McClarren Financial Advisors
Latest statistics and disclosures from McClarren Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DSI, VEA, VUSB, VXUS, SPTM, and represent 62.21% of McClarren Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: DSI (+$257M), VEA (+$78M), VUSB (+$49M), VXUS (+$47M), SPTM (+$40M), ESGV (+$35M), SPSM (+$21M), VIG (+$18M), CATH (+$18M), CSX (+$15M).
- Started 11 new stock positions in TXN, DFIV, AGG, BIV, Sirius XM Holdings, IGSB, DFAT, EATV, QAI, VWOB. VUG.
- Reduced shares in these 10 stocks: VOO (-$12M), AVGO, BLK, MGK, LLY, IWB, VGT, INTU, IWR, BSV.
- Sold out of its positions in ABM, MO, BMY, CCL, CVCO, CINF, CL, FIX, GLW, DHR.
- McClarren Financial Advisors was a net buyer of stock by $644M.
- McClarren Financial Advisors has $796M in assets under management (AUM), dropping by 456.39%.
- Central Index Key (CIK): 0001842974
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Portfolio Holdings for McClarren Financial Advisors
McClarren Financial Advisors holds 271 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Kld400 Soc (DSI) | 33.1 | $263M | +4031% | 21k | 12283.45 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.5 | $84M | +1447% | 14k | 6068.53 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 6.5 | $52M | +1679% | 121k | 426.02 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 6.5 | $51M | +1035% | 77k | 663.88 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 5.7 | $45M | +794% | 18k | 2525.39 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 4.9 | $39M | +960% | 33k | 1178.93 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 3.6 | $29M | +159% | 26k | 1122.28 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 3.0 | $24M | +809% | 9.8k | 2408.23 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.8 | $22M | 33k | 669.57 |
|
|
| Global X Fds S&p 500 Catholic (CATH) | 2.3 | $18M | +2259% | 9.2k | 1984.11 |
|
| CSX Corporation (CSX) | 2.0 | $16M | +1608% | 2.1k | 7729.27 |
|
| Ishares Tr Esg Aware Msci (ESML) | 1.8 | $15M | +3425% | 5.4k | 2703.50 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $14M | +11% | 62k | 232.85 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $13M | -46% | 29k | 467.43 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.6 | $13M | +641% | 23k | 562.02 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 1.5 | $12M | +1886% | 4.5k | 2766.29 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.7 | $5.5M | +239% | 9.3k | 594.28 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.6 | $5.1M | +2322% | 8.6k | 594.01 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $4.6M | +7% | 54k | 83.98 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $4.3M | +1783% | 17k | 249.75 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $4.0M | +263% | 3.9k | 1034.84 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $3.9M | +73% | 9.7k | 396.04 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.4M | +36% | 2.7k | 1263.10 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.4 | $3.3M | +2446% | 15k | 212.64 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.4 | $3.2M | +1893% | 13k | 257.10 |
|
| Procter & Gamble Company (PG) | 0.4 | $3.2M | +250% | 4.1k | 794.57 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $2.8M | +948% | 9.8k | 280.65 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.4M | -16% | 1.7k | 1384.88 |
|
| Wal-Mart Stores (WMT) | 0.3 | $2.2M | +351% | 1.2k | 1805.42 |
|
| Amazon (AMZN) | 0.3 | $2.0M | +57% | 3.3k | 599.88 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.3 | $2.0M | +454% | 1.1k | 1755.50 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $1.7M | -29% | 26k | 67.47 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.7M | +503% | 2.8k | 602.75 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.4M | +231% | 7.2k | 200.56 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.4M | +83% | 2.6k | 546.67 |
|
| Vanguard World Mega Cap Index (MGC) | 0.2 | $1.4M | +304% | 9.6k | 148.45 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $1.3M | +209% | 1.5k | 869.94 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $1.2M | +151% | 4.0k | 286.56 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.1M | +79% | 5.8k | 193.13 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $929k | +46% | 1.8k | 520.45 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $917k | +516% | 1.1k | 850.65 |
