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, VIG, and represent 41.80% of McClarren Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$6.0M), MGK, IVV, VGT, BRK.B, QQQ, BSV, UNH, VHT, META.
- Started 5 new stock positions in UNL, BSV, ICFI, BAC, VLTO.
- Reduced shares in these 10 stocks: DSI (-$240M), VXUS (-$62M), VUSB (-$56M), CSX (-$48M), DFLV (-$38M), ESGV (-$35M), ESML (-$32M), DFAR (-$31M), DFSV (-$28M), SUSA (-$24M).
- Sold out of its positions in T, ASX, ACHC, ACA, BJ, BP, MPA, BMY, COF, CTRE.
- McClarren Financial Advisors was a net seller of stock by $-964M.
- McClarren Financial Advisors has $135M in assets under management (AUM), dropping by 2.91%.
- Central Index Key (CIK): 0001842974
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Portfolio Holdings for McClarren Financial Advisors
McClarren Financial Advisors holds 261 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 12.0 | $16M | -20% | 50k | 322.56 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 10.0 | $14M | -12% | 51k | 263.49 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.3 | $11M | +115% | 51k | 221.66 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 6.7 | $9.0M | -6% | 34k | 268.65 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 4.8 | $6.5M | -72% | 9.7k | 673.42 |
|
| Vanguard World Mega Grwth Ind (MGK) | 4.5 | $6.0M | +46% | 31k | 192.95 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.8 | $5.1M | -92% | 6.5k | 784.28 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 3.6 | $4.9M | -91% | 6.4k | 768.30 |
|
| Apple (AAPL) | 3.0 | $4.1M | -83% | 3.9k | 1035.99 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 2.4 | $3.2M | -80% | 2.1k | 1526.42 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 2.3 | $3.2M | -91% | 2.8k | 1133.40 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 2.3 | $3.1M | -98% | 404.00 | 7797.03 |
|
| Vanguard World Mega Cap Index (MGC) | 2.3 | $3.1M | -85% | 2.4k | 1287.24 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.8 | $2.4M | -73% | 2.6k | 902.20 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $1.7M | +333% | 14k | 120.89 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.2 | $1.7M | -45% | 5.7k | 291.35 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 1.2 | $1.6M | -91% | 2.1k | 792.50 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $1.6M | +23% | 4.4k | 359.38 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.1 | $1.5M | -86% | 1.7k | 885.48 |
|
| Microsoft Corporation (MSFT) | 1.0 | $1.3M | -7% | 2.9k | 455.53 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $1.3M | -90% | 2.8k | 447.73 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $1.1M | -49% | 2.0k | 539.41 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.8 | $1.1M | -42% | 3.5k | 307.47 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $1.1M | -95% | 904.00 | 1180.31 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $996k | -41% | 2.7k | 364.30 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.7 | $929k | -4% | 3.4k | 274.04 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.7 | $887k | -95% | 633.00 | 1401.26 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.6 | $873k | -83% | 936.00 | 932.69 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.6 | $821k | -92% | 1.4k | 577.76 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $800k | +6% | 4.4k | 181.24 |
|
| Amazon (AMZN) | 0.6 | $799k | -63% | 1.6k | 492.00 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $794k | +100% | 3.8k | 209.78 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.6 | $775k | -96% | 219.00 | 3538.81 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $762k | -91% | 577.00 | 1320.62 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.6 | $756k | -95% | 382.00 | 1979.06 |
|
| Procter & Gamble Company (PG) | 0.5 | $742k | -71% | 1.1k | 653.17 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $724k | -94% | 1.1k | 672.86 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $723k | -83% | 1.0k | 698.55 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $625k | -91% | 939.00 | 665.60 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.4 | $603k | -97% | 422.00 | 1428.91 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $562k | -63% | 1.4k | 413.54 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $541k | +293% | 4.2k | 128.96 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $534k | -74% | 1.6k | 342.97 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $519k | -80% | 1.4k | 373.38 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.4 | $497k | -96% | 416.00 | 1194.71 |
