Mcclarren Financial Advisors, Inc.
CIK Number: 0001842974
Main Sectors:
Top Industries:
Filing Date: May 9, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 324.34 | -0.14% | 60K | +100.00% | 16.56M | 274.84 | 10.95% | Share |
| 2 | VUSB | Vanguard Ultra-... | 49.90 | +0.05% | 158.07K | -36.29% | 12.84M | 49.76 | 8.49% | Share |
| 3 | VB | Vanguard Small ... | 255.51 | -1.05% | 54.23K | +100.00% | 12.71M | 221.75 | 8.40% | Share |
| 4 | VOO | Vanguard S&P 50... | 604.39 | -0.03% | 30.59K | +100.00% | 11.97M | 513.91 | 7.91% | Share |
| 5 | VO | Vanguard Mid Ca... | 291.63 | -0.69% | 32.47K | +100.00% | 8.95M | 258.62 | 5.92% | Share |
| 6 | MGK | Vanguard Mega C... | 394.62 | +0.53% | 25.66K | +100.00% | 6.52M | 308.88 | 4.31% | Share |
| 7 | VIG | Vanguard Divide... | 215.59 | -0.43% | 24.46K | +100.00% | 6.48M | 193.99 | 4.29% | Share |
| 8 | VXUS | Vanguard Total ... | 73.09 | -0.33% | 74.94K | +100.00% | 5.37M | 62.1 | 3.55% | Share |
| 9 | AAPL | Apple Inc. | 234.07 | +1.76% | 18.06K | +100.00% | 4.73M | 222.13 | 3.13% | Share |
| 10 | ESGV | Vanguard ESG U.... | 117.16 | -0.07% | 30.8K | +100.00% | 3.52M | 97.95 | 2.32% | Share |
| 11 | DSI | iShares MSCI KL... | 123.70 | -0.1% | 21.57K | +100.00% | 3.48M | 102.41 | 2.30% | Share |
| 12 | MGC | Vanguard Mega C... | 240.41 | +0.11% | 9.41K | +100.00% | 3.37M | 201.38 | 2.23% | Share |
| 13 | IWV | iShares Russell... | 374.42 | -0.14% | 7.13K | +100.00% | 3.34M | 317.64 | 2.21% | Share |
| 14 | ISTB | iShares Core 1-... | 48.86 | -0.04% | 62.81K | +7.64% | 3.09M | 48.05 | 2.04% | Share |
| 15 | VV | Vanguard Large ... | 303.78 | -0.03% | 9.37K | +100.00% | 2.5M | 257.03 | 1.65% | Share |
| 16 | QQQ | Invesco QQQ Tru... | 586.66 | +0.44% | 6.81K | +100.00% | 1.87M | 468.92 | 1.24% | Share |
| 17 | VTV | Vanguard Value ... | 184.90 | -0.62% | 9.49K | +100.00% | 1.7M | 172.74 | 1.13% | Share |
| 18 | VYM | Vanguard High D... | 141.37 | -0.46% | 5.91K | +100.00% | 1.57M | 128.96 | 1.04% | Share |
| 19 | SPTM | SPDR Portfolio ... | 79.72 | -0.08% | 17.15K | -12.34% | 1.33M | 67.56 | 0.88% | Share |
| 20 | MSFT | Microsoft Corpo... | 509.90 | +1.77% | 5K | +100.00% | 1.27M | 375.39 | 0.84% | Share |
| 21 | IVV | iShares Core S&... | 660.72 | -0.03% | 3.21K | +100.00% | 1.26M | 561.9 | 0.83% | Share |
| 22 | VWO | Vanguard Emergi... | 53.48 | -0.19% | 21.05K | +100.00% | 1.13M | 45.26 | 0.74% | Share |
| 23 | IWB | iShares Russell... | 361.46 | -0.11% | 1.74K | +100.00% | 1.04M | 306.74 | 0.69% | Share |
