Mc Clarren Financial Advisors, Inc. Incresed Positions in Q3 2024

Mc Clarren Financial Advisors, Inc.

  • $795 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DSI
Ishares Msci Kld 400 Social Et

ETFs
20.9K
+ 4031.6%
$97.81 - $108.79 $2.05M - $2.28M
21.4K $263M
VEA
Vanguard Ftse Developed Market

ETFs
12.9K
+ 1447.81%
$47.6 - $53.31 $613K - $686K
13.8K $83.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
70.6K
+ 1035.52%
$58.03 - $65.37 $4.09M - $4.61M
77.4K $51.4M
VUSB
Vanguard Bd Index Fds
115K
+ 1679.89%
N/A
121K $51.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
15.8K
+ 794.47%
$63.28 - $70.06 $1M - $1.11M
17.8K $45M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
29.7K
+ 960.6%
$91.37 - $101.65 $2.71M - $3.02M
32.8K $38.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.74K
+ 809.92%
$41.02 - $46.01 $358K - $402K
9.82K $23.6M
VIG
Vanguard Dividend Appreciation

ETFs
15.7K
+ 159.6%
$182.15 - $182.15 $2.87M - $2.87M
25.6K $28.7M
CATH
Global X Fds Global X S&P 500

ETFs
8.86K
+ 2259.44%
$62.26 - $69.39 $551K - $615K
9.25K $18.4M
CSX
Csx Corp

Industrials
1.93K
+ 1608.33%
$32.48 - $35.45 $62.7K - $68.4K
2.05K $15.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
19.7K
+ 641.69%
$41.9 - $48.26 $824K - $949K
22.7K $12.8M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
4.23K
+ 1886.61%
$108.44 - $120.37 $458K - $509K
4.45K $12.3M
NUSC
Nuveen Esg Small Cap ETF

ETFs
8.22K
+ 2322.03%
$38.89 - $42.97 $320K - $353K
8.57K $5.09M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.3K
+ 1783.0%
$33.74 - $37.96 $549K - $617K
17.2K $4.29M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.83K
+ 263.84%
$113.45 - $126.18 $321K - $357K
3.9K $4.04M
VV
Vanguard Large Cap ETF

ETFs
6.58K
+ 239.85%
$236.92 - $263.4 $1.56M - $1.73M
9.33K $5.54M
GOOGL
Alphabet Inc.

Communication Services
726
+ 36.25%
$148.65 - $191.18 $108K - $139K
2.73K $3.45M
DFSV
Dimensional ETF Tr Dimensional

ETFs
14.8K
+ 2446.03%
$28.25 - $31.7 $417K - $468K
15.4K $3.27M
PG
Procter & Gamble CO

Consumer Defensive
2.9K
+ 250.95%
$160.76 - $177.82 $466K - $515K
4.05K $3.22M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
11.9K
+ 1893.0%
$55.06 - $62.25 $656K - $741K
12.5K $3.22M
VTV
Vanguard Value ETF

ETFs
4.13K
+ 73.57%
$159.75 - $174.57 $660K - $721K
9.74K $3.86M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.9K
+ 948.83%
$56.47 - $63.69 $503K - $567K
9.84K $2.76M
WMT
Walmart Inc.

Consumer Defensive
948
+ 351.11%
$66.91 - $81.4 $63.4K - $77.2K
1.22K $2.2M
SPMD
Spdr Portfolio

ETFs
932
+ 454.63%
$50.29 - $54.92 $46.9K - $51.2K
1.14K $2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.36K
+ 503.84%
$75.32 - $84.37 $178K - $199K
2.83K $1.71M
AMZN
Amazon Com Inc

Consumer Cyclical
1.22K
+ 57.36%
$161.02 - $200.0 $196K - $244K
3.34K $2.01M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.02K
+ 209.45%
$80.13 - $88.89 $81.7K - $90.7K
1.51K $1.31M
VNQ
Vanguard Specialized Funds Van

ETFs
1.19K
+ 83.7%
$82.97 - $98.97 $98.8K - $118K
2.61K $1.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
903
+ 516.0%
$57.32 - $62.65 $51.8K - $56.6K
1.08K $917K
SPYG
Spdr Portfolio

ETFs
2.43K
+ 151.81%
$73.38 - $84.1 $178K - $205K
4.03K $1.16M
IWD
Ishares Russell 1000 Val ETF

ETFs
564
+ 46.19%
$173.36 - $189.8 $97.8K - $107K
1.79K $929K
MRK
Merck & Co., Inc.

Healthcare
835
+ 112.53%
$111.15 - $128.97 $92.8K - $108K
1.58K $803K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.02K
+ 430.08%
$75.63 - $84.89 $76.8K - $86.2K
1.25K $667K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
16.1K
+ 5682.04%
$47.18 - $48.74 $761K - $787K
16.4K $540K
SCHC
Schwab Strategic Tr Intl Small

ETFs
144
+ 202.82%
$34.48 - $38.87 $4.97K - $5.6K
215 $563K
VPU
Vanguard Utilities ETF

ETFs
220
+ 18.6%
$146.64 - $174.54 $32.3K - $38.4K
1.4K $699K
DIS
Walt Disney CO

Communication Services
3.11K
+ 522.69%
$85.6 - $98.61 $266K - $307K
3.71K $747K
PEP
Pepsico Inc

Consumer Defensive
2.11K
+ 256.55%
$161.9 - $179.3 $342K - $379K
2.94K $702K
APD
Air Products & Chemicals, Inc.

Basic Materials
107
+ 41.47%
$247.34 - $300.11 $26.5K - $32.1K
365 $252K
KO
Coca Cola CO

Consumer Defensive
1.34K
+ 352.49%
$62.69 - $73.01 $84.2K - $98.1K
1.72K $347K
ORCL
Oracle Corp

Technology
107
+ 25.3%
$125.9 - $170.35 $13.5K - $18.2K
530 $265K
VDE
Vanguard Energy ETF

ETFs
480
+ 47.06%
$117.44 - $131.06 $56.4K - $62.9K
1.5K $353K
HDV
Ishares Core High Dividend ETF

ETFs
116
+ 53.46%
$107.62 - $118.76 $12.5K - $13.8K
333 $202K
VXF
Vanguard Extended Market ETF

ETFs
2.56K
+ 79.7%
$163.98 - $182.92 $419K - $468K
5.76K $1.11M
PSX
Phillips 66

Energy
373
+ 132.27%
$125.0 - $147.17 $46.6K - $54.9K
655 $199K
PHO
Invesco Exchange Traded Fd Tr

ETFs
547
+ 424.03%
$63.82 - $70.54 $34.9K - $38.6K
676 $146K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.19K
+ 583.24%
$36.02 - $41.68 $79K - $91.4K
2.57K $182K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.38K
+ 1512.08%
$113.41 - $125.62 $610K - $676K
5.74K $721K
CEG
Constellation Energy Corp

Utilities
479
+ 239.5%
$167.08 - $262.86 $80K - $126K
679 $176K
Activity Summary
Buys All Purchases 191 New Holdings 11 Increased Positions 180 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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