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

Mc Clarren Financial Advisors, Inc.

  • $151 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-1.15K
- 32.25%
$154.33 - $206.19 $177K - $236K
2.41K $492K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-1.33K
- 19.65%
$52.53 - $58.51 $69.8K - $77.7K
5.43K $290K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.42K
- 12.34%
$67.03 - $74.61 $162K - $180K
17.2K $1.33M
SPYG
Spdr Portfolio

ETFs
-1.82K
- 26.57%
$80.05 - $92.39 $146K - $168K
5.04K $543K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.95K
- 30.37%
$40.03 - $46.81 $158K - $185K
9.05K $534K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.22K
- 30.85%
$120.24 - $134.3 $266K - $298K
4.97K $877K
ORCL
Oracle Corp

Technology
-1.16K
- 72.61%
$139.81 - $186.47 $162K - $216K
438 $224K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-3.71K
- 41.3%
$37.84 - $44.02 $140K - $163K
5.28K $338K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.55K
- 21.42%
$41.78 - $50.35 $64.8K - $78.1K
5.69K $310K
CATH
Global X Fds Global X S&P 500

ETFs
-7.28K
- 65.06%
$66.14 - $74.2 $481K - $540K
3.91K $759K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-342
- 62.75%
$56.12 - $68.15 $19.2K - $23.3K
203 $5K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-5.06K
- 56.34%
$37.9 - $43.9 $192K - $222K
3.92K $350K
MRK
Merck & Co., Inc.

Healthcare
-707
- 31.85%
$83.01 - $101.02 $58.7K - $71.4K
1.51K $200K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.01K
- 51.88%
$50.44 - $58.1 $50.9K - $58.6K
936 $100K
SPMD
Spdr Portfolio

ETFs
-1.52K
- 65.97%
$50.21 - $57.73 $76.2K - $87.6K
783 $118K
SHOP
Shopify Inc.

Technology
-330
- 63.46%
$90.59 - $129.31 $29.9K - $42.7K
190 $49K
VTRS
Viatris Inc

Healthcare
-12
- 2.86%
$8.68 - $12.42 $104 - $149
408 $3K
SMR
Nuscale Power Corp

Industrials
-177
- 92.67%
$14.16 - $29.08 $2.51K - $5.15K
14 $2K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-151
- 20.0%
$63.77 - $68.75 $9.63K - $10.4K
604 $48K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-483
- 86.25%
$10.61 - $16.49 $5.12K - $7.96K
77 $6K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-149
- 74.5%
$49.78 - $53.19 $7.42K - $7.93K
51 $10K
OGN
Organon & Co.

Healthcare
-32
- 28.32%
$14.29 - $16.41 $457 - $525
81 $1K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-2.14K
- 99.35%
$14.28 - $14.97 $30.5K - $32K
14 $31K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.26K
- 98.43%
$20.7 - $21.15 $26K - $26.5K
20 $26K
Global X Fds
-337
- 91.58%
N/A
31 $11K
MPC
Marathon Petroleum Corp

Energy
-3
- 1.01%
$134.72 - $159.03 $404 - $477
294 $42K
CTVA
Corteva, Inc.

Basic Materials
-57
- 20.65%
$55.94 - $66.15 $3.19K - $3.77K
219 $17K
D
Dominion Energy, Inc

Utilities
-712
- 92.71%
$52.85 - $57.43 $37.6K - $40.9K
56 $43K
DRLL
Ea Ser Tr Strive U S Energy Et
-677
- 68.66%
N/A
309 $29K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-366
- 12.69%
$37.07 - $40.63 $13.6K - $14.9K
2.52K $113K
NVS
Novartis Ag

Healthcare
-125
- 51.65%
$97.14 - $115.57 $12.1K - $14.4K
117 $27K
XLP
Consumer Staples Sector Spdr

ETFs
-730
- 88.92%
N/A
91 $68K
SLV
I Shares Silver Trust

ETFs
-970
- 97.0%
$26.93 - $31.32 $26.1K - $30.4K
30 $30K
Dimensional ETF Trust
-1.92K
- 27.19%
N/A
5.14K $216K
SNY
Sanofi

Healthcare
-545
- 90.83%
$48.15 - $59.42 $26.2K - $32.4K
55 $33K
PFG
Principal Financial Group Inc

Financial Services
-536
- 66.17%
$76.34 - $89.04 $40.9K - $47.7K
274 $68K
VZ
Verizon Communications Inc

Communication Services
-2
- 0.19%
$37.81 - $46.49 $75.6 - $93
1.03K $47K
HDV
Ishares Core High Dividend ETF

ETFs
-490
- 59.04%
$110.86 - $121.12 $54.3K - $59.3K
340 $101K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.48K
- 85.78%
$75.32 - $84.77 $111K - $125K
245 $140K
DFSU
Dimensional ETF Tr Dimen Us Su
-349
- 7.61%
N/A
4.24K $151K
VDE
Vanguard Energy ETF

ETFs
-102
- 6.23%
$119.14 - $132.76 $12.2K - $13.5K
1.53K $213K
XOM
Exxon Mobil Corp

Energy
-2
- 0.15%
$105.44 - $118.93 $211 - $238
1.36K $161K
VPU
Vanguard Utilities ETF

ETFs
-311
- 17.07%
$161.24 - $173.33 $50.1K - $53.9K
1.51K $313K
IEMG
Ishares Inc

ETFs
-72
- 13.56%
N/A
459 $46K
ABBV
Abb Vie Inc.

Healthcare
-39
- 5.06%
$169.2 - $216.66 $6.6K - $8.45K
731 $161K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.78K
- 9.43%
$33.84 - $37.77 $60.2K - $67.2K
17.1K $687K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-6.14K
- 28.58%
$27.56 - $32.1 $169K - $197K
15.3K $785K
VUSB
Vanguard Bd Index Fds
-90K
- 36.29%
N/A
158K $12.8M
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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