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
SCHW
Schwab Charles Corp

Financial Services
1.78K
New
$71.24 - $83.64 $127K - $149K
1.78K $141K
ADP
Automatic Data Processing Inc

Industrials
448
New
$286.85 - $318.64 $129K - $143K
448 $136K
PFE
Pfizer Inc

Healthcare
4.98K
New
$25.01 - $27.13 $124K - $135K
4.98K $134K
NSC
Norfolk Southern Corp

Industrials
236
New
$227.69 - $259.76 $53.7K - $61.3K
236 $132K
DFSI
Dimensional ETF Tr Dimen Intl
3.76K
New
N/A
3.76K $131K
WSFS
Wsfs Financial Corp

Financial Services
51
New
$49.95 - $59.33 $2.55K - $3.03K
51 $130K
VUG
Vanguard Growth ETF

ETFs
1.11K
New
$369.1 - $427.61 $410K - $476K
1.11K $125K
FNB
Fnb Corp

Financial Services
2.06K
New
$13.08 - $15.95 $27K - $32.9K
2.06K $116K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.08K
New
$57.21 - $65.8 $61.8K - $71.1K
1.08K $109K
IBM
International Business Machines Corp

Technology
842
New
$217.4 - $264.74 $183K - $223K
842 $107K
SCHC
Schwab Strategic Tr Intl Small

ETFs
254
New
$33.57 - $37.22 $8.53K - $9.45K
254 $105K
PSX
Phillips 66

Energy
647
New
$113.93 - $131.55 $73.7K - $85.1K
647 $103K
SBUX
Starbucks Corp

Consumer Cyclical
299
New
$91.75 - $115.81 $27.4K - $34.6K
299 $102K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.22K
New
$78.97 - $85.82 $96.3K - $105K
1.22K $101K
TXN
Texas Instruments Inc

Technology
633
New
N/A
633 $98K
FITB
Fifth Third Bancorp

Financial Services
39
New
$37.48 - $44.96 $1.46K - $1.75K
39 $96K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
796
New
$102.49 - $119.96 $81.6K - $95.5K
796 $90K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
244
New
$208.48 - $244.03 $50.9K - $59.5K
244 $80K
CAT
Caterpillar Inc

Industrials
331
New
$326.75 - $407.63 $108K - $135K
331 $78K
TGT
Target Corp

Consumer Defensive
763
New
$103.65 - $142.5 $79.1K - $109K
763 $77K
LMT
Lockheed Martin Corp

Industrials
516
New
$423.19 - $506.29 $218K - $261K
516 $77K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
157
New
$51.52 - $52.37 $8.09K - $8.22K
157 $76K
PRU
Prudential Financial Inc

Financial Services
674
New
$105.04 - $122.33 $70.8K - $82.5K
674 $72K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
63
New
$59.28 - $66.1 $3.73K - $4.16K
63 $66K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
481
New
$73.78 - $76.59 $35.5K - $36.8K
481 $64K
BLD
Top Build Corp

Industrials
234
+ 18.89%
$295.17 - $354.82 $69.1K - $83K
1.47K $449K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
98
New
$95.85 - $99.25 $9.39K - $9.73K
98 $59K
AEM
Agnico Eagle Mines LTD

Basic Materials
510
New
$79.66 - $108.41 $40.6K - $55.3K
510 $55K
CSX
Csx Corp

Industrials
1.86K
New
$29.11 - $33.67 $54.2K - $62.7K
1.86K $54K
V
Visa Inc.

Financial Services
1.04K
+ 634.76%
$306.92 - $362.71 $320K - $378K
1.21K $104K
IWS
Ishares Russell Midcap Value E

ETFs
251
New
$122.59 - $135.24 $30.8K - $33.9K
251 $49K
HBAN
Huntington Bancshares Inc

Financial Services
15
New
$14.28 - $17.39 $214 - $261
15 $48K
MAR
Marriott International Inc

Consumer Cyclical
238
New
$237.01 - $304.45 $56.4K - $72.5K
238 $47K
SHEL
Shell PLC

Energy
182
New
$62.84 - $73.29 $11.4K - $13.3K
182 $46K
CI
Cigna Corp

Healthcare
658
New
$274.49 - $329.0 $181K - $216K
658 $46K
BAC
Bank Of America Corp

Financial Services
1.09K
New
$39.61 - $47.74 $43.1K - $51.9K
1.09K $45K
RTX
Raytheon Technologies Corp

Industrials
337
New
$114.1 - $135.66 $38.5K - $45.7K
337 $44K
HD
Home Depot, Inc.

Consumer Cyclical
363
+ 12100.0%
$347.25 - $424.87 $126K - $154K
366 $44K
GE
General Electric CO

Industrials
731
New
$168.59 - $212.13 $123K - $155K
731 $42K
MCK
Mckesson Corp

Healthcare
299
+ 80.16%
$566.21 - $672.99 $169K - $201K
672 $251K
IEFA
Ishares Tr

ETFs
361
+ 295.9%
$69.57 - $78.65 $25.1K - $28.4K
483 $47K
IYY
Ishares Tr

ETFs
136
New
$134.05 - $149.75 $18.2K - $20.4K
136 $39K
PBA
Pembina Pipeline Corp

Energy
40
New
$35.13 - $40.12 $1.41K - $1.6K
40 $36K
BK
Bank Of New York Mellon Corp

Financial Services
409
New
$75.42 - $88.95 $30.8K - $36.4K
409 $34K
T
At&T Inc.

Communication Services
55
+ 3.48%
$21.56 - $28.28 $1.19K - $1.56K
1.64K $68K
EBAY
Ebay Inc

Consumer Cyclical
67
New
$61.61 - $70.93 $4.13K - $4.75K
67 $33K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
483
New
$161.27 - $192.3 $77.9K - $92.9K
483 $31K
WMK
Weis Markets Inc

Consumer Defensive
77
New
$62.92 - $82.56 $4.84K - $6.36K
77 $29K
SQ
Block, Inc.

Technology
108
New
$54.04 - $92.95 $5.84K - $10K
108 $29K
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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