Mcclarren-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "PINS",
  "POOL",
  null,
  "AAL",
  "QSR",
  "PBA",
  "MQT",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "VONG",
  "ALL",
  "GOOGL",
  "VDE",
  null,
  null,
  "AIG",
  "ASML",
  "T",
  "ASX",
  null,
  "CAT",
  "AVGO",
  "ARCC",
  "BTZ",
  "GME",
  "ICFI",
  "IAC",
  null,
  "LLYVA",
  null,
  null,
  "D",
  null,
  "NBB",
  "NWBI",
  "EBAY",
  "UTG",
  "EXPE",
  null,
  null,
  "BATRA",
  "FCX",
  "FITB",
  "DDD",
  "HD",
  "CCD",
  "AZN",
  null,
  null,
  null,
  "FIVE",
  "UNP",
  null,
  "SCCO",
  null,
  "ISRG",
  null,
  "PCF",
  "RIVN",
  "NWL",
  "ICE",
  "META",
  null,
  null,
  "OIA",
  "MPB",
  "IIM",
  null,
  null,
  "IJH",
  null,
  "RNP",
  "PSF",
  null,
  null,
  "KNSL",
  "FWONA",
  "IWS",
  null,
  "MPC",
  "SYM",
  "MMC",
  null,
  "MA",
  null,
  "MSFT",
  null,
  "MDLZ",
  "ELF",
  "EXPO",
  "FIS",
  "GE",
  "NVS",
  null,
  "SMR",
  "HSY",
  "AMP",
  "ANSS",
  "IJR",
  "IWD",
  "ORCL",
  "KHC",
  "VHT",
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PEP",
  "VGSH",
  "DNP",
  "IEMG",
  "IJK",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "HPE",
  "OGN",
  "GEHC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "IEFA",
  null,
  null,
  "SHOP",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  null,
  "IBM",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TFC",
  "TRV",
  "UBS",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  "SCHW",
  "TREE",
  "ALC",
  null,
  null,
  "VWO",
  null,
  null,
  null,
  "IWV",
  "LGF-B",
  null,
  "MYD",
  "TRIP",
  null,
  "EXP",
  null,
  "VIG",
  null,
  "TTE",
  "TRGP",
  null,
  "SNY",
  null,
  null,
  null,
  "VYM",
  "VRTX",
  "MGC",
  "RRC",
  "GM",
  "HAL",
  "BLD",
  "AFL",
  "AMD",
  "ALLE",
  "F",
  "WM",
  "IWR",
  "AEP",
  null,
  "IDXX",
  null,
  "VIGI",
  "AMZN",
  "NEA",
  null,
  "CHY",
  null,
  "TTWO",
  "PFG",
  "SIRI",
  "ESGD",
  "KD",
  "FNB",
  null,
  null,
  null,
  "HBAN",
  "DKNG",
  "VEU",
  "VGT",
  "ESGV",
  "VUG",
  "VFH",
  "VEA",
  null,
  "MGK",
  "VXUS",
  "VTWO",
  "VBK",
  "MGV",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WEN",
  "WMK",
  "WSFS",
  "YUMC",
  "AEM",
  null,
  "BIIB",
  "NSC",
  "VAC",
  null,
  "LBRDK",
  "PPL",
  "OTIS",
  "PSX",
  "PLNT",
  "SFL",
  "RBLX",
  null,
  "LYV",
  null,
  "GEV",
  "CHWY",
  "ZBH",
  "ZM",
  "MCK",
  "SPYV",
  "ESGU",
  "ADP",
  "BAC",
  "BBWI",
  "BK",
  "BRK-B",
  "BYND",
  "BLK",
  "BA",
  "BAH",
  null,
  "BR",
  "CHRW",
  "CARR",
  "CC",
  "CHTR",
  "CSCO",
  "CME",
  "KO",
  "COIN",
  "CMCSA",
  "CEG",
  "COST",
  "CTVA",
  "CSX",
  "DELL",
  "DOCU",
  "EFA",
  "ADI",
  "IWB",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PM",
  "MO",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 321
Total Value: 151285
Accession Number: 0001842974-25-000001
Form Type: 13F-HR
CIK: mcclarren-financial-advisors
Manager Name: Mcclarren-Financial-Advisors

