McClarren Financial Advisors, Inc.
Follow13F filer, CIK 1842974, STATE COLLEGE, PA
McClarren Financial Advisors, Inc. reported $35,629,000 across 193 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-29. Its ten largest share positions make up 60.93% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001907157-25-000007
- Period
- 2024-12-31
- Reported value
- $35.6M
- Holdings
- 193
- Top 10 weight
- 60.93%
- New
- 63
- Sold out
- 141
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VUSBadded | +126,777 | $6.29M |
| ISTBadded | +41,934 | $2M |
| ESGUadded | +3,279 | $422K |
| LLYnew | +519 | $400K |
| INTUnew | +449 | $282K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DSIexited | -21,443 | -$263M |
| VEAexited | -13,760 | -$83.5M |
| VXUSexited | -77,363 | -$51.4M |
| ESGVexited | -32,783 | -$38.6M |
| VIGexited | -25,589 | -$28.7M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 193 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| DSIISHARES TR | 21,443 | $263M | shares |
| VEAVANGUARD TAX-MANAGED FDS | 13,760 | $83.5M | shares |
| VXUSVANGUARD STAR FDS | 77,363 | $51.4M | shares |
| ESGVVANGUARD WORLD FD | 32,783 | $38.6M | shares |
| VIGVANGUARD SPECIALIZED FUNDS | 25,589 | $28.7M | shares |
| VOVANGUARD INDEX FDS | 32,918 | $22M | shares |
| CSXCSX CORP | 2,050 | $15.8M | shares |
| VTIVANGUARD INDEX FDS | 61,571 | $14.3M | shares |
| VOOVANGUARD INDEX FDS | 28,648 | $13.4M | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 22,718 | $12.8M | shares |
| VVVANGUARD INDEX FDS | 9,329 | $5.54M | shares |
| VBVANGUARD INDEX FDS | 54,381 | $4.57M | shares |
| VTVVANGUARD INDEX FDS | 9,744 | $3.86M | shares |
| VSGXVANGUARD WORLD FD | 12,536 | $3.22M | shares |
| PGPROCTER & GAMBLE CO | 4,050 | $3.22M | shares |
| VEUVANGUARD INTL EQUITY INDEX F | 9,838 | $2.76M | shares |
| IWBISHARES TR | 1,746 | $2.42M | shares |
| WMTWALMART INC | 1,218 | $2.2M | shares |
| AMZNAMAZON COM INC | 3,344 | $2.01M | shares |
| MGKVANGUARD WORLD FD | 25,878 | $1.75M | shares |
| EFAISHARES TR | 2,832 | $1.71M | shares |
| IWVISHARES TR | 7,150 | $1.43M | shares |
| VNQVANGUARD INDEX FDS | 2,614 | $1.43M | shares |
| MGCVANGUARD WORLD FD | 9,579 | $1.42M | shares |
| VIGIVANGUARD WHITEHALL FDS | 1,507 | $1.31M | shares |
| VXFVANGUARD INDEX FDS | 5,763 | $1.11M | shares |
| IWDISHARES TR | 1,785 | $929K | shares |
| IJHISHARES TR | 1,078 | $917K | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 3,500 | $752K | shares |
| DISDISNEY WALT CO | 3,705 | $747K | shares |
| ITOTISHARES TR | 5,739 | $721K | shares |
| PEPPEPSICO INC | 2,938 | $702K | shares |
| SCHCSCHWAB STRATEGIC TR | 215 | $563K | shares |
| VOEVANGUARD INDEX FDS | 4,979 | $547K | shares |
| AAPLAPPLE INC | 18,404 | $444K | shares |
| VBRVANGUARD INDEX FDS | 4,798 | $438K | shares |
| JNJJOHNSON & JOHNSON | 1,152 | $419K | shares |
| QQQINVESCO QQQ TR | 7,000 | $364K | shares |
| KOCOCA COLA CO | 1,724 | $347K | shares |
| IWRISHARES TR | 88 | $336K | shares |
| VBKVANGUARD INDEX FDS | 3,509 | $333K | shares |
| IWMISHARES TR | 4,685 | $260K | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 365 | $252K | shares |
| MGVVANGUARD WORLD FD | 2,159 | $250K | shares |
| UNPUNION PAC CORP | 246 | $218K | shares |
| NSCNORFOLK SOUTHN CORP | 248 | $201K | shares |
| AMGNAMGEN INC | 618 | $199K | shares |
| PSXPHILLIPS 66 | 655 | $199K | shares |
| SBUXSTARBUCKS CORP | 297 | $159K | shares |
| PFEPFIZER INC | 4,838 | $151K | shares |
| CPCANADIAN PACIFIC KANSAS CITY | 85 | $139K | shares |
| DFSIDIMENSIONAL ETF TRUST | 3,732 | $133K | shares |
| WSFSWSFS FINL CORP | 50 | $128K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 443 | $122K | shares |
| ADIANALOG DEVICES INC | 527 | $121K | shares |
| VYMVANGUARD WHITEHALL FDS | 5,984 | $119K | shares |
| TGTTARGET CORP | 641 | $99K | shares |
| IWSISHARES TR | 290 | $93K | shares |
| CATCATERPILLAR INC | 393 | $92K | shares |
| MSFTMICROSOFT CORP | 4,035 | $92K | shares |
| CITHE CIGNA GROUP | 692 | $84K | shares |
