Mc Clarren Financial Advisors, Inc. Incresed Positions in Q4 2024

Mc Clarren Financial Advisors, Inc.

$35.6 Million
Q4 2024

Stock	Shares change	Price Range	Shares Held	Trade History
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 All Purchases 132 New Holdings 63 Increased Positions 69 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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