Mcclarren Financial Advisors, Inc.

CIK Number: 0001842974

151.28M
Market Value
190
# of Holdings
12 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 VUSB Vanguard Ultra-...
49.69
-0.01% 248.09K +104.50% 12.31M 49.76 34.55%
2 ISTB iShares Core 1-...
48.38
-0.1% 58.35K +255.37% 2.79M 48.03 7.82%
3 SPTM SPDR Portfolio ...
75.89
+0.81% 19.57K +9.94% 1.4M 67.56 3.92%
4 ESGU iShares ESG Awa...
136.58
+0.72% 7.18K +83.99% 925K 120.48 2.60%
5 VGT Vanguard Inform...
674.02
+1.39% 1.48K -47.25% 917K 544.54 2.57%
6 CATH Global X S&P 50...
76.29
+0.94% 11.19K +20.93% 792K 68.97 2.22%
7 GOOGL Alphabet Inc.
179.23
+0.33% 3.55K +30.23% 672K 136.38 1.89%
8 DFSV Dimensional US ...
30.86
+0.55% 21.48K +39.65% 661K 30.61 1.86%
9 SPDW SPDR Portfolio ...
40.63
+0.11% 18.87K +9.87% 643K 36.7 1.80%
10 SPYG SPDR Portfolio ...
96.07
+1.07% 6.86K +70.10% 603K 77.33 1.69%
11 SPSM SPDR Portfolio ...
44.08
+0.62% 12.99K +32.34% 583K 44.42 1.64%
12 SUSA iShares MSCI US...
128.09
+0.66% 4.34K -2.4% 528K 118.48 1.48%
13 LLY Eli Lilly and C...
780.10
+0.11% 519 +100.00% 400K 772 1.12%
14 BLD TopBuild Corp.
347.63
+0.71% 1.24K 0.00% 385K 398.44 1.08%
15 EFIV SPDR S&P 500 ES...
59.27
+0.81% 6.76K +25.22% 381K 55.89 1.07%
16 ESML iShares ESG Awa...
42.52
+0.76% 8.99K +65.56% 378K 41.76 1.06%
17 NUSC Nuveen ESG Smal...
42.05
+0.78% 8.97K +4.67% 375K 42.42 1.05%
18 NUMG Nuveen ESG Mid-...
49.07
+1.43% 7.24K +0.04% 343K 44.55 0.96%
19 GOOG Alphabet Inc.
180.37
+0.34% 1.75K -17.89% 333K 112.91 0.93%
20 VPU Vanguard Utilit...
176.97
+0.77% 1.82K +29.86% 297K 150.9 0.83%
21 INTU Intuit Inc.
789.98
+2.10% 449 +100.00% 282K 628.5 0.79%
22 ORCL Oracle Corporat...
237.08
+3.09% 1.6K +201.70% 266K 150.1 0.75%
23 JPM JPMorgan Chase ...
295.86
+1.32% 1.08K +0.28% 260K 142.68 0.73%
24 VGSH Vanguard Short-...
58.45
-0.14% 4.39K +372.47% 255K 58.34 0.72%
25 VHT Vanguard Health...
249.97
+0.15% 894 +21.80% 227K 245.81 0.64%
26 MRK Merck & Co., In...
80.96
-1.74% 2.22K +40.77% 220K 104.05 0.62%
27 IYJ iShares U.S. In...
144.93
+0.80% 1.63K +100.00% 217K 133.52 0.61%
28 UNH UnitedHealth Gr...
308.89
+0.43% 1.53K +62.74% 212K 499.87 0.59%
29 MCK McKesson Corpor...
719.30
+1.96% 373 -24.49% 212K 507.88 0.59%
30 DFLV Dimensional US ...
31.70
+0.57% 7.05K +23.42K% 211K 30.01 0.59%
31 SGOV iShares 0-3 Mon...
100.42
+0.05% 2K +100.00% 200K 100.32 0.56%
32 VDE Vanguard Energy...
122.22
+0.20% 1.64K +9.07% 198K 113.22 0.56%
33 META Meta Platforms,...
717.83
+0.60% 317 -64.1% 185K 447.91 0.52%
34 MA Mastercard Inco...
569.24
+1.37% 350 -29.01% 184K 412.07 0.52%
35 VDC Vanguard Consum...
222.06
+0.08% 850 -24.51% 179K 177.17 0.50%
