Mcclarren Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Mcclarren Financial Advisors, Inc.Investment ActivityMcclarren Financial Advisors, Inc. has $35.63 thousand in total holdings as of December 31, 2024.Mcclarren Financial Advisors, Inc. owns shares of 193 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 83.97% of the portfolio was purchased this quarter.About 341.27% of the portfolio was sold this quarter.This quarter, Mcclarren Financial Advisors, Inc. has purchased 261 new stocks and bought additional shares in 80 stocks.Mcclarren Financial Advisors, Inc. sold shares of 34 stocks and completely divested from 147 stocks this quarter.Largest Holdings Vanguard Ultra-Short Bond ETF $12,310iShares Core 1-5 Year USD Bond ETF $2,787SPDR Portfolio S&P 1500 Composite Stock Market ETF $1,397iShares ESG Aware MSCI USA ETF $925Vanguard Information Technology ETF $917 Largest New Holdings this Quarter Eli Lilly and Company $400 HoldingTopBuild $385 HoldingSPDR S&P 500 ESG ETF $381 HoldingIntuit $282 HoldingiShares U.S. Industrials ETF $217 Holding Largest Purchases this Quarter Vanguard Ultra-Short Bond ETF 241,702 shares (about $11.99K)iShares Core 1-5 Year USD Bond ETF 58,070 shares (about $2.77K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 17,516 shares (about $1.25K)iShares ESG Aware MSCI USA ETF 6,148 shares (about $791.72)Global X S&P 500 Catholic Values ETF 10,803 shares (about $764.95) Largest Sales this Quarter Vanguard Information Technology ETF 2,720 shares (about $1.69K)Costco Wholesale 1,443 shares (about $1.32K)BlackRock 822 shares (about $822.00)Meta Platforms 1,140 shares (about $665.30)Vanguard Health Care ETF 1,000 shares (about $253.91) 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 PortfolioSectorVUSBVanguard Ultra-Short Bond ETF$12,310$11,993 ▲3,781.3%248,09434.6%ETFISTBiShares Core 1-5 Year USD Bond ETF$2,787$2,773 ▲20,375.4%58,3557.8%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,397$1,250 ▲853.2%19,5693.9%ETFESGUiShares ESG Aware MSCI USA ETF$925$792 ▲594.0%7,1832.6%ManufacturingVGTVanguard Information Technology ETF$917$1,691 ▼-64.8%1,4752.6%ETFCATHGlobal X S&P 500 Catholic Values ETF$792$765 ▲2,828.0%11,1852.2%ManufacturingGOOGLAlphabet$672$415 ▲161.5%3,5541.9%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$661$648 ▲4,988.9%21,4751.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$643$606 ▲1,653.5%18,8681.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$603$481 ▲393.7%6,8621.7%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$583$519 ▲814.4%12,9931.6%ETFSUSAiShares MSCI USA ESG Select ETF$528$501 ▲1,883.1%4,3431.5%ETFLLYEli Lilly and Company$400$400 ▲New Holding5191.1%MedicalBLDTopBuild$385$385 ▲New Holding1,2391.1%ConstructionEFIVSPDR S&P 500 ESG ETF$381$381 ▲New Holding6,7581.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$378$371 ▲5,449.4%8,9901.1%ETFNUSCNuveen ESG Small-Cap ETF$375$358 ▲2,057.2%8,9741.1%ETFNUMGNuveen ESG Mid-Cap Growth ETF$343$332 ▲3,147.1%7,2411.0%ETFGOOGAlphabet$333$101 ▲43.8%1,7530.9%Computer and TechnologyVPUVanguard Utilities ETF$297$65 ▲27.8%1,8220.8%ETFINTUIntuit$282$282 ▲New Holding4490.8%Computer and TechnologyORCLOracle$266$203 ▲324.1%1,5990.7%Computer and TechnologyJPMJPMorgan Chase & Co.$260$28 ▼-9.7%1,0850.7%FinanceVGSHVanguard Short-Term Treasury Index ETF$255$252 ▲7,347.5%4,3940.7%ETFVHTVanguard Health Care ETF$227$254 ▼-52.8%8940.6%ETFMRKMerck & Co., Inc.$220$142 ▲180.3%2,2200.6%MedicalIYJiShares U.S. Industrials ETF$217$217 ▲New Holding1,6280.6%ETFMCKMcKesson$212$93 ▼-30.5%3730.6%MedicalUNHUnitedHealth Group$212$158 ▼-42.7%1,5330.6%MedicalDFLVDimensional US Large Cap Value ETF$211$209 ▲11,658.3%7,0550.