Mc Clarren Financial Advisors, Inc. Portfolio Holdings

Mc Clarren Financial Advisors, Inc.

  • $151 Million
  • Q1 2025

Mc Clarren Financial Advisors, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $151 Million distributed in 321 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $16.6M, Vanguard Bd Index Fds with a value of $12.8M, Vanguard Small Cap ETF with a value of $12.7M, Vanguard Index Fds S&P 500 ETF with a value of $12M, and Vanguard Mid Cap ETF with a value of $8.95M.

Examining the 13F form we can see an increase of $116M in the current position value, from $35.6M to 151M.

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 $151 Million
ETFs: $119 Million
Technology: $6.88 Million
Financial Services: $2.74 Million
Consumer Defensive: $2.41 Million
Healthcare: $1.63 Million
Industrials: $1.47 Million
Communication Services: $1.42 Million
Consumer Cyclical: $961,000
Other: $911,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30,000 0.02% of portfolio
4,628
Q1 2025 Added 2.66%
$0
$8,000 0.01% of portfolio
21
Q1 2025 New
$0
$20,000 0.01% of portfolio
20
Q1 2025 New
$0
$16,000 0.01% of portfolio
32
Q1 2025 New
$0
$18,000 0.01% of portfolio
1,842
Q1 2025 Added 2.11%
$0
$16,000 0.01% of portfolio
22
Q1 2025 New
$0
$6,000 0.0% of portfolio
10
Q1 2025 New
$0
$7,000 0.0% of portfolio
10
Q1 2025 New
$0
$7,000 0.0% of portfolio
10
Q1 2025 New
$0
$5,000 0.0% of portfolio
22
Q1 2025 New
$0
$1,000 0.0% of portfolio
19
Q1 2025 New
$0
$6,000 0.0% of portfolio
11
Q1 2025 New
$0
$7,000 0.0% of portfolio
16
Q1 2025 New
$0
$5,000 0.0% of portfolio
11
Q1 2025 New
$0
$6,000 0.0% of portfolio
6
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 321
  • Current Value $151 Million
  • Prior Value $35.6 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 188 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
Track This Portfolio

Track Mc Clarren Financial Advisors, Inc. Portfolio

Follow Mc Clarren Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Clarren Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Clarren Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email