McClarren Financial Advisors
Latest statistics and disclosures from McClarren Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VB, VOO, VO, MGK, and represent 39.75% of McClarren Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$6.8M), MGK, IVV, QQQ, VGT, BLD, BRK.B, LLY, EFIV, IYJ.
- Started 34 new stock positions in BA, IWC, KNF, VONG, WEN, CP, VLTO, FBOT, ITA, SCHM.
- Reduced shares in these 10 stocks: DSI (-$207M), VUSB (-$88M), VXUS (-$59M), ESGV (-$33M), PFD (-$27M), HIW (-$26M), ESML (-$25M), DFLV (-$25M), SUSA (-$24M), VEA (-$24M).
- Sold out of its positions in ACHC, ADTH, Agenus, AR, DFAR, HAIN, ICLN, SHV, ESGE, JPST.
- McClarren Financial Advisors was a net seller of stock by $-964M.
- McClarren Financial Advisors has $143M in assets under management (AUM), dropping by 2.68%.
- Central Index Key (CIK): 0001842974
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Portfolio Holdings for McClarren Financial Advisors
McClarren Financial Advisors holds 360 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 11.8 | $17M | -11% | 55k | 304.69 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 8.9 | $13M | -14% | 51k | 250.31 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.3 | $12M | +132% | 54k | 219.96 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 6.0 | $8.5M | -8% | 33k | 259.53 |
|
| Vanguard World Mega Grwth Ind (MGK) | 4.8 | $6.9M | +73% | 36k | 188.62 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 4.5 | $6.5M | -93% | 6.8k | 950.85 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 4.5 | $6.4M | -72% | 9.9k | 648.37 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.6 | $5.2M | -91% | 6.8k | 762.37 |
|
| Apple (AAPL) | 3.3 | $4.8M | -77% | 5.3k | 904.84 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 2.5 | $3.5M | -98% | 519.00 | 6749.52 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 2.3 | $3.3M | -90% | 3.1k | 1077.97 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 2.3 | $3.3M | -79% | 2.2k | 1529.17 |
|
| Vanguard World Mega Cap Index (MGC) | 2.3 | $3.3M | -85% | 2.4k | 1382.34 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.7 | $2.4M | -72% | 2.7k | 875.77 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $1.9M | +86% | 6.7k | 288.06 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 1.1 | $1.6M | -92% | 2.0k | 811.56 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.1 | $1.6M | -44% | 5.6k | 286.07 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $1.6M | +285% | 13k | 123.31 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $1.5M | -87% | 1.5k | 953.93 |
|
| Microsoft Corporation (MSFT) | 1.0 | $1.4M | +12% | 3.6k | 401.12 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $1.2M | -89% | 3.1k | 390.14 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $1.1M | -95% | 889.00 | 1192.35 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.7 | $1.0M | -47% | 3.2k | 314.00 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $1.0M | -44% | 2.1k | 481.75 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $961k | -39% | 2.8k | 338.38 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $881k | -8% | 3.3k | 270.99 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $864k | +18% | 4.9k | 175.32 |
|
| Amazon (AMZN) | 0.6 | $864k | -51% | 2.1k | 406.59 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.6 | $854k | +570% | 6.9k | 123.43 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.6 | $841k | -81% | 1.1k | 798.67 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.6 | $832k | -95% | 629.00 | 1322.73 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.6 | $795k | -96% | 224.00 | 3549.11 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $769k | +115% | 4.1k | 189.04 |
