13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001842974
Total reported value
$193.5M
$193.5M
193 檔
9.5%
According to the latest 13F quarterly dataset, McClarren Financial Advisors, Inc. managed an equity portfolio of $193.5M at the end of Q4 2024, spanning 193 distinct U.S. exchange-listed positions.
In Q4 2024, McClarren Financial Advisors, Inc. adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 33 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 34.55% | -0.62% | +104.50% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 7.82% | -0.19% | +255.37% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 3.92% | -0.04% | +9.94% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.60% | +0.13% | +83.99% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.57% | +0.13% | -47.25% | |
| 6 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 2.22% | +0.01% | +20.93% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.89% | +0.02% | +30.23% | |
| 8 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.86% | +0.01% | +39.65% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.80% | -0.03% | +9.87% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.69% | +0.03% | +70.10% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.64% | -0.03% | +32.34% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.48% | +0.01% | -2.40% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.04% | — | |
| 14 | BLD | Topbuild CORP | Stock-Industrials | 1.08% | -0.21% | EXIT | |
| 15 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 1.07% | — | +25.22% | |
| 16 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.06% | — | +65.56% | |
| 17 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 1.05% | +0.01% | +4.67% | |
| 18 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-Other | 0.96% | — | +0.04% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.01% | -17.89% | |
| 20 | VPU | Vanguard Utilities ETF | ETF-Other | 0.83% | -0.05% | +29.86% | |
| 21 | INTU | Intuit Inc | Stock-Tech | 0.79% | — | — | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.75% | — | +201.70% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | — | +0.28% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.72% | -0.02% | +372.47% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-Other | 0.64% | — | +21.80% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | -0.01% | +40.77% | |
| 27 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.61% | — | — | |
| 28 | MCK | Mckesson CORP | Stock-Healthcare | 0.60% | -0.04% | -24.49% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | — | +62.74% | |
| 30 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.59% | -0.01% | +23416.67% | |
| 31 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.56% | -0.22% | — | |
| 32 | VDE | Vanguard Energy ETF | ETF-Other | 0.56% | -0.09% | +9.07% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | — | -64.10% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | — | -29.01% | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.50% | -0.02% | -24.51% | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.48% | +0.01% | — | |
| 37 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-Other | 0.48% | +0.12% | NEW | |
| 38 | PFF | Ishares Preferred & Income S | ETF-Other | 0.45% | — | — | |
| 39 | HIW | Highwoods Properties Inc | Stock-Real Estate | 0.44% | — | — | |
| 40 | CEG | Constellation Energy | Stock-Utilities | 0.43% | — | +0.15% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.13% | EXIT | |
| 42 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.40% | +0.13% | NEW | |
| 43 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.40% | — | +8.86% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | — | +8.91% | |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.37% | — | +37.73% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.35% | — | +102.37% | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.35% | — | — | |
| 48 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.34% | — | — | |
