McClarren Financial Advisors, Inc.
Net buyer this quarter
$193M
27
+$179K
8.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $6M | 3.10% | 0.00% | +0.1% | Q4 2020 |
 QQQ | $3.09M | 1.60% | Not reported | -4.4% | Q4 2020 |
 VYM | $1.85M | 0.96% | Not reported | +1.3% | Q4 2020 |
 MSFT | $1.21M | 0.63% | 0.00% | 0.0% | Q4 2020 |
 SUSA | $1.07M | 0.55% | Not reported | +0.1% | Q4 2020 |
 BRK.B | $974K | 0.50% | Not reported | Not reported | Q4 2020 |
 GOOGL | $844K | 0.44% | 0.00% | -5.2% | Q4 2020 |
 AMZN | $743K | 0.38% | 0.00% | -2.3% | Q4 2020 |
 PG | $701K | 0.36% | 0.00% | -0.9% | Q4 2020 |
 BSVN | $630K | 0.33% | 0.09% | -0.2% | Q4 2021 |
 LLY | $624K | 0.32% | 0.00% | Not reported | Q4 2020 |
 WMT | $541K | 0.28% | 0.00% | +0.4% | Q4 2020 |
| GOOG | $473K | 0.24% | Not reported | Not reported | Q4 2020 |
 HSY | $405K | 0.21% | 0.00% | 0.0% | Q3 2022 |
 JPM | $360K | 0.19% | 0.00% | +0.3% | Q4 2020 |
 DIS | $355K | 0.18% | 0.00% | -8.9% | Q4 2020 |
 SBUX | $349K | 0.18% | 0.00% | +0.5% | Q4 2020 |
 PEP | $330K | 0.17% | 0.00% | +0.1% | Q4 2020 |
 JNJ | $309K | 0.16% | 0.00% | +0.2% | Q4 2020 |
 MCK | $283K | 0.15% | 0.00% | Not reported | Q4 2023 |
 CAT | $251K | 0.13% | 0.00% | Not reported | Q4 2020 |
 ROK | $250K | 0.13% | 0.00% | Not reported | Q4 2020 |
 UNP | $241K | 0.12% | 0.00% | Not reported | Q4 2020 |
 MRK | $239K | 0.12% | 0.00% | +0.5% | Q4 2020 |
 AMGN | $227K | 0.12% | 0.00% | +0.8% | Q4 2021 |
 CSCO | $207K | 0.11% | 0.00% | Not reported | Q4 2020 |
 AVGO | $201K | 0.10% | 0.00% | Not reported | Q3 2023 |
| Q1 2026 | |||||
| AAPL | $5.26M | 3.12% | 0.00% | +115.1% | Q4 2020 |
| QQQ | $2.53M | 1.50% | Not reported | -40.7% | Q4 2020 |
| VYM | $1.71M | 1.02% | Not reported | +50.0% | Q4 2020 |
| MSFT | $1.2M | 0.71% | 0.00% | -6.6% | Q4 2020 |
| BRK.B | $933K | 0.55% | Not reported | -41.6% | Q4 2020 |
| SUSA | $915K | 0.54% | Not reported | +138.4% | Q4 2020 |
| GOOGL | $716K | 0.42% | 0.00% | -14.1% | Q4 2020 |
| PG | $697K | 0.41% | 0.00% | +182.7% | Q4 2020 |
| AMZN | $665K | 0.39% | 0.00% | -15.3% | Q4 2020 |
| BSVN | $636K | 0.38% | 0.09% | Not reported | Q4 2021 |
| WMT | $592K | 0.35% | 0.00% | +18.3% | Q4 2020 |
| HSY | $479K | 0.28% | 0.00% | +703.5% | Q3 2022 |
| LLY | $478K | 0.28% | 0.00% | -75.8% | Q4 2020 |
| DIS | $390K | 0.23% | 0.00% | +354.1% | Q4 2020 |
| GOOG | $384K | 0.23% | Not reported | -27.5% | Q4 2020 |
| PEP | $379K | 0.22% | 0.00% | +340.1% | Q4 2020 |
| BLD | $347K | 0.21% | 0.00% | +137.2% | Q4 2020 |
| MCK | $324K | 0.19% | 0.00% | +0.3% | Q4 2023 |
| JPM | $323K | 0.19% | 0.00% | -46.0% | Q4 2020 |
| SBUX | $304K | 0.18% | 0.00% | Not reported | Q4 2020 |
| JNJ | $297K | 0.18% | 0.00% | +1.7% | Q4 2020 |
| MRK | $222K | 0.13% | 0.00% | Not reported | Q4 2020 |