|
| Procter & Gamble Company (PG) | 0.5 | $757k | -74% | 1.2k | 655.98 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.5 | $753k | -96% | 604.00 | 1246.69 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $728k | -82% | 1.1k | 678.47 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.5 | $727k | -96% | 392.00 | 1854.59 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $686k | -46% | 2.0k | 342.49 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $679k | -94% | 356.00 | 1907.30 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $666k | -95% | 912.00 | 730.26 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.5 | $648k | -94% | 1.1k | 600.56 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $610k | -91% | 938.00 | 650.32 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $575k | -77% | 1.6k | 358.93 |
|
| Topbuild (BLD) | 0.3 | $477k | NEW | 385.00 | 1238.96 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $468k | +249% | 1.8k | 258.56 |
|
| Johnson & Johnson (JNJ) | 0.3 | $442k | -66% | 1.0k | 432.06 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.3 | $433k | -97% | 354.00 | 1223.16 |
|
| Pepsi (PEP) | 0.3 | $413k | -63% | 824.00 | 501.21 |
|
| Hershey Company (HSY) | 0.3 | $412k | -91% | 183.00 | 2251.37 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $409k | -76% | 1.4k | 287.42 |
|
| Walt Disney Company (DIS) | 0.3 | $377k | -84% | 595.00 | 633.61 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $358k | -43% | 1.2k | 293.20 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $344k | -98% | 154.00 | 2233.77 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $324k | -5% | 1.7k | 196.36 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $315k | -95% | 162.00 | 1944.44 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.2 | $302k | -97% | 209.00 | 1444.98 |
|
| Intuit (INTU) | 0.2 | $295k | +45% | 657.00 | 449.01 |
|
| Spdr Ser Tr S&p 500 Esg Etf (EFIV) | 0.2 | $285k | NEW | 53.00 | 5377.36 |
|
| Vanguard World Utilities Etf (VPU) | 0.2 | $273k | -55% | 1.2k | 230.77 |
|
| Merck & Co (MRK) | 0.2 | $269k | -66% | 742.00 | 362.53 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $262k | -85% | 469.00 | 558.64 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $260k | -97% | 76.00 | 3421.05 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $251k | -62% | 948.00 | 264.77 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $218k | +33% | 1.4k | 154.06 |
|
| McKesson Corporation (MCK) | 0.2 | $217k | +56% | 584.00 | 371.58 |
|
| UnitedHealth (UNH) | 0.1 | $210k | +192% | 2.8k | 76.22 |
|
| Union Pacific Corporation (UNP) | 0.1 | $209k | -75% | 226.00 | 924.78 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $208k | +18% | 1.2k | 170.77 |
|
| Vanguard World Energy Etf (VDE) | 0.1 | $204k | -36% | 1.0k | 200.00 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $202k | -99% | 57.00 | 3543.86 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $194k | +74% | 1.6k | 121.55 |
|
| Ishares Tr Us Industrials (IYJ) | 0.1 | $193k | NEW | 119.00 | 1621.85 |
|
| Amgen (AMGN) | 0.1 | $191k | -50% | 312.00 | 612.18 |
|
| Wal-Mart Stores (WMT) | 0.1 | $184k | -90% | 270.00 | 681.48 |
|
| Norfolk Southern (NSC) | 0.1 | $181k | -74% | 214.00 | 845.79 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $175k | -96% | 81.00 | 2160.49 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $171k | -83% | 487.00 | 351.13 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $160k | NEW | 456.00 | 350.88 |
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $159k | -99% | 33.00 | 4818.18 |
|