|
| Merck & Co (MRK) | 0.1 | $803k | +112% | 1.6k | 509.19 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $752k | -13% | 3.5k | 214.86 |
|
| Walt Disney Company (DIS) | 0.1 | $747k | +522% | 3.7k | 201.62 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $721k | +1512% | 5.7k | 125.63 |
|
| Pepsi (PEP) | 0.1 | $702k | +256% | 2.9k | 238.94 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $699k | +18% | 1.4k | 498.22 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $667k | +430% | 1.3k | 533.17 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $563k | +202% | 215.00 | 2618.60 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $547k | +372% | 5.0k | 109.86 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $540k | +5682% | 16k | 32.88 |
|
| Topbuild (BLD) | 0.1 | $504k | +221% | 1.2k | 406.78 |
|
| Apple (AAPL) | 0.1 | $444k | +249% | 18k | 24.13 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $438k | -2% | 4.8k | 91.29 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $433k | -23% | 1.1k | 400.18 |
|
| Johnson & Johnson (JNJ) | 0.1 | $419k | +12% | 1.2k | 363.72 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $364k | +4% | 7.0k | 52.00 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $353k | +47% | 1.5k | 235.33 |
|
| Coca-Cola Company (KO) | 0.0 | $347k | +352% | 1.7k | 201.28 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $336k | -45% | 88.00 | 3818.18 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $333k | +7% | 3.5k | 94.90 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $324k | +3363% | 7.2k | 44.76 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $305k | -59% | 2.8k | 109.08 |
|
| Spdr Ser Tr S&p 500 Esg Etf (EFIV) | 0.0 | $300k | +10083% | 5.4k | 55.59 |
|
| Oracle Corporation (ORCL) | 0.0 | $265k | +25% | 530.00 | 500.00 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $260k | +64% | 4.7k | 55.50 |
|
| Air Products & Chemicals (APD) | 0.0 | $252k | +41% | 365.00 | 690.41 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $250k | +127% | 2.2k | 115.79 |
|
| Union Pacific Corporation (UNP) | 0.0 | $218k | +8% | 246.00 | 886.18 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $207k | -54% | 734.00 | 282.02 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $202k | +53% | 333.00 | 606.61 |
|
| Norfolk Southern (NSC) | 0.0 | $201k | +15% | 248.00 | 810.48 |
|
| Amgen (AMGN) | 0.0 | $199k | +98% | 618.00 | 322.01 |
|
| Phillips 66 (PSX) | 0.0 | $199k | +132% | 655.00 | 303.82 |
|
| McKesson Corporation (MCK) | 0.0 | $184k | -15% | 494.00 | 372.47 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $182k | +583% | 2.6k | 70.84 |
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $177k | +14539% | 4.8k | 36.64 |
|
| Constellation Energy (CEG) | 0.0 | $176k | +239% | 679.00 | 259.20 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $172k | +11% | 493.00 | 348.88 |
|
| Broadcom (AVGO) | 0.0 | $169k | -89% | 345.00 | 489.86 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $159k | +195% | 1.4k | 116.83 |
|
| Starbucks Corporation (SBUX) | 0.0 | $159k | -4% | 297.00 | 535.35 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.0 | $156k | +12285% | 4.2k | 37.05 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $155k | -7% | 1.1k | 137.66 |
|
| Pfizer (PFE) | 0.0 | $151k | +2381% | 4.8k | 31.21 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $146k | +424% | 676.00 | 215.98 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $139k | +8% | 85.00 | 1635.29 |
|
| Dimensional Etf Trust International (DFSI) | 0.0 | $133k | +5641% | 3.7k | 35.64 |
|
| WSFS Financial Corporation (WSFS) | 0.0 | $128k | +6% | 50.00 | 2560.00 |
|
| Automatic Data Processing (ADP) | 0.0 | $122k | +86% | 443.00 | 275.39 |
|
| Analog Devices (ADI) | 0.0 | $121k | +131% | 527.00 | 229.60 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $119k | +288% | 6.0k | 19.89 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $114k | +423% | 1.3k | 88.92 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $109k | +5% | 573.00 | 190.23 |
|
| Target Corporation (TGT) | 0.0 | $99k | +44% | 641.00 | 154.45 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $93k | -19% | 290.00 | 320.69 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $93k | -62% | 185.00 | 502.70 |
|
| Cisco Systems (CSCO) | 0.0 | $92k | +811% | 1.7k | 53.15 |
|
| Microsoft Corporation (MSFT) | 0.0 | $92k | +12% | 4.0k | 22.80 |