| 49 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.33% | +0.10% | NEW | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.10% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | +33.1% | +104.50% | Add |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | +7.7% | +255.37% | Add |
| 3 | VGT | Vanguard Info Tech ETF | +2.5% | -47.25% | Trim |
| 4 | ESGU | Ishares Esg Aware Msci USA | +1.5% | +83.99% | Add |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.4% | +70.10% | Add |
| 6 | DFSV | Dimensional US Small Cap Val | +1% | +39.65% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.9% | +30.23% | Add |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.6% | +9.87% | Add |
| 9 | MRK | Merck & Co. Inc. | +0.4% | +40.77% | Add |
| 10 | ESGD | Ishares Trust Ishares Esg Aw | +0.2% | +37.73% | Add |
| 11 | VOE | Vanguard Mid-cap Value ETF | -0.2% | EXIT | Sold out |
| 12 | SCHC | Schwab Intl Small-cap Equity | -0.2% | EXIT | Sold out |
| 13 | ITOT | Ishares Core S&p Total U.s. | -0.2% | EXIT | Sold out |
| 14 | PEP | Pepsico Inc | -0.2% | EXIT | Sold out |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.2% | +102.37% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | EXIT | Sold out |
| 17 | DIS | Walt Disney Co/the | -0.2% | EXIT | Sold out |
| 18 | VEA | Vanguard Ftse Developed ETF | -0.2% | EXIT | Sold out |
| 19 | IWD | Ishares Russell 1000 Value E | -0.3% | EXIT | Sold out |
| 20 | IJH | Ishares Core S&p Midcap ETF | -0.3% | EXIT | Sold out |
| 21 | VXF | Vanguard Extended Market ETF | -0.3% | EXIT | Sold out |
| 22 | NUSC | Nuveen Esg Small-cap ETF | -0.4% | +4.67% | Add |
| 23 | IWV | Ishares Russell 3000 ETF | -0.4% | EXIT | Sold out |
| 24 | VNQ | Vanguard Real Estate ETF | -0.4% | EXIT | Sold out |
| 25 | MGC | Vanguard Mega Cap ETF | -0.4% | EXIT | Sold out |
| 26 | EFA | Ishares Msci Eafe ETF | -0.5% | EXIT | Sold out |
| 27 | MGK | Vanguard Mega Cap Growth ETF | -0.5% | EXIT | Sold out |
| 28 | AMZN | Amazon.com Inc | -0.6% | EXIT | Sold out |
| 29 | WMT | Walmart Inc | -0.6% | EXIT | Sold out |
| 30 | IWB | Ishares Russell 1000 ETF | -0.7% | EXIT | Sold out |
| 31 | DSI | Ishares Esg Msci Kld 400 ETF | -0.7% | EXIT | Sold out |
| 32 | VEU | Vanguard Ftse All-world Ex-u | -0.8% | EXIT | Sold out |
| 33 | VSGX | Vanguard Esg Intl Stock ETF | -0.9% | EXIT | Sold out |
| 34 | PG | Procter & Gamble Co/the | -0.9% | EXIT | Sold out |
| 35 | VTV | Vanguard Value ETF | -1.1% | EXIT | Sold out |
| 36 | VB | Vanguard Small-cap ETF | -1.3% | EXIT | Sold out |
| 37 | VXUS | Vanguard Total Intl Stock | -1.4% | EXIT | Sold out |
| 38 | VV | Vanguard Large-cap ETF | -1.6% | EXIT | Sold out |
| 39 | SUSA | Ishares Esg Optimized Msci U | -2% | -2.40% | Trim |
| 40 | CATH | Global X S&p 500 Ca Val ETF | -2.9% | +20.93% | Add |
| 41 | ESML | Ishares Esg Aware Msci USA S | -3% | +65.56% | Add |
| 42 | VWO | Vanguard Ftse Emerging Marke | -3.6% | EXIT | Sold out |
| 43 | VOO | Vanguard S&p 500 ETF | -3.7% | EXIT | Sold out |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -4% | EXIT | Sold out |
| 45 | CSX | Csx CORP | -4.4% | EXIT | Sold out |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | -5% | +32.34% | Add |
| 47 | VO | Vanguard Mid-cap ETF | -6.2% | EXIT | Sold out |
| 48 | VIG | Vanguard Dividend Apprec ETF | -8% | EXIT | Sold out |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -8.6% | +9.94% | Add |
| 50 | ESGV | Vanguard Esg US Stock ETF | -10.8% | EXIT | Sold out |
According to official SEC Form 13F filings, McClarren Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $193.5M across 193 disclosed positions in Q4 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 VUSB, ISTB, SPTM) accounted for 9.5% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
ESGV
前期市值: $38.6M
During Q4 2024, McClarren Financial Advisors, Inc.'s top holdings by market value included VUSB (34.5%)、ISTB (7.8%)、SPTM (3.9%). The largest single position, VUSB, represented 34.5% of total portfolio value.
In Q4 2024, McClarren Financial Advisors, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 15 positions, trimming 2 holdings, and fully liquidating 33 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.