| Meta Platforms Cl A (META) | 0.1 | $159k | +548% | 2.0k | 78.87 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $156k | -71% | 460.00 | 339.13 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $154k | +26% | 441.00 | 349.21 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $149k | +5% | 688.00 | 216.57 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $146k | NEW | 34.00 | 4294.12 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $145k | -94% | 205.00 | 707.32 |
|
| Rockwell Automation (ROK) | 0.1 | $139k | -49% | 275.00 | 505.45 |
|
| Pfizer (PFE) | 0.1 | $137k | -96% | 195.00 | 702.56 |
|
| Constellation Energy (CEG) | 0.1 | $135k | -70% | 200.00 | 675.00 |
|
| Highwoods Properties (HIW) | 0.1 | $133k | -99% | 26.00 | 5115.38 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $133k | NEW | 78.00 | 1705.13 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $133k | -84% | 236.00 | 563.56 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $125k | -83% | 245.00 | 510.20 |
|
| Dimensional Etf Trust International (DFSI) | 0.1 | $121k | NEW | 65.00 | 1861.54 |
|
| Analog Devices (ADI) | 0.1 | $119k | -64% | 228.00 | 521.93 |
|
| Yum! Brands (YUM) | 0.1 | $118k | -70% | 264.00 | 446.97 |
|
| WSFS Financial Corporation (WSFS) | 0.1 | $118k | -98% | 47.00 | 2510.64 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $117k | -90% | 376.00 | 311.17 |
|
| Coca-Cola Company (KO) | 0.1 | $117k | -79% | 381.00 | 307.09 |
|
| Stryker Corporation (SYK) | 0.1 | $117k | +97% | 680.00 | 172.06 |
|
| Phillips 66 (PSX) | 0.1 | $116k | -65% | 282.00 | 411.35 |
|
| Abbvie (ABBV) | 0.1 | $114k | -48% | 343.00 | 332.36 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $108k | -92% | 175.00 | 617.14 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $107k | NEW | 264.00 | 405.30 |
|
| Target Corporation (TGT) | 0.1 | $106k | -37% | 444.00 | 238.74 |
|
| Automatic Data Processing (ADP) | 0.1 | $105k | -45% | 238.00 | 441.18 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $103k | +184% | 544.00 | 189.34 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $101k | NEW | 114.00 | 885.96 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $99k | -97% | 71.00 | 1394.37 |
|
| Oracle Corporation (ORCL) | 0.1 | $98k | -39% | 423.00 | 231.68 |
|
| CSX Corporation (CSX) | 0.1 | $97k | -98% | 120.00 | 804.60 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $90k | +163% | 487.00 | 184.80 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $88k | -73% | 217.00 | 405.53 |
|
| Broadcom (AVGO) | 0.1 | $81k | +6453% | 3.2k | 25.23 |
|
| Starbucks Corporation (SBUX) | 0.1 | $81k | -60% | 311.00 | 260.45 |
|
| Cisco Systems (CSCO) | 0.1 | $81k | -94% | 190.00 | 426.32 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $81k | -98% | 31.00 | 2612.90 |
|
| Caterpillar (CAT) | 0.1 | $79k | +117% | 666.00 | 118.62 |
|
| Textron (TXT) | 0.1 | $76k | -90% | 85.00 | 894.12 |
|
| Flaherty & Crumrine Pref. Income (PFD) | 0.1 | $75k | -99% | 20.00 | 3750.00 |
|
| Prudential Financial (PRU) | 0.1 | $73k | -44% | 351.00 | 207.98 |
|
| Vanguard World Materials Etf (VAW) | 0.1 | $73k | -49% | 192.00 | 380.21 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $71k | -88% | 129.00 | 550.39 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $70k | -71% | 199.00 | 351.76 |
|
| Pool Corporation (POOL) | 0.0 | $70k | +34% | 307.00 | 228.01 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $69k | -95% | 83.00 | 831.33 |
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| Williams Companies (WMB) | 0.0 | $69k | -97% | 42.00 | 1642.86 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $69k | -35% | 210.00 | 328.57 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $65k | -97% | 43.00 | 1511.63 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $64k | +455% | 934.00 | 68.52 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $64k | -11% | 533.00 | 120.08 |
