Mc Clarren Financial Advisors, Inc. Purchases in Q2 2025

Mc Clarren Financial Advisors, Inc.

  • $141 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.9K
+ 272.96%
$100.35 - $100.71 $1.7M - $1.7M
23.1K $2.33M
VB
Vanguard Small Cap ETF

ETFs
2.78K
+ 5.13%
$193.73 - $237.37 $539K - $660K
57K $13.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.5K
+ 18.04%
$55.54 - $69.09 $751K - $934K
88.5K $6.11M
VO
Vanguard Mid Cap ETF

ETFs
1.93K
+ 5.93%
$228.54 - $279.83 $440K - $539K
34.4K $9.62M
DSI
Ishares Msci Kld 400 Social Et

ETFs
12.2K
+ 56.57%
$91.62 - $116.16 $1.12M - $1.42M
33.8K $3.92M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
5.07K
+ 16.44%
$86.93 - $109.64 $440K - $555K
35.9K $3.93M
LLY
Eli Lilly & CO

Healthcare
520
New
$713.71 - $898.95 $371K - $467K
520 $405K
MGC
Vanguard Mega Cap ETF

ETFs
7.32K
+ 77.77%
$179.23 - $224.92 $1.31M - $1.65M
16.7K $3.76M
IWV
Ishares Russell 3000 ETF

ETFs
3.41K
+ 47.82%
$281.67 - $351.0 $961K - $1.2M
10.5K $3.7M
INTU
Intuit Inc

Technology
450
New
$544.07 - $787.63 $245K - $354K
450 $354K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.3K
+ 23.11%
$54.19 - $67.22 $125K - $155K
12.3K $824K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.62K
+ 12.56%
$52.84 - $65.52 $85.3K - $106K
14.5K $947K
ORCL
Oracle Corp

Technology
1.17K
+ 266.89%
$122.82 - $218.63 $144K - $256K
1.61K $351K
VEA
Vanguard Ftse Developed Market

ETFs
6.42K
+ 46.6%
$45.65 - $57.01 $293K - $366K
20.2K $1.15M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.3K
+ 13.38%
$60.34 - $74.89 $139K - $172K
19.5K $1.46M
PG
Procter & Gamble CO

Consumer Defensive
1.63K
+ 38.27%
$157.66 - $172.39 $257K - $280K
5.88K $936K
SPYG
Spdr Portfolio

ETFs
1.74K
+ 34.45%
$71.83 - $95.32 $125K - $165K
6.78K $645K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.26K
+ 45.46%
$108.06 - $135.3 $244K - $306K
7.23K $977K
VXF
Vanguard Extended Market ETF

ETFs
596
+ 11.66%
$150.43 - $192.71 $89.7K - $115K
5.71K $1.1M
AMZN
Amazon Com Inc

Consumer Cyclical
780
+ 32.35%
$167.32 - $223.3 $131K - $174K
3.19K $700K
DIS
Walt Disney CO

Communication Services
5
+ 0.13%
$81.72 - $124.01 $409 - $620
3.81K $472K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.66K
+ 59.58%
$101.97 - $126.75 $271K - $337K
7.13K $903K
CEG
Constellation Energy Corp

Utilities
2
+ 0.29%
$170.96 - $322.76 $342 - $646
683 $220K
ITOT
Ishares Core S&P Total U.S. St

ETFs
18
+ 0.31%
$108.12 - $135.04 $1.95K - $2.43K
5.8K $782K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.79K
+ 10.5%
$32.66 - $40.75 $58.6K - $73.1K
18.9K $764K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.86K
+ 13.56%
$39.89 - $49.46 $114K - $141K
23.9K $1.18M
VTV
Vanguard Value ETF

ETFs
453
+ 4.78%
$153.67 - $176.74 $69.6K - $80.1K
9.94K $1.76M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.24K
+ 105.62%
$114.78 - $133.31 $716K - $832K
12.2K $1.62M
WMT
Walmart Inc.

Consumer Defensive
3.42K
+ 259.12%
$81.79 - $99.98 $280K - $342K
4.74K $463K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
1.62K
+ 28.54%
$37.77 - $48.45 $61.3K - $78.7K
7.31K $354K
CATH
Global X Fds Global X S&P 500

ETFs
6.59K
+ 168.63%
$59.85 - $75.45 $394K - $497K
10.5K $792K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.43K
+ 81.95%
$272.36 - $339.57 $388K - $484K
3.17K $1.08M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.81K
+ 4476.47%
$74.88 - $91.97 $285K - $350K
3.89K $357K
NUSC
Nuveen Esg Small Cap ETF

ETFs
5.48K
+ 139.94%
$33.38 - $40.81 $183K - $224K
9.4K $382K
EFA
Ishares Tr Msci Eafe ETF

ETFs
589
+ 20.9%
$72.96 - $90.39 $43K - $53.2K
3.41K $304K
VBR
Vanguard Small Cap Value ETF

ETFs
370
+ 7.58%
$162.76 - $195.77 $60.2K - $72.4K
5.25K $1.02M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
17
+ 0.31%
$47.24 - $58.55 $803 - $995
5.45K $318K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.13K
+ 45.67%
$35.35 - $42.68 $146K - $176K
13.2K $561K
VPU
Vanguard Utilities ETF

ETFs
374
+ 24.75%
$158.36 - $178.82 $59.2K - $66.9K
1.89K $332K
HSY
Hershey CO

Consumer Defensive
91
+ 3.77%
$151.29 - $173.13 $13.8K - $15.8K
2.5K $415K
JNJ
Johnson & Johnson

Healthcare
386
+ 38.33%
$146.36 - $159.82 $56.5K - $61.7K
1.39K $212K
DFSV
Dimensional ETF Tr Dimensional

ETFs
11.7K
+ 76.4%
$24.21 - $29.47 $284K - $345K
27.1K $796K
GOOGL
Alphabet Inc.

Communication Services
382
+ 15.86%
$144.7 - $178.6 $55.3K - $68.2K
2.79K $491K
UNP
Union Pacific Corp

Industrials
650
+ 275.42%
$208.27 - $238.46 $135K - $155K
886 $203K
VOE
Vanguard Mid Cap Value Index F

ETFs
494
+ 9.91%
$141.87 - $164.49 $70.1K - $81.3K
5.48K $900K
IWD
Ishares Russell 1000 Val ETF

ETFs
18
+ 0.9%
$166.82 - $194.23 $3K - $3.5K
2.01K $390K
VNQ
Vanguard Specialized Funds Van

ETFs
339
+ 13.25%
$79.79 - $91.42 $27K - $31K
2.9K $258K
Dimensional ETF Trust
2.01K
+ 39.07%
N/A
7.14K $0
AAPL
Apple Inc.

Technology
2.97K
+ 16.44%
$172.42 - $223.89 $512K - $665K
21K $4.31M
Activity Summary
Buys All Purchases 52 New Holdings 3 Increased Positions 49 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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