$138 Million is the total value of McClarren Financial Advisors, Inc.'s 621 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 13.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $19,056,000 | -0.1% | 372,648 | +0.4% | 13.80% | +6.1% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $13,287,000 | -5.7% | 58,372 | -0.1% | 9.62% | +0.2% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $10,955,000 | -5.9% | 51,598 | +0.0% | 7.93% | -0.1% |
| VOO | Buy | VANGUARD INDEX FDS | $8,897,000 | -4.4% | 21,433 | +0.3% | 6.44% | +1.5% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $8,277,000 | -7.6% | 171,256 | -3.6% | 6.00% | -1.9% |
| VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $7,132,000 | +3.8% | 144,655 | +5.2% | 5.16% | +10.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $6,517,000 | -6.6% | 27,430 | -0.0% | 4.72% | -0.8% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $6,017,000 | -11.4% | 25,605 | -1.9% | 4.36% | -5.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,927,000 | -5.3% | 36,577 | +0.3% | 4.29% | +0.6% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $4,183,000 | -6.0% | 70,120 | +0.2% | 3.03% | -0.1% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $2,823,000 | -5.2% | 10,764 | +0.3% | 2.04% | +0.6% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $2,664,000 | -6.4% | 30,766 | +0.5% | 1.93% | -0.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,399,000 | -4.7% | 5,289 | -0.0% | 1.74% | +1.2% |
| AAPL | Buy | APPLE INC | $1,992,000 | -1.7% | 11,425 | +0.1% | 1.44% | +4.4% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $1,690,000 | -4.7% | 30,427 | +0.2% | 1.22% | +1.2% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $1,521,000 | -5.4% | 7,297 | +0.2% | 1.10% | +0.5% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $1,474,000 | -5.2% | 9,277 | +0.2% | 1.07% | +0.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,419,000 | -6.7% | 30,860 | +0.2% | 1.03% | -1.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,230,000 | +4.5% | 8,337 | +4.1% | 0.89% | +11.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,212,000 | -3.5% | 15,563 | +0.2% | 0.88% | +2.5% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $1,196,000 | -8.3% | 14,779 | -0.4% | 0.87% | -2.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $1,053,000 | -5.3% | 4,213 | +0.1% | 0.76% | +0.5% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,036,000 | -9.0% | 5,055 | -1.2% | 0.75% | -3.4% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $966,000 | -7.3% | 23,029 | -1.3% | 0.70% | -1.5% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $893,000 | -5.6% | 7,961 | -5.7% | 0.65% | +0.3% |
| VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $805,000 | -8.9% | 14,162 | -0.6% | 0.58% | -3.3% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $787,000 | -6.5% | 22,975 | -0.5% | 0.57% | -0.7% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $774,000 | -6.1% | 13,468 | +0.1% | 0.56% | -0.2% |
| MSFT | Buy | MICROSOFT CORP | $761,000 | -8.4% | 2,473 | +0.0% | 0.55% | -2.8% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $665,000 | -8.9% | 6,884 | +0.3% | 0.48% | -3.2% |
| AMZN | AMAZON COM INC | $652,000 | -2.0% | 200 | 0.0% | 0.47% | +4.0% | |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $622,000 | -8.9% | 9,437 | -0.0% | 0.45% | -3.4% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $608,000 | -16.8% | 12,699 | -11.3% | 0.44% | -11.8% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $602,000 | -1.8% | 3,437 | +0.1% | 0.44% | +4.3% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $590,000 | -5.6% | 5,853 | +0.3% | 0.43% | +0.2% |
