Mc Clarren Financial Advisors, Inc. Sells in Q4 2024

Mc Clarren Financial Advisors, Inc.

  • $35.6 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-107
- 2.4%
$118.0 - $127.04 $12.6K - $13.6K
4.34K $528K
VZ
Verizon Communications Inc

Communication Services
-25
- 2.36%
$39.6 - $45.21 $990 - $1.13K
1.04K $41K
XOM
Exxon Mobil Corp

Energy
-2
- 0.15%
$105.51 - $125.37 $211 - $251
1.36K $146K
MPC
Marathon Petroleum Corp

Energy
-10
- 3.26%
$131.65 - $174.84 $1.32K - $1.75K
297 $41K
TFC
Truist Financial Corp

Financial Services
-113
- 51.6%
$41.51 - $48.1 $4.69K - $5.44K
106 $4K
ALLE
Allegion PLC

Industrials
-18
- 9.47%
$130.63 - $153.36 $2.35K - $2.76K
172 $22K
WM
Waste Management Inc

Industrials
-41
- 19.81%
$201.79 - $228.46 $8.27K - $9.37K
166 $33K
ALC
Alcon Inc

Healthcare
-58
- 58.0%
$83.87 - $99.15 $4.86K - $5.75K
42 $3K
XLC
Select Sector Spdr Tr Communic

ETFs
-67
- 74.44%
$89.66 - $102.16 $6.01K - $6.84K
23 $2K
ADBE
Adobe Inc.

Technology
-513
- 99.03%
$437.39 - $552.96 $224K - $284K
5 $2K
VONG
Vanguard Russell 1000 Growth E

ETFs
-41
- 42.71%
$95.27 - $107.82 $3.91K - $4.42K
55 $5K
ASML
Asml Holding Nv

Technology
-831
- 99.76%
$658.43 - $872.27 $547K - $725K
2 $1K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-3
- 3.7%
$78.5 - $102.01 $236 - $306
78 $7K
SPY
Spdr S&P 500 ETF Trust

ETFs
-381
- 66.49%
$567.81 - $607.81 $216K - $232K
192 $112K
IEFA
Ishares Tr

ETFs
-45
- 26.95%
$70.06 - $77.43 $3.15K - $3.48K
122 $8K
NVDA
Nvidia Corp

Technology
-60
- 42.86%
$117.0 - $148.88 $7.02K - $8.93K
80 $10K
CSCO
Cisco Systems, Inc.

Technology
-10
- 0.58%
$52.45 - $60.02 $525 - $600
1.72K $101K
GLD
Spdr Gold Trust

ETFs
-143
- 43.2%
$236.59 - $257.5 $33.8K - $36.8K
188 $45K
MA
Mastercard Inc

Financial Services
-143
- 29.01%
$491.3 - $536.15 $70.3K - $76.7K
350 $184K
COST
Costco Wholesale Corp

Consumer Defensive
-1.77K
- 98.72%
$873.59 - $994.69 $1.54M - $1.76M
23 $21K
VDC
Vanguard Consumer Staples ETF

ETFs
-276
- 24.51%
$210.96 - $223.62 $58.2K - $61.7K
850 $179K
MCK
Mckesson Corp

Healthcare
-121
- 24.49%
$482.27 - $628.5 $58.4K - $76K
373 $212K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-40
- 4.32%
$43.37 - $51.46 $1.73K - $2.06K
886 $42K
V
Visa Inc.

Financial Services
-264
- 61.68%
$273.87 - $320.91 $72.3K - $84.7K
164 $51K
DFAT
Dimensional ETF Tr U S Target

ETFs
-60
- 2.99%
$54.54 - $61.04 $3.27K - $3.66K
1.95K $108K
META
Meta Platforms, Inc.

Communication Services
-566
- 64.1%
$554.08 - $632.68 $314K - $358K
317 $185K
GOOG
Alphabet Inc.

Communication Services
-382
- 17.89%
$163.08 - $198.16 $62.3K - $75.7K
1.75K $333K
VGT
Vanguard Information Technolog

ETFs
-1.32K
- 47.25%
$571.78 - $647.97 $755K - $856K
1.48K $917K
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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