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
VTWO
Vanguard Russell 2000 ETF

ETFs
454
+ 35.28%
$80.08 - $92.93 $36.4K - $42.2K
1.74K $140K
AZN
Astrazeneca PLC

Healthcare
329
New
$65.37 - $77.96 $21.5K - $25.6K
329 $24K
IWF
Ishares Russell 1000 Gr ETF

ETFs
361
New
$360.07 - $417.26 $130K - $151K
361 $24K
First Tr Exchng Traded Fd Vi
20
New
N/A
20 $22K
CHY
Calamos Convertible & High Income Fund

Financial Services
20
New
$10.1 - $12.0 $202 - $240
20 $20K
APD
Air Products & Chemicals, Inc.

Basic Materials
68
New
$283.24 - $338.07 $19.3K - $23K
68 $20K
AEP
American Electric Power CO Inc

Utilities
181
New
$90.32 - $109.27 $16.3K - $19.8K
181 $19K
PM
Philip Morris International Inc.

Consumer Defensive
158
+ 57.45%
$117.15 - $158.79 $18.5K - $25.1K
433 $50K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
22
New
$20.29 - $22.36 $446 - $492
22 $16K
UTG
Reaves Utility Income Fund

Financial Services
32
New
$31.08 - $34.42 $995 - $1.1K
32 $16K
ALL
Allstate Corp

Financial Services
207
New
$180.99 - $210.18 $37.5K - $43.5K
207 $15K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
55
New
$52.16 - $56.68 $2.87K - $3.12K
55 $13K
EEM
Ishares Msci Emerging Markets

ETFs
251
New
$40.81 - $45.34 $10.2K - $11.4K
251 $13K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
39
New
$39.97 - $48.7 $1.56K - $1.9K
39 $12K
Bank America Corp
1.23K
New
N/A
1.23K $12K
NVDA
Nvidia Corp

Technology
97
+ 121.25%
$106.98 - $149.43 $10.4K - $14.5K
177 $19K
GLD
Spdr Gold Trust

ETFs
188
+ 100.0%
$243.19 - $288.14 $45.7K - $54.2K
376 $54K
NWBI
Northwest Bancshares, Inc.

Financial Services
12
New
$11.78 - $13.39 $141 - $161
12 $9K
AFL
Aflac Inc

Financial Services
74
New
$100.99 - $111.19 $7.47K - $8.23K
74 $8K
DOW
Dow Inc.

Basic Materials
137
New
$34.36 - $41.92 $4.71K - $5.74K
137 $8K
CHTR
Charter Communications, Inc.

Communication Services
368
New
$334.89 - $384.77 $123K - $142K
368 $8K
VDC
Vanguard Consumer Staples ETF

ETFs
84
+ 9.88%
$206.54 - $226.16 $17.3K - $19K
934 $187K
BP
Bp PLC

Energy
33
New
$29.93 - $35.31 $988 - $1.17K
33 $8K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
21
New
$21.29 - $24.8 $447 - $521
21 $8K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
16
New
$15.05 - $16.47 $241 - $264
16 $7K
NORW
Global X Msci Norway ETF

ETFs
265
New
$23.77 - $27.57 $6.3K - $7.31K
265 $7K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
10
New
$10.44 - $10.89 $104 - $109
10 $7K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
10
New
$10.47 - $10.92 $105 - $109
10 $7K
MA
Mastercard Inc

Financial Services
198
+ 56.57%
$504.67 - $576.31 $99.9K - $114K
548 $191K
VHT
Vanguard Health Care ETF

ETFs
98
+ 10.96%
$254.06 - $273.83 $24.9K - $26.8K
992 $234K
JPM
Jpmorgan Chase & CO

Financial Services
69
+ 6.36%
$225.19 - $279.95 $15.5K - $19.3K
1.15K $266K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
10
New
$9.82 - $10.37 $98.2 - $104
10 $6K
PANW
Palo Alto Networks Inc

Technology
275
New
$167.82 - $208.28 $46.2K - $57.3K
275 $6K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
6
New
$5.93 - $6.2 $35.6 - $37.2
6 $6K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
11
New
$11.13 - $11.61 $122 - $128
11 $6K
BA
Boeing CO

Industrials
35
New
$148.15 - $186.25 $5.19K - $6.52K
35 $5K
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.12%
$58.74 - $64.87 $117 - $130
1.72K $106K
WFC
Wells Fargo & Company

Financial Services
74
+ 17.13%
$66.78 - $81.42 $4.94K - $6.03K
506 $35K
IIM
Invesco Value Municipal Income Trust

Financial Services
11
New
$11.84 - $12.49 $130 - $137
11 $5K
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.26%
$461.52 - $548.18 $1.85K - $2.19K
1.54K $217K
CME
Cme Group Inc.

Financial Services
4
+ 3.36%
$225.82 - $266.54 $903 - $1.07K
123 $32K
ICE
Intercontinental Exchange, Inc.

Financial Services
172
New
$142.8 - $176.36 $24.6K - $30.3K
172 $5K
ARCC
Ares Capital Corp

Financial Services
22
New
$21.28 - $23.81 $468 - $524
22 $5K
WM
Waste Management Inc

Industrials
65
+ 39.16%
$200.54 - $233.78 $13K - $15.2K
231 $38K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
48
+ 5.42%
$42.3 - $53.69 $2.03K - $2.58K
934 $46K
MMM
3 M CO

Industrials
1
+ 0.44%
$129.7 - $155.12 $130 - $155
226 $33K
TRV
Travelers Companies, Inc.

Financial Services
17
New
$232.43 - $265.13 $3.95K - $4.51K
17 $4K
VFH
Vanguard Financial ETF

ETFs
23
+ 3.21%
$114.07 - $127.34 $2.62K - $2.93K
740 $88K
Te Connectivity PLC
158
New
N/A
158 $4K
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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