Data Enrichment

80% identified

257 identified64 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

321 positions • $151.3K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:3.2K

Value:$1.3M

% of Portfolio:834.8% ($1.3M/$151.3K)

922042858

VWO|922042858

Shares:21.1K

Value:$1.1M

% of Portfolio:745.0% ($1.1M/$151.3K)

464287622

IWB|464287622

Shares:1.7K

Value:$1.0M

% of Portfolio:688.8% ($1.0M/$151.3K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.9K

Value:$1.0M

% of Portfolio:685.5% ($1.0M/$151.3K)

921943858

VEA|921943858

Shares:13.8K

Value:$1.0M

% of Portfolio:678.2% ($1.0M/$151.3K)

922908652

VXF|922908652

Shares:5.1K

Value:$1.0M

% of Portfolio:661.0% ($1.0M/$151.3K)

922908611

VBR|922908611

Shares:4.9K

Value:$993.0K

% of Portfolio:656.4% ($993.0K/$151.3K)

464287655

IWM|464287655

Shares:5.0K

Value:$985.0K

% of Portfolio:651.1% ($985.0K/$151.3K)

922908512

VOE|922908512

Shares:5.0K

Value:$930.0K

% of Portfolio:614.7% ($930.0K/$151.3K)

922908595

VBK|922908595

Shares:3.5K

Value:$887.0K

% of Portfolio:586.3% ($887.0K/$151.3K)

46435G425

ESGU|46435G425

Shares:5.0K

Value:$877.0K

% of Portfolio:579.7% ($877.0K/$151.3K)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.3K

Value:$827.0K

% of Portfolio:546.7% ($827.0K/$151.3K)

464288802

Shares:4.5K

Value:$817.0K

% of Portfolio:540.0% ($817.0K/$151.3K)

92204A702

VGT|92204A702

Shares:3.2K

Value:$805.0K

% of Portfolio:532.1% ($805.0K/$151.3K)

25434V815

Shares:15.3K

Value:$785.0K

% of Portfolio:518.9% ($785.0K/$151.3K)

921910725

VSGX|921910725

Shares:12.9K

Value:$781.0K

% of Portfolio:516.2% ($781.0K/$151.3K)

37954Y889

Shares:3.9K

Value:$759.0K

% of Portfolio:501.7% ($759.0K/$151.3K)

464287150

ITOT|464287150

Shares:5.8K

Value:$704.0K

% of Portfolio:465.3% ($704.0K/$151.3K)

78463X889

SPDW|78463X889

Shares:17.1K

Value:$687.0K

% of Portfolio:454.1% ($687.0K/$151.3K)

