Mc Clarren Financial Advisors, Inc. has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $795 Million distributed in 271 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Kld 400 Social Et with a value of $263M, Vanguard Ftse Developed Market with a value of $83.5M, Vanguard Bd Index Fds with a value of $51.7M, Vanguard Star Fd Vanguard Tota with a value of $51.4M, and Spdr Portfolio S&P 1500 Compos with a value of $45M.
Examining the 13F form we can see an increase of $652M in the current position value, from $143M to 795M.
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
$795 Million
ETFs: $706 Million
Industrials: $17.4 Million
Consumer Defensive: $6.61 Million
Communication Services: $4.37 Million
Consumer Cyclical: $2.28 Million
Healthcare: $2.25 Million
Financial Services: $1.91 Million
Technology: $1.44 Million
Other: $1.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
