Mc Clarren Financial Advisors, Inc. Reduced Holdings in Q3 2024

Mc Clarren Financial Advisors, Inc.

  • $795 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-54
- 37.24%
$143.3 - $157.24 $7.74K - $8.49K
91 $14K
XLI
Industrial Sector Spdr

ETFs
-44
- 36.36%
$120.56 - $135.44 $5.3K - $5.96K
77 $10K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-77
- 87.5%
$85.44 - $110.36 $6.58K - $8.5K
11 $1K
BR
Broadridge Financial Solutions, Inc.

Technology
-78
- 39.59%
$196.56 - $218.55 $15.3K - $17K
119 $25K
BLK
Black Rock Inc.

Financial Services
-776
- 98.6%
$782.27 - $949.51 $607K - $737K
11 $11K
TSLA
Tesla, Inc.

Consumer Cyclical
-359
- 90.89%
$191.76 - $263.26 $68.8K - $94.5K
36 $9K
ISRG
Intuitive Surgical Inc

Healthcare
-411
- 92.57%
$416.14 - $494.01 $171K - $203K
33 $16K
AFL
Aflac Inc

Financial Services
-16
- 17.98%
$88.52 - $111.8 $1.42K - $1.79K
73 $8K
F
Ford Motor CO

Consumer Cyclical
-2
- 16.67%
$9.71 - $14.55 $19.4 - $29.1
10 $2K
CME
Cme Group Inc.

Financial Services
-78
- 39.8%
$193.43 - $220.62 $15.1K - $17.2K
118 $26K
IDXX
Idexx Laboratories Inc

Healthcare
-302
- 62.01%
$455.08 - $517.19 $137K - $156K
185 $93K
ZTS
Zoetis Inc.

Healthcare
-304
- 58.46%
$172.58 - $196.48 $52.5K - $59.7K
216 $42K
AMT
American Tower Corp

Real Estate
-219
- 56.44%
$192.27 - $242.73 $42.1K - $53.2K
169 $39K
CAT
Caterpillar Inc

Industrials
-273
- 40.99%
$316.8 - $391.12 $86.5K - $107K
393 $92K
VHT
Vanguard Health Care ETF

ETFs
-862
- 54.01%
$261.88 - $288.1 $226K - $248K
734 $207K
POOL
Pool Corp

Industrials
-78
- 25.41%
$296.17 - $376.8 $23.1K - $29.4K
229 $86K
IWR
Ishares Russell Mid Cap ETF

ETFs
-74
- 45.68%
$79.92 - $88.19 $5.91K - $6.53K
88 $336K
IWS
Ishares Russell Midcap Value E

ETFs
-72
- 19.89%
$119.52 - $132.25 $8.61K - $9.52K
290 $93K
SBUX
Starbucks Corp

Consumer Cyclical
-14
- 4.5%
$72.51 - $98.6 $1.02K - $1.38K
297 $159K
AVGO
Broadcom Inc.

Technology
-2.87K
- 89.26%
$136.27 - $1745.86 $391K - $5M
345 $169K
JPM
Jpmorgan Chase & CO

Financial Services
-333
- 23.53%
$194.9 - $224.8 $64.9K - $74.9K
1.08K $433K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-336
- 16.14%
$283.28 - $314.39 $95.2K - $106K
1.75K $2.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-25.4K
- 46.96%
$475.2 - $527.7 $12.1M - $13.4M
28.6K $13.4M
VO
Vanguard Mid Cap ETF

ETFs
-7
- 0.02%
$237.84 - $263.83 $1.66K - $1.85K
32.9K $22M
Activity Summary
Buys All Purchases 191 New Holdings 11 Increased Positions 180 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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