Mc Clarren Financial Advisors, Inc. Portfolio Holdings

Mc Clarren Financial Advisors, Inc.

  • $153 Million
  • Q3 2025

Mc Clarren Financial Advisors, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $153 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $20.8M, Vanguard Total Stock Market Et with a value of $19.9M, Vanguard Small Cap ETF with a value of $13.7M, Vanguard Mega Cap Growth ETF with a value of $11.7M, and Vanguard Mid Cap ETF with a value of $9.45M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $141M to 153M.

Mc Clarren Financial Advisors, Inc. is based out at State College, PA

Below you can find more details about Mc Clarren Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $153 Million
ETFs: $137 Million
Technology: $7.77 Million
Financial Services: $2.78 Million
Consumer Defensive: $1.57 Million
Communication Services: $1.41 Million
Healthcare: $1.18 Million
Consumer Cyclical: $568,000
Industrials: $343,000
Other: $225,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.8 Million 13.58% of portfolio
33,905
Q3 2025 Added 45.85%
$0
$19.9 Million 13.01% of portfolio
60,589
Q3 2025 Added 5.5%
$0
$13.7 Million 8.97% of portfolio
53,914
Q3 2025 Reduced 5.42%
$0
$11.7 Million 7.67% of portfolio
29,131
Q3 2025 Added 36.34%
$0
$9.45 Million 6.18% of portfolio
32,155
Q3 2025 Reduced 6.51%
$0
$5.67 Million 3.71% of portfolio
77,158
Q3 2025 Reduced 12.78%
$0
$5.49 Million 3.59% of portfolio
9,141
Q3 2025 Added 122.63%
$4.3T
$4.64 Million 3.03% of portfolio
18,213
Q3 2025 Reduced 13.38%
$0
$4.38 Million 2.86% of portfolio
24,036
Q3 2025 Reduced 26.74%
$0
$3.46 Million 2.26% of portfolio
29,225
Q3 2025 Reduced 18.52%
$0
$3.1 Million 2.03% of portfolio
63,376
Q3 2025 Added 2.57%
$0
$2.97 Million 1.94% of portfolio
3,976
Q3 2025 Added 171.96%
$0
$2.8 Million 1.83% of portfolio
9,090
Q3 2025 Reduced 2.52%
$0
$2.7 Million 1.77% of portfolio
7,137
Q3 2025 Reduced 32.31%
$0
$2.71 Million 1.77% of portfolio
21,502
Q3 2025 Reduced 36.35%
$3.78T
$2.5 Million 1.64% of portfolio
4,828
Q3 2025 Added 44.85%
$0
$2.33 Million 1.53% of portfolio
9,560
Q3 2025 Reduced 42.88%
$0
$2.31 Million 1.51% of portfolio
22,917
Q3 2025 Reduced 0.91%
$0
$1.94 Million 1.27% of portfolio
10,383
Q3 2025 Added 4.47%
$0
$1.79 Million 1.17% of portfolio
2,681
Q3 2025 Added 24.99%
$0
$1.33 Million 0.87% of portfolio
16,508
Q3 2025 Reduced 15.13%
$0
$1.24 Million 0.81% of portfolio
5,108
Q3 2025 Added 6.31%
$0
$1.12 Million 0.74% of portfolio
20,764
Q3 2025 Reduced 13.16%
$0
$1.07 Million 0.7% of portfolio
5,139
Q3 2025 Reduced 2.1%
$0
$1.07 Million 0.7% of portfolio
5,106
Q3 2025 Reduced 10.52%
$0
$1.03 Million 0.67% of portfolio
14,827
Q3 2025 Added 2.45%
$0
$884,000 0.58% of portfolio
2,971
Q3 2025 Reduced 14.68%
$0
$845,000 0.55% of portfolio
11,844
Q3 2025 Reduced 3.42%
$0
$841,000 0.55% of portfolio
5,779
Q3 2025 Reduced 0.28%
$0
$831,000 0.54% of portfolio
5,898
Q3 2025 Reduced 51.46%
$0
$817,000 0.53% of portfolio
13,647
Q3 2025 Reduced 32.39%
$0
$727,000 0.48% of portfolio
4,170
Q3 2025 Reduced 23.86%
$0
$723,000 0.47% of portfolio
16,914
Q3 2025 Reduced 10.43%
$0
$698,000 0.46% of portfolio
4,797
Q3 2025 Reduced 33.61%
$346B
$641,000 0.42% of portfolio
4,178
Q3 2025 Reduced 28.92%
$0
$611,000 0.4% of portfolio
4,510
Q3 2025 Reduced 36.75%
$0
$590,000 0.39% of portfolio
1,615
Q3 2025 Reduced 48.99%
$121B
$597,000 0.39% of portfolio
773
Q3 2025 Added 106.68%
$2.39T
$568,000 0.37% of portfolio
2,587
Q3 2025 Reduced 18.93%
$1.65T
$534,000 0.35% of portfolio
2,199
Q3 2025 Reduced 21.18%
$0
$538,000 0.35% of portfolio
5,149
Q3 2025 Reduced 24.0%
$0
$499,000 0.33% of portfolio
8,484
Q3 2025 Reduced 21.92%
$0
$488,000 0.32% of portfolio
15,348
Q3 2025 Reduced 43.27%
$1.74T
$436,000 0.29% of portfolio
1,792
Q3 2025 Added 33.93%
$26.3B
$446,000 0.29% of portfolio
2,387
Q3 2025 Reduced 4.67%
$193B
$438,000 0.29% of portfolio
3,833
Q3 2025 Added 0.5%
$881B
$410,000 0.27% of portfolio
1,300
Q3 2025 Added 19.16%
$0
$394,000 0.26% of portfolio
8,512
Q3 2025 Reduced 35.41%
$971B
$396,000 0.26% of portfolio
520
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $153 Million
  • Prior Value $141 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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