Mc Clarren Financial Advisors, Inc. Portfolio Holdings

Mc Clarren Financial Advisors, Inc.

  • $35.6 Million
  • Q4 2024

Mc Clarren Financial Advisors, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $35.6 Million distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fds with a value of $12.3M, Ihares Core 1 5 Years Usd Bond with a value of $2.79M, Spdr Portfolio S&P 1500 Compos with a value of $1.4M, Ishares Trust Ishares Esg Awar with a value of $925K, and Vanguard Information Technolog with a value of $917K.

Examining the 13F form we can see an decrease of $760M in the current position value, from $795M to 35.6M.

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 $35.6 Million
ETFs: $15.2 Million
Healthcare: $1.68 Million
Communication Services: $1.29 Million
Technology: $930,000
Financial Services: $904,000
Industrials: $877,000
Consumer Cyclical: $406,000
Energy: $354,000
Other: $883,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$478M
$33,000 0.09% of portfolio
1,163
Q3 2024 Added 5,438.1%
$1.01B
$3,000 0.01% of portfolio
191
Q4 2024 Added 1,636.36%
$592M
$4,000 0.01% of portfolio
641
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $35.6 Million
  • Prior Value $795 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 63 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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