| 24 | BRK-B | Berkshire Hatha... | 493.82 | -0.62% | 3.86K | +100.00% | 1.04M | 532.58 | 0.69% | Share |
| 25 | VEA | Vanguard Develo... | 59.84 | -0.38% | 13.77K | +100.00% | 1.03M | 50.83 | 0.68% | Share |
| 26 | VXF | Vanguard Extend... | 208.88 | -0.92% | 5.11K | +100.00% | 1M | 172.26 | 0.66% | Share |
| 27 | VBR | Vanguard Small ... | 210.13 | -1.05% | 4.88K | +100.00% | 993K | 186.29 | 0.66% | Share |
| 28 | IWM | iShares Russell... | 238.32 | -1.03% | 5.02K | +100.00% | 985K | 199.49 | 0.65% | Share |
| 29 | VOE | Vanguard Mid-Ca... | 173.47 | -0.56% | 4.98K | +100.00% | 930K | 160.54 | 0.61% | Share |
| 30 | VBK | Vanguard Small ... | 298.26 | -0.84% | 3.5K | +100.00% | 887K | 251.77 | 0.59% | Share |
| 31 | ESGU | iShares ESG Awa... | 143.59 | -0.11% | 4.97K | -30.85% | 877K | 120.48 | 0.58% | Share |
| 32 | PG | The Procter & G... | 157.93 | -0.44% | 4.25K | +100.00% | 827K | 170.42 | 0.55% | Share |
| 33 | SUSA | iShares MSCI US... | 133.57 | -0.31% | 4.47K | +2.88% | 817K | 118.38 | 0.54% | Share |
| 34 | VGT | Vanguard Inform... | 719.61 | +0.12% | 3.22K | +118.17% | 805K | 543.37 | 0.53% | Share |
| 35 | DFSV | Dimensional US ... | 32.29 | -1.31% | 15.34K | -28.58% | 785K | 30.61 | 0.52% | Share |
| 36 | VSGX | Vanguard ESG In... | 69.22 | -0.37% | 12.86K | +100.00% | 781K | 58.98 | 0.52% | Share |
| 37 | CATH | Global X S&P 50... | 80.00 | 0.00% | 3.91K | -65.06% | 759K | 68.97 | 0.50% | Share |
| 38 | ITOT | iShares Core S&... | 143.98 | -0.14% | 5.78K | +100.00% | 704K | 122.01 | 0.47% | Share |
| 39 | SPDW | SPDR Portfolio ... | 42.53 | -0.43% | 17.09K | -9.43% | 687K | 36.7 | 0.45% | Share |
| 40 | VGSH | Vanguard Short-... | 58.82 | -0.01% | 10.89K | +147.82% | 639K | 58.55 | 0.42% | Share |
| 41 | VEU | Vanguard FTSE A... | 71.06 | -0.33% | 9.96K | +100.00% | 629K | 60.66 | 0.42% | Share |
| 42 | SGOV | iShares 0-3 Mon... | 100.53 | +0.03% | 6.2K | +210.05% | 621K | 100.56 | 0.41% | Share |
| 43 | AMZN | Amazon.com, Inc... | 228.15 | -0.78% | 2.41K | +100.00% | 607K | 190.26 | 0.40% | Share |
| 44 | SPYG | SPDR Portfolio ... | 103.06 | +0.17% | 5.04K | -26.57% | 543K | 77.33 | 0.36% | Share |
| 45 | SPSM | SPDR Portfolio ... | 46.17 | -1.31% | 9.05K | -30.37% | 534K | 44.42 | 0.35% | Share |
| 46 | GOOGL | Alphabet Inc. | 240.74 | +0.15% | 2.41K | -32.25% | 492K | 136.38 | 0.33% | Share |
| 47 | BLD | TopBuild Corp. | 417.06 | -2.18% | 1.47K | +18.89% | 449K | 383.58 | 0.30% | Share |
| 48 | IWD | iShares Russell... | 202.62 | -0.61% | 2K | +100.00% | 426K | 188.16 | 0.28% | Share |
