Mc Clarren Financial Advisors, Inc. Incresed Positions in Q4 2024

Mc Clarren Financial Advisors, Inc.

  • $35.6 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
41.9K
+ 255.37%
$47.58 - $48.56 $2M - $2.04M
58.4K $2.79M
VGSH
Vanguard

ETFs
3.46K
+ 372.47%
$58.02 - $58.88 $201K - $204K
4.39K $255K
UNH
Unitedhealth Group Inc

Healthcare
591
+ 62.74%
$485.52 - $625.25 $287K - $370K
1.53K $212K
Dimensional ETF Trust
7.03K
+ 23416.67%
N/A
7.06K $211K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.36K
+ 25.22%
$55.05 - $58.86 $74.9K - $80.1K
6.76K $381K
ABBV
Abb Vie Inc.

Healthcare
63
+ 8.91%
$164.99 - $203.87 $10.4K - $12.8K
770 $137K
TSLA
Tesla, Inc.

Consumer Cyclical
150
+ 416.67%
$213.65 - $479.86 $32K - $72K
186 $75K
TRGP
Targa Resources Corp.

Energy
172
+ 18.86%
$150.58 - $207.69 $25.9K - $35.7K
1.08K $61K
IEMG
Ishares Inc

ETFs
285
+ 115.85%
N/A
531 $27K
VHT
Vanguard Health Care ETF

ETFs
160
+ 21.8%
$250.81 - $283.3 $40.1K - $45.3K
894 $227K
CTVA
Corteva, Inc.

Basic Materials
275
+ 27500.0%
$55.21 - $64.13 $15.2K - $17.6K
276 $16K
DRLL
Ea Ser Tr Strive U S Energy Et
685
+ 227.57%
N/A
986 $26K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
495
+ 761.54%
$9.71 - $15.34 $4.81K - $7.59K
560 $7K
VFH
Vanguard Financial ETF

ETFs
8
+ 1.13%
$108.87 - $126.2 $871 - $1.01K
717 $84K
VTRS
Viatris Inc

Healthcare
14
+ 3.45%
$11.32 - $13.37 $158 - $187
420 $5K
RRC
Range Resources Corp

Energy
1
+ 0.2%
$29.77 - $36.41 $29.8 - $36.4
503 $18K
ORCL
Oracle Corp

Technology
1.07K
+ 201.7%
$165.41 - $192.43 $177K - $206K
1.6K $266K
SMR
Nuscale Power Corp

Industrials
180
+ 1636.36%
$11.69 - $30.21 $2.1K - $5.44K
191 $3K
VTWO
Vanguard Russell 2000 ETF

ETFs
5
+ 0.39%
$87.42 - $98.06 $437 - $490
1.29K $115K
CME
Cme Group Inc.

Financial Services
1
+ 0.85%
$221.17 - $246.02 $221 - $246
119 $27K
BLK
Black Rock Inc.

Financial Services
1
+ 9.09%
$934.02 - $1065.26 $934 - $1.07K
12 $12K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
148
+ 284.62%
$51.09 - $55.27 $7.56K - $8.18K
200 $10K
PCF
High Income Securities Fund

Financial Services
124
+ 2.83%
$6.35 - $6.87 $787 - $852
4.51K $29K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.25K
+ 5971.43%
$20.98 - $21.19 $26.3K - $26.6K
1.28K $26K
MMM
3 M CO

Industrials
2
+ 0.9%
$124.74 - $137.12 $249 - $274
225 $29K
Global X Fds
336
+ 1050.0%
N/A
368 $11K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 1.11%
$99.2 - $108.47 $198 - $217
182 $18K
SHOP
Shopify Inc.

Technology
360
+ 225.0%
$78.14 - $119.49 $28.1K - $43K
520 $55K
DNP
Dnp Select Income Fund Inc

Financial Services
36
+ 2.04%
$8.82 - $9.96 $318 - $359
1.8K $15K
D
Dominion Energy, Inc

Utilities
711
+ 1247.37%
$52.63 - $60.92 $37.4K - $43.3K
768 $41K
OGN
Organon & Co.

Healthcare
30
+ 36.14%
$14.44 - $18.83 $433 - $565
113 $1K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
940
+ 2937.5%
N/A
972 $29K
PGF
Invesco Exchange Traded Fd Tr

ETFs
2.13K
+ 14226.67%
$14.4 - $15.83 $30.7K - $33.8K
2.15K $31K
SLV
I Shares Silver Trust

ETFs
972
+ 3471.43%
$26.33 - $31.74 $25.6K - $30.9K
1K $26K
CMCSA
Comcast Corp

Communication Services
5
+ 0.69%
$37.39 - $45.14 $187 - $226
731 $27K
XCEM
Columbia ETF Tr Ii

ETFs
37
+ 2.69%
$29.6 - $32.67 $1.1K - $1.21K
1.41K $41K
XLP
Consumer Staples Sector Spdr

ETFs
738
+ 889.16%
N/A
821 $64K
NVS
Novartis Ag

Healthcare
121
+ 100.0%
$96.78 - $117.18 $11.7K - $14.2K
242 $23K
SNY
Sanofi

Healthcare
543
+ 952.63%
$45.89 - $57.31 $24.9K - $31.1K
600 $28K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
88
+ 1.82%
$34.46 - $38.29 $3.03K - $3.37K
4.92K $171K
ZTS
Zoetis Inc.

Healthcare
1
+ 0.46%
$162.24 - $194.42 $162 - $194
217 $35K
SCCO
Southern Copper Corp

Basic Materials
3
+ 1.04%
$91.13 - $117.95 $273 - $354
291 $26K
POOL
Pool Corp

Industrials
1
+ 0.44%
$339.32 - $390.03 $339 - $390
230 $78K
AMT
American Tower Corp

Real Estate
1
+ 0.59%
$179.4 - $232.01 $179 - $232
170 $31K
VAW
Vanguard Materials ETF

ETFs
3
+ 0.78%
$186.91 - $215.32 $561 - $646
387 $72K
DFSU
Dimensional ETF Tr Dimen Us Su
373
+ 8.86%
N/A
4.58K $141K
CEG
Constellation Energy Corp

Utilities
1
+ 0.15%
$224.28 - $285.52 $224 - $286
680 $152K
AVGO
Broadcom Inc.

Technology
165
+ 47.83%
$159.67 - $250.0 $26.3K - $41.3K
510 $118K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
316
+ 12.3%
$38.37 - $42.82 $12.1K - $13.5K
2.89K $110K
Activity Summary
Buys All Purchases 132 New Holdings 63 Increased Positions 69 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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