Mc Clarren Financial Advisors, Inc. Sells in Q4 2025

Mc Clarren Financial Advisors, Inc.

  • $159 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-54.2K
- 70.29%
$72.17 - $75.74 $3.91M - $4.11M
22.9K $1.72M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-57.1K
- 90.17%
$48.64 - $48.99 $2.78M - $2.8M
6.23K $303K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-20.7K
- 70.86%
$116.0 - $122.39 $2.4M - $2.53M
8.52K $1.01M
AAPL
Apple Inc.

Technology
-8.57K
- 47.07%
$245.27 - $275.25 $2.1M - $2.36M
9.64K $2.58M
VV
Vanguard Large Cap ETF

ETFs
-5.9K
- 64.95%
$301.9 - $317.98 $1.78M - $1.88M
3.19K $989K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-11.3K
- 49.17%
$100.37 - $100.72 $1.13M - $1.13M
11.6K $1.17M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-8.67K
- 40.3%
$123.63 - $130.75 $1.07M - $1.13M
12.8K $1.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.75K
- 19.12%
$589.5 - $635.77 $1.03M - $1.11M
7.39K $4.46M
VIG
Vanguard Dividend Appreciation

ETFs
-5.53K
- 22.99%
N/A
18.5K $3.37M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-11.9K
- 71.97%
$78.97 - $83.03 $938K - $986K
4.63K $375K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-14.8K
- 71.39%
$52.54 - $55.77 $779K - $827K
5.94K $325K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.18K
- 89.7%
$142.79 - $150.05 $740K - $778K
595 $87K
MSFT
Microsoft Corp

Technology
-1.35K
- 27.86%
$496.82 - $542.07 $668K - $729K
3.48K $1.77M
VEU
Vanguard Ftse All World Ex Us

ETFs
-10.2K
- 85.93%
$70.2 - $73.89 $714K - $752K
1.67K $121K
VTV
Vanguard Value ETF

ETFs
-3.65K
- 35.13%
$182.87 - $189.72 $667K - $692K
6.74K $1.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.38K
- 29.25%
$475.68 - $513.11 $655K - $707K
3.33K $1.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14K
- 82.49%
$42.26 - $44.28 $590K - $618K
2.96K $129K
VGSH
Vanguard

ETFs
-8.37K
- 98.62%
$58.64 - $58.96 $491K - $493K
117 $6K
HSY
Hershey CO

Consumer Defensive
-2.1K
- 87.98%
$162.31 - $195.56 $341K - $411K
287 $51K
PG
Procter & Gamble CO

Consumer Defensive
-2.47K
- 59.14%
$145.5 - $153.18 $360K - $379K
1.71K $248K
IWM
Ishares Russell 2000 ETF

ETFs
-1.46K
- 28.54%
$236.79 - $250.33 $345K - $365K
3.65K $866K
VOE
Vanguard Mid Cap Value Index F

ETFs
-2K
- 47.84%
$169.53 - $176.53 $338K - $352K
2.18K $378K
DIS
Walt Disney CO

Communication Services
-2.94K
- 76.75%
$105.69 - $116.65 $311K - $343K
891 $94K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-5.4K
- 98.79%
$62.42 - $66.06 $337K - $356K
66 $4K
VEA
Vanguard Ftse Developed Market

ETFs
-5.44K
- 39.83%
$59.18 - $62.09 $322K - $338K
8.21K $503K
MCK
Mckesson Corp

Healthcare
-399
- 51.62%
$738.06 - $859.37 $294K - $343K
374 $314K
VXF
Vanguard Extended Market ETF

ETFs
-1.18K
- 23.03%
$204.22 - $215.05 $240K - $253K
3.93K $802K
PEP
Pepsico Inc

Consumer Defensive
-1.89K
- 77.37%
$138.84 - $153.71 $263K - $291K
554 $81K
IWV
Ishares Russell 3000 ETF

ETFs
-660
- 9.25%
$371.33 - $389.89 $245K - $257K
6.48K $2.46M
IYJ
Ishares Tr

ETFs
-1.49K
- 90.98%
$142.48 - $148.68 $213K - $222K
148 $21K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.6K
- 35.57%
$132.94 - $139.8 $213K - $224K
2.91K $399K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-6.09K
- 96.71%
$32.24 - $33.72 $196K - $205K
207 $6K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-3.85K
- 67.52%
$46.75 - $49.34 $180K - $190K
1.85K $86K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.77K
- 61.34%
$92.24 - $96.56 $163K - $171K
1.11K $106K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.12K
- 23.31%
$142.82 - $150.36 $160K - $168K
3.68K $540K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.28K
- 38.49%
$44.53 - $47.25 $146K - $155K
5.24K $238K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.61K
- 50.02%
$88.13 - $92.69 $142K - $149K
1.61K $144K
MGV
Vanguard Mega Cap Value

ETFs
-1.08K
- 52.15%
$135.26 - $140.13 $146K - $151K
988 $136K
SPYG
Spdr Portfolio

ETFs
-1.37K
- 26.65%
$102.4 - $109.39 $140K - $150K
3.78K $395K
BLD
Top Build Corp

Industrials
-322
- 43.57%
$392.8 - $453.57 $126K - $146K
417 $174K
CEG
Constellation Energy Corp

Utilities
-331
- 48.39%
$335.74 - $401.43 $111K - $133K
353 $119K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-2.17K
- 14.15%
$30.55 - $32.35 $66.4K - $70.3K
13.2K $413K
IWD
Ishares Russell 1000 Val ETF

ETFs
-285
- 16.17%
$199.44 - $208.01 $56.8K - $59.3K
1.48K $302K
VDE
Vanguard Energy ETF

ETFs
-421
- 27.18%
$120.37 - $129.34 $50.7K - $54.5K
1.13K $145K
Dimensional ETF Trust
-6.75K
- 75.74%
N/A
2.16K $0
VUSB
Vanguard Bd Index Fds
-96.1K
- 54.63%
N/A
79.8K $0
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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