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$200$200 ▲New Holding2,0000.6%ETFVDEVanguard Energy ETF$198$70 ▲55.2%1,6360.6%ETFMETAMeta Platforms$185$665 ▼-78.2%3170.5%Computer and TechnologyMAMastercard$184$69 ▼-27.4%3500.5%Business ServicesVDCVanguard Consumer Staples ETF$179$122 ▼-40.5%8500.5%ETFIWNiShares Russell 2000 Value ETF$172$172 ▲New Holding1,0510.5%ETFNUMVNuveen ESG Mid-Cap Value ETF$171$170 ▲13,954.3%4,9190.5%ETFPFFiShares Preferred and Income Securities ETF$162$162 ▲New Holding5,1540.5%ETFHIWHighwoods Properties$155$155 ▲New Holding5,0900.4%FinanceCEGConstellation Energy$152$111 ▲267.6%6800.4%Oils/EnergyXOMExxon Mobil$146$83 ▲133.5%1,3590.4%Oils/EnergyROKRockwell Automation$144$144 ▲New Holding5050.4%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$141$141 ▲New Holding4,5840.4%ETFABBVAbbVie$137$72 ▲111.0%7700.4%MedicalESGDiShares ESG Aware MSCI EAFE ETF$131$113 ▲617.9%1,7230.4%ManufacturingSPMDSPDR Portfolio S&P 400 Mid Cap ETF$125$108 ▲616.8%2,3010.4%ETFSYKStryker$124$124 ▲New Holding3470.3%MedicalYUMYum! Brands$120$120 ▲New Holding8980.3%Retail/WholesaleITAiShares U.S. Aerospace & Defense ETF$119$119 ▲New Holding8200.3%ETFAVGOBroadcom$118$189 ▼-61.5%5100.3%Computer and TechnologyIWCiShares Micro-Cap ETF$116$116 ▲New Holding8900.3%ETFVTWOVanguard Russell 2000 ETF$115$92 ▲402.7%1,2870.3%ETFSPYSPDR S&P 500 ETF Trust$112$194 ▼-63.4%1920.3%FinanceSPEMSPDR Portfolio Emerging Markets ETF$110$88 ▲397.4%2,8850.3%ETFDFATDimensional U.S. Targeted Value ETF$108$108 ▲New Holding1,9450.3%ETFCSCOCisco Systems$101$86 ▲588.4%1,7210.3%Computer and TechnologyBMYBristol-Myers Squibb$94$94 ▲New Holding1,6740.3%MedicalHDViShares Core High Dividend ETF$93$68 ▲275.6%8300.3%ETFWMBWilliams Companies$88$88 ▲New Holding1,6290.2%Oils/EnergyVFHVanguard Financials ETF$84$60 ▲249.8%7170.2%ETFPOOLPool$78$59 ▼-43.1%2300.2%Consumer DiscretionaryDLRDigital Realty Trust$76$76 ▲New Holding4310.2%FinanceIDXXIDEXX Laboratories$76$146 ▼-65.7%1850.2%MedicalTSLATesla$75$67 ▼-47.2%1860.2%Auto/Tires/TrucksIAUiShares Gold Trust$74$74 ▲New Holding1,5000.2%FinanceXVViShares ESG Screened S&P 500 ETF$73$73 ▲New Holding1,6250.2%ETFVAWVanguard Materials ETF$72$34 ▲88.8%3870.2%ETFTXTTextron$68$68 ▲New Holding8950.2%AerospaceTMOThermo Fisher Scientific$66$66 ▲New Holding3020.2%MedicalXLPConsumer Staples Select Sector SPDR Fund$64$58 ▲966.2%8210.2%ETFPNCThe PNC Financial Services Group$64$64 ▲New Holding3350.2%FinancePFGPrincipal Financial Group$62$49 ▲368.2%8100.2%FinanceSCHESchwab Emerging Markets Equity ETF$61$61 ▲New Holding2,2390.2%ETFTRGPTarga Resources$61$55 ▲867.9%1,0840.2%Oils/EnergyCVCOCavco Industries$60$60 ▲New Holding9530.2%ConstructionCLColgate-Palmolive$55$55 ▲New Holding6150.2%Consumer StaplesSHOPShopify$55$39 ▲235.5%5200.2%Computer and TechnologySYYSysco$52$52 ▲New Holding6820.1%Consumer StaplesFNDASchwab Fundamental U.S. Small Company Index ETF$52$52 ▲New Holding1,7780.1%ETFPPLPPL$51$50 ▲5,550.0%1,5820.1%UtilitiesVVisa$51$210 ▼-80.4%1640.1%Business ServicesCINFCincinnati Financial$50$50 ▲New Holding3480.1%FinancePHOInvesco Water Resources ETF$49$40 ▲463.4%7550.1%ETFMCDMcDonald's$49$49 ▲New Holding1700.1%Retail/WholesaleUGIUGI$48$48 ▲New Holding1,7000.1%UtilitiesVTVanguard Total World Stock ETF$48$48 ▲New Holding4140.1%ETFGLDSPDR Gold Shares$45$54 ▼-54.4%1880.1%FinanceFULTFulton Financial$44$44 ▲New Holding2,3160.1%FinanceYUMCYum China$42$38 ▲1,007.5%8860.1%Retail/WholesaleVZVerizon Communications$41$36 ▲722.2%1,0360.1%Computer and TechnologyDDominion Energy$41$41 ▲New Holding7680.1%UtilitiesXCEMColumbia EM Core ex-China ETF$41$40 ▲4,315.6%1,4130.1%ETFMPCMarathon Petroleum$41$13 ▲47.0%2970.1%Oils/EnergyKRKroger$39$39 ▲New Holding6490.1%Retail/WholesalePFDFlaherty & Crumrine Preferred Income Fund$39$39 ▲New Holding3,5100.1%Financial ServicesSCHBSchwab US Broad Market ETF$37$37 ▲New Holding1,6690.1%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$35$35 ▲New Holding1,5090.1%ETFLRCXLam Research$35$35 ▲New Holding4860.1%Computer and TechnologyTAT&T$35$35 ▲New Holding1,5800.1%Computer and TechnologyZTSZoetis$35$47 ▼-57.3%2170.1%MedicalShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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