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CIK: 0001842974
Total reported value
$193.5M
$193.5M
271 檔
81.7%
During the Q3 2024 filing period, McClarren Financial Advisors, Inc. (CIK: 0001842974) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $193.5M across 271 reported positions.
In Q3 2024, McClarren Financial Advisors, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 43 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 12.55% | -0.04% | +794.47% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 10.79% | -0.14% | +960.60% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 8.02% | -0.21% | +159.60% | |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 6.60% | -0.03% | +809.92% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.16% | +0.01% | -0.02% | |
| 6 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 5.13% | +0.01% | +2259.44% | |
| 7 | CSX | Csx CORP | Stock-Industrials | 4.43% | — | +1608.33% | |
| 8 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 4.10% | — | +3425.97% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.00% | -0.25% | +11.19% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.74% | +0.65% | -46.96% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.57% | -0.03% | +641.69% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 3.44% | +0.01% | +1886.61% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 1.55% | +0.01% | +239.85% | |
| 14 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.44% | -0.62% | +1679.89% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.43% | +0.21% | +1035.52% | |
| 16 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 1.42% | +0.01% | +2322.03% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.28% | +0.06% | +7.50% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.20% | -0.03% | +1783.00% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.13% | +0.13% | +263.84% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.08% | +0.04% | +73.57% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.02% | +36.25% | |
| 22 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.91% | +0.01% | +2446.03% | |
| 23 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.90% | +0.18% | +1893.00% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.05% | +250.95% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.77% | -0.05% | +948.83% | |
| 26 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.74% | +0.15% | +4031.60% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.68% | -0.02% | -16.14% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.07% | +351.11% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.01% | +57.36% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.56% | — | +454.63% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.49% | +0.23% | -29.00% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | -0.01% | +503.84% | |
| 33 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.40% | +0.01% | +231.02% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.40% | -0.01% | +83.70% | |
| 35 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.40% | -0.03% | +304.69% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.32% | +0.03% | +151.81% | |
| 37 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.31% | +0.03% | +79.70% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.26% | -0.01% | +46.19% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | — | +516.00% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.23% | -0.02% | +1447.81% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.22% | -0.01% | +112.53% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.05% | -13.96% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.21% | -0.05% | +522.69% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.20% | +0.01% | +1512.08% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.20% | -0.05% | +256.55% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-Other | 0.20% | -0.05% | +18.60% | |
| 47 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.19% | — | +430.08% | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.16% | — | +202.82% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.15% | -0.02% | +372.84% | |
| 50 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.15% | -0.19% | +5682.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +11.4% | +794.47% | Add |
| 2 | ESGV | Vanguard Esg US Stock ETF | +10.6% | +960.60% | Add |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | +6.1% | +809.92% | Add |
| 4 | CATH | Global X S&p 500 Ca Val ETF | +4.6% | +2259.44% | Add |
| 5 | CSX | Csx CORP | +4.2% | +1608.33% | Add |
| 6 | ESML | Ishares Esg Aware Msci USA S | +3.9% | +3425.97% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +3.5% | +641.69% | Add |
| 8 | VIG | Vanguard Dividend Apprec ETF | +3.4% | +159.60% | Add |
| 9 | SUSA | Ishares Esg Optimized Msci U | +2.9% | +1886.61% | Add |
| 10 | NUSC | Nuveen Esg Small-cap ETF | +1.1% | +2322.03% | Add |
| 11 | VEU | Vanguard Ftse All-world Ex-u | +0.7% | +948.83% | Add |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.7% | +1783.00% | Add |
| 13 | ESGU | Ishares Esg Aware Msci USA | +0.6% | +263.84% | Add |
| 14 | WMT | Walmart Inc | +0.6% | +351.11% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.5% | +36.25% | Add |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.5% | +454.63% | Add |
| 17 | DFSV | Dimensional US Small Cap Val | +0.4% | +2446.03% | Add |
| 18 | PG | Procter & Gamble Co/the | +0.4% | +250.95% | Add |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | +0.3% | +1893.00% | Add |
| 20 | EFA | Ishares Msci Eafe ETF | +0.3% | +503.84% | Add |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +516.00% | Add |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.1% | +5682.04% | Add |
| 23 | VNQ | Vanguard Real Estate ETF | +0.1% | +83.70% | Add |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | +0.1% | +430.08% | Add |
| 25 | SCHC | Schwab Intl Small-cap Equity | +0.1% | +202.82% | Add |
| 26 | MRK | Merck & Co. Inc. | 0% | +112.53% | Add |
| 27 | IWD | Ishares Russell 1000 Value E | — | +46.19% | Add |
| 28 | VO | Vanguard Mid-cap ETF | 0% | -0.02% | Trim |
| 29 | IWB | Ishares Russell 1000 ETF | -0.1% | -16.14% | Trim |
| 30 | AMZN | Amazon.com Inc | -0.1% | +57.36% | Add |
| 31 | VTV | Vanguard Value ETF | -0.1% | +73.57% | Add |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | +151.81% | Add |
| 33 | VV | Vanguard Large-cap ETF | -0.2% | +239.85% | Add |
| 34 | LLY | Eli Lilly & Co | -0.3% | EXIT | Sold out |
| 35 | VGT | Vanguard Info Tech ETF | -0.5% | -59.59% | Trim |
| 36 | VBK | Vanguard Small-cap Grwth ETF | -0.6% | +7.94% | Add |
| 37 | IWM | Ishares Russell 2000 ETF | -0.6% | +64.96% | Add |
| 38 | MSFT | Microsoft CORP | -1% | +12.87% | Add |
| 39 | VYM | Vanguard High Dvd Yield ETF | -1% | +288.32% | Add |
| 40 | IVV | Ishares Core S&p 500 ETF | -1.1% | -72.82% | Trim |
| 41 | QQQ | Invesco Qqq Trust Series 1 | -1.3% | +4.37% | Add |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | -1.8% | +4031.60% | Add |
| 43 | MGC | Vanguard Mega Cap ETF | -2% | +304.69% | Add |
| 44 | IWV | Ishares Russell 3000 ETF | -2% | +231.02% | Add |
| 45 | VUSB | Vanguard Ultra Short Bond Et | -3.3% | +1679.89% | Add |
| 46 | AAPL | Apple Inc | -3.3% | +249.55% | Add |
| 47 | MGK | Vanguard Mega Cap Growth ETF | -4.5% | -29.00% | Trim |
| 48 | VOO | Vanguard S&p 500 ETF | -4.9% | -46.96% | Trim |
| 49 | VB | Vanguard Small-cap ETF | -7.9% | +7.50% | Add |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -8.3% | +11.19% | Add |
According to official SEC Form 13F filings, McClarren Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $193.5M across 271 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, ESGV, VIG) accounted for 81.7% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
LLY
前期市值: $468.0K
During Q3 2024, McClarren Financial Advisors, Inc.'s top holdings by market value included SPTM (12.6%)、ESGV (10.8%)、VIG (8.0%). The largest single position, SPTM, represented 12.6% of total portfolio value.
In Q3 2024, McClarren Financial Advisors, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 43 positions, trimming 6 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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