| 49 | PEP | PepsiCo, Inc. | 143.53 | -0.49% | 2.86K | +100.00% | 419K | 149.94 | 0.28% | Share |
| 50 | WMT | Walmart Inc. | 103.45 | +0.78% | 1.32K | +100.00% | 414K | 87.79 | 0.27% | Share |
| 51 | HSY | The Hershey Com... | 184.99 | -0.3% | 2.41K | +100.00% | 401K | 171.03 | 0.27% | Share |
| 52 | DIS | The Walt Disney... | 115.99 | -0.93% | 3.81K | +100.00% | 382K | 98.7 | 0.25% | Share |
| 53 | NUSC | Nuveen ESG Smal... | 43.75 | -1.17% | 3.92K | -56.34% | 350K | 42.42 | 0.23% | Share |
| 54 | VNQ | Vanguard Real E... | 92.82 | -0.45% | 2.56K | +100.00% | 343K | 90.54 | 0.23% | Share |
| 55 | ESML | iShares ESG Awa... | 44.99 | -0.97% | 5.28K | -41.3% | 338K | 41.76 | 0.22% | Share |
| 56 | IWR | iShares Russell... | 96.71 | -0.82% | 85 | +100.00% | 324K | 85.06 | 0.21% | Share |
| 57 | VPU | Vanguard Utilit... | 185.20 | +0.49% | 1.51K | -17.07% | 313K | 150.9 | 0.21% | Share |
| 58 | NUMG | Nuveen ESG Mid-... | 48.81 | -1.09% | 5.69K | -21.42% | 310K | 44.55 | 0.20% | Share |
| 59 | EFIV | SPDR S&P 500 ES... | 62.47 | +0.08% | 5.43K | -19.65% | 290K | 55.89 | 0.19% | Share |
| 60 | MGV | Vanguard Mega C... | 136.40 | -0.67% | 2.18K | +100.00% | 279K | 128.84 | 0.18% | Share |
| 61 | EFA | iShares MSCI EA... | 92.98 | -0.4% | 2.82K | +100.00% | 273K | 81.73 | 0.18% | Share |
| 62 | JPM | JPMorgan Chase ... | 306.93 | +0.45% | 1.15K | +6.36% | 266K | 148.82 | 0.18% | Share |
| 63 | MCK | McKesson Corpor... | 711.25 | -1.19% | 672 | +80.16% | 251K | 581.35 | 0.17% | Share |
| 64 | GOOG | Alphabet Inc. | 241.28 | +0.21% | 2K | +14.26% | 251K | 118.32 | 0.17% | Share |
| 65 | VHT | Vanguard Health... | 256.92 | -1.17% | 992 | +10.96% | 234K | 247.67 | 0.15% | Share |
| 66 | ORCL | Oracle Corporat... | 292.13 | -5.11% | 438 | -72.61% | 224K | 150.1 | 0.15% | Share |
| 67 | UNH | UnitedHealth Gr... | 352.57 | -0.29% | 1.54K | +0.26% | 217K | 499.94 | 0.14% | Share |
| 68 | DFLV | Dimensional US ... | 32.69 | -0.67% | 5.14K | -27.19% | 216K | 30.01 | 0.14% | Share |
| 69 | VDE | Vanguard Energy... | 124.69 | -0.61% | 1.53K | -6.23% | 213K | 113.22 | 0.14% | Share |
| 70 | UNP | Union Pacific C... | 214.83 | -0.56% | 236 | +100.00% | 209K | 236.24 | 0.14% | Share |
| 71 | JNJ | Johnson & Johns... | 178.08 | -0.24% | 1.01K | +100.00% | 200K | 165.84 | 0.13% | Share |
| 72 | MRK | Merck & Co., In... | 82.83 | -2.72% | 1.51K | -31.85% | 200K | 104.05 | 0.13% | Share |
| 73 | MA | Mastercard Inco... | 580.33 | -1.43% | 548 | +56.57% | 191K | 461.23 | 0.13% | Share |