|
| Johnson & Johnson (JNJ) | 0.4 | $478k | -63% | 1.1k | 431.41 |
|
| Walt Disney Company (DIS) | 0.3 | $466k | -80% | 735.00 | 634.01 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.3 | $463k | -98% | 162.00 | 2858.02 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $385k | -32% | 1.4k | 268.67 |
|
| Vanguard World Utilities Etf (VPU) | 0.3 | $382k | -52% | 1.4k | 267.88 |
|
| CSX Corporation (CSX) | 0.3 | $368k | -99% | 75.00 | 4906.67 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $328k | -95% | 169.00 | 1940.83 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.2 | $322k | -96% | 223.00 | 1443.95 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $306k | -62% | 957.00 | 319.75 |
|
| Merck & Co (MRK) | 0.2 | $290k | -63% | 792.00 | 366.16 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $269k | NEW | 154.00 | 1746.75 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $268k | -30% | 1.2k | 219.85 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $263k | -85% | 480.00 | 547.92 |
|
| Vanguard World Health Car Etf (VHT) | 0.2 | $247k | +96% | 1.9k | 130.41 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $246k | -83% | 490.00 | 502.04 |
|
| Union Pacific Corporation (UNP) | 0.2 | $228k | -73% | 246.00 | 926.83 |
|
| Norfolk Southern (NSC) | 0.2 | $216k | -70% | 255.00 | 847.06 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $212k | +14% | 1.2k | 176.37 |
|
| Vanguard World Energy Etf (VDE) | 0.2 | $212k | -33% | 1.1k | 201.14 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.2 | $210k | +39% | 1.4k | 146.96 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.2 | $209k | -99% | 60.00 | 3483.33 |
|
| UnitedHealth (UNH) | 0.2 | $207k | +651% | 2.7k | 77.33 |
|
| McKesson Corporation (MCK) | 0.1 | $200k | +44% | 537.00 | 372.44 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $192k | -91% | 321.00 | 598.13 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $186k | -63% | 582.00 | 319.59 |
|
| Amgen (AMGN) | 0.1 | $178k | -54% | 285.00 | 624.56 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $169k | +37% | 482.00 | 350.62 |
|
| Cisco Systems (CSCO) | 0.1 | $166k | -92% | 250.00 | 664.00 |
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $166k | -99% | 35.00 | 4742.86 |
|
| Wal-Mart Stores (WMT) | 0.1 | $164k | -31% | 241.00 | 680.50 |
|
| Meta Platforms Cl A (META) | 0.1 | $151k | +370% | 1.5k | 103.64 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $150k | -94% | 89.00 | 1685.39 |
|
| Pfizer (PFE) | 0.1 | $145k | -95% | 222.00 | 653.15 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $145k | -48% | 243.00 | 596.71 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $138k | -87% | 580.00 | 237.93 |
|
| Phillips 66 (PSX) | 0.1 | $135k | -60% | 327.00 | 412.84 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $131k | -82% | 256.00 | 511.72 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $127k | -98% | 65.00 | 1953.85 |
|
| Target Corporation (TGT) | 0.1 | $127k | -64% | 532.00 | 238.72 |
|
| Analog Devices (ADI) | 0.1 | $127k | -68% | 198.00 | 641.41 |
|
| Constellation Energy (CEG) | 0.1 | $126k | -72% | 185.00 | 681.08 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $126k | -99% | 23.00 | 5478.26 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $126k | -71% | 240.00 | 525.00 |
|
| Abbvie (ABBV) | 0.1 | $122k | -45% | 365.00 | 334.25 |
|
| WSFS Financial Corporation (WSFS) | 0.1 | $114k | -98% | 46.00 | 2478.26 |
|
| Coca-Cola Company (KO) | 0.1 | $113k | -77% | 368.00 | 307.07 |
|
| Caterpillar (CAT) | 0.1 | $112k | +260% | 1.1k | 101.82 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $111k | -17% | 523.00 | 212.24 |
|
| Automatic Data Processing (ADP) | 0.1 | $110k | -42% | 250.00 | 440.00 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $100k | +191% | 540.00 | 185.19 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $100k | +175% | 524.00 | 190.84 |
|