36 IWN iShares Russell...
164.95
+0.73% 1.05K +100.00% 172K 164.17 0.48%
37 NUMV Nuveen ESG Mid-...
36.77
+0.25% 4.92K +1.82% 171K 36.75 0.48%
38 PFF iShares Preferr...
31.05
+0.49% 5.15K +100.00% 162K 31.44 0.45%
39 HIW Highwoods Prope...
31.35
+0.77% 5.09K +100.00% 155K 30.58 0.43%
40 CEG Constellation E...
311.03
+1.43% 680 +0.15% 152K 208.08 0.43%
41 XOM Exxon Mobil Cor...
112.20
+1.04% 1.36K -0.15% 146K 109.01 0.41%
42 ROK Rockwell Automa...
347.07
+1.26% 505 +100.00% 144K 285.79 0.40%
43 DFSU Dimensional US ...
39.96
+0.76% 4.58K +8.86% 141K 37.22 0.40%
44 ABBV AbbVie Inc.
189.28
-0.77% 770 +8.91% 137K 167.82 0.38%
45 ESGD iShares ESG Awa...
89.23
-0.02% 1.72K +37.73% 131K 80 0.37%
46 SPMD SPDR Portfolio ...
55.94
+0.61% 2.3K +102.37% 125K 53.26 0.35%
47 SYK Stryker Corpora...
395.28
+0.89% 347 +100.00% 124K 360.05 0.35%
48 YUM Yum! Brands, In...
150.00
-0.12% 898 +100.00% 120K 134.16 0.34%
49 ITA iShares U.S. Ae...
186.86
+1.15% 820 +100.00% 119K 145.35 0.33%
50 AVGO Broadcom Inc.
274.94
+1.87% 510 +47.83% 118K 185.2 0.33%
51 IWC iShares Micro-C...
133.09
+1.21% 890 +100.00% 116K 130.38 0.33%
52 VTWO Vanguard Russel...
90.14
+0.88% 1.29K +0.39% 115K 86.13 0.32%
53 SPY SPDR S&P 500 ET...
625.05
+0.74% 192 -66.49% 112K 513.01 0.31%
54 SPEM SPDR Portfolio ...
43.17
+0.41% 2.88K +12.30% 110K 39.63 0.31%
55 DFAT Dimensional U.S...
56.35
+0.45% 1.95K -2.99% 108K 55.63 0.30%
56 CSCO Cisco Systems, ...
69.25
+0.96% 1.72K -0.58% 101K 52.19 0.28%
57 BMY Bristol-Myers S...
46.92
-1.49% 1.67K +100.00% 94K 56.56 0.26%
58 HDV iShares Core Hi...
119.20
+0.18% 830 +149.25% 93K 110.9 0.26%
59 WMB The Williams Co...
58.64
-0.85% 1.63K +100.00% 88K 54.12 0.25%
60 VFH Vanguard Financ...
129.58
+0.97% 717 +1.13% 84K 101.61 0.24%
61 POOL Pool Corporatio...
302.02
-0.21% 230 +0.44% 78K 316.38 0.22%
62 DLR Digital Realty ...
172.60
+0.26% 431 +100.00% 76K 177.33 0.21%
63 IDXX IDEXX Laborator...
547.01
+0.79% 185 0.00% 76K 419.18 0.21%
64 TSLA Tesla, Inc.
315.05
-0.19% 186 +416.67% 75K 367.22 0.21%
65 IAU iShares Gold Tr...
62.87
-0.7% 1.5K +100.00% 74K 49.51 0.21%
66 XVV iShares ESG Scr...
48.23
+0.87% 1.63K +100.00% 73K 45.3 0.20%
67 VAW Vanguard Materi...
202.46
+0.14% 387 +0.78% 72K 196.73 0.20%
68 TXT Textron Inc.
82.23
+0.35% 895 +100.00% 68K 76.49 0.19%
69 TMO Thermo Fisher S...
429.33
+0.37% 302 +100.00% 66K 520.23 0.19%
70 XLP Consumer Staple...
82.18
-0.05% 821 +889.16% 64K 78.27 0.18%
71 PNC The PNC Financi...
196.57
+0.44% 335 +100.00% 64K 192.85 0.18%
72 PFG Principal Finan...
81.00
+0.61% 810 0.00% 62K 83.32 0.17%
73 TRGP Targa Resources...
173.52
