Mc Clarren Financial Advisors, Inc. Portfolio Holdings

Mc Clarren Financial Advisors, Inc.

  • $153 Million
  • Q3 2025

Mc Clarren Financial Advisors, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $153 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $20.8M, Vanguard Total Stock Market Et with a value of $19.9M, Vanguard Small Cap ETF with a value of $13.7M, Vanguard Mega Cap Growth ETF with a value of $11.7M, and Vanguard Mid Cap ETF with a value of $9.45M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $141M to 153M.

Mc Clarren Financial Advisors, Inc. is based out at State College, PA

Below you can find more details about Mc Clarren Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $153 Million
ETFs: $137 Million
Technology: $7.77 Million
Financial Services: $2.78 Million
Consumer Defensive: $1.57 Million
Communication Services: $1.41 Million
Healthcare: $1.18 Million
Consumer Cyclical: $568,000
Industrials: $343,000
Other: $225,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$121B
$597,000 0.39% of portfolio
773
Q3 2025 Added 106.68%
$26.3B
$446,000 0.29% of portfolio
2,387
Q3 2025 Reduced 4.67%
$193B
$438,000 0.29% of portfolio
3,833
Q3 2025 Added 0.5%
$182B
$306,000 0.2% of portfolio
449
Q3 2025 Reduced 0.22%
$13.6B
$288,000 0.19% of portfolio
739
Q2 2025 Reduced 49.83%
$111B
$225,000 0.15% of portfolio
684
Q3 2025 Added 0.15%
$136B
$55,000 0.04% of portfolio
236
Q3 2025 Reduced 73.36%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $153 Million
  • Prior Value $141 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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