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

Page 3 of 17

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922042775

VEU|922042775

Shares:10.0K

Value:$629.0K

% of Portfolio:415.8% ($629.0K/$151.3K)

46436E718

Shares:6.2K

Value:$621.0K

% of Portfolio:410.5% ($621.0K/$151.3K)

AMAZON COM INC

AMZN|023135106

Shares:2.4K

Value:$607.0K

% of Portfolio:401.2% ($607.0K/$151.3K)

78464A409

SPYG|78464A409

Shares:5.0K

Value:$543.0K

% of Portfolio:358.9% ($543.0K/$151.3K)

78468R853

Shares:9.0K

Value:$534.0K

% of Portfolio:353.0% ($534.0K/$151.3K)

Alphabet Inc.

GOOGL|02079K305

Shares:2.4K

Value:$492.0K

% of Portfolio:325.2% ($492.0K/$151.3K)

TopBuild Corp

BLD|89055F103

Shares:1.5K

Value:$449.0K

% of Portfolio:296.8% ($449.0K/$151.3K)

464287598

IWD|464287598

Shares:2.0K

Value:$426.0K

% of Portfolio:281.6% ($426.0K/$151.3K)

PEPSICO INC

PEP|713448108

Shares:2.9K

Value:$419.0K

% of Portfolio:277.0% ($419.0K/$151.3K)

Walmart Inc.

WMT|931142103

Shares:1.3K

Value:$414.0K

% of Portfolio:273.7% ($414.0K/$151.3K)

HERSHEY CO

HSY|427866108

Shares:2.4K

Value:$401.0K

% of Portfolio:265.1% ($401.0K/$151.3K)

Walt Disney Co

DIS|254687106

Shares:3.8K

Value:$382.0K

% of Portfolio:252.5% ($382.0K/$151.3K)

67092P607

Shares:3.9K

Value:$350.0K

% of Portfolio:231.4% ($350.0K/$151.3K)

922908553

VNQ|922908553

Shares:2.6K

Value:$343.0K

% of Portfolio:226.7% ($343.0K/$151.3K)

46435U663

Shares:5.3K

Value:$338.0K

% of Portfolio:223.4% ($338.0K/$151.3K)

464287499

IWR|464287499

Shares:85

Value:$324.0K

% of Portfolio:214.2% ($324.0K/$151.3K)

92204A876

Shares:1.5K

Value:$313.0K

% of Portfolio:206.9% ($313.0K/$151.3K)

67092P409

Shares:5.7K

Value:$310.0K

% of Portfolio:204.9% ($310.0K/$151.3K)

78468R531

Shares:5.4K

Value:$290.0K

% of Portfolio:191.7% ($290.0K/$151.3K)

