Mc Clarren Financial Advisors, Inc. Purchases in Q3 2025

Mc Clarren Financial Advisors, Inc.

  • $153 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.7K
+ 45.85%
$567.77 - $614.76 $6.05M - $6.55M
33.9K $20.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
7.77K
+ 36.34%
$362.31 - $405.74 $2.81M - $3.15M
29.1K $11.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.04K
+ 122.63%
$546.99 - $602.2 $2.75M - $3.03M
9.14K $5.49M
VTI
Vanguard Total Stock Market Et

ETFs
3.16K
+ 5.5%
$303.93 - $329.86 $960K - $1.04M
60.6K $19.9M
VGT
Vanguard Information Technolog

ETFs
2.51K
+ 171.96%
$656.44 - $753.15 $1.65M - $1.89M
3.98K $2.97M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.76K
+ 141.56%
$459.11 - $506.91 $1.27M - $1.4M
4.71K $2.37M
MSFT
Microsoft Corp

Technology
1.5K
+ 44.85%
$491.09 - $535.64 $734K - $801K
4.83K $2.5M
IVV
Ishares Core S&P 500 ETF

ETFs
536
+ 24.99%
$620.67 - $670.08 $333K - $359K
2.68K $1.79M
MCK
Mckesson Corp

Healthcare
399
+ 106.68%
$659.01 - $772.54 $263K - $308K
773 $597K
IWN
Ishares Russell2000 Val ETF

ETFs
1.18K
New
$157.1 - $178.94 $186K - $212K
1.18K $209K
IWM
Ishares Russell 2000 ETF

ETFs
303
+ 6.31%
$214.92 - $244.84 $65.1K - $74.2K
5.11K $1.24M
GOOG
Alphabet Inc.

Communication Services
454
+ 33.93%
$175.16 - $255.24 $79.5K - $116K
1.79K $436K
VDE
Vanguard Energy ETF

ETFs
1.55K
New
$118.37 - $129.65 $183K - $201K
1.55K $194K
VTV
Vanguard Value ETF

ETFs
444
+ 4.47%
$175.51 - $186.57 $77.9K - $82.8K
10.4K $1.94M
JPM
Jpmorgan Chase & CO

Financial Services
209
+ 19.16%
$282.78 - $316.06 $59.1K - $66.1K
1.3K $410K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.59K
+ 2.57%
$48.31 - $48.93 $76.6K - $77.6K
63.4K $3.1M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
354
+ 2.45%
$64.58 - $69.94 $22.9K - $24.8K
14.8K $1.03M
VNQ
Vanguard Specialized Funds Van

ETFs
324
+ 11.18%
$88.47 - $93.24 $28.7K - $30.2K
3.22K $294K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
14
+ 0.26%
$58.56 - $63.63 $820 - $891
5.46K $347K
MGV
Vanguard Mega Cap Value

ETFs
11
+ 0.54%
$129.46 - $137.85 $1.42K - $1.52K
2.07K $284K
IYJ
Ishares Tr

ETFs
5
+ 0.31%
$142.42 - $148.18 $712 - $741
1.64K $239K
CEG
Constellation Energy Corp

Utilities
1
+ 0.15%
$298.82 - $354.89 $299 - $355
684 $225K
Dimensional ETF Trust
1.77K
+ 24.71%
N/A
8.91K $0
DIS
Walt Disney CO

Communication Services
19
+ 0.5%
$112.25 - $124.0 $2.13K - $2.36K
3.83K $438K
Activity Summary
Buys All Purchases 25 New Holdings 3 Increased Positions 22 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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