|
| Caterpillar (CAT) | 0.0 | $92k | -40% | 393.00 | 234.10 |
|
| Pool Corporation (POOL) | 0.0 | $86k | -25% | 229.00 | 375.55 |
|
| Cigna Corp (CI) | 0.0 | $84k | +4% | 692.00 | 121.39 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $81k | +100% | 384.00 | 210.94 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $77k | +29% | 2.1k | 36.07 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $77k | +256% | 709.00 | 108.60 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $73k | +6% | 223.00 | 327.35 |
|
| Block Cl A (SQ) | 0.0 | $73k | +4% | 134.00 | 544.78 |
|
| Abbvie (ABBV) | 0.0 | $71k | +106% | 707.00 | 100.42 |
|
| Principal Financial (PFG) | 0.0 | $69k | +419% | 810.00 | 85.19 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $68k | +9% | 67.00 | 1014.93 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $67k | NEW | 156.00 | 429.49 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $67k | +9% | 83.00 | 807.23 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $66k | -30% | 653.00 | 101.07 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $60k | -47% | 30.00 | 2000.00 |
|
| Verizon Communications (VZ) | 0.0 | $59k | +762% | 1.1k | 55.61 |
|
| Shopify Cl A (SHOP) | 0.0 | $56k | +21% | 160.00 | 350.00 |
|
| Prudential Financial (PRU) | 0.0 | $55k | +91% | 671.00 | 81.97 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $54k | +1531% | 930.00 | 58.06 |
|
| PPL Corporation (PPL) | 0.0 | $52k | +5759% | 1.6k | 32.87 |
|
| UnitedHealth (UNH) | 0.0 | $52k | -65% | 942.00 | 55.20 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $50k | +77% | 307.00 | 162.87 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $49k | +2% | 248.00 | 197.58 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $46k | -72% | 3.4k | 13.45 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $44k | +4338% | 1.4k | 31.98 |
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| Dominion Resources (D) | 0.0 | $43k | +16% | 57.00 | 754.39 |
|
| International Business Machines (IBM) | 0.0 | $43k | +63% | 564.00 | 76.24 |
|
| Zoetis Cl A (ZTS) | 0.0 | $42k | -58% | 216.00 | 194.44 |
|
| Agnico (AEM) | 0.0 | $41k | +684% | 510.00 | 80.39 |
|
| Bank of America Corporation (BAC) | 0.0 | $41k | +2579% | 1.0k | 39.23 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $40k | +11% | 337.00 | 118.69 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $40k | +5% | 139.00 | 287.77 |
|
| American Tower Reit (AMT) | 0.0 | $39k | -56% | 169.00 | 230.77 |
|
| ICF International (ICFI) | 0.0 | $37k | +900% | 570.00 | 64.91 |
|
| Pembina Pipeline Corp (PBA) | 0.0 | $37k | +10% | 41.00 | 902.44 |
|
| Carrier Global Corporation (CARR) | 0.0 | $35k | +246% | 436.00 | 80.28 |
|
| Shell Spon Ads (SHEL) | 0.0 | $34k | -54% | 65.00 | 523.08 |
|
| Waste Management (WM) | 0.0 | $34k | -2% | 207.00 | 164.25 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $34k | +18% | 57.00 | 596.49 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $34k | NEW | 1.2k | 29.54 |
|
| Mid Penn Ban (MPB) | 0.0 | $34k | +5438% | 1.2k | 29.23 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $33k | +53% | 331.00 | 99.70 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $33k | NEW | 157.00 | 210.19 |
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $33k | +7% | 15.00 | 2200.00 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $33k | +169% | 288.00 | 114.58 |
|
| eBay (EBAY) | 0.0 | $32k | +22% | 65.00 | 492.31 |
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| Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.0 | $31k | +6% | 32.00 | 968.75 |
|
| Targa Res Corp (TRGP) | 0.0 | $31k | +612% | 912.00 | 33.99 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $30k | +365% | 726.00 | 41.32 |
|
| 3M Company (MMM) | 0.0 | $30k | +118% | 223.00 | 134.53 |
|
| High Income Secs Shs Ben Int (PCF) | 0.0 | $29k | +72966% | 4.4k | 6.62 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $29k | +586% | 405.00 | 71.60 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $28k | -42% | 121.00 | 231.41 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $28k | +7% | 28.00 | 1000.00 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $27k | +61% | 190.00 | 142.11 |
|
| Cme (CME) | 0.0 | $26k | -39% | 118.00 | 220.34 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $26k | 21.00 | 1238.10 |
|
|
