MF
| |
McClarren Financial Advisors, Inc.13F | |
| McClarren Financial Advisors, Inc. | |
| Last update 2025-05-09 | 321 Stocks (188 new) |
| Value $151.00 Mil | Turnover 79 % |
McClarren Financial Advisors, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 59,999 | 16,560.0 | New Holding | 10.940 | +10.94% | 0.000 | +19.82% | +7.35% | 476,615.2 | ||
VUSB | Vanguard Ultra-Short Bond ETF | 158,069 | 12,840.0 | -36.29% | 8.480 | -12.52% | 0.170 | +0.99% | +2.36% | 5,305.2 | ||
VB | Vanguard Small Cap ETF | 54,225 | 12,710.0 | New Holding | 8.390 | +8.39% | 0.020 | +17.90% | +1.99% | 61,352.9 | ||
VOO | Vanguard S&P 500 ETF | 30,595 | 11,970.0 | New Holding | 7.900 | +7.90% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
VO | Vanguard Mid-Cap ETF | 32,469 | 8,950.0 | New Holding | 5.910 | +5.91% | 0.010 | +16.32% | +8.70% | 80,548.8 | ||
MGK | Vanguard Mega Cap Growth ETF | 25,655 | 6,520.0 | New Holding | 4.310 | +4.31% | 0.030 | +28.20% | +9.31% | 26,048.7 | ||
VIG | Vanguard Dividend Appreciation FTF | 24,459 | 6,480.0 | New Holding | 4.280 | +4.28% | 0.010 | +12.58% | +6.21% | 89,349.2 | ||
VXUS | Vanguard Total International Stock | 74,942 | 5,370.0 | New Holding | 3.550 | +3.55% | 0.010 | +13.52% | +18.48% | 92,038.5 | ||
AAPL | Apple Inc | 18,058 | 4,730.0 | New Holding | 3.120 | +3.12% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
ESGV | Vanguard ESG U.S. Stock ETF | 30,803 | 3,520.0 | New Holding | 2.320 | +2.32% | 0.030 | +21.08% | +6.64% | 10,198.7 |
McClarren Financial Advisors, Inc.'s Historical Top Holdings Breakdowns
McClarren Financial Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VUSB | Vanguard Ultra-Short Bond ETF | 2025-03-31 | Reduce Reduce | -12.52% | 49.61 ($49.73) 49.89 | $49.79 | 0.12% | Reduce -36.29% | 158,069 | -90,025 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | New Buy New Buy | +10.94% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | New holding | 59,999 | 59,999 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | New Buy New Buy | +8.39% | 217.89 ($238.81) 252.64 | $243.27 | 1.87% | New holding | 54,225 | 54,225 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | New Buy New Buy | +7.90% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | New holding | 30,595 | 30,595 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | New Buy New Buy | +5.91% | 251.87 ($268.43) 277.95 | $284.74 | 6.08% | New holding | 32,469 | 32,469 | |
MGK | Vanguard Mega Cap Growth ETF | 2025-03-31 | New Buy New Buy | +4.31% | 307.43 ($337.36) 357.48 | $374.60 | 11.04% | New holding | 25,655 | 25,655 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | New Buy New Buy | +4.28% | 190.34 ($198.85) 205.23 | $206.10 | 3.65% | New holding | 24,459 | 24,459 | |
VXUS | Vanguard Total International Stock | 2025-03-31 | New Buy New Buy | +3.55% | 58.01 ($61.77) 64.46 | $69.11 | 11.88% | New holding | 74,942 | 74,942 | |
AAPL | Apple Inc | 2025-03-31 | New Buy New Buy | +3.12% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | New holding | 18,058 | 18,058 | |
ESGV | Vanguard ESG U.S. Stock ETF | 2025-03-31 | New Buy New Buy | +2.32% | 96.93 ($104.56) 109.51 | $111.28 | 6.43% | New holding | 30,803 | 30,803 |
McClarren Financial Advisors, Inc. Total Holding History ($B)
McClarren Financial Advisors, Inc.'s Asset Allocation
McClarren Financial Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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McClarren Financial Advisors, Inc.'s Hypothetical Growth since 2025-03-31
McClarren Financial Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
McClarren Financial Advisors, Inc.'s Holdings Heat Map
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McClarren Financial Advisors, Inc.'s Holdings Bubble Chart
McClarren Financial Advisors, Inc. News
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