|
| Principal Financial (PFG) | 0.0 | $63k | -80% | 156.00 | 403.85 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $62k | -90% | 76.00 | 815.79 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $62k | -93% | 61.00 | 1016.39 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $59k | -84% | 97.00 | 608.25 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $58k | -92% | 66.00 | 878.79 |
|
| Cavco Industries (CVCO) | 0.0 | $58k | +6400% | 65.00 | 892.31 |
|
| International Business Machines (IBM) | 0.0 | $58k | +2% | 345.00 | 168.12 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $56k | -74% | 120.00 | 466.67 |
|
| Altria (MO) | 0.0 | $54k | -96% | 45.00 | 1200.00 |
|
| PNC Financial Services (PNC) | 0.0 | $54k | +33% | 466.00 | 115.88 |
|
| Metropcs Communications (TMUS) | 0.0 | $53k | -41% | 176.00 | 301.14 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $53k | -44% | 173.00 | 306.36 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $53k | -93% | 57.00 | 929.82 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $52k | -67% | 267.00 | 194.76 |
|
| Lam Research Corporation (LRCX) | 0.0 | $51k | +2028% | 1.1k | 47.93 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $50k | +4% | 362.00 | 138.12 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $48k | -92% | 54.00 | 888.89 |
|
| SYSCO Corporation (SYY) | 0.0 | $48k | -89% | 71.00 | 676.06 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $48k | +20% | 241.00 | 199.17 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $46k | -27% | 337.00 | 136.50 |
|
| Cigna Corp (CI) | 0.0 | $46k | +368% | 661.00 | 69.59 |
|
| Intel Corporation (INTC) | 0.0 | $45k | -96% | 61.00 | 737.70 |
|
| Shell Spon Ads (SHEL) | 0.0 | $44k | -77% | 144.00 | 305.56 |
|
| McDonald's Corporation (MCD) | 0.0 | $43k | +184% | 509.00 | 84.48 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $43k | -97% | 31.00 | 1387.10 |
|
| PPL Corporation (PPL) | 0.0 | $43k | -98% | 27.00 | 1592.59 |
|
| Visa Com Cl A (V) | 0.0 | $42k | +581% | 1.0k | 40.04 |
|
| Bank of America Corporation (BAC) | 0.0 | $41k | -96% | 39.00 | 1051.28 |
|
| Verizon Communications (VZ) | 0.0 | $41k | -89% | 123.00 | 333.33 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $40k | -65% | 118.00 | 338.98 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $38k | -54% | 132.00 | 287.88 |
|
| Fulton Financial (FULT) | 0.0 | $38k | -99% | 16.00 | 2375.00 |
|
| UGI Corporation (UGI) | 0.0 | $38k | -98% | 22.00 | 1727.27 |
|
| Block Cl A (SQ) | 0.0 | $37k | -78% | 128.00 | 289.06 |
|
| Zoetis Cl A (ZTS) | 0.0 | $37k | +140% | 520.00 | 71.15 |
|
| Dominion Resources (D) | 0.0 | $36k | NEW | 49.00 | 734.69 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $35k | -76% | 130.00 | 269.23 |
|
| Waste Management (WM) | 0.0 | $35k | +28% | 213.00 | 164.32 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $35k | -62% | 284.00 | 123.24 |
|
| Shopify Cl A (SHOP) | 0.0 | $34k | -74% | 132.00 | 257.58 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $34k | -77% | 125.00 | 272.00 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $33k | -10% | 301.00 | 109.63 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $33k | -81% | 156.00 | 211.54 |
|
| Pembina Pipeline Corp (PBA) | 0.0 | $33k | -95% | 37.00 | 891.89 |
|
| Agnico (AEM) | 0.0 | $33k | -87% | 65.00 | 507.69 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $33k | +851% | 514.00 | 64.20 |
|