| Weis Markets (WMK) | 0.0 | $26k | +9% | 68.00 | 382.35 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $25k | NEW | 152.00 | 164.47 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $25k | +320% | 324.00 | 77.16 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $25k | -39% | 119.00 | 210.08 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $25k | +286% | 305.00 | 81.97 |
|
| Becton, Dickinson and (BDX) | 0.0 | $24k | +3% | 241.00 | 99.59 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $23k | +2803% | 813.00 | 28.29 |
|
| Global X Fds Cybrscurty Etf (BUG) | 0.0 | $21k | +2324% | 703.00 | 29.87 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $20k | +71% | 175.00 | 114.29 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $19k | +87% | 180.00 | 105.56 |
|
| Intel Corporation (INTC) | 0.0 | $19k | -62% | 23.00 | 826.09 |
|
| Hershey Company (HSY) | 0.0 | $19k | +4% | 191.00 | 99.48 |
|
| Halliburton Company (HAL) | 0.0 | $18k | -12% | 29.00 | 620.69 |
|
| American Electric Power Company (AEP) | 0.0 | $18k | +104% | 178.00 | 101.12 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $18k | NEW | 206.00 | 87.38 |
|
| DNP Select Income Fund (DNP) | 0.0 | $17k | +22000% | 1.8k | 9.62 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $16k | -92% | 33.00 | 484.85 |
|
| Range Resources (RRC) | 0.0 | $15k | +1421% | 502.00 | 29.88 |
|
| Zimmer Holdings (ZBH) | 0.0 | $15k | +29% | 140.00 | 107.14 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $15k | +10% | 61.00 | 245.90 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $14k | -37% | 91.00 | 153.85 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $14k | 523.00 | 26.77 |
|
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $12k | +6% | 1.3k | 9.43 |
|
| Global X Fds Aging Population (AGNG) | 0.0 | $12k | +6% | 32.00 | 375.00 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $12k | +21% | 117.00 | 102.56 |
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| Fidelity National Information Services (FIS) | 0.0 | $12k | +98% | 149.00 | 80.54 |
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| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $11k | +152% | 301.00 | 36.54 |
|
| BlackRock (BLK) | 0.0 | $11k | -98% | 11.00 | 1000.00 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $10k | +94% | 1.3k | 7.47 |
|
| Northwest Bancshares (NWBI) | 0.0 | $10k | +18% | 13.00 | 769.23 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $10k | +8% | 52.00 | 192.31 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $10k | -36% | 77.00 | 129.87 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $10k | NEW | 2.0k | 4.99 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $9.0k | +184% | 219.00 | 41.10 |
|
| Tesla Motors (TSLA) | 0.0 | $9.0k | -90% | 36.00 | 250.00 |
|
| United Sts 12 Month Nat Gas Unit Ben Int (UNL) | 0.0 | $9.0k | +14650% | 1.2k | 7.63 |
|
| AFLAC Incorporated (AFL) | 0.0 | $8.0k | -17% | 73.00 | 109.59 |
|
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $7.0k | +240% | 153.00 | 45.75 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $6.0k | NEW | 199.00 | 30.15 |
|
| General Motors Company (GM) | 0.0 | $6.0k | +232% | 153.00 | 39.22 |
|
| Planet Fitness Cl A (PLNT) | 0.0 | $6.0k | +10% | 81.00 | 74.07 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $6.0k | +34% | 94.00 | 63.83 |
|
| Global X Fds Msci Norway Etf (NORW) | 0.0 | $6.0k | +960% | 265.00 | 22.64 |
|
| Palo Alto Networks (PANW) | 0.0 | $5.0k | +31% | 446.00 | 11.21 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $5.0k | NEW | 101.00 | 49.51 |
|
| Boeing Company (BA) | 0.0 | $5.0k | -80% | 35.00 | 142.86 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $5.0k | +3% | 96.00 | 52.08 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $5.0k | +15% | 167.00 | 29.94 |
|
| Meta Platforms Cl A (META) | 0.0 | $5.0k | -56% | 883.00 | 5.66 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $4.0k | -8% | 489.00 | 8.18 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $4.0k | -7% | 246.00 | 16.26 |
|
| Etf Ser Solutions Point Bridge Amr (MAGA) | 0.0 | $4.0k | +118% | 96.00 | 41.67 |
|
| Visa Com Cl A (V) | 0.0 | $4.0k | -59% | 428.00 | 9.35 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $4.0k | -47% | 45.00 | 88.89 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $4.0k | 42.00 | 95.24 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $4.0k | +12% | 100.00 | 40.00 |
|
| Travelers Companies (TRV) | 0.0 | $4.0k | -95% | 17.00 | 235.29 |