-0.15% 1.08K +18.86% 61K 142.6 0.17%
74 SCHE Schwab Emerging...
30.46
+0.36% 2.24K +100.00% 61K 26.63 0.17%
75 CVCO Cavco Industrie...
457.42
-0.43% 953 +100.00% 60K 446.23 0.17%
76 SHOP Shopify Inc.
116.51
+1.52% 520 +225.00% 55K 84.76 0.15%
77 CL Colgate-Palmoli...
92.78
+0.41% 615 +100.00% 55K 90.91 0.15%
78 SYY Sysco Corporati...
77.18
-0.64% 682 +100.00% 52K 76.46 0.15%
79 FNDA Schwab Fundamen...
29.77
+0.64% 1.78K +100.00% 52K 29.7 0.15%
80 V Visa Inc.
358.86
+1.31% 164 -61.68% 51K 250.96 0.14%
81 PPL PPL Corporation
33.81
+0.81% 1.58K 0.00% 51K 32.95 0.14%
82 CINF Cincinnati Fina...
148.59
+1.70% 348 +100.00% 50K 143.7 0.14%
83 PHO Invesco Water R...
71.47
+0.44% 755 +11.69% 49K 65.83 0.14%
84 MCD McDonald's Corp...
294.08
-0.19% 170 +100.00% 49K 289.89 0.14%
85 VT Vanguard Total ...
129.79
+0.53% 414 +100.00% 48K 117.48 0.13%
86 UGI UGI Corporation
35.40
+0.57% 1.7K +100.00% 48K 28.23 0.13%
87 GLD SPDR Gold Share...
307.12
-0.69% 188 -43.2% 45K 201.63 0.13%
88 FULT Fulton Financia...
19.10
+1.17% 2.32K +100.00% 44K 19.28 0.12%
89 YUMC Yum China Holdi...
45.76
-0.41% 886 -4.32% 42K 45.25 0.12%
90 D Dominion Energy...
56.86
-0.98% 768 +1.25K% 41K 53.53 0.12%
91 XCEM Columbia EM Cor...
34.73
+0.86% 1.41K +2.69% 41K 32.39 0.12%
92 MPC Marathon Petrol...
176.05
+0.91% 297 -3.26% 41K 127.69 0.12%
93 VZ Verizon Communi...
43.55
-0.09% 1.04K -2.36% 41K 44.1 0.12%
94 KR The Kroger Co.
69.83
-0.56% 649 +100.00% 39K 61.15 0.11%
95 SCHB Schwab U.S. Bro...
24.14
+0.79% 1.67K +100.00% 37K 22.7 0.10%
96 FNDX Schwab Fundamen...
25.02
+0.52% 1.51K +100.00% 35K 23.68 0.10%
97 ZTS Zoetis Inc.
159.18
+0.06% 217 +0.46% 35K 162.65 0.10%
98 T AT&T Inc.
28.30
-0.04% 1.58K +100.00% 35K 22.77 0.10%
99 LRCX Lam Research Co...
98.81
-0.02% 486 +100.00% 35K 72.23 0.10%
100 ICFI ICF Internation...
88.43
+0.19% 570 0.00% 34K 165.08 0.10%
101 MPB Mid Penn Bancor...
30.22
+2.48% 1.16K 0.00% 33K 29.65 0.09%
102 WM Waste Managemen...
227.10
+1.66% 166 -19.81% 33K 171.33 0.09%
103 PM Philip Morris I...
178.88
+1.69% 275 +100.00% 33K 120.35 0.09%
104 MDLZ Mondelez Intern...
68.99
-0.82% 545 +100.00% 32K 59.73 0.09%
105 PGF Invesco Financi...
14.31
-0.14% 2.15K +14.23K% 31K 14.55 0.09%
106 AMT American Tower ...
221.75
-0.48% 170 +0.59% 31K 184.52 0.09%
107 WFC Wells Fargo & C...
83.60
+1.51% 432 +100.00% 30K 70.24 0.08%
108 MMM 3M Company
152.94
-0.67% 225 +0.90% 29K 116.59 0.08%
109 CARR Carrier Global ...
75.65
+0.52% 436 0.00% 29K 70.46 0.08%
110 RHS Invesco S&P 500...
166.46
-0.77% 972 +2.94K% 29K 166.48 0.08%
111 SNY Sanofi
48.28
-2.09% 600 +952.63% 28K 48.82 0.08%
112 IEMG iShares Core MS...
60.59