921910840

MGV|921910840

Shares:2.2K

Value:$279.0K

% of Portfolio:184.4% ($279.0K/$151.3K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEUcusip922042775)	10.0K	QoQ NEW(+10.0K) YoY -6.40% (-682)	All Managers (Combined)	$629.0K	415.8% ($629.0K/$151.3K)	QoQ NEW(+$1) YoY +0.64% (-$0)
(cusip46436E718)✕	6.2K	QoQ +210.05% (+4.2K) YoY NEW(+6.2K)	All Managers (Combined)	$621.0K	410.5% ($621.0K/$151.3K)	QoQ +210.50% (+$0) YoY NEW(+$1)
AMAZON COM INC(AMZNcusip023135106)	2.4K	QoQ NEW(+2.4K) YoY -45.51% (-2.0K)	All Managers (Combined)	$607.0K	401.2% ($607.0K/$151.3K)	QoQ NEW(+$1) YoY -24.03% (-$0)
(SPYGcusip78464A409)	5.0K	QoQ -26.56% (-1.8K) YoY -28.91% (-2.0K)	All Managers (Combined)	$543.0K	358.9% ($543.0K/$151.3K)	QoQ -9.95% (-$0) YoY +4.62% (-$0)
(cusip78468R853)✕	9.0K	QoQ -30.37% (-3.9K) YoY -52.54% (-10.0K)	All Managers (Combined)	$534.0K	353.0% ($534.0K/$151.3K)	QoQ -8.40% (-$0) YoY -34.95% (-$0)
Alphabet Inc.(GOOGLcusip02079K305)	2.4K	QoQ -32.24% (-1.1K) YoY -35.23% (-1.3K)	All Managers (Combined)	$492.0K	325.2% ($492.0K/$151.3K)	QoQ -26.78% (-$0) YoY -12.45% (-$0)
TopBuild Corp(BLDcusip89055F103)	1.5K	QoQ +18.88% (+234) YoY NEW(+1.5K)	All Managers (Combined)	$449.0K	296.8% ($449.0K/$151.3K)	QoQ +16.62% (+$0) YoY NEW(+$0)
(IWDcusip464287598)	2.0K	QoQ NEW(+2.0K) YoY -7.03% (-151)	All Managers (Combined)	$426.0K	281.6% ($426.0K/$151.3K)	QoQ NEW(+$0) YoY +10.64% (-$0)
PEPSICO INC(PEPcusip713448108)	2.9K	QoQ NEW(+2.9K) YoY +26.97% (+608)	All Managers (Combined)	$419.0K	277.0% ($419.0K/$151.3K)	QoQ NEW(+$0) YoY +6.07% (+$0)
Walmart Inc.(WMTcusip931142103)	1.3K	QoQ NEW(+1.3K) YoY -51.41% (-1.4K)	All Managers (Combined)	$414.0K	273.7% ($414.0K/$151.3K)	QoQ NEW(+$0) YoY +152.43% (-$0)
HERSHEY CO(HSYcusip427866108)	2.4K	QoQ NEW(+2.4K) YoY +7.57% (-170)	All Managers (Combined)	$401.0K	265.1% ($401.0K/$151.3K)	QoQ NEW(+$0) YoY -8.23% (-$0)
Walt Disney Co(DIScusip254687106)	3.8K	QoQ NEW(+3.8K) YoY +0.05% (-2)	All Managers (Combined)	$382.0K	252.5% ($382.0K/$151.3K)	QoQ NEW(+$0) YoY -18.02% (-$0)
(cusip67092P607)✕	3.9K	QoQ -56.34% (-5.1K) YoY -67.18% (-8.0K)	All Managers (Combined)	$350.0K	231.4% ($350.0K/$151.3K)	QoQ -6.66% (-$0) YoY -29.57% (-$0)
(VNQcusip922908553)	2.6K	QoQ NEW(+2.6K) YoY -58.53% (-3.6K)	All Managers (Combined)	$343.0K	226.7% ($343.0K/$151.3K)	QoQ NEW(+$0) YoY -35.76% (-$0)
(cusip46435U663)✕	5.3K	QoQ -41.30% (-3.7K) YoY -54.03% (-6.2K)	All Managers (Combined)	$338.0K	223.4% ($338.0K/$151.3K)	QoQ -10.58% (-$0) YoY -26.99% (-$0)
(IWRcusip464287499)	85	QoQ NEW(+85) YoY -97.81% (-3.8K)	All Managers (Combined)	$324.0K	214.2% ($324.0K/$151.3K)	QoQ NEW(+$0) YoY -1.21% (-$0)
(cusip92204A876)✕	1.5K	QoQ -17.06% (-311) YoY -43.59% (-1.2K)	All Managers (Combined)	$313.0K	206.9% ($313.0K/$151.3K)	QoQ +5.38% (-$0) YoY -18.06% (-$0)
(cusip67092P409)✕	5.7K	QoQ -21.41% (-1.6K) YoY -21.37% (-1.5K)	All Managers (Combined)	$310.0K	204.9% ($310.0K/$151.3K)	QoQ -9.62% (-$0) YoY -3.72% (-$0)
(cusip78468R531)✕	5.4K	QoQ -19.65% (-1.3K) YoY NEW(+5.4K)	All Managers (Combined)	$290.0K	191.7% ($290.0K/$151.3K)	QoQ -23.88% (-$0) YoY NEW(+$0)
(MGVcusip921910840)	2.2K	QoQ NEW(+2.2K) YoY -14.63% (-374)	All Managers (Combined)	$279.0K	184.4% ($279.0K/$151.3K)	QoQ NEW(+$0) YoY -8.82% (-$0)