| 74 | AMGN | Amgen Inc. | 276.39 | -2.24% | 608 | +100.00% | 189K | 311.55 | 0.12% | Share |
| 75 | VDC | Vanguard Consum... | 219.53 | -0.25% | 934 | +9.88% | 187K | 180.91 | 0.12% | Share |
| 76 | VOT | Vanguard Mid-Ca... | 291.38 | -0.86% | 1.34K | +100.00% | 170K | 244.64 | 0.11% | Share |
| 77 | NUMV | Nuveen ESG Mid-... | 38.51 | -0.62% | 4.92K | 0.00% | 168K | 36.75 | 0.11% | Share |
| 78 | KO | The Coca-Cola C... | 67.01 | -0.9% | 2.32K | +100.00% | 163K | 71.62 | 0.11% | Share |
| 79 | XOM | Exxon Mobil Cor... | 112.19 | +0.04% | 1.36K | -0.15% | 161K | 109.01 | 0.11% | Share |
| 80 | ABBV | AbbVie Inc. | 218.37 | -0.84% | 731 | -5.06% | 161K | 167.82 | 0.11% | Share |
| 81 | DFSU | Dimensional US ... | 42.05 | -0.41% | 4.24K | -7.61% | 151K | 37.22 | 0.10% | Share |
| 82 | SCHW | The Charles Sch... | 93.55 | -0.42% | 1.78K | +100.00% | 141K | 78.28 | 0.09% | Share |
| 83 | ESGD | iShares ESG Awa... | 92.52 | -0.38% | 245 | -85.78% | 140K | 80 | 0.09% | Share |
| 84 | VTWO | Vanguard Russel... | 96.41 | -0.99% | 1.74K | +35.28% | 140K | 84.7 | 0.09% | Share |
| 85 | META | Meta Platforms,... | 755.59 | +0.62% | 811 | +155.84% | 139K | 526.15 | 0.09% | Share |
| 86 | CEG | Constellation E... | 323.48 | +1.72% | 681 | +0.15% | 137K | 208.06 | 0.09% | Share |
| 87 | ADP | Automatic Data ... | 293.50 | -1.52% | 448 | +100.00% | 136K | 305.53 | 0.09% | Share |
| 88 | PFE | Pfizer Inc. | 23.89 | -3.9% | 4.98K | +100.00% | 134K | 25.34 | 0.09% | Share |
| 89 | NSC | Norfolk Souther... | 274.80 | +0.29% | 236 | +100.00% | 132K | 236.85 | 0.09% | Share |
| 90 | DFSI | Dimensional Int... | 41.09 | -0.25% | 3.76K | +100.00% | 131K | 34.89 | 0.09% | Share |
| 91 | WSFS | WSFS Financial ... | 55.93 | -1.25% | 51 | +100.00% | 130K | 51.86 | 0.09% | Share |
| 92 | VUG | Vanguard Growth... | 471.63 | +0.37% | 1.11K | +100.00% | 125K | 370.82 | 0.08% | Share |
| 93 | SPMD | SPDR Portfolio ... | 57.66 | -1.08% | 783 | -65.97% | 118K | 53.26 | 0.08% | Share |
| 94 | FNB | F.N.B. Corporat... | 16.41 | -0.16% | 2.06K | +100.00% | 116K | 13.45 | 0.08% | Share |
| 95 | SPEM | SPDR Portfolio ... | 46.03 | -0.16% | 2.52K | -12.69% | 113K | 39.63 | 0.07% | Share |
| 96 | IJH | iShares Core S&... | 65.78 | -1.1% | 1.08K | +100.00% | 109K | 58.35 | 0.07% | Share |
| 97 | SPY | SPDR S&P 500 ET... | 657.40 | -0.03% | 559 | +191.15% | 107K | 543.46 | 0.07% | Share |
| 98 | IBM | International B... | 253.44 | -1.39% | 842 | +100.00% | 107K | 248.66 | 0.07% | Share |
| 99 | ADI | Analog Devices,... | 245.21 | -1.22% | 525 | +100.00% | 106K | 201.67 | 0.07% | Share |