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $4.0k | -93% | 17.00 | 235.29 |
|
| Gamestop Corp Cl A (GME) | 0.0 | $3.0k | +483% | 140.00 | 21.43 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $3.0k | +33% | 83.00 | 36.14 |
|
| Yum China Holdings (YUMC) | 0.0 | $3.0k | +906% | 926.00 | 3.24 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $3.0k | -29% | 1.8k | 1.68 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $2.0k | -57% | 17.00 | 117.65 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $2.0k | 11.00 | 181.82 |
|
|
| Ford Motor Company (F) | 0.0 | $2.0k | -16% | 10.00 | 200.00 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $2.0k | -53% | 518.00 | 3.86 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $2.0k | +5% | 90.00 | 22.22 |
|
| Chewy Cl A (CHWY) | 0.0 | $2.0k | +233% | 90.00 | 22.22 |
|
| Fidelity Covington Trust Fundamental Smal (FFSM) | 0.0 | $2.0k | +8% | 54.00 | 37.04 |
|
| Viatris (VTRS) | 0.0 | $1.0k | +666% | 406.00 | 2.46 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $1.0k | -18% | 833.00 | 1.20 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $1.0k | +13% | 140.00 | 7.14 |
|
| American Airls (AAL) | 0.0 | $1.0k | +954% | 116.00 | 8.62 |
|
| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.0 | $1.0k | +123% | 58.00 | 17.24 |
|
| American Intl Group Com New (AIG) | 0.0 | $1.0k | -79% | 15.00 | 66.67 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $1.0k | -87% | 11.00 | 90.91 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.0k | -98% | 4.00 | 250.00 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.0k | -83% | 16.00 | 62.50 |
|
| Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) | 0.0 | $999.999000 | +11% | 66.00 | 15.15 |
|
| Pinterest Cl A (PINS) | 0.0 | $999.999000 | -11% | 39.00 | 25.64 |
|
| Ansys (ANSS) | 0.0 | $0 | -99% | 1.00 | 0.00 |
|
| Abbott Laboratories (ABT) | 0.0 | $0 | -96% | 4.00 | 0.00 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $0 | -99% | 1.00 | 0.00 |
|
| Nike CL B (NKE) | 0.0 | $0 | -36% | 96.00 | 0.00 |
|
| Biogen Idec (BIIB) | 0.0 | $0 | -99% | 2.00 | 0.00 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $0 | -80% | 13.00 | 0.00 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $0 | -72% | 13.00 | 0.00 |
|
| Eagle Materials (EXP) | 0.0 | $0 | -99% | 1.00 | 0.00 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $0 | 153.00 | 0.00 |
|
|
| Exponent (EXPO) | 0.0 | $0 | -98% | 1.00 | 0.00 |
|
| 3-d Sys Corp Del Com New (DDD) | 0.0 | $0 | +4900% | 150.00 | 0.00 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $0 | -98% | 2.00 | 0.00 |
|
| New York Life Investments Et Nyli Hedge Multi (QAI) | 0.0 | $0 | NEW | 32.00 | 0.00 |
|
| Wendy's/arby's Group (WEN) | 0.0 | $0 | +6% | 17.00 | 0.00 |
|
| Five Below (FIVE) | 0.0 | $0 | -99% | 1.00 | 0.00 |
|
| Ubs Group SHS (UBS) | 0.0 | $0 | -44% | 16.00 | 0.00 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $0 | -95% | 6.00 | 0.00 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $0 | +90% | 40.00 | 0.00 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $0 | -99% | 1.00 | 0.00 |
|
| Dxc Technology (DXC) | 0.0 | $0 | -84% | 3.00 | 0.00 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $0 | +436% | 59.00 | 0.00 |
|
| Corteva (CTVA) | 0.0 | $0 | -99% | 1.00 | 0.00 |
|
| Beyond Meat (BYND) | 0.0 | $0 | 13.00 | 0.00 |
|
|
| Zoom Video Communications In Cl A (ZM) | 0.0 | $0 | -76% | 14.00 | 0.00 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $0 | +18% | 44.00 | 0.00 |
|
| Bath & Body Works In (BBWI) | 0.0 | $0 | -20% | 31.00 | 0.00 |
|
| Fidelity Covington Trust Womens Leader (FDWM) | 0.0 | $0 | +4% | 23.00 | 0.00 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $0 | 26.00 | 0.00 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $0 | +400% | 65.00 | 0.00 |
|
| Fidelity Covington Trust Elec Vehs & Futr (FDRV) | 0.0 | $0 | +7% | 14.00 | 0.00 |
|
| Advisors Ser Tr Vegtech Plant B (EATV) | 0.0 | $0 | NEW | 17.00 | 0.00 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $0 | +14% | 8.00 | 0.00 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $0 | -96% | 10.00 | 0.00 |
|
| Fidelity Covington Trust Disruptive Autom (FBOT) | 0.0 | $0 | +3% | 27.00 | 0.00 |
|
| Siriusxm Holdings Common Stock | 0.0 | $0 | NEW | 23.00 | 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 Q3 filed Oct. 18, 2024
- 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