Mc Clarren Financial Advisors, Inc. New Holdings in Q1 2025

Mc Clarren Financial Advisors, Inc.

  • $151 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
251
New
$40.81 - $45.34 $10.2K - $11.4K
251 $13K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
55
New
$52.16 - $56.68 $2.87K - $3.12K
55 $13K
Bank America Corp
1.23K
New
N/A
1.23K $12K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
39
New
$39.97 - $48.7 $1.56K - $1.9K
39 $12K
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
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
21
New
$21.29 - $24.8 $447 - $521
21 $8K
BP
Bp PLC

Energy
33
New
$29.93 - $35.31 $988 - $1.17K
33 $8K
CHTR
Charter Communications, Inc.

Communication Services
368
New
$334.89 - $384.77 $123K - $142K
368 $8K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
16
New
$15.05 - $16.47 $241 - $264
16 $7K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
10
New
$10.44 - $10.89 $104 - $109
10 $7K
NORW
Global X Msci Norway ETF

ETFs
265
New
$23.77 - $27.57 $6.3K - $7.31K
265 $7K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
11
New
$11.13 - $11.61 $122 - $128
11 $6K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
10
New
$9.82 - $10.37 $98.2 - $104
10 $6K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
6
New
$5.93 - $6.2 $35.6 - $37.2
6 $6K
PANW
Palo Alto Networks Inc

Technology
275
New
$167.82 - $208.28 $46.2K - $57.3K
275 $6K
ICE
Intercontinental Exchange, Inc.

Financial Services
172
New
$142.8 - $176.36 $24.6K - $30.3K
172 $5K
BA
Boeing CO

Industrials
35
New
$148.15 - $186.25 $5.19K - $6.52K
35 $5K
ARCC
Ares Capital Corp

Financial Services
22
New
$21.28 - $23.81 $468 - $524
22 $5K
IIM
Invesco Value Municipal Income Trust

Financial Services
11
New
$11.84 - $12.49 $130 - $137
11 $5K
Te Connectivity PLC
158
New
N/A
158 $4K
TRV
Travelers Companies, Inc.

Financial Services
17
New
$232.43 - $265.13 $3.95K - $4.51K
17 $4K
WBD
Warner Bros. Discovery, Inc.

Communication Services
21
New
$9.47 - $11.46 $199 - $241
21 $3K
IJK
Ishares S&P Midcap 400 Growth

ETFs
83
New
$81.62 - $96.63 $6.77K - $8.02K
83 $3K
AMP
Ameriprise Financial Inc

Financial Services
484
New
$472.29 - $575.13 $229K - $278K
484 $2K
FSMO
Fidelity Covington Tr

ETFs
50
New
N/A
50 $2K
MO
Altria Group, Inc.

Consumer Defensive
60
New
$50.81 - $60.02 $3.05K - $3.6K
60 $2K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
114
New
$23.32 - $23.84 $2.66K - $2.72K
114 $2K
F
Ford Motor CO

Consumer Cyclical
10
New
$9.12 - $10.43 $91.2 - $104
10 $2K
SFL
Sfl Corp Ltd.

Industrials
8
New
$8.11 - $11.12 $64.9 - $89
8 $1K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
19
New
$19.51 - $20.4 $371 - $388
19 $1K
TTWO
Take Two Interactive Software Inc

Communication Services
207
New
$178.61 - $217.95 $37K - $45.1K
207 $1K
AAL
American Airlines Group Inc.

Industrials
116
New
N/A
116 $1K
Siriusxm Holdings Inc
45
New
N/A
45 $1K
AIG
American International Group, Inc.

Financial Services
15
New
$70.5 - $86.94 $1.06K - $1.3K
15 $1K
LYV
Live Nation Entertainment, Inc.

Communication Services
130
New
$115.79 - $154.66 $15.1K - $20.1K
130 $1K
DELL
Dell Technologies Inc.

Technology
91
New
$90.34 - $124.66 $8.22K - $11.3K
91 $1K
AMD
Advanced Micro Devices Inc

Technology
205
New
$96.63 - $129.55 $19.8K - $26.6K
205 $1K
DKNG
Draft Kings Inc.

Consumer Cyclical
33
New
$33.21 - $53.49 $1.1K - $1.77K
33 $1K
DOCU
Docusign, Inc.

Technology
81
New
$74.7 - $97.7 $6.05K - $7.91K
81 $0
BAH
Booz Allen Hamilton Holding Corp

Industrials
2
New
$102.72 - $143.06 $205 - $286
2 $0
COIN
Coinbase Global, Inc.

Technology
172
New
$172.23 - $301.3 $29.6K - $51.8K
172 $0
DDD
3 D Systems Corp

Technology
2
New
$2.12 - $4.72 $4.24 - $9.44
2 $0
CC
Chemours CO

Basic Materials
13
New
$13.41 - $19.99 $174 - $260
13 $0
BIIB
Biogen Inc.

Healthcare
2
New
$133.43 - $153.27 $267 - $307
2 $0
BYND
Beyond Meat, Inc.

Consumer Defensive
6
New
$3.05 - $4.4 $18.3 - $26.4
6 $0
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
30
New
$28.45 - $41.08 $854 - $1.23K
30 $0
ZM
Zoom Video Communications, Inc.

Technology
14
New
$72.23 - $88.64 $1.01K - $1.24K
14 $0
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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