| ESGU | Sell | ISHARES TResg awr msci usa | $533,000 | -7.0% | 5,289 | -0.5% | 0.39% | -1.3% |
| BLD | Buy | TOPBUILD CORP | $488,000 | +62.7% | 2,694 | +148.1% | 0.35% | +72.2% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $478,000 | -10.2% | 1,929 | +2.0% | 0.35% | -4.7% |
| CATH | Buy | GLOBAL X FDSs&p 500 catholic | $476,000 | -5.0% | 8,549 | +0.5% | 0.34% | +0.9% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $471,000 | -5.4% | 4,370 | +1.8% | 0.34% | +0.3% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $446,000 | -8.2% | 2,698 | +1.4% | 0.32% | -2.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $423,000 | -6.4% | 2,770 | +0.2% | 0.31% | -0.6% |
| NUSC | Sell | NUSHARES ETF TRnuveen esg smlcp | $404,000 | -5.8% | 10,188 | -0.0% | 0.29% | 0.0% |
| NUMG | Sell | NUSHARES ETF TRnuveen esg midcp | $379,000 | -11.2% | 8,663 | -0.0% | 0.27% | -5.8% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $377,000 | +17.4% | 1,072 | 0.0% | 0.27% | +24.7% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $368,000 | -6.4% | 4,729 | -0.0% | 0.27% | -0.4% |
| JNJ | JOHNSON & JOHNSON | $368,000 | +3.4% | 2,080 | 0.0% | 0.27% | +9.9% | |
| IWD | Buy | ISHARES TRrus 1000 val etf | $344,000 | -1.4% | 2,082 | +0.2% | 0.25% | +4.6% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $327,000 | -4.4% | 117 | -0.8% | 0.24% | +1.7% |
| CSX | CSX CORP | $301,000 | -0.7% | 8,058 | 0.0% | 0.22% | +5.3% | |
| UNP | UNION PAC CORP | $260,000 | +7.9% | 953 | 0.0% | 0.19% | +14.6% | |
| NSC | NORFOLK SOUTHN CORP | $245,000 | -4.3% | 859 | 0.0% | 0.18% | +1.1% | |
| PFE | Buy | PFIZER INC | $244,000 | -12.5% | 4,756 | +0.7% | 0.18% | -6.8% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $240,000 | -5.5% | 5,102 | +0.2% | 0.17% | +0.6% |
| EFA | Buy | ISHARES TRmsci eafe etf | $235,000 | -6.7% | 3,204 | +0.1% | 0.17% | -1.2% |
| XEL | Buy | XCEL ENERGY INC | $235,000 | +6.8% | 3,266 | +0.6% | 0.17% | +13.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $227,000 | -4.2% | 81 | -1.2% | 0.16% | +1.2% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $223,000 | -8.2% | 2,841 | +0.1% | 0.16% | -2.4% |
| INTU | INTUIT | $216,000 | -25.5% | 450 | 0.0% | 0.16% | -21.2% | |
| HIW | Buy | HIGHWOODS PPTYS INC | $212,000 | +2.9% | 4,651 | +1.1% | 0.15% | +9.2% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $204,000 | -8.5% | 5,366 | -0.2% | 0.15% | -2.6% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $184,000 | -9.8% | 510 | -0.4% | 0.13% | -4.3% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $182,000 | -4.2% | 438 | +5.8% | 0.13% | +1.5% |
| NUMV | Sell | NUSHARES ETF TRnuveen esg midvl | $173,000 | -5.5% | 4,805 | -2.9% | 0.12% | 0.0% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $169,000 | -32.7% | 2,891 | -29.7% | 0.12% | -28.7% |
| IYJ | Buy | ISHARES TRus industrials | $166,000 | -6.7% | 1,582 | +0.2% | 0.12% | -0.8% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $165,000 | -2.9% | 1,024 | +0.1% | 0.12% | +3.4% |
| BGRN | Sell | ISHARES TRusd grn bond etf | $164,000 | -7.3% | 3,258 | -0.1% | 0.12% | -1.7% |
| AMGN | Buy | AMGEN INC | $161,000 | +7.3% | 668 | +0.6% | 0.12% | +14.7% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $150,000 | -19.8% | 536 | +0.2% | 0.11% | -14.8% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $146,000 | -13.1% | 658 | -0.3% | 0.11% | -7.8% |