| 100 | CSCO | Cisco Systems, ... | 66.51 | -1.74% | 1.72K | +0.12% | 106K | 52.2 | 0.07% | Share |
| 101 | SCHC | Schwab Internat... | 45.30 | -0.29% | 254 | +100.00% | 105K | 35.88 | 0.07% | Share |
| 102 | V | Visa Inc. | 339.44 | -1.18% | 1.21K | +634.76% | 104K | 336.92 | 0.07% | Share |
| 103 | PSX | Phillips 66 | 130.78 | -1.31% | 647 | +100.00% | 103K | 123.48 | 0.07% | Share |
| 104 | SBUX | Starbucks Corpo... | 81.90 | -0.56% | 299 | +100.00% | 102K | 98.09 | 0.07% | Share |
| 105 | VIGI | Vanguard Intern... | 90.02 | -0.57% | 1.22K | +100.00% | 101K | 82.94 | 0.07% | Share |
| 106 | HDV | iShares Core Hi... | 122.64 | -0.64% | 340 | -59.04% | 101K | 110.89 | 0.07% | Share |
| 107 | DFAT | Dimensional U.S... | 58.88 | -1.34% | 936 | -51.88% | 100K | 55.63 | 0.07% | Share |
| 108 | TXN | Texas Instrumen... | 182.60 | -0.95% | 633 | +100.00% | 98K | 179.7 | 0.06% | Share |
| 109 | FITB | Fifth Third Ban... | 45.56 | +0.64% | 39 | +100.00% | 96K | 39.18 | 0.06% | Share |
| 110 | IJR | iShares Core S&... | 118.47 | -1.36% | 796 | +100.00% | 90K | 104.57 | 0.06% | Share |
| 111 | AVGO | Broadcom Inc. | 359.87 | +0.07% | 502 | -1.57% | 89K | 185.2 | 0.06% | Share |
| 112 | VFH | Vanguard Financ... | 131.69 | -0.46% | 740 | +3.21% | 88K | 102.16 | 0.06% | Share |
| 113 | MMC | Marsh & McLenna... | 202.93 | -0.26% | 244 | +100.00% | 80K | 244.03 | 0.05% | Share |
| 114 | CAT | Caterpillar Inc... | 431.50 | +0.03% | 331 | +100.00% | 78K | 329.8 | 0.05% | Share |
| 115 | IDXX | IDEXX Laborator... | 641.14 | -0.62% | 185 | 0.00% | 77K | 419.18 | 0.05% | Share |
| 116 | TGT | Target Corporat... | 90.00 | -1.66% | 763 | +100.00% | 77K | 104.36 | 0.05% | Share |
| 117 | LMT | Lockheed Martin... | 471.43 | +0.15% | 516 | +100.00% | 77K | 446.71 | 0.05% | Share |
| 118 | IGSB | iShares 1-5 Yea... | 53.05 | -0.01% | 157 | +100.00% | 76K | 52.37 | 0.05% | Share |
| 119 | POOL | Pool Corporatio... | 325.98 | -1.16% | 230 | 0.00% | 73K | 316.38 | 0.05% | Share |
| 120 | PRU | Prudential Fina... | 106.91 | -0.08% | 674 | +100.00% | 72K | 111.68 | 0.05% | Share |
| 121 | XLP | Consumer Staple... | 80.30 | -0.36% | 91 | -88.92% | 68K | 78.26 | 0.04% | Share |
| 122 | T | AT&T Inc. | 29.58 | +0.31% | 1.64K | +3.48% | 68K | 22.95 | 0.04% | Share |
| 123 | PFG | Principal Finan... | 82.70 | +0.76% | 274 | -66.17% | 68K | 83.32 | 0.04% | Share |
| 124 | SCZ | iShares MSCI EA... | 76.81 | -0.41% | 63 | +100.00% | 66K | 63.52 | 0.04% | Share |
