Mc Clarren Financial Advisors, Inc. Portfolio Holdings by Sector

Mc Clarren Financial Advisors, Inc.

$153 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VB MGK VO VXUS QQQ VIG ESGV 51 stocks	$116,763 76.57% of portfolio	15	36	3	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$19,883 13.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4,637 3.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$2,822 1.85% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2,366 1.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$970 0.64% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$641 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$597 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ 2 stocks	$586 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$568 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$446 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$438 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$410 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$343 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$306 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials BLD 1 stocks	$288 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$225 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$141 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$55 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts

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