| Pool Corporation (POOL) | 0.1 | $92k | +77% | 404.00 | 227.72 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $89k | -72% | 221.00 | 402.71 |
|
| Oracle Corporation (ORCL) | 0.1 | $88k | -45% | 377.00 | 233.42 |
|
| Vanguard World Materials Etf (VAW) | 0.1 | $79k | -46% | 205.00 | 385.37 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $77k | +444% | 910.00 | 84.62 |
|
| Prudential Financial (PRU) | 0.1 | $75k | -14% | 470.00 | 159.57 |
|
| Intel Corporation (INTC) | 0.1 | $74k | -92% | 133.00 | 556.39 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $74k | -87% | 134.00 | 552.24 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $73k | -70% | 205.00 | 356.10 |
|
| Starbucks Corporation (SBUX) | 0.1 | $73k | -65% | 275.00 | 265.45 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $70k | -96% | 51.00 | 1372.55 |
|
| Principal Financial (PFG) | 0.1 | $69k | -78% | 173.00 | 398.84 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $68k | -37% | 206.00 | 330.10 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $67k | -7% | 553.00 | 121.16 |
|
| Altria (MO) | 0.0 | $65k | -94% | 88.00 | 738.64 |
|
| Broadcom (AVGO) | 0.0 | $65k | +2606% | 1.3k | 49.02 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $64k | -93% | 64.00 | 1000.00 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $63k | -34% | 202.00 | 311.88 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $62k | -90% | 77.00 | 805.19 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $58k | -95% | 51.00 | 1137.25 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $53k | -93% | 59.00 | 898.31 |
|
| Cigna Corp (CI) | 0.0 | $51k | +419% | 727.00 | 70.15 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $51k | +26% | 253.00 | 201.58 |
|
| Block Cl A (SQ) | 0.0 | $50k | -70% | 170.00 | 294.12 |
|
| Verizon Communications (VZ) | 0.0 | $48k | -88% | 126.00 | 380.95 |
|
| PPL Corporation (PPL) | 0.0 | $44k | -98% | 28.00 | 1571.43 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $44k | -26% | 251.00 | 175.30 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $43k | -74% | 207.00 | 207.73 |
|
| Shell Spon Ads (SHEL) | 0.0 | $43k | -73% | 202.00 | 212.87 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $43k | -97% | 32.00 | 1343.75 |
|
| Visa Com Cl A (V) | 0.0 | $43k | +447% | 838.00 | 51.31 |
|
| Shopify Cl A (SHOP) | 0.0 | $41k | -70% | 155.00 | 264.52 |
|
| Bank of America Corporation (BAC) | 0.0 | $40k | NEW | 38.00 | 1052.63 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $39k | +119% | 412.00 | 94.66 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $38k | -79% | 174.00 | 218.39 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $38k | -55% | 129.00 | 294.57 |
|
| Zoetis Cl A (ZTS) | 0.0 | $37k | +136% | 508.00 | 72.83 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $36k | -61% | 285.00 | 126.32 |
|
| Waste Management (WM) | 0.0 | $36k | +29% | 214.00 | 168.22 |
|
| Yum China Holdings (YUMC) | 0.0 | $36k | -90% | 80.00 | 450.00 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $33k | -11% | 293.00 | 112.63 |
|
| Pembina Pipeline Corp (PBA) | 0.0 | $33k | -96% | 36.00 | 916.67 |
|
| ICF International (ICFI) | 0.0 | $33k | NEW | 58.00 | 568.97 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.0 | $32k | -96% | 33.00 | 969.70 |
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $32k | -99% | 16.00 | 2000.00 |
|
| Agnico (AEM) | 0.0 | $31k | -88% | 60.00 | 516.67 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $31k | -61% | 107.00 | 289.72 |
|
| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $31k | -86% | 126.00 | 246.03 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $30k | -91% | 49.00 | 612.24 |
|
| High Income Secs Shs Ben Int (PCF) | 0.0 | $28k | -99% | 7.00 | 4000.00 |
|
| eBay (EBAY) | 0.0 | $27k | -89% | 53.00 | 509.43 |
|
| Cme (CME) | 0.0 | $26k | +89% | 216.00 | 120.37 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $26k | -28% | 135.00 | 192.59 |
|
| Carrier Global Corporation (CARR) | 0.0 | $26k | -73% | 117.00 | 222.22 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $26k | -34% | 223.00 | 116.59 |
|
| Becton, Dickinson and (BDX) | 0.0 | $25k | +148% | 248.00 | 100.81 |
|
| ABM Industries (ABM) | 0.0 | $25k | -91% | 45.00 | 555.56 |
|
| Weis Markets (WMK) | 0.0 | $25k | -82% | 65.00 | 384.62 |
