Mc Clarren Financial Advisors, Inc. Purchases in Q4 2024

Mc Clarren Financial Advisors, Inc.

  • $35.6 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XCEM
Columbia ETF Tr Ii

ETFs
37
+ 2.69%
$29.6 - $32.67 $1.1K - $1.21K
1.41K $41K
NVS
Novartis Ag

Healthcare
121
+ 100.0%
$96.78 - $117.18 $11.7K - $14.2K
242 $23K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
88
+ 1.82%
$34.46 - $38.29 $3.03K - $3.37K
4.92K $171K
SNY
Sanofi

Healthcare
543
+ 952.63%
$45.89 - $57.31 $24.9K - $31.1K
600 $28K
ZTS
Zoetis Inc.

Healthcare
1
+ 0.46%
$162.24 - $194.42 $162 - $194
217 $35K
SCCO
Southern Copper Corp

Basic Materials
3
+ 1.04%
$91.13 - $117.95 $273 - $354
291 $26K
POOL
Pool Corp

Industrials
1
+ 0.44%
$339.32 - $390.03 $339 - $390
230 $78K
AMT
American Tower Corp

Real Estate
1
+ 0.59%
$179.4 - $232.01 $179 - $232
170 $31K
VAW
Vanguard Materials ETF

ETFs
3
+ 0.78%
$186.91 - $215.32 $561 - $646
387 $72K
DFSU
Dimensional ETF Tr Dimen Us Su
373
+ 8.86%
N/A
4.58K $141K
AVGO
Broadcom Inc.

Technology
165
+ 47.83%
$159.67 - $250.0 $26.3K - $41.3K
510 $118K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
316
+ 12.3%
$38.37 - $42.82 $12.1K - $13.5K
2.89K $110K
PHO
Invesco Exchange Traded Fd Tr

ETFs
79
+ 11.69%
$65.79 - $72.14 $5.2K - $5.7K
755 $49K
HDV
Ishares Core High Dividend ETF

ETFs
497
+ 149.25%
$110.82 - $121.28 $55.1K - $60.3K
830 $93K
VDE
Vanguard Energy ETF

ETFs
136
+ 9.07%
$116.67 - $136.78 $15.9K - $18.6K
1.64K $198K
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.28%
$205.18 - $250.29 $616 - $751
1.09K $260K
VPU
Vanguard Utilities ETF

ETFs
419
+ 29.86%
$160.52 - $179.11 $67.3K - $75K
1.82K $297K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
472
+ 37.73%
$75.65 - $83.47 $35.7K - $39.4K
1.72K $131K
SPYG
Spdr Portfolio

ETFs
2.83K
+ 70.1%
$81.74 - $91.38 $231K - $258K
6.86K $603K
MRK
Merck & Co., Inc.

Healthcare
643
+ 40.77%
$96.31 - $114.76 $61.9K - $73.8K
2.22K $220K
SPMD
Spdr Portfolio

ETFs
1.16K
+ 102.37%
$54.13 - $59.56 $63K - $69.3K
2.3K $125K
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.1K
+ 39.65%
$30.18 - $33.87 $184K - $207K
21.5K $661K
GOOGL
Alphabet Inc.

Communication Services
825
+ 30.23%
$161.86 - $196.66 $134K - $162K
3.55K $672K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.28K
+ 83.99%
$124.61 - $133.96 $409K - $439K
7.18K $925K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.7K
+ 9.87%
$34.13 - $37.35 $57.9K - $63.3K
18.9K $643K
NUSC
Nuveen Esg Small Cap ETF

ETFs
400
+ 4.67%
$41.74 - $46.2 $16.7K - $18.5K
8.97K $375K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.56K
+ 65.56%
$41.09 - $45.94 $146K - $164K
8.99K $378K
CATH
Global X Fds Global X S&P 500

ETFs
1.94K
+ 20.93%
$68.5 - $73.81 $133K - $143K
11.2K $792K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.18K
+ 32.34%
$44.33 - $49.55 $141K - $157K
13K $583K
VUSB
Vanguard Bd Index Fds
127K
+ 104.5%
N/A
248K $12.3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.77K
+ 9.94%
$69.3 - $74.3 $123K - $131K
19.6K $1.4M
Activity Summary
Buys All Purchases 132 New Holdings 63 Increased Positions 69 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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