Mc Clarren Financial Advisors, Inc. Incresed Positions in Q4 2025

Mc Clarren Financial Advisors, Inc.

  • $159 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23.7K
+ 69.84%
$600.51 - $631.95 $14.2M - $15M
57.6K $35.6M
IVV
Ishares Core S&P 500 ETF

ETFs
8.32K
+ 310.22%
$656.2 - $690.71 $5.46M - $5.74M
11K $7.43M
MGK
Vanguard Mega Cap Growth ETF

ETFs
8.72K
+ 29.93%
$394.96 - $425.89 $3.44M - $3.71M
37.9K $15.5M
VTI
Vanguard Total Stock Market Et

ETFs
5.84K
+ 9.63%
$321.8 - $337.95 $1.88M - $1.97M
66.4K $21.9M
VGT
Vanguard Information Technolog

ETFs
2.49K
+ 62.68%
$736.33 - $801.52 $1.83M - $2M
6.47K $4.89M
VO
Vanguard Mid Cap ETF

ETFs
7.39K
+ 22.98%
$286.27 - $296.23 $2.12M - $2.19M
39.5K $11.3M
LLY
Eli Lilly & CO

Healthcare
1.63K
+ 313.27%
$799.57 - $1025.28 $1.3M - $1.67M
2.15K $2.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.54K
+ 157.09%
$358.39 - $376.54 $909K - $955K
4.15K $1.53M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.75K
+ 2259.04%
$94.02 - $97.61 $353K - $366K
3.92K $370K
AMZN
Amazon Com Inc

Consumer Cyclical
1.18K
+ 45.65%
$213.04 - $254.0 $252K - $300K
3.77K $884K
GOOGL
Alphabet Inc.

Communication Services
700
+ 31.83%
$236.57 - $291.31 $166K - $204K
2.9K $801K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.82K
+ 30.84%
$137.47 - $143.13 $250K - $260K
7.72K $1.09M
MGC
Vanguard Mega Cap ETF

ETFs
806
+ 8.43%
$239.57 - $253.74 $193K - $205K
10.4K $2.56M
JPM
Jpmorgan Chase & CO

Financial Services
735
+ 56.54%
$294.11 - $320.41 $216K - $236K
2.04K $611K
VB
Vanguard Small Cap ETF

ETFs
1.73K
+ 3.22%
$248.1 - $260.08 $430K - $451K
55.6K $13.9M
CATH
Global X Fds Global X S&P 500

ETFs
2.29K
+ 69.27%
$79.23 - $83.57 $181K - $191K
5.59K $453K
VBK
Vanguard Small Cap Growth ETF

ETFs
568
+ 19.12%
$291.71 - $309.36 $166K - $176K
3.54K $1.03M
UNP
Union Pacific Corp

Industrials
650
+ 275.42%
$216.37 - $237.41 $141K - $154K
886 $195K
INTU
Intuit Inc

Technology
213
+ 47.44%
$641.79 - $683.39 $137K - $146K
662 $427K
VBR
Vanguard Small Cap Value ETF

ETFs
646
+ 12.57%
$201.42 - $211.15 $130K - $136K
5.79K $1.19M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.18K
+ 152.77%
$43.95 - $46.24 $95.7K - $101K
3.6K $159K
VPU
Vanguard Utilities ETF

ETFs
466
+ 32.27%
$190.8 - $202.04 $88.9K - $94.2K
1.91K $367K
GOOG
Alphabet Inc.

Communication Services
55
+ 3.07%
$237.49 - $291.74 $13.1K - $16K
1.85K $527K
JNJ
Johnson & Johnson

Healthcare
167
+ 16.25%
$185.98 - $199.58 $31.1K - $33.3K
1.2K $238K
NUSC
Nuveen Esg Small Cap ETF

ETFs
630
+ 14.23%
$42.98 - $45.55 $27.1K - $28.7K
5.06K $219K
ORCL
Oracle Corp

Technology
351
+ 30.66%
$217.57 - $313.0 $76.4K - $110K
1.5K $328K
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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