Mc Clarren Financial Advisors, Inc. Purchases in Q1 2025

Mc Clarren Financial Advisors, Inc.

  • $151 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
60K
New
$271.18 - $303.12 $16.3M - $18.2M
60K $16.6M
VB
Vanguard Small Cap ETF

ETFs
54.2K
New
$217.89 - $252.64 $11.8M - $13.7M
54.2K $12.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30.6K
New
$507.05 - $563.67 $15.5M - $17.2M
30.6K $12M
VO
Vanguard Mid Cap ETF

ETFs
32.5K
New
$251.87 - $277.95 $8.18M - $9.02M
32.5K $8.95M
MGK
Vanguard Mega Cap Growth ETF

ETFs
25.7K
New
$307.43 - $357.48 $7.89M - $9.17M
25.7K $6.52M
VIG
Vanguard Dividend Appreciation

ETFs
24.5K
New
N/A
24.5K $6.48M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
74.9K
New
$58.01 - $64.46 $4.35M - $4.83M
74.9K $5.37M
AAPL
Apple Inc.

Technology
18.1K
New
$209.68 - $247.1 $3.79M - $4.46M
18.1K $4.73M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
30.8K
New
$96.93 - $109.51 $2.99M - $3.37M
30.8K $3.52M
DSI
Ishares Msci Kld 400 Social Et

ETFs
21.6K
New
$101.98 - $115.66 $2.2M - $2.5M
21.6K $3.48M
IWV
Ishares Russell 3000 ETF

ETFs
7.13K
New
$313.1 - $349.83 $2.23M - $2.5M
7.13K $3.34M
VV
Vanguard Large Cap ETF

ETFs
9.37K
New
$253.32 - $282.66 $2.37M - $2.65M
9.37K $2.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.81K
New
$468.34 - $539.52 $3.19M - $3.67M
6.81K $1.87M
VTV
Vanguard Value ETF

ETFs
9.49K
New
$167.73 - $179.21 $1.59M - $1.7M
9.49K $1.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.91K
New
$126.11 - $135.06 $745K - $798K
5.91K $1.57M
MSFT
Microsoft Corp

Technology
5K
New
$375.39 - $447.2 $1.88M - $2.24M
5K $1.28M
IVV
Ishares Core S&P 500 ETF

ETFs
3.21K
New
$554.06 - $615.85 $1.78M - $1.98M
3.21K $1.26M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
21.1K
New
$42.5 - $46.71 $895K - $983K
21.1K $1.13M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.74K
New
$302.31 - $337.54 $526K - $587K
1.74K $1.04M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.86K
New
$442.66 - $534.52 $1.71M - $2.06M
3.86K $1.04M
VEA
Vanguard Ftse Developed Market

ETFs
13.8K
New
$47.4 - $52.99 $653K - $730K
13.8K $1.03M
VXF
Vanguard Extended Market ETF

ETFs
5.11K
New
$170.36 - $201.04 $871K - $1.03M
5.11K $1M
VBR
Vanguard Small Cap Value ETF

ETFs
4.88K
New
$183.02 - $207.75 $893K - $1.01M
4.88K $993K
IWM
Ishares Russell 2000 ETF

ETFs
5.02K
New
$198.1 - $229.79 $995K - $1.15M
5.02K $985K
VOE
Vanguard Mid Cap Value Index F

ETFs
4.98K
New
$156.61 - $168.02 $780K - $837K
4.98K $930K
VBK
Vanguard Small Cap Growth ETF

ETFs
3.5K
New
$247.97 - $296.33 $867K - $1.04M
3.5K $887K
PG
Procter & Gamble CO

Consumer Defensive
4.25K
New
$158.56 - $176.26 $674K - $749K
4.25K $827K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
12.9K
New
$55.47 - $61.45 $713K - $790K
12.9K $781K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.78K
New
$120.29 - $134.6 $695K - $778K
5.78K $704K
VEU
Vanguard Ftse All World Ex Us

ETFs
9.96K
New
$56.51 - $62.98 $563K - $627K
9.96K $629K
AMZN
Amazon Com Inc

Consumer Cyclical
2.41K
New
$190.26 - $242.06 $459K - $584K
2.41K $607K
IWD
Ishares Russell 1000 Val ETF

ETFs
2K
New
$182.82 - $196.21 $365K - $391K
2K $426K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.2K
+ 210.05%
$100.34 - $100.68 $422K - $423K
6.2K $621K
PEP
Pepsico Inc

Consumer Defensive
2.86K
New
$142.64 - $156.42 $408K - $448K
2.86K $419K
WMT
Walmart Inc.

Consumer Defensive
1.32K
New
$84.5 - $105.05 $112K - $139K
1.32K $414K
HSY
Hershey CO

Consumer Defensive
2.41K
New
$144.74 - $186.36 $349K - $450K
2.41K $401K
VGSH
Vanguard

ETFs
6.5K
+ 147.82%
$58.07 - $58.69 $377K - $381K
10.9K $639K
DIS
Walt Disney CO

Communication Services
3.81K
New
$96.87 - $114.0 $369K - $434K
3.81K $382K
VNQ
Vanguard Specialized Funds Van

ETFs
2.56K
New
$85.55 - $94.34 $219K - $241K
2.56K $343K
IWR
Ishares Russell Mid Cap ETF

ETFs
85
New
$82.81 - $92.93 $7.04K - $7.9K
85 $324K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.46K
+ 7.64%
$47.59 - $48.35 $212K - $216K
62.8K $3.09M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
125
+ 2.88%
$113.22 - $126.36 $14.2K - $15.8K
4.47K $817K
MGV
Vanguard Mega Cap Value

ETFs
2.18K
New
$123.61 - $133.01 $270K - $290K
2.18K $279K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.82K
New
$74.85 - $84.89 $211K - $239K
2.82K $273K
UNP
Union Pacific Corp

Industrials
236
New
$225.21 - $254.42 $53.1K - $60K
236 $209K
JNJ
Johnson & Johnson

Healthcare
1.01K
New
$142.06 - $167.7 $143K - $169K
1.01K $200K
AMGN
Amgen Inc

Healthcare
608
New
$258.59 - $327.36 $157K - $199K
608 $189K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.35K
New
$237.72 - $276.98 $320K - $373K
1.35K $170K
KO
Coca Cola CO

Consumer Defensive
2.32K
New
$60.81 - $72.32 $141K - $168K
2.32K $163K
Activity Summary
Buys All Purchases 242 New Holdings 188 Increased Positions 54 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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