Mc Clarren Financial Advisors, Inc. New Holdings in Q4 2024

Mc Clarren Financial Advisors, Inc.

  • $35.6 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
519
New
$727.2 - $932.06 $377K - $484K
519 $400K
INTU
Intuit Inc

Technology
449
New
$602.01 - $706.25 $270K - $317K
449 $282K
IYJ
Ishares Tr

ETFs
1.63K
New
$132.97 - $143.93 $216K - $234K
1.63K $217K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2K
New
$100.16 - $100.7 $200K - $201K
2K $200K
IWN
Ishares Russell2000 Val ETF

ETFs
1.05K
New
$162.69 - $181.35 $171K - $191K
1.05K $172K
PFF
Ishares Trust Ishares Pfd And

ETFs
5.15K
New
$31.23 - $33.51 $161K - $173K
5.15K $162K
HIW
Highwoods Properties, Inc.

Real Estate
5.09K
New
$29.37 - $36.37 $149K - $185K
5.09K $155K
ROK
Rockwell Automation, Inc

Industrials
505
New
$264.65 - $302.92 $134K - $153K
505 $144K
SYK
Stryker Corp

Healthcare
347
New
$345.14 - $392.15 $120K - $136K
347 $124K
YUM
Yum Brands Inc

Consumer Cyclical
898
New
$130.36 - $139.54 $117K - $125K
898 $120K
IWC
Russell Micro Cap ETF

ETFs
890
New
$120.3 - $138.84 $107K - $124K
890 $116K
BMY
Bristol Myers Squibb CO

Healthcare
1.67K
New
$51.92 - $59.94 $86.9K - $100K
1.67K $94K
WMB
Williams Companies, Inc.

Energy
1.63K
New
$46.37 - $59.74 $75.5K - $97.3K
1.63K $88K
DLR
Digital Realty Trust, Inc.

Real Estate
431
New
$156.46 - $195.69 $67.4K - $84.3K
431 $76K
IAU
Ishares Gold Trust

ETFs
1.5K
New
$48.37 - $52.65 $72.6K - $79K
1.5K $74K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1.63K
New
$43.67 - $47.04 $71K - $76.4K
1.63K $73K
TXT
Textron Inc

Industrials
895
New
$75.82 - $90.32 $67.9K - $80.8K
895 $68K
TMO
Thermo Fisher Scientific Inc.

Healthcare
302
New
$501.29 - $612.85 $151K - $185K
302 $66K
PNC
Pnc Financial Services Group, Inc.

Financial Services
335
New
$178.39 - $215.0 $59.8K - $72K
335 $64K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.24K
New
$26.63 - $30.23 $59.6K - $67.7K
2.24K $61K
CVCO
Cavco Industries Inc.

Consumer Cyclical
953
New
$409.8 - $533.17 $391K - $508K
953 $60K
CL
Colgate Palmolive CO

Consumer Defensive
615
New
$90.22 - $102.31 $55.5K - $62.9K
615 $55K
FNDA
Schwab Fundamental U S Small C

ETFs
1.78K
New
$29.26 - $59.11 $52K - $105K
1.78K $52K
SYY
Sysco Corp

Consumer Defensive
682
New
$73.63 - $81.77 $50.2K - $55.8K
682 $52K
CINF
Cincinnati Financial Corp

Financial Services
348
New
$132.86 - $160.16 $46.2K - $55.7K
348 $50K
MCD
Mcdonalds Corp

Consumer Cyclical
170
New
$288.47 - $316.54 $49K - $53.8K
170 $49K
UGI
Ugi Corp

Utilities
1.7K
New
$23.24 - $30.37 $39.5K - $51.6K
1.7K $48K
VT
Vanguard Total World Stk Index

ETFs
414
New
$117.09 - $123.07 $48.5K - $51K
414 $48K
FULT
Fulton Financial Corp

Financial Services
2.32K
New
$16.97 - $21.99 $39.3K - $50.9K
2.32K $44K
KR
Kroger CO

Consumer Defensive
649
New
$55.21 - $63.3 $35.8K - $41.1K
649 $39K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
3.51K
New
$11.02 - $12.05 $38.7K - $42.3K
3.51K $39K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.67K
New
$22.01 - $66.82 $36.7K - $112K
1.67K $37K
T
At&T Inc.

Communication Services
1.58K
New
$21.22 - $23.88 $33.5K - $37.7K
1.58K $35K
FNDX
Schwab Fundamental U S Large C

ETFs
1.51K
New
$23.49 - $71.77 $35.4K - $108K
1.51K $35K
LRCX
Lam Research Corp

Technology
486
New
$70.05 - $814.09 $34K - $396K
486 $35K
PM
Philip Morris International Inc.

Consumer Defensive
275
New
$118.38 - $133.06 $32.6K - $36.6K
275 $33K
MDLZ
Mondelez International, Inc.

Consumer Defensive
545
New
$59.25 - $72.99 $32.3K - $39.8K
545 $32K
WFC
Wells Fargo & Company

Financial Services
432
New
$54.98 - $77.35 $23.8K - $33.4K
432 $30K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.1K
New
$22.4 - $68.28 $24.7K - $75.3K
1.1K $25K
EFX
Equifax Inc

Industrials
100
New
$245.03 - $293.5 $24.5K - $29.4K
100 $25K
SCHA
Schwab Strategic Tr Us Small C

ETFs
989
New
$25.33 - $51.16 $25.1K - $50.6K
989 $25K
RIO
Rio Tinto PLC

Basic Materials
414
New
$58.59 - $71.15 $24.3K - $29.5K
414 $24K
IYT
Ishares Tr U.S. Transportation

ETFs
314
New
$66.79 - $75.4 $21K - $23.7K
314 $21K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
748
New
$27.54 - $83.04 $20.6K - $62.1K
748 $20K
GLW
Corning Inc

Technology
422
New
$44.11 - $49.76 $18.6K - $21K
422 $20K
HOG
Harley Davidson, Inc.

Consumer Cyclical
531
New
$29.69 - $38.02 $15.8K - $20.2K
531 $16K
Ge Vernova Inc
43
New
N/A
43 $14K
CTRE
Care Trust Reit, Inc.

Real Estate
538
New
$26.8 - $32.79 $14.4K - $17.6K
538 $14K
DHR
Danaher Corp

Healthcare
50
New
$226.16 - $274.52 $11.3K - $13.7K
50 $11K
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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