084$237,566 â–¼-22.2%2,7530.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$803,589$718,843 â–²848.2%5,6420.5%ETFGOOGLAlphabet$716,314$117,325 â–¼-14.1%2,4910.4%Computer and TechnologyPGProcter & Gamble$696,990$450,407 â–²182.7%4,8250.4%Consumer StaplesSPYGSPDR Portfolio S&P 500 Growth ETF$695,568$325,754 â–²88.1%7,1040.4%ETFAMZNAmazon.com$664,590$120,172 â–¼-15.3%3,1910.4%Retail/WholesaleBSVVanguard Short-Term Bond ETF$635,670$635,670 â–²New Holding8,1070.4%ETFCATHGlobal X S&P 500 Catholic Values ETF$610,810$173,881 â–²39.8%7,8160.4%ManufacturingWALMART INC$591,940$91,469 â–²18.3%4,7630.4%COMSPSMSPDR Portfolio S&P 600 Small Cap ETF$586,189$333,177 â–²131.7%12,1310.3%ETFVPUVanguard Utilities ETF$579,924$201,497 â–²53.2%2,9270.3%ETFVDEVanguard Energy ETF$552,902$357,699 â–²183.2%3,1950.3%ETFHSYHershey$479,338$419,681 â–²703.5%2,3060.3%Consumer StaplesLLYEli Lilly and Company$478,301$1,498,370 â–¼-75.8%5200.3%MedicalDFLVDimensional US Large Cap Value ETF$475,721$381,820 â–²406.6%10,9480.3%ETFNUSCNuveen ESG Small-Cap ETF$411,240$183,429 â–²80.5%9,1270.2%ETFDISWalt Disney$389,999$304,114 â–²354.1%4,0460.2%Consumer DiscretionaryGOOGAlphabet$384,199$145,760 â–¼-27.5%1,3390.2%Computer and TechnologyPEPPepsiCo$378,620$292,584 â–²340.1%2,4380.2%Consumer StaplesIWRiShares Russell Mid-Cap ETF$378,192$2,528 â–¼-0.7%3,8900.2%ETFBLDTopBuild$347,436$200,944 â–²137.2%9890.2%ConstructionEFIVSPDR S&P 500 ESG ETF$346,308$342,145 â–²8,218.2%5,4900.2%ETFEFAiShares MSCI EAFE ETF$336,914$228,818 â–²211.7%3,4690.2%FinanceIWDiShares Russell 1000 Value ETF$331,296$15,593 â–²4.9%1,5510.2%ETFMCKMcKesson$324,283$865 â–²0.3%3750.2%MedicalVNQVanguard Real Estate ETF$323,723$180,930 â–²126.7%3,6500.2%ETFJPMJPMorgan Chase & Co.$323,069$275,697 â–¼-46.0%1,0980.2%FinanceVGSHVanguard Short-Term Treasury ETF$310,103$303,253 â–²4,427.4%5,2970.2%ETFMGVVanguard Mega Cap Value ETF$304,339$161,155 â–²112.6%2,1000.2%ETFSBUXStarbucks$304,331$304,331 â–²New Holding3,3970.2%Retail/WholesaleNUMGNuveen ESG Mid-Cap Growth ETF$300,497$224,418 â–²295.0%7,3150.2%ETFJNJJohnson & Johnson$296,875$4,887 â–²1.7%1,2150.2%MedicalIYJiShares U.S. Industrials ETF$242,861$221,024 â–²1,012.2%1,6460.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$230,403$61,033 â–²36.0%4,9000.1%ETFMRKMerck & Co., Inc.$222,209$222,209 â–²New Holding1,8470.1%MedicalVUGVanguard Growth ETF$221,819$357,618 â–¼-61.7%5080.1%ETFAMGNAmgen$218,996$103,865 â–²90.2%6220.1%MedicalVDCVanguard Consumer Staples ETF$218,885$32,777 â–¼-13.0%9750.1%ETFUNPUnion Pacific$214,9610.0%8860.1%TransportationDFICDimensional International Core Equity 2 ETF$214,322$206,967 â–²2,814.0%6,0320.1%ETFXOMExxonMobil$213,049$213,049 â–²New Holding1,2560.1%EnergyIWNiShares Russell 2000 Value ETF$208,748$208,748 â–²New Holding1,1010.1%ETFINTUIntuit$0$298,260 â–¼-100.0%00.0%Computer and TechnologyORCLOracle$0$257,495 â–¼-100.0%00.0%Computer and TechnologyCEGConstellation Energy$0$241,783 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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