|
| Halliburton Company (HAL) | 0.0 | $25k | -93% | 40.00 | 625.00 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $25k | +73% | 205.00 | 121.95 |
|
| American Tower Reit (AMT) | 0.0 | $25k | +17% | 198.00 | 126.26 |
|
| 3M Company (MMM) | 0.0 | $24k | -50% | 107.00 | 224.30 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $24k | -96% | 27.00 | 888.89 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $24k | -85% | 58.00 | 413.79 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $24k | -96% | 29.00 | 827.59 |
|
| Mid Penn Ban (MPB) | 0.0 | $24k | -98% | 21.00 | 1142.86 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $23k | -97% | 23.00 | 1000.00 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $23k | -17% | 194.00 | 118.56 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $22k | -8% | 199.00 | 110.55 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $22k | -78% | 68.00 | 323.53 |
|
| Global X Fds Cybrscurty Etf (BUG) | 0.0 | $21k | -97% | 30.00 | 700.00 |
|
| Targa Res Corp (TRGP) | 0.0 | $19k | -30% | 112.00 | 169.64 |
|
| Zimmer Holdings (ZBH) | 0.0 | $19k | -14% | 132.00 | 143.94 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $19k | -43% | 102.00 | 186.27 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $18k | -41% | 102.00 | 176.47 |
|
| Air Products & Chemicals (APD) | 0.0 | $17k | +268% | 243.00 | 69.96 |
|
| DNP Select Income Fund (DNP) | 0.0 | $16k | -99% | 10.00 | 1600.00 |
|
| AFLAC Incorporated (AFL) | 0.0 | $16k | -50% | 86.00 | 186.05 |
|
| American Electric Power Company (AEP) | 0.0 | $16k | -49% | 87.00 | 183.91 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $14k | +8044% | 1.5k | 9.55 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $14k | -89% | 49.00 | 285.71 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $14k | +1112% | 400.00 | 35.00 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $14k | -77% | 56.00 | 250.00 |
|
| Travelers Companies (TRV) | 0.0 | $13k | +786% | 461.00 | 28.20 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $13k | -72% | 83.00 | 156.63 |
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $12k | +11840% | 1.2k | 10.05 |
|
| Global X Fds Aging Population (AGNG) | 0.0 | $12k | -91% | 31.00 | 387.10 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $12k | +313% | 219.00 | 54.79 |
|
| Fidelity National Information Services (FIS) | 0.0 | $11k | -48% | 75.00 | 146.67 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $10k | +63% | 126.00 | 79.37 |
|
| United Sts 12 Month Nat Gas Unit Ben Int (UNL) | 0.0 | $10k | NEW | 8.00 | 1250.00 |
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $10k | -96% | 23.00 | 434.78 |
|
| BlackRock (BLK) | 0.0 | $10k | +6850% | 834.00 | 11.99 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $9.0k | +488% | 312.00 | 28.85 |
|
| Corteva (CTVA) | 0.0 | $9.0k | -62% | 58.00 | 155.17 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $8.0k | -14% | 80.00 | 100.00 |
|
| Tesla Motors (TSLA) | 0.0 | $7.0k | +877% | 352.00 | 19.89 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $7.0k | -50% | 78.00 | 89.74 |
|
| Global X Fds Msci Norway Etf (NORW) | 0.0 | $7.0k | -90% | 25.00 | 280.00 |
|
| General Motors Company (GM) | 0.0 | $7.0k | -69% | 46.00 | 152.17 |
|
| Boeing Company (BA) | 0.0 | $7.0k | +451% | 193.00 | 36.27 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $7.0k | +145% | 182.00 | 38.46 |
|
| Viatris (VTRS) | 0.0 | $6.0k | -83% | 72.00 | 83.33 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $5.0k | -49% | 46.00 | 108.70 |
|
| Planet Fitness Cl A (PLNT) | 0.0 | $5.0k | -19% | 63.00 | 79.37 |
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $5.0k | +1194% | 233.00 | 21.46 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $4.0k | -68% | 32.00 | 125.00 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $4.0k | +225% | 39.00 | 102.56 |
|
| Alcon Ord Shs (ALC) | 0.0 | $4.0k | +100% | 84.00 | 47.62 |
|
| Fidelity Covington Trust Fundamental Smal (FFSM) | 0.0 | $3.0k | -40% | 53.00 | 56.60 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $3.0k | -46% | 57.00 | 52.63 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $3.0k | +311% | 111.00 | 27.03 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $2.0k | +8575% | 347.00 | 5.76 |
|