| ICF International (ICFI) | 0.0 | $32k | -90% | 57.00 | 561.40 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $32k | -97% | 26.00 | 1230.77 |
|
| Kroger (KR) | 0.0 | $32k | -92% | 49.00 | 653.06 |
|
| American Tower Reit (AMT) | 0.0 | $32k | +205% | 388.00 | 82.47 |
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $30k | -99% | 14.00 | 2142.86 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $30k | -62% | 107.00 | 280.37 |
|
| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $29k | -87% | 119.00 | 243.70 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $29k | -92% | 48.00 | 604.17 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.0 | $29k | -96% | 30.00 | 966.67 |
|
| High Income Secs Shs Ben Int (PCF) | 0.0 | $29k | -99% | 6.00 | 4833.33 |
|
| ABM Industries (ABM) | 0.0 | $28k | -91% | 50.00 | 560.00 |
|
| Yum China Holdings (YUMC) | 0.0 | $27k | -89% | 92.00 | 293.48 |
|
| Qualcomm (QCOM) | 0.0 | $27k | +43% | 199.00 | 135.68 |
|
| Trinity Industries (TRN) | 0.0 | $27k | -96% | 29.00 | 931.03 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $27k | -84% | 65.00 | 415.38 |
|
| Carrier Global Corporation (CARR) | 0.0 | $27k | -71% | 126.00 | 214.29 |
|
| Philip Morris International (PM) | 0.0 | $27k | -77% | 101.00 | 267.33 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $26k | -97% | 26.00 | 1000.00 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $26k | NEW | 21.00 | 1238.10 |
|
| eBay (EBAY) | 0.0 | $26k | -89% | 53.00 | 490.57 |
|
| Ge Aerospace Com New (GE) | 0.0 | $26k | +403% | 660.00 | 39.39 |
|
| Mid Penn Ban (MPB) | 0.0 | $25k | -98% | 21.00 | 1190.48 |
|
| Wells Fargo & Company (WFC) | 0.0 | $25k | -86% | 59.00 | 423.73 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $25k | -76% | 77.00 | 324.68 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $25k | -9% | 212.00 | 117.92 |
|
| Equifax (EFX) | 0.0 | $24k | +139% | 242.00 | 99.17 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $24k | NEW | 79.00 | 303.80 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $24k | -85% | 59.00 | 406.78 |
|
| Weis Markets (WMK) | 0.0 | $24k | -83% | 62.00 | 387.10 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $24k | -97% | 26.00 | 923.08 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $23k | +65% | 197.00 | 116.75 |
|
| Digital Realty Trust (DLR) | 0.0 | $23k | 152.00 | 151.32 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $23k | -96% | 28.00 | 821.43 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $23k | -82% | 64.00 | 359.38 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $23k | -66% | 142.00 | 161.97 |
|
| Cme (CME) | 0.0 | $23k | +66% | 196.00 | 117.35 |
|
| Becton, Dickinson and (BDX) | 0.0 | $23k | +133% | 233.00 | 98.71 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $22k | +305% | 292.00 | 75.34 |
|
| 3M Company (MMM) | 0.0 | $22k | -54% | 102.00 | 215.69 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $22k | -38% | 118.00 | 186.44 |
|
| Targa Res Corp (TRGP) | 0.0 | $21k | -21% | 128.00 | 164.06 |
|
| Halliburton Company (HAL) | 0.0 | $21k | -94% | 33.00 | 636.36 |
|
| Global X Fds Cybrscurty Etf (BUG) | 0.0 | $20k | -95% | 29.00 | 689.66 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.0 | $20k | NEW | 65.00 | 307.69 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $19k | NEW | 77.00 | 246.75 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $18k | +13315% | 2.5k | 7.06 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $18k | +14% | 215.00 | 83.72 |
|
| Air Products & Chemicals (APD) | 0.0 | $17k | +285% | 258.00 | 65.89 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $17k | -41% | 102.00 | 166.67 |
|
