Mcclarren Financial Advisors, Inc. Top Holdings and 13F Report (2024) → His win rate puts Warren Buffett to shame… (From Investing Daily) (Ad) About Mcclarren Financial Advisors, Inc.Investment ActivityMcclarren Financial Advisors, Inc. has $131.26 thousand in total holdings as of December 31, 2023.Mcclarren Financial Advisors, Inc. owns shares of 420 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 3.78% of the portfolio was purchased this quarter.About 1.01% of the portfolio was sold this quarter.This quarter, Mcclarren Financial Advisors, Inc. has purchased 403 new stocks and bought additional shares in 234 stocks.Mcclarren Financial Advisors, Inc. sold shares of 27 stocks and completely divested from 64 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $14,997Vanguard Small-Cap ETF $12,519Vanguard S&P 500 ETF $10,254Vanguard Mid-Cap ETF $8,339Vanguard Dividend Appreciation ETF $6,066 Largest New Holdings this Quarter McKesson $172 HoldingJPMorgan Ultra-Short Income ETF $69 HoldingSPDR Portfolio S&P 500 Value ETF $54 HoldingiShares Silver Trust $22 HoldingZimmer Biomet $19 Holding Largest Purchases this Quarter Invesco QQQ 2,200 shares (about $901.00)Vanguard ESG US Stock ETF 6,108 shares (about $519.63)Vanguard Mid-Cap ETF 1,702 shares (about $395.97)Vanguard Large-Cap ETF 1,697 shares (about $370.23)Vanguard Mid-Cap Value ETF 2,489 shares (about $360.76) Largest Sales this Quarter TopBuild 694 shares (about $259.72)Vanguard S&P 500 ETF 557 shares (about $243.29)Vanguard FTSE Emerging Markets ETF 2,189 shares (about $89.96)iShares Russell Mid-Cap ETF 841 shares (about $65.31)Nuveen ESG Mid-Cap Growth ETF 1,446 shares (about $61.31) 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$14,997$46 ▼-0.3%63,21811.4%ETFVBVanguard Small-Cap ETF$12,519$36 ▼-0.3%58,6829.5%ETFVOOVanguard S&P 500 ETF$10,254$243 ▼-2.3%23,4767.8%ETFVOVanguard Mid-Cap ETF$8,339$396 ▲5.0%35,8446.4%ETFVIGVanguard Dividend Appreciation ETF$6,066$45 ▲0.7%35,6014.6%ETFMGKVanguard Mega Cap Growth ETF$5,530$84 ▲1.5%21,3104.2%ETFVXUSVanguard Total International Stock Index Fund ETF Shares$4,933$32 ▲0.7%85,1143.8%ETFAAPLApple$4,647$237 ▲5.4%24,1373.5%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$3,922$228 ▲6.2%79,3303.0%ETFIWViShares Russell 3000 ETF$2,918$18 ▲0.6%10,6602.2%ETFMGCVanguard Mega Cap ETF$2,911$50 ▼-1.7%17,1992.2%ETFESGVVanguard ESG US Stock ETF$2,865$520 ▲22.2%33,6772.2%ETFDSIiShares MSCI KLD 400 Social ETF$2,838$21 ▲0.7%31,1662.2%ETFVVVanguard Large-Cap ETF$2,159$370 ▲20.7%9,8961.6%ETFIVViShares Core S&P 500 ETF$1,565$111 ▲7.6%3,2771.2%ETFVTVVanguard Value ETF$1,558$7 ▲0.4%10,4241.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,491$3 ▲0.2%25,5041.1%ETFQQQInvesco QQQ$1,476$901 ▲156.7%3,6041.1%FinanceVYMVanguard High Dividend Yield Index Fund ETF Shares$1,414$31 ▼-2.1%12,6631.1%ETFVWOVanguard FTSE Emerging Markets ETF$1,246$90 ▼-6.7%30,3180.9%ETFMSFTMicrosoft$1,198$2 ▲0.2%3,1850.9%Computer and TechnologyIWBiShares Russell 1000 ETF$1,058$17 ▼-1.6%4,0320.8%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$1,013$13 ▲1.3%21,1450.8%ETFVXFVanguard Extended Market ETF$1,008$11 ▼-1.0%6,1290.8%ETFIWMiShares Russell 2000 ETF$946$15 ▲1.6%4,7130.7%FinanceVBKVanguard Small-Cap Growth ETF$860$174 ▲25.3%3,5560.7%ETFVSGXVanguard ESG International Stock ETF$849$96 ▲12.7%15,3600.6%ETFVOEVanguard Mid-Cap Value ETF$805$361 ▲81.2%5,5540.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$801$2 ▲0.2%18,9910.6%ETFVBRVanguard Small-Cap Value ETF$746$39 ▼-5.0%4,1470.6%ETFSUSAiShares MSCI USA ESG Select ETF$710$6 ▲0.8%7,0690.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$694$101 ▲17.0%6,5910.