| American Intl Group Com New (AIG) | 0.0 | $2.0k | +426% | 79.00 | 25.32 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $2.0k | +39% | 46.00 | 43.48 |
|
| Pinterest Cl A (PINS) | 0.0 | $2.0k | -10% | 35.00 | 57.14 |
|
| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.0 | $2.0k | -50% | 28.00 | 71.43 |
|
| Gamestop Corp Cl A (GME) | 0.0 | $2.0k | -90% | 13.00 | 153.85 |
|
| American Airls (AAL) | 0.0 | $2.0k | -86% | 16.00 | 125.00 |
|
| Chewy Cl A (CHWY) | 0.0 | $2.0k | -82% | 16.00 | 125.00 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $2.0k | +257% | 125.00 | 16.00 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $2.0k | -94% | 9.00 | 222.22 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $2.0k | NEW | 89.00 | 22.47 |
|
| Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) | 0.0 | $2.0k | +200% | 60.00 | 33.33 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $1.0k | +52400% | 525.00 | 1.90 |
|
| Ansys (ANSS) | 0.0 | $1.0k | +34700% | 348.00 | 2.87 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.0k | +12300% | 248.00 | 4.03 |
|
| Eagle Materials (EXP) | 0.0 | $1.0k | +27100% | 272.00 | 3.68 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $1.0k | +430% | 69.00 | 14.49 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.0k | +912% | 81.00 | 12.35 |
|
| Antero Res (AR) | 0.0 | $1.0k | +262% | 29.00 | 34.48 |
|
| Ubs Group SHS (UBS) | 0.0 | $1.0k | +93% | 31.00 | 32.26 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.0k | +50400% | 505.00 | 1.98 |
|
| Fidelity Covington Trust Womens Leader (FDWM) | 0.0 | $1.0k | +1050% | 23.00 | 43.48 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $1.0k | -55% | 18.00 | 55.56 |
|
| Scorpio Tankers SHS (STNG) | 0.0 | $1.0k | +1340% | 72.00 | 13.89 |
|
| Exponent (EXPO) | 0.0 | $1.0k | +8200% | 83.00 | 12.05 |
|
| Fidelity Covington Trust Elec Vehs & Futr (FDRV) | 0.0 | $1.0k | +650% | 15.00 | 66.67 |
|
| Transportadora De Gas Sur Sponsored Ads B (TGS) | 0.0 | $1.0k | +60% | 16.00 | 62.50 |
|
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.0 | $1.0k | -60% | 20.00 | 50.00 |
|
| 3-d Sys Corp Del Com New (DDD) | 0.0 | $1.0k | -96% | 5.00 | 200.00 |
|
| Agenus Com New (AGEN) | 0.0 | $1.0k | -50% | 1.00 | 1000.00 |
|
| Adtheorent Holdings (ADTH) | 0.0 | $1.0k | -80% | 4.00 | 250.00 |
|
| Diana Shipping (DSX) | 0.0 | $999.999900 | -70% | 3.00 | 333.33 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $999.999900 | -80% | 9.00 | 111.11 |
|
| Beyond Meat (BYND) | 0.0 | $999.999500 | -55% | 17.00 | 58.82 |
|
| Zimvie (ZIMV) | 0.0 | $999.999500 | +13% | 17.00 | 58.82 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $999.999000 | +600% | 77.00 | 12.99 |
|
| Five Below (FIVE) | 0.0 | $999.999000 | +18100% | 182.00 | 5.49 |
|
| Dxc Technology (DXC) | 0.0 | $999.999000 | +633% | 22.00 | 45.45 |
|
| Zoom Video Communications In Cl A (ZM) | 0.0 | $999.999000 | +371% | 66.00 | 15.15 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $999.999000 | +3800% | 39.00 | 25.64 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $999.999000 | -15% | 22.00 | 45.45 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $999.999000 | -60% | 22.00 | 45.45 |
|
| Fidelity Covington Trust Disruptive Autom (FBOT) | 0.0 | $999.999000 | +2600% | 27.00 | 37.04 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $999.998600 | +2383% | 149.00 | 6.71 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $999.998600 | +7350% | 149.00 | 6.71 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $999.998400 | +269% | 48.00 | 20.83 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $999.998400 | +2300% | 48.00 | 20.83 |
|
| Bath & Body Works In (BBWI) | 0.0 | $999.997800 | +5000% | 51.00 | 19.61 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $999.997500 | +2416% | 151.00 | 6.62 |
|
| Abbott Laboratories (ABT) | 0.0 | $999.996600 | +2750% | 114.00 | 8.77 |
|
| Biogen Idec (BIIB) | 0.0 | $999.993600 | +10700% | 216.00 | 4.63 |
|
| Nike CL B (NKE) | 0.0 | $999.990800 | +2250% | 188.00 | 5.32 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $999.985400 | +41800% | 419.00 | 2.39 |
|
Past Filings by McClarren Financial Advisors
SEC 13F filings are viewable for McClarren Financial Advisors going back to 2020
- 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