| Harley-Davidson (HOG) | 0.0 | $17k | -93% | 33.00 | 515.15 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $17k | -46% | 96.00 | 177.08 |
|
| Range Resources (RRC) | 0.0 | $16k | NEW | 33.00 | 484.85 |
|
| Corning Incorporated (GLW) | 0.0 | $16k | -81% | 77.00 | 207.79 |
|
| Zimmer Holdings (ZBH) | 0.0 | $15k | -22% | 108.00 | 138.89 |
|
| American Electric Power Company (AEP) | 0.0 | $15k | -50% | 87.00 | 172.41 |
|
| DNP Select Income Fund (DNP) | 0.0 | $14k | -99% | 8.00 | 1750.00 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $14k | -82% | 51.00 | 274.51 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $14k | +1245% | 444.00 | 31.53 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $13k | NEW | 145.00 | 89.66 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $13k | -77% | 55.00 | 236.36 |
|
| Danaher Corporation (DHR) | 0.0 | $12k | +388% | 249.00 | 48.19 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $12k | -71% | 85.00 | 141.18 |
|
| Fidelity National Information Services (FIS) | 0.0 | $11k | -49% | 75.00 | 146.67 |
|
| Global X Fds Aging Population (AGNG) | 0.0 | $11k | -91% | 30.00 | 366.67 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $11k | -55% | 96.00 | 114.58 |
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $11k | +11860% | 1.2k | 9.20 |
|
| MDU Resources (MDU) | 0.0 | $10k | -94% | 25.00 | 400.00 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $10k | +446% | 246.00 | 40.65 |
|
| Nucor Corporation (NUE) | 0.0 | $10k | +128% | 158.00 | 63.29 |
|
| Travelers Companies (TRV) | 0.0 | $10k | +666% | 406.00 | 24.63 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $9.0k | +57% | 121.00 | 74.38 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $9.0k | -95% | 48.00 | 187.50 |
|
| United Sts 12 Month Nat Gas Unit Ben Int (UNL) | 0.0 | $9.0k | -99% | 8.00 | 1125.00 |
|
| Northwest Bancshares (NWBI) | 0.0 | $9.0k | NEW | 11.00 | 818.18 |
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $9.0k | -94% | 23.00 | 391.30 |
|
| BlackRock (BLK) | 0.0 | $9.0k | +6458% | 787.00 | 11.44 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $8.0k | -89% | 30.00 | 266.67 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $8.0k | -57% | 145.00 | 55.17 |
|
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $7.0k | NEW | 45.00 | 155.56 |
|
| Knife River Corp Common Stock (KNF) | 0.0 | $7.0k | NEW | 70.00 | 100.00 |
|
| General Motors Company (GM) | 0.0 | $7.0k | -69% | 46.00 | 152.17 |
|
| Tesla Motors (TSLA) | 0.0 | $7.0k | +997% | 395.00 | 17.72 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $6.0k | -51% | 77.00 | 77.92 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $6.0k | -26% | 70.00 | 85.71 |
|
| Global X Fds Msci Norway Etf (NORW) | 0.0 | $6.0k | -90% | 25.00 | 240.00 |
|
| AFLAC Incorporated (AFL) | 0.0 | $6.0k | -49% | 89.00 | 67.42 |
|
| Boeing Company (BA) | 0.0 | $6.0k | NEW | 182.00 | 32.97 |
|
| Planet Fitness Cl A (PLNT) | 0.0 | $5.0k | -6% | 73.00 | 68.49 |
|
| Dow (DOW) | 0.0 | $5.0k | +7% | 106.00 | 47.17 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $5.0k | NEW | 93.00 | 53.76 |
|
| Etf Ser Solutions Point Bridge Amr (MAGA) | 0.0 | $4.0k | NEW | 44.00 | 90.91 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $4.0k | -59% | 42.00 | 95.24 |
|
| Viatris (VTRS) | 0.0 | $4.0k | -88% | 53.00 | 75.47 |
|
| Palo Alto Networks (PANW) | 0.0 | $4.0k | NEW | 339.00 | 11.80 |
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $4.0k | +1272% | 247.00 | 16.19 |
|
| Alcon Ord Shs (ALC) | 0.0 | $3.0k | +106% | 89.00 | 33.71 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $3.0k | -7% | 53.00 | 56.60 |
|