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$691$7 ▲1.0%20,3300.5%ETFBRK.BBerkshire Hathaway$6730.0%1,8870.5%FinanceAMZNAmazon.com$672$0 ▲0.0%4,4250.5%Retail/WholesaleESGUiShares ESG Aware MSCI USA ETF$650$35 ▼-5.1%6,2000.5%ManufacturingVEUVanguard FTSE All-World ex-US ETF$595$9 ▲1.5%10,6040.5%ETFDFSVDimensional US Small Cap Value ETF$582$2 ▲0.4%19,9730.4%ETFPGProcter & Gamble$577$2 ▲0.4%3,9360.4%Consumer StaplesVNQVanguard Real Estate ETF$541$67 ▲14.2%6,1270.4%ETFGOOGLAlphabet$519$0 ▲0.0%3,7180.4%Computer and TechnologyVGTVanguard Information Technology ETF$515$23 ▲4.7%1,0650.4%ETFCATHGlobal X S&P 500 Catholic Values ETF$473$13 ▲2.8%8,1480.4%ManufacturingJNJJohnson & Johnson$472$2 ▲0.3%3,0120.4%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$471$17 ▼-3.5%7,2450.4%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$432$6 ▲1.3%11,3700.3%ETFHSYHershey$418$3 ▲0.7%2,2420.3%Consumer StaplesVPUVanguard Utilities ETF$410$39 ▼-8.7%2,9900.3%ETFNUSCNuveen ESG Small-Cap ETF$409$0 ▲0.0%10,4710.3%ETFPEPPepsiCo$3800.0%2,2370.3%Consumer StaplesDFLVDimensional US Large Cap Value ETF$368$137 ▲59.0%10,9890.3%ETFIWDiShares Russell 1000 Value ETF$353$4 ▲1.2%2,1370.3%ETFCSXCSX$344$65 ▲23.1%9,9190.3%TransportationDISWalt Disney$3430.0%3,7940.3%Consumer DiscretionaryBLDTopBuild$308$260 ▼-45.7%8230.2%ConstructionIWRiShares Russell Mid-Cap ETF$302$65 ▼-17.8%3,8890.2%ETFLLYEli Lilly and Company$301$1 ▲0.2%5160.2%MedicalNUMGNuveen ESG Mid-Cap Growth ETF$282$61 ▼-17.9%6,6510.2%ETFINTUIntuit$282$1 ▲0.2%4510.2%Computer and TechnologyMGVVanguard Mega Cap Value ETF$278$2 ▲0.7%2,5400.2%ETFEFAiShares MSCI EAFE ETF$248$3 ▲1.3%3,2920.2%FinanceGOOGAlphabet$247$0 ▲0.1%1,7540.2%Computer and TechnologyVHTVanguard Health Care ETF$241$2 ▲0.7%9620.2%ETFVIGIVanguard International Dividend Appreciation ETF$238$1 ▲0.5%2,9940.2%ETFMRKMerck & Co., Inc.$238$2 ▲0.8%2,1820.2%MedicalUNPUnion Pacific$2270.0%9240.2%TransportationTGTTarget$213$1 ▲0.3%1,4970.2%Retail/WholesaleNSCNorfolk Southern$2070.0%8740.2%TransportationVDCVanguard Consumer Staples ETF$195$4 ▲1.9%1,0230.1%ETFUNHUnitedHealth Group$188$80 ▲73.7%3560.1%MedicalVDEVanguard Energy ETF$187$3 ▲1.7%1,5930.1%ETFIYJiShares U.S. Industrials ETF$185$1 ▲0.6%1,6140.1%ETFJPMJPMorgan Chase & Co.$179$1 ▲0.6%1,0540.1%FinanceAMGNAmgen$179$1 ▲0.8%6200.1%MedicalSPMDSPDR Portfolio S&P 400 Mid Cap ETF$175$1 ▲0.4%3,5870.1%ETFMCKMcKesson$172$172 ▲New Holding3710.1%MedicalROKRockwell Automation$167$1 ▲0.6%5370.1%Industrial ProductsCSCOCisco Systems$167$1 ▲0.5%3,2960.1%Computer and TechnologyIWNiShares Russell 2000 Value ETF$162$2 ▲1.3%1,0420.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$160$8 ▼-4.8%4,5270.1%ETFXOMExxon Mobil$159$3 ▲1.7%1,5930.1%Oils/EnergySCHFSchwab International Equity ETF$155$3 ▲2.0%4,1890.1%ETFNUMVNuveen ESG Mid-Cap Value ETF$152$3 ▲2.2%4,8320.1%ETFMAMastercard$1490.0%3500.1%Business ServicesPFEPfizer$148$2 ▲1.4%5,1390.1%MedicalILCGiShares Morningstar Growth ETF$143$1 ▲0.4%2,1100.1%ETFVOTVanguard Mid-Cap Growth ETF$142$0 ▲0.3%6480.1%ETFPFFiShares Preferred and Income Securities ETF$135$3 ▲2.4%4,3420.1%ETFCPCanadian Pacific Kansas City$1340.0%1,6970.1%IndustrialsIJHiShares Core S&P Mid-Cap ETF$131$24 ▲22.8%4740.1%ETFDFSUDimensional US Sustainability Core 1 ETF$130$0 ▲0.4%4,1840.1%ETFDFARDimensional US Real Estate ETF$127$2 ▲1.3%5,5990.1%ETFADIAnalog Devices$127$1 ▲0.5%6370.1%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$126$2 ▲1.9%3,9300.1%ManufacturingHIWHighwoods Properties$1170.0%5,0900.1%FinanceVTWOVanguard Russell 2000 ETF$117$10 ▼-7.6%1,4490.1%ETFYUMYum! Brands$117$1 ▲0.6%8960.1%Retail/WholesaleWSFSWSFS Financial$1160.0%2,5200.1%Financial ServicesSCHWCharles Schwab$115$1 ▲0.5%1,6690.1%FinanceDFSIDimensional International Sustainability Core 1 ETF$115$28 ▼-19.9%3,6010.1%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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. 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