McClarren Financial Advisors, Inc. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
1364 S. ATHERTON STREET STATE COLLEGE, PA 16801
As of the latest 13F report, the guru’s equity portfolio contained 483 stocks valued at a total of $105.00Mil. The top holdings were
According to GuruFocus data, these were McClarren Financial Advisors, Inc.’s top five trades of the quarter.
Vanguard Total Stock Market ETF
During the quarter, McClarren Financial Advisors, Inc. bought 47,546 shares of ARCA:VTI for a total holding of 60,100. The trade had a 8.5% impact on the equity portfolio. During the quarter, the stock traded for an average price of $198.53.
On 01/31/2023, Vanguard Total Stock Market ETF traded for a price of $201.21 per share and a market cap of $276.35Bil. The stock has returned -7.95% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Total Stock Market ETF has a price-earnings ratio of 17.73 and a price-book ratio of 3.26.
Vanguard Small Cap ETF
During the quarter, McClarren Financial Advisors, Inc. bought 45,076 shares of ARCA:VB for a total holding of 53,867. The trade had a 7.68% impact on the equity portfolio. During the quarter, the stock traded for an average price of $188.16.
On 01/31/2023, Vanguard Small Cap ETF traded for a price of $197.28 per share and a market cap of $44.26Bil. The stock has returned -1.18% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Small Cap ETF has a price-earnings ratio of 12.13 and a price-book ratio of 2.08.
Vanguard Ultra-Short Bond ETF
During the quarter, McClarren Financial Advisors, Inc. bought 96,572 shares of BATS:VUSB for a total holding of 115,191. The trade had a 4.71% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.
On 01/31/2023, Vanguard Ultra-Short Bond ETF traded for a price of $49.23 per share and a market cap of $3.33Bil. The stock has returned 0.37% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Mid-Cap ETF
During the quarter, McClarren Financial Advisors, Inc. bought 24,705 shares of ARCA:VO for a total holding of 29,024. The trade had a 4.63% impact on the equity portfolio. During the quarter, the stock traded for an average price of $208.25.
On 01/31/2023, Vanguard Mid-Cap ETF traded for a price of $216.28 per share and a market cap of $53.19Bil. The stock has returned -3.89% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Mid-Cap ETF has a price-earnings ratio of 16.52 and a price-book ratio of 2.70.
Vanguard S&P 500 ETF
During the quarter, McClarren Financial Advisors, Inc. bought 11,972 shares of ARCA:VOO for a total holding of 22,201. The trade had a 3.91% impact on the equity portfolio. During the quarter, the stock traded for an average price of $363.71.
On 01/31/2023, Vanguard S&P 500 ETF traded for a price of $368.21 per share and a market cap of $275.20Bil. The stock has returned -7.90% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard S&P 500 ETF has a price-earnings ratio of 18.78 and a price-book ratio of 3.55.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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