| Gamestop Corp Cl A (GME) | 0.0 | $3.0k | -82% | 24.00 | 125.00 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $3.0k | -56% | 40.00 | 75.00 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $2.0k | +111000% | 1.1k | 1.80 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $2.0k | -43% | 62.00 | 32.26 |
|
| Inspire Med Sys (INSP) | 0.0 | $2.0k | NEW | 133.00 | 15.04 |
|
| Chewy Cl A (CHWY) | 0.0 | $2.0k | -70% | 27.00 | 74.07 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $2.0k | NEW | 11.00 | 181.82 |
|
| Fidelity Covington Trust Fundamental Smal (FFSM) | 0.0 | $2.0k | -44% | 50.00 | 40.00 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $2.0k | +400% | 180.00 | 11.11 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $2.0k | NEW | 1.0k | 1.96 |
|
| Synopsys (SNPS) | 0.0 | $1.0k | +29650% | 595.00 | 1.68 |
|
| Home Depot (HD) | 0.0 | $1.0k | +8500% | 344.00 | 2.91 |
|
| General Dynamics Corporation (GD) | 0.0 | $1.0k | +5700% | 290.00 | 3.45 |
|
| Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) | 0.0 | $1.0k | +195% | 59.00 | 16.95 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $1.0k | NEW | 123.00 | 8.13 |
|
| Pinterest Cl A (PINS) | 0.0 | $1.0k | +12% | 44.00 | 22.73 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.0k | -82% | 18.00 | 55.56 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $1.0k | +11% | 38.00 | 26.32 |
|
| American Airls (AAL) | 0.0 | $1.0k | -90% | 11.00 | 90.91 |
|
| Sirius Xm Holdings (SIRI) | 0.0 | $1.0k | NEW | 2.00 | 500.00 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $1.0k | -95% | 8.00 | 125.00 |
|
| Kraft Heinz (KHC) | 0.0 | $1.0k | -37% | 32.00 | 31.25 |
|
| Honest (HNST) | 0.0 | $1.0k | -99% | 2.00 | 500.00 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $999.999500 | NEW | 85.00 | 11.76 |
|
| V.F. Corporation (VFC) | 0.0 | $999.999000 | -76% | 27.00 | 37.04 |
|
| American Intl Group Com New (AIG) | 0.0 | $999.999000 | +362% | 74.00 | 13.51 |
|
| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.0 | $999.999000 | -55% | 26.00 | 38.46 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $999.998500 | NEW | 95.00 | 10.53 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $999.990900 | +5960% | 303.00 | 3.30 |
|
| Ansys (ANSS) | 0.0 | $0 | +32000% | 321.00 | 0.00 |
|
| Abbott Laboratories (ABT) | 0.0 | $0 | +1960% | 103.00 | 0.00 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $0 | +46700% | 468.00 | 0.00 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $0 | -90% | 3.00 | 0.00 |
|
| Darden Restaurants (DRI) | 0.0 | $0 | +3675% | 151.00 | 0.00 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $0 | +27550% | 553.00 | 0.00 |
|
| Federal Signal Corporation (FSS) | 0.0 | $0 | +937% | 83.00 | 0.00 |
|
| Gartner (IT) | 0.0 | $0 | +44800% | 449.00 | 0.00 |
|
| Deere & Company (DE) | 0.0 | $0 | +18550% | 373.00 | 0.00 |
|
| Nike CL B (NKE) | 0.0 | $0 | +1400% | 150.00 | 0.00 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $0 | +487% | 47.00 | 0.00 |
|
| Biogen Idec (BIIB) | 0.0 | $0 | +11450% | 231.00 | 0.00 |
|
| Ford Motor Company (F) | 0.0 | $0 | -84% | 12.00 | 0.00 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $0 | +371% | 66.00 | 0.00 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $0 | +242% | 48.00 | 0.00 |
|
| Eagle Materials (EXP) | 0.0 | $0 | +10750% | 217.00 | 0.00 |
|
| Dover Corporation (DOV) | 0.0 | $0 | +4400% | 180.00 | 0.00 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $0 | +633% | 88.00 | 0.00 |
|
| Roper Industries (ROP) | 0.0 | $0 | +28050% | 563.00 | 0.00 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $0 | +5000% | 204.00 | 0.00 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $0 | +2483% | 155.00 | 0.00 |
|
| Kirkland's (KIRK) | 0.0 | $0 | -99% | 1.00 | 0.00 |