| AMGN | $219K | 0.13% | 0.00% | +90.2% | Q4 2021 |
| UNP | $215K | 0.13% | 0.00% | Not reported | Q4 2020 |
 XOM | $213K | 0.13% | 0.00% | Not reported | Q3 2021 |
| Q4 2025 | |||||
| AAPL | $5.64M | 3.36% | 0.00% | -47.1% | Q4 2020 |
| QQQ | $2.69M | 1.60% | Not reported | -19.1% | Q4 2020 |
| VYM | $1.65M | 0.99% | Not reported | +30.8% | Q4 2020 |
| MSFT | $1.57M | 0.94% | 0.00% | -27.9% | Q4 2020 |
| BRK.B | $1.01M | 0.60% | Not reported | -29.3% | Q4 2020 |
| SUSA | $964K | 0.58% | Not reported | -35.6% | Q4 2020 |
| GOOGL | $780K | 0.47% | 0.00% | +31.8% | Q4 2020 |
| AMZN | $737K | 0.44% | 0.00% | +45.7% | Q4 2020 |
| PG | $688K | 0.41% | 0.00% | -59.1% | Q4 2020 |
| LLY | $559K | 0.33% | 0.00% | +313.3% | Q4 2020 |
| WMT | $530K | 0.32% | 0.00% | +193.7% | Q4 2020 |
| DIS | $460K | 0.27% | 0.00% | -76.8% | Q4 2020 |
| GOOG | $420K | 0.25% | Not reported | +3.1% | Q4 2020 |
| HSY | $419K | 0.25% | 0.00% | -88.0% | Q3 2022 |
| JPM | $353K | 0.21% | 0.00% | +56.5% | Q4 2020 |
| PEP | $349K | 0.21% | 0.00% | -77.4% | Q4 2020 |
| BLD | $308K | 0.18% | 0.00% | -43.6% | Q4 2020 |
| MCK | $307K | 0.18% | 0.00% | -51.6% | Q4 2023 |
 INTU | $298K | 0.18% | 0.00% | +47.4% | Q4 2021 |
 ORCL | $257K | 0.15% | 0.00% | +30.7% | Q4 2020 |
| JNJ | $251K | 0.15% | 0.00% | +16.3% | Q4 2020 |
 CEG | $242K | 0.14% | 0.00% | -48.4% | Q3 2022 |
| UNP | $205K | 0.12% | 0.00% | +275.4% | Q4 2020 |
| AMGN | $202K | 0.12% | 0.00% | Not reported | Q4 2021 |
| Q3 2025 | |||||
| AAPL | $5.28M | 3.23% | 0.00% | -13.4% | Q4 2020 |
| QQQ | $2.58M | 1.58% | Not reported | +122.6% | Q4 2020 |
| MSFT | $1.73M | 1.06% | 0.00% | +44.9% | Q4 2020 |
| VYM | $1.67M | 1.02% | Not reported | -51.5% | Q4 2020 |
| BRK.B | $1.01M | 0.62% | Not reported | +141.6% | Q4 2020 |
| SUSA | $969K | 0.59% | Not reported | -36.8% | Q4 2020 |
| PG | $744K | 0.46% | 0.00% | -28.9% | Q4 2020 |
| AMZN | $701K | 0.43% | 0.00% | -18.9% | Q4 2020 |
| GOOGL | $630K | 0.39% | 0.00% | -21.2% | Q4 2020 |
| WMT | $490K | 0.30% | 0.00% | -71.1% | Q4 2020 |
| DIS | $463K | 0.28% | 0.00% | +0.5% | Q4 2020 |
| ORCL | $455K | 0.28% | 0.00% | -28.8% | Q4 2020 |
| HSY | $431K | 0.26% | 0.00% | -4.7% | Q3 2022 |
| LLY | $397K | 0.24% | 0.00% | Not reported | Q4 2020 |
| JPM | $345K | 0.21% | 0.00% | +19.2% | Q4 2020 |
| PEP | $342K | 0.21% | 0.00% | -1.2% | Q4 2020 |
| GOOG | $326K | 0.20% | Not reported | +33.9% | Q4 2020 |
| INTU | $307K | 0.19% | 0.00% | -0.2% | Q4 2021 |
| MCK | $289K | 0.18% | 0.00% | +106.7% | Q4 2023 |
| BLD | $289K | 0.18% | 0.00% | Not reported | Q4 2020 |
| CEG | $225K | 0.14% | 0.00% | +0.2% | Q3 2022 |
| JNJ | $224K | 0.14% | 0.00% | -26.2% | Q4 2020 |
| UNP | $209K | 0.13% | 0.00% | -73.4% | Q4 2020 |