Mc Clarren Financial Advisors, Inc. Reduced Holdings in Q3 2025

Mc Clarren Financial Advisors, Inc.

  • $153 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-8.77K
- 26.74%
N/A
24K $4.38M
MGC
Vanguard Mega Cap ETF

ETFs
-7.18K
- 42.88%
$224.2 - $245.55 $1.61M - $1.76M
9.56K $2.33M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-12.3K
- 36.35%
$115.96 - $125.95 $1.42M - $1.55M
21.5K $2.71M
IWV
Ishares Russell 3000 ETF

ETFs
-3.41K
- 32.31%
$351.04 - $379.81 $1.2M - $1.29M
7.14K $2.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6.25K
- 51.46%
$132.9 - $142.03 $831K - $888K
5.9K $831K
CATH
Global X Fds Global X S&P 500

ETFs
-7.2K
- 68.54%
$75.38 - $81.32 $542K - $585K
3.3K $267K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.55K
- 48.99%
$339.37 - $366.46 $526K - $568K
1.62K $590K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-6.64K
- 18.52%
$109.47 - $119.06 $727K - $791K
29.2K $3.46M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-11.3K
- 12.78%
$68.24 - $73.73 $771K - $833K
77.2K $5.67M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.72K
- 95.73%
$92.26 - $97.51 $344K - $363K
166 $16K
WMT
Walmart Inc.

Consumer Defensive
-3.37K
- 71.1%
$94.4 - $104.27 $318K - $352K
1.37K $141K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-11.7K
- 43.27%
$29.2 - $32.74 $342K - $383K
15.3K $488K
PG
Procter & Gamble CO

Consumer Defensive
-1.7K
- 28.92%
$150.47 - $161.22 $256K - $274K
4.18K $641K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-2.62K
- 36.75%
$126.64 - $135.65 $332K - $355K
4.51K $611K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.43K
- 33.61%
$134.94 - $145.86 $328K - $354K
4.8K $698K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-4.98K
- 52.92%
$40.43 - $44.52 $201K - $221K
4.43K $195K
VO
Vanguard Mid Cap ETF

ETFs
-2.24K
- 6.51%
$279.83 - $293.74 $627K - $658K
32.2K $9.45M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.31K
- 23.86%
$164.63 - $174.58 $215K - $228K
4.17K $727K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.67K
- 35.41%
$42.26 - $47.16 $197K - $220K
8.51K $394K
UNP
Union Pacific Corp

Industrials
-650
- 73.36%
$214.91 - $237.16 $140K - $154K
236 $55K
VGSH
Vanguard

ETFs
-2.38K
- 21.92%
$58.43 - $58.88 $139K - $140K
8.48K $499K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-3.46K
- 70.81%
$41.34 - $45.65 $143K - $158K
1.43K $64K
AMZN
Amazon Com Inc

Consumer Cyclical
-604
- 18.93%
$211.65 - $238.24 $128K - $144K
2.59K $568K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.94K
- 15.13%
$74.93 - $80.73 $220K - $238K
16.5K $1.33M
SPYG
Spdr Portfolio

ETFs
-1.63K
- 24.0%
$94.33 - $105.31 $153K - $171K
5.15K $538K
VBK
Vanguard Small Cap Growth ETF

ETFs
-511
- 14.68%
$276.51 - $305.12 $141K - $156K
2.97K $884K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.61K
- 22.04%
$46.67 - $49.54 $75.2K - $79.9K
5.7K $277K
VPU
Vanguard Utilities ETF

ETFs
-441
- 23.4%
$175.25 - $189.41 $77.3K - $83.5K
1.44K $273K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.15K
- 13.16%
$49.43 - $54.52 $156K - $172K
20.8K $1.12M
INTU
Intuit Inc

Technology
-1
- 0.22%
$646.03 - $807.39 $646 - $807
449 $306K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.97K
- 10.43%
$39.8 - $42.86 $78.4K - $84.4K
16.9K $723K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-528
- 15.5%
$87.29 - $93.61 $46.1K - $49.4K
2.88K $268K
IWD
Ishares Russell 1000 Val ETF

ETFs
-250
- 12.42%
$192.76 - $203.86 $48.2K - $51K
1.76K $358K
VXF
Vanguard Extended Market ETF

ETFs
-600
- 10.52%
$193.58 - $213.07 $116K - $128K
5.11K $1.07M
ORCL
Oracle Corp

Technology
-462
- 28.75%
$218.96 - $328.33 $101K - $152K
1.15K $322K
JNJ
Johnson & Johnson

Healthcare
-365
- 26.2%
$155.17 - $185.42 $56.6K - $67.7K
1.03K $190K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-210
- 0.91%
$100.37 - $100.74 $21.1K - $21.2K
22.9K $2.31M
VUSB
Vanguard Bd Index Fds
-66.1K
- 27.31%
N/A
176K $0
PEP
Pepsico Inc

Consumer Defensive
-30
- 1.21%
$133.81 - $152.16 $4.01K - $4.56K
2.45K $343K
VEU
Vanguard Ftse All World Ex Us

ETFs
-419
- 3.42%
$66.38 - $71.68 $27.8K - $30K
11.8K $845K
HSY
Hershey CO

Consumer Defensive
-117
- 4.67%
$161.95 - $193.45 $18.9K - $22.6K
2.39K $446K
GOOGL
Alphabet Inc.

Communication Services
-591
- 21.18%
$174.36 - $254.72 $103K - $151K
2.2K $534K
VBR
Vanguard Small Cap Value ETF

ETFs
-110
- 2.1%
$195.41 - $212.37 $21.5K - $23.4K
5.14K $1.07M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-16
- 0.28%
$135.0 - $146.02 $2.16K - $2.34K
5.78K $841K
VV
Vanguard Large Cap ETF

ETFs
-235
- 2.52%
$285.05 - $309.14 $67K - $72.6K
9.09K $2.8M
VB
Vanguard Small Cap ETF

ETFs
-3.09K
- 5.42%
$237.58 - $259.17 $735K - $801K
53.9K $13.7M
AAPL
Apple Inc.

Technology
-2.81K
- 13.38%
$202.38 - $256.87 $569K - $723K
18.2K $4.64M
Activity Summary
Buys All Purchases 25 New Holdings 3 Increased Positions 22 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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