|
| Lithia Motors (LAD) | 0.0 | $0 | +12500% | 252.00 | 0.00 |
|
| Manhattan Associates (MANH) | 0.0 | $0 | +12200% | 246.00 | 0.00 |
|
| Nordson Corporation (NDSN) | 0.0 | $0 | +11450% | 231.00 | 0.00 |
|
| Lululemon Athletica (LULU) | 0.0 | $0 | +29700% | 298.00 | 0.00 |
|
| Silicon Laboratories (SLAB) | 0.0 | $0 | +10900% | 110.00 | 0.00 |
|
| Texas Roadhouse (TXRH) | 0.0 | $0 | +4175% | 171.00 | 0.00 |
|
| Wabtec Corporation (WAB) | 0.0 | $0 | +5166% | 158.00 | 0.00 |
|
| Exponent (EXPO) | 0.0 | $0 | +4650% | 95.00 | 0.00 |
|
| Comfort Systems USA (FIX) | 0.0 | $0 | +10033% | 304.00 | 0.00 |
|
| Dollar General (DG) | 0.0 | $0 | +4300% | 132.00 | 0.00 |
|
| 3-d Sys Corp Del Com New (DDD) | 0.0 | $0 | -98% | 3.00 | 0.00 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $0 | +8866% | 269.00 | 0.00 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $0 | +5000% | 153.00 | 0.00 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $0 | +4850% | 99.00 | 0.00 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $0 | +33200% | 333.00 | 0.00 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $0 | NEW | 175.00 | 0.00 |
|
| Wendy's/arby's Group (WEN) | 0.0 | $0 | NEW | 16.00 | 0.00 |
|
| Five Below (FIVE) | 0.0 | $0 | +10700% | 108.00 | 0.00 |
|
| Ubs Group SHS (UBS) | 0.0 | $0 | +70% | 29.00 | 0.00 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $0 | +2083% | 131.00 | 0.00 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $0 | -47% | 21.00 | 0.00 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $0 | +19150% | 385.00 | 0.00 |
|
| Dxc Technology (DXC) | 0.0 | $0 | +533% | 19.00 | 0.00 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $0 | NEW | 11.00 | 0.00 |
|
| Corteva (CTVA) | 0.0 | $0 | +124% | 346.00 | 0.00 |
|
| Beyond Meat (BYND) | 0.0 | $0 | -65% | 13.00 | 0.00 |
|
| Zoom Video Communications In Cl A (ZM) | 0.0 | $0 | +321% | 59.00 | 0.00 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $0 | +3600% | 37.00 | 0.00 |
|
| Bath & Body Works In (BBWI) | 0.0 | $0 | +1850% | 39.00 | 0.00 |
|
| Fidelity Covington Trust Womens Leader (FDWM) | 0.0 | $0 | +633% | 22.00 | 0.00 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $0 | 26.00 | 0.00 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $0 | -83% | 13.00 | 0.00 |
|
| Fidelity Covington Trust Elec Vehs & Futr (FDRV) | 0.0 | $0 | +333% | 13.00 | 0.00 |
|
| Zimvie (ZIMV) | 0.0 | $0 | +28% | 18.00 | 0.00 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $0 | +600% | 7.00 | 0.00 |
|
| Fidelity Covington Trust Disruptive Autom (FBOT) | 0.0 | $0 | NEW | 26.00 | 0.00 |
|
Past Filings by McClarren Financial Advisors
SEC 13F filings are viewable for McClarren Financial Advisors going back to 2020
- McClarren Financial Advisors 2024 Q1 restated filed July 26, 2024
- McClarren Financial Advisors 2024 Q2 filed July 26, 2024
- McClarren Financial Advisors 2024 Q1 filed May 3, 2024
- McClarren Financial Advisors 2023 Q4 filed Feb. 2, 2024
- McClarren Financial Advisors 2023 Q3 filed Nov. 6, 2023
- McClarren Financial Advisors 2023 Q2 filed Aug. 7, 2023
- McClarren Financial Advisors 2023 Q1 filed May 5, 2023
- McClarren Financial Advisors 2022 Q4 filed Jan. 30, 2023
- McClarren Financial Advisors 2022 Q3 filed Nov. 1, 2022
- McClarren Financial Advisors 2022 Q2 filed Aug. 11, 2022
- McClarren Financial Advisors 2022 Q1 filed April 29, 2022
- McClarren Financial Advisors 2021 Q4 filed Jan. 19, 2022
- McClarren Financial Advisors 2021 Q3 filed Oct. 15, 2021
- McClarren Financial Advisors 2021 Q2 filed July 23, 2021
- McClarren Financial Advisors 2021 Q1 filed April 21, 2021
- McClarren Financial Advisors 2020 Q4 filed Jan. 29, 2021