+0.45% 531 +115.85% 27K 48.66 0.08%
113 CME CME Group Inc.
273.49
-0.84% 119 +0.85% 27K 185.71 0.08%
114 CMCSA Comcast Corpora...
35.99
+0.45% 731 +0.69% 27K 39.18 0.08%
115 BR Broadridge Fina...
242.13
+1.73% 119 0.00% 27K 165.78 0.08%
116 SLV iShares Silver ...
33.49
+0.75% 1K +3.47K% 26K 26.21 0.07%
117 SCCO Southern Copper...
105.86
-0.22% 291 +1.04% 26K 93.97 0.07%
118 DRLL Strive U.S. Ene...
28.02
+0.47% 986 +227.57% 26K 27.37 0.07%
119 BKLN Invesco Senior ...
20.98
+0.14% 1.27K +5.97K% 26K 21.07 0.07%
120 SCHX Schwab U.S. Lar...
24.77
+0.83% 1.1K +100.00% 25K 23.18 0.07%
121 SCHA Schwab U.S. Sma...
26.08
+0.69% 989 +100.00% 25K 25.86 0.07%
122 EFX Equifax Inc.
261.81
-0.21% 100 +100.00% 25K 254.85 0.07%
123 NLR VanEck Uranium+...
108.51
+0.08% 305 0.00% 24K 82.68 0.07%
124 RIO Rio Tinto Group
59.02
-1.93% 414 +100.00% 24K 58.81 0.07%
125 NVS Novartis AG
121.90
-1.54% 242 +100.00% 23K 85.04 0.06%
126 BUG Global X Cybers...
37.14
+2.29% 703 0.00% 22K 30.66 0.06%
127 ALLE Allegion plc
148.11
+0.11% 172 -9.47% 22K 111.26 0.06%
128 URA Global X Uraniu...
37.92
+0.56% 813 0.00% 21K 28.53 0.06%
129 COST Costco Wholesal...
985.50
+0.32% 23 -98.72% 21K 842.96 0.06%
130 IYT iShares Transpo...
70.65
+0.53% 314 +100.00% 21K 67.57 0.06%
131 GLW Corning Incorpo...
53.04
+0.61% 422 +100.00% 20K 47.52 0.06%
132 PPA Invesco Aerospa...
141.76
+1.09% 175 0.00% 20K 94.54 0.06%
133 SCHM Schwab U.S. Mid...
28.70
+0.51% 748 +100.00% 20K 27.71 0.06%
134 NOBL ProShares S&P 5...
102.92
+0.19% 182 +1.11% 18K 92.76 0.05%
135 RRC Range Resources...
38.62
-0.49% 503 +0.20% 18K 30.94 0.05%
136 ISRG Intuitive Surgi...
544.47
+0.72% 33 0.00% 17K 417.73 0.05%
137 HOG Harley-Davidson...
25.53
+0.39% 531 +100.00% 16K 30.13 0.04%
138 CTVA Corteva, Inc.
77.12
+0.16% 276 +100.00% 16K 56.96 0.04%
139 ZBH Zimmer Biomet H...
93.67
+0.18% 140 0.00% 14K 118.54 0.04%
140 CTRE CareTrust REIT,...
31.20
+1.63% 538 +100.00% 14K 27.05 0.04%
141 GEV GE Vernova Inc.
517.04
+2.37% 43 +100.00% 14K 328.91 0.04%
142 XLV Health Care Sel...
135.48
+0.08% 91 0.00% 12K 144.92 0.03%
143 BLK BlackRock, Inc.
1082.15
+1.08% 12 +9.09% 12K 799.5 0.03%
144 FIS Fidelity Nation...
81.77
+0.62% 149 0.00% 12K 79.19 0.03%
145 DHR Danaher Corpora...
203.20
+0.35% 50 +100.00% 11K 229.54 0.03%
146 AGNG Global X Aging ...
32.09
+0.22% 368 +1.05K% 11K 29.86 0.03%
147 NVDA NVIDIA Corporat...
159.21
+1.25% 80 -42.86% 10K 123.94 0.03%
148 OTIS Otis Worldwide ...
99.51
-0.29% 117 0.00% 10K 80.94 0.03%
149 KNF Knife River Cor...
80.60
-0.75% 105 +100.00% 10K 101.64 0.03%
150 SPYV SPDR Portfolio ...
53.21
+0.49% 200 +284.62% 10K 50.09 0.03%