92206C102

VGSH|92206C102

Shares:10.9K

Value:$639.0K

% of Portfolio:422.4% ($639.0K/$151.3K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	3.2K	QoQ NEW(+3.2K) YoY -1.71% (-56)	All Managers (Combined)	$1.3M	834.8% ($1.3M/$151.3K)	QoQ NEW(+$1) YoY -26.39% (-$0)
(VWOcusip922042858)	21.1K	QoQ NEW(+21.1K) YoY -30.81% (-9.4K)	All Managers (Combined)	$1.1M	745.0% ($1.1M/$151.3K)	QoQ NEW(+$1) YoY -11.39% (-$0)
(IWBcusip464287622)	1.7K	QoQ NEW(+1.7K) YoY -53.91% (-2.0K)	All Managers (Combined)	$1.0M	688.8% ($1.0M/$151.3K)	QoQ NEW(+$1) YoY -4.22% (-$0)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.9K	QoQ NEW(+3.9K) YoY +104.61% (+2.0K)	All Managers (Combined)	$1.0M	685.5% ($1.0M/$151.3K)	QoQ NEW(+$1) YoY +30.60% (+$0)
(VEAcusip921943858)	13.8K	QoQ NEW(+13.8K) YoY -35.26% (-7.5K)	All Managers (Combined)	$1.0M	678.2% ($1.0M/$151.3K)	QoQ NEW(+$1) YoY -3.84% (-$0)
(VXFcusip922908652)	5.1K	QoQ NEW(+5.1K) YoY -16.85% (-1.0K)	All Managers (Combined)	$1.0M	661.0% ($1.0M/$151.3K)	QoQ NEW(+$1) YoY -7.23% (-$0)
(VBRcusip922908611)	4.9K	QoQ NEW(+4.9K) YoY +17.11% (+713)	All Managers (Combined)	$993.0K	656.4% ($993.0K/$151.3K)	QoQ NEW(+$1) YoY +24.12% (+$0)
(IWMcusip464287655)	5.0K	QoQ NEW(+5.0K) YoY +6.12% (-290)	All Managers (Combined)	$985.0K	651.1% ($985.0K/$151.3K)	QoQ NEW(+$1) YoY -1.10% (-$0)
(VOEcusip922908512)	5.0K	QoQ NEW(+5.0K) YoY -10.92% (-611)	All Managers (Combined)	$930.0K	614.7% ($930.0K/$151.3K)	QoQ NEW(+$1) YoY +6.52% (-$0)
(VBKcusip922908595)	3.5K	QoQ NEW(+3.5K) YoY -1.82% (-65)	All Managers (Combined)	$887.0K	586.3% ($887.0K/$151.3K)	QoQ NEW(+$1) YoY -4.52% (-$0)
(ESGUcusip46435G425)	5.0K	QoQ -30.85% (-2.2K) YoY -20.93% (-1.3K)	All Managers (Combined)	$877.0K	579.7% ($877.0K/$151.3K)	QoQ -5.18% (-$0) YoY +21.30% (-$0)
PROCTER & GAMBLE Co(PGcusip742718109)	4.3K	QoQ NEW(+4.3K) YoY -7.04% (-322)	All Managers (Combined)	$827.0K	546.7% ($827.0K/$151.3K)	QoQ NEW(+$1) YoY +11.45% (-$0)
(cusip464288802)✕	4.5K	QoQ +2.87% (+125) YoY -36.98% (-2.6K)	All Managers (Combined)	$817.0K	540.0% ($817.0K/$151.3K)	QoQ +54.73% (+$0) YoY +5.41% (-$0)
(VGTcusip92204A702)	3.2K	QoQ +118.16% (-1.7K) YoY +211.82% (+2.2K)	All Managers (Combined)	$805.0K	532.1% ($805.0K/$151.3K)	QoQ -12.21% (-$0) YoY +48.79% (+$0)
(cusip25434V815)✕	15.3K	QoQ -28.57% (-6.1K) YoY -23.32% (-4.7K)	All Managers (Combined)	$785.0K	518.9% ($785.0K/$151.3K)	QoQ +18.75% (-$0) YoY +30.18% (-$0)
(VSGXcusip921910725)	12.9K	QoQ NEW(+12.9K) YoY -16.69% (-2.6K)	All Managers (Combined)	$781.0K	516.2% ($781.0K/$151.3K)	QoQ NEW(+$1) YoY -11.95% (-$0)
(cusip37954Y889)✕	3.9K	QoQ -65.06% (-7.3K) YoY -67.09% (-8.0K)	All Managers (Combined)	$759.0K	501.7% ($759.0K/$151.3K)	QoQ -4.16% (-$0) YoY +0.39% (-$0)
(ITOTcusip464287150)	5.8K	QoQ NEW(+5.8K) YoY -12.56% (-830)	All Managers (Combined)	$704.0K	465.3% ($704.0K/$151.3K)	QoQ NEW(+$1) YoY -7.61% (-$0)
(SPDWcusip78463X889)	17.1K	QoQ -9.42% (-1.8K) YoY -15.30% (-3.1K)	All Managers (Combined)	$687.0K	454.1% ($687.0K/$151.3K)	QoQ +6.84% (-$0) YoY -5.11% (-$0)
(VGSHcusip92206C102)	10.9K	QoQ +147.81% (+6.5K) YoY +1093.96% (+10.0K)	All Managers (Combined)	$639.0K	422.4% ($639.0K/$151.3K)	QoQ +150.58% (+$0) YoY +1105.66% (+$1)