Mc Clarren Financial Advisors, Inc. Incresed Positions in Q1 2025

Mc Clarren Financial Advisors, Inc.

  • $151 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.2K
+ 210.05%
$100.34 - $100.68 $422K - $423K
6.2K $621K
VGSH
Vanguard

ETFs
6.5K
+ 147.82%
$58.07 - $58.69 $377K - $381K
10.9K $639K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.46K
+ 7.64%
$47.59 - $48.35 $212K - $216K
62.8K $3.09M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
125
+ 2.88%
$113.22 - $126.36 $14.2K - $15.8K
4.47K $817K
BLD
Top Build Corp

Industrials
234
+ 18.89%
$295.17 - $354.82 $69.1K - $83K
1.47K $449K
V
Visa Inc.

Financial Services
1.04K
+ 634.76%
$306.92 - $362.71 $320K - $378K
1.21K $104K
HD
Home Depot, Inc.

Consumer Cyclical
363
+ 12100.0%
$347.25 - $424.87 $126K - $154K
366 $44K
IEFA
Ishares Tr

ETFs
361
+ 295.9%
$69.57 - $78.65 $25.1K - $28.4K
483 $47K
MCK
Mckesson Corp

Healthcare
299
+ 80.16%
$566.21 - $672.99 $169K - $201K
672 $251K
T
At&T Inc.

Communication Services
55
+ 3.48%
$21.56 - $28.28 $1.19K - $1.56K
1.64K $68K
PM
Philip Morris International Inc.

Consumer Defensive
158
+ 57.45%
$117.15 - $158.79 $18.5K - $25.1K
433 $50K
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
VDC
Vanguard Consumer Staples ETF

ETFs
84
+ 9.88%
$206.54 - $226.16 $17.3K - $19K
934 $187K
VHT
Vanguard Health Care ETF

ETFs
98
+ 10.96%
$254.06 - $273.83 $24.9K - $26.8K
992 $234K
MA
Mastercard Inc

Financial Services
198
+ 56.57%
$504.67 - $576.31 $99.9K - $114K
548 $191K
JPM
Jpmorgan Chase & CO

Financial Services
69
+ 6.36%
$225.19 - $279.95 $15.5K - $19.3K
1.15K $266K
WFC
Wells Fargo & Company

Financial Services
74
+ 17.13%
$66.78 - $81.42 $4.94K - $6.03K
506 $35K
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
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.12%
$58.74 - $64.87 $117 - $130
1.72K $106K
WM
Waste Management Inc

Industrials
65
+ 39.16%
$200.54 - $233.78 $13K - $15.2K
231 $38K
VFH
Vanguard Financial ETF

ETFs
23
+ 3.21%
$114.07 - $127.34 $2.62K - $2.93K
740 $88K
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
DNP
Dnp Select Income Fund Inc

Financial Services
38
+ 2.11%
$8.93 - $9.92 $339 - $377
1.84K $18K
XLV
Select Sector Spdr Fund Health

ETFs
11
+ 12.09%
$137.61 - $149.68 $1.51K - $1.65K
102 $15K
TFC
Truist Financial Corp

Financial Services
60
+ 56.6%
$39.48 - $48.15 $2.37K - $2.89K
166 $6K
CMCSA
Comcast Corp

Communication Services
43
+ 5.88%
$33.19 - $38.23 $1.43K - $1.64K
774 $29K
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.84%
$221.46 - $244.83 $221 - $245
120 $29K
RRC
Range Resources Corp

Energy
1
+ 0.2%
$35.22 - $41.29 $35.2 - $41.3
504 $20K
COST
Costco Wholesale Corp

Consumer Defensive
1.89K
+ 8200.0%
$890.62 - $1076.86 $1.68M - $2.03M
1.91K $22K
PCF
High Income Securities Fund

Financial Services
120
+ 2.66%
$6.51 - $6.86 $781 - $823
4.63K $30K
XLC
Select Sector Spdr Tr Communic

ETFs
91
+ 395.65%
$94.84 - $105.31 $8.63K - $9.58K
114 $3K
Ge Vernova Inc
904
+ 2102.33%
N/A
947 $15K
SCCO
Southern Copper Corp

Basic Materials
4
+ 1.37%
$85.92 - $101.48 $344 - $406
295 $27K
ALC
Alcon Inc

Healthcare
52
+ 123.81%
$82.73 - $96.8 $4.3K - $5.03K
94 $4K
XLI
Industrial Sector Spdr

ETFs
7
+ 9.09%
$128.78 - $141.67 $901 - $992
84 $11K
VONG
Vanguard Russell 1000 Growth E

ETFs
37
+ 67.27%
$92.71 - $107.38 $3.43K - $3.97K
92 $5K
ASML
Asml Holding Nv

Technology
660
+ 33000.0%
$662.63 - $776.99 $437K - $513K
662 $1K
FCG
First Tr Exchange Traded Fd

ETFs
1
+ 1.72%
$22.37 - $27.09 $22.4 - $27.1
59 $1K
PPA
Invesco Exchange Traded Fd Tr

ETFs
4
+ 2.29%
$113.59 - $123.29 $454 - $493
179 $20K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
18
+ 23.08%
$90.12 - $109.07 $1.62K - $1.96K
96 $7K
WDIV
Spdr S&P Global Dividend ETF

ETFs
45
+ 225.0%
$60.51 - $66.3 $2.72K - $2.98K
65 $1K
ADBE
Adobe Inc.

Technology
379
+ 7580.0%
$377.84 - $464.11 $143K - $176K
384 $1K
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.67%
$68.12 - $83.42 $68.1 - $83.4
150 $11K
TRGP
Targa Resources Corp.

Energy
43
+ 3.97%
$178.44 - $217.22 $7.67K - $9.34K
1.13K $59K
SPY
Spdr S&P 500 ETF Trust

ETFs
367
+ 191.15%
$551.42 - $612.93 $202K - $225K
559 $107K
CEG
Constellation Energy Corp

Utilities
1
+ 0.15%
$201.63 - $347.44 $202 - $347
681 $137K
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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