| 125 | BIV | Vanguard Interm... | 78.42 | -0.19% | 481 | +100.00% | 64K | 76.57 | 0.04% | Share |
| 126 | AGG | iShares Core U.... | 100.53 | -0.1% | 98 | +100.00% | 59K | 98.92 | 0.04% | Share |
| 127 | TRGP | Targa Resources... | 166.43 | +0.72% | 1.13K | +3.97% | 59K | 144.81 | 0.04% | Share |
| 128 | PPL | PPL Corporation | 36.16 | +0.51% | 1.58K | 0.00% | 57K | 32.95 | 0.04% | Share |
| 129 | AEM | Agnico Eagle Mi... | 153.26 | -0.31% | 510 | +100.00% | 55K | 108.41 | 0.04% | Share |
| 130 | GLD | SPDR Gold Share... | 335.42 | +0.20% | 376 | +100.00% | 54K | 244.89 | 0.04% | Share |
| 131 | CSX | CSX Corporation | 32.47 | -1.16% | 1.86K | +100.00% | 54K | 29.43 | 0.04% | Share |
| 132 | PM | Philip Morris I... | 166.11 | -1.07% | 433 | +57.45% | 50K | 134.35 | 0.03% | Share |
| 133 | SHOP | Shopify Inc. | 143.38 | -1.14% | 190 | -63.46% | 49K | 84.76 | 0.03% | Share |
| 134 | IWS | iShares Russell... | 139.42 | -0.85% | 251 | +100.00% | 49K | 125.97 | 0.03% | Share |
| 135 | PHO | Invesco Water R... | 71.17 | -1.62% | 604 | -20% | 48K | 65.83 | 0.03% | Share |
| 136 | TSLA | Tesla, Inc. | 395.99 | +7.37% | 604 | +224.73% | 48K | 292.44 | 0.03% | Share |
| 137 | HBAN | Huntington Banc... | 17.77 | +0.17% | 15 | +100.00% | 48K | 15 | 0.03% | Share |
| 138 | MAR | Marriott Intern... | 266.50 | -0.54% | 238 | +100.00% | 47K | 238.2 | 0.03% | Share |
| 139 | VZ | Verizon Communi... | 43.98 | -0.37% | 1.03K | -0.19% | 47K | 44.1 | 0.03% | Share |
| 140 | IEFA | iShares Core MS... | 86.96 | -0.45% | 483 | +295.90% | 47K | 74.11 | 0.03% | Share |
| 141 | CI | The Cigna Group | 302.89 | -0.97% | 658 | +100.00% | 46K | 329 | 0.03% | Share |
| 142 | YUMC | Yum China Holdi... | 43.98 | -2.53% | 934 | +5.42% | 46K | 45.6 | 0.03% | Share |
| 143 | SHEL | Shell plc | 71.36 | -0.92% | 182 | +100.00% | 46K | 73.27 | 0.03% | Share |
| 144 | IEMG | iShares Core MS... | 64.78 | -0.05% | 459 | -13.56% | 46K | 48.66 | 0.03% | Share |
| 145 | BAC | Bank of America... | 50.58 | -0.33% | 1.09K | +100.00% | 45K | 41.73 | 0.03% | Share |
| 146 | HD | The Home Depot,... | 422.84 | -0.14% | 366 | +12.1K% | 44K | 366.67 | 0.03% | Share |
| 147 | RTX | RTX Corporation | 155.88 | -1.12% | 337 | +100.00% | 44K | 132.46 | 0.03% | Share |
| 148 | D | Dominion Energy... | 60.06 | +0.08% | 56 | -92.71% | 43K | 53.52 | 0.03% | Share |
| 149 | GE | GE Aerospace | 281.61 | +0.02% | 731 | +100.00% | 42K | 200.15 | 0.03% | Share |
| 150 | MPC | Marathon Petrol... | 180.24 | -1.14% | 294 | -1.01% | 42K | 127.69 | 0.03% | Share |