| MRSHMARSH & MCLENNAN COS INC | 223 | $73K | shares |
| XYZBLOCK INC | 134 | $73K | shares |
| SCZISHARES TR | 67 | $68K | shares |
| BIVVANGUARD BD INDEX FDS | 156 | $67K | shares |
| LMTLOCKHEED MARTIN CORP | 653 | $66K | shares |
| PRUPRUDENTIAL FINL INC | 671 | $55K | shares |
| MARMARRIOTT INTL INC NEW | 248 | $49K | shares |
| IVVISHARES TR | 3,421 | $46K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 564 | $43K | shares |
| BACBANK OF AMER CORP | 1,045 | $41K | shares |
| AEMAGNICO EAGLE MINES LTD | 510 | $41K | shares |
| RTXRTX CORPORATION | 337 | $40K | shares |
| IYYISHARES TR | 139 | $40K | shares |
| PBAPEMBINA PIPELINE CORP | 41 | $37K | shares |
| VUGVANGUARD INDEX FDS | 1,151 | $34K | shares |
| SHELSHELL PLC | 65 | $34K | shares |
| IGSBISHARES TR | 157 | $33K | shares |
| EBAYEBAY INC. | 65 | $32K | shares |
| BNYBANK OF NY MELLON CORP | 405 | $29K | shares |
| WMKWEIS MKTS INC | 68 | $26K | shares |
| DFIVDIMENSIONAL ETF TRUST | 152 | $25K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 324 | $25K | shares |
| BDXBECTON DICKINSON & CO | 241 | $24K | shares |
| INTCINTEL CORP | 23 | $19K | shares |
| HSYHERSHEY CO | 191 | $19K | shares |
| TXNTEXAS INSTRS INC | 206 | $18K | shares |
| AEPAMERICAN ELEC PWR CO INC | 178 | $18K | shares |
| HALHALLIBURTON CO | 29 | $18K | shares |
| CGWINVESCO EXCH TRADED FD TR II | 61 | $15K | shares |
| FTECFIDELITY COVINGTON TRUST | 523 | $14K | shares |
| BANK OF AMER CORPBANK OF AMER CORP | 1,273 | $12K | shares |
| VOTVANGUARD INDEX FDS | 1,339 | $10K | shares |
| NWBINORTHWEST BANCSHARES INC | 13 | $10K | shares |
| AFLAFLAC INC | 73 | $8K | shares |
| VWOBVANGUARD WHITEHALL FDS | 199 | $6K | shares |
| NORWGLOBAL X FDS | 265 | $6K | shares |
| BABOEING CO | 35 | $5K | shares |
| AGGISHARES TR | 101 | $5K | shares |
| PANWPALO ALTO NETWORKS INC | 446 | $5K | shares |
| FBCGFIDELITY COVINGTON TRUST | 42 | $4K | shares |
| IJRISHARES TR | 489 | $4K | shares |
| EEMISHARES TR | 45 | $4K | shares |
| TRVTRAVELERS COMPANIES INC | 17 | $4K | shares |
| FFORD MTR CO | 10 | $2K | shares |
| FFSMFIDELITY COVINGTON TRUST | 54 | $2K | shares |
| AALAMERICAN AIRLINES GROUP INC | 116 | $1K | shares |
| AIGAMERICAN INTL GROUP INC | 15 | $1K | shares |
| ABTABBOTT LABORATORIES | 4 | $0 | shares |
| NKENIKE INC | 96 | $0 | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 1 | $0 | shares |
| KNSLKINSALE CAP GROUP INC | 1 | $0 | shares |
| WENWENDYS CO | 17 | $0 | shares |
| EXPEAGLE MATLS INC | 1 | $0 | shares |
| FIVEFIVE BELOW INC | 1 | $0 | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 10 | $0 | shares |
| BBWIBATH & BODY WORKS INC | 31 | $0 | shares |
| ZMZOOM COMMUNICATIONS INC | 14 | $0 | shares |
| FCXFREEPORT MCMORAN INC | 13 | $0 | shares |
| RBLXROBLOX CORP | 44 | $0 | shares |
| ASXASE TECHNOLOGY HLDG CO LTD | 59 | $0 | shares |
| WBDWARNER BROS DISCOVERY INC | 8 | $0 | shares |
| HPEHEWLETT PACKARD ENTERPRISE C | 40 | $0 | shares |
| UBSUBS GROUP AG | 16 | $0 | shares |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | 153 | $0 | shares |
| BIIBBIOGEN INC | 2 | $0 | shares |
| DXCDXC TECHNOLOGY CO | 3 | $0 | shares |
| BAHBOOZ ALLEN HAMILTON HLDG COR | 2 | $0 | shares |
| QAINYLIM ETF TR | 32 | $0 | shares |
| ARKKARK ETF TR | 6 | $0 | shares |
| SIRISIRIUSXM HOLDINGS INC | 23 | $0 | shares |
| BYNDBEYOND MEAT INC | 13 | $0 | shares |
| EXPOEXPONENT INC | 1 | $0 | shares |
| KDKYNDRYL HLDGS INC | 26 | $0 | shares |
| TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR | 13 | $0 | shares |
| ANSYS INCANSYS INC | 1 | $0 | shares |
| DDD3D SYS CORP DEL | 150 | $0 | shares |
| FDRVFIDELITY COVINGTON TRUST | 14 | $0 | shares |
| FBOTFIDELITY COVINGTON TRUST | 27 | $0 | shares |
| FIDELITY COVINGTON TRUSTFIDELITY COVINGTON TRUST | 23 | $0 | shares |
| ADVISORS SER TRADVISORS SER TR | 17 | $0 | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001907157-25-000007 | base | 2025-01-29 | acceptance time not in the bulk data set |