| VHT | VANGUARD WORLD FDShealth car etf | $144,000 | -5.3% | 569 | 0.0% | 0.10% | 0.0% | |
| PFF | Buy | ISHARES TRpfd and incm sec | $140,000 | -7.9% | 3,866 | +0.6% | 0.10% | -2.9% |
| ESML | Buy | ISHARES TResg aware msci | $138,000 | -7.4% | 3,687 | +0.1% | 0.10% | -2.0% |
| ILCG | Buy | ISHARES TRmorningstar grwt | $135,000 | -10.0% | 2,084 | +0.1% | 0.10% | -3.9% |
| CSCO | Buy | CISCO SYS INC | $131,000 | -12.1% | 2,365 | +0.6% | 0.10% | -6.9% |
| LLY | LILLY ELI & CO | $127,000 | +3.3% | 445 | 0.0% | 0.09% | +9.5% | |
| WSFS | New | WSFS FINL CORP | $117,000 | – | 2,520 | +100.0% | 0.08% | – |
| PFD | Buy | FLAHERTY & CRUMRINE PFD INCO | $118,000 | -20.3% | 8,573 | +1.6% | 0.08% | -15.8% |
| IWC | ISHARES TRmicro-cap etf | $116,000 | -8.7% | 906 | 0.0% | 0.08% | -3.4% | |
| DIS | Sell | DISNEY WALT CO | $115,000 | -12.2% | 842 | -0.1% | 0.08% | -6.7% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $112,000 | +2.8% | 696 | +0.4% | 0.08% | +9.5% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $110,000 | -6.8% | 415 | -0.2% | 0.08% | -1.2% |
| TXN | Buy | TEXAS INSTRS INC | $109,000 | -2.7% | 595 | +0.3% | 0.08% | +3.9% |
| ADI | Buy | ANALOG DEVICES INC | $105,000 | -7.1% | 640 | +0.3% | 0.08% | -1.3% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $103,000 | -5.5% | 1,953 | +0.3% | 0.08% | +1.4% |
| IDXX | IDEXX LABS INC | $101,000 | -17.2% | 185 | 0.0% | 0.07% | -12.0% | |
| IWS | Sell | ISHARES TRrus mdcp val etf | $96,000 | -3.0% | 805 | -0.1% | 0.07% | +2.9% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $95,000 | -8.7% | 420 | +0.2% | 0.07% | -2.8% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $94,000 | -6.0% | 1,239 | +0.2% | 0.07% | 0.0% |
| POOL | Sell | POOL CORP | $94,000 | -25.4% | 222 | -0.4% | 0.07% | -20.9% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $91,000 | -10.8% | 316 | -0.3% | 0.07% | -5.7% |
| SYK | Sell | STRYKER CORPORATION | $90,000 | -1.1% | 338 | -0.3% | 0.06% | +4.8% |
| SCZ | ISHARES TReafe sml cp etf | $87,000 | -9.4% | 1,312 | 0.0% | 0.06% | -3.1% | |
| JPM | JPMORGAN CHASE & CO | $86,000 | -14.0% | 635 | 0.0% | 0.06% | -8.8% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $83,000 | -18.6% | 1,632 | -16.6% | 0.06% | -14.3% |
| MRK | Buy | MERCK & CO INC | $81,000 | +5.2% | 1,009 | +0.8% | 0.06% | +11.3% |
| CAT | Buy | CATERPILLAR INC | $81,000 | +6.6% | 369 | +1.4% | 0.06% | +13.5% |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $80,000 | -5.9% | 793 | 0.0% | 0.06% | 0.0% | |
| ULST | SSGA ACTIVE ETF TRult sht trm bd | $75,000 | -2.6% | 1,891 | 0.0% | 0.05% | +1.9% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $73,000 | +21.7% | 168 | -0.6% | 0.05% | +29.3% |
| RAIL | New | FREIGHTCAR AMER INC | $73,000 | – | 12,400 | +100.0% | 0.05% | – |
| ABM | ABM INDS INC | $71,000 | +10.9% | 1,552 | 0.0% | 0.05% | +15.9% | |
| FB | META PLATFORMS INCcl a | $68,000 | -34.6% | 307 | 0.0% | 0.05% | -31.0% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $67,000 | -6.9% | 1,075 | -0.1% | 0.05% | 0.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $68,000 | -8.1% | 1,466 | +0.3% | 0.05% | -2.0% |
| T | Buy | AT&T INC | $68,000 | -4.2% | 2,907 | +1.1% | 0.05% | +2.1% |
| TXT | Sell | TEXTRON INC | $66,000 | -5.7% | 896 | -0.1% | 0.05% | 0.0% |
| KO | Sell | COCA COLA CO | $66,000 | +3.1% | 1,074 | -0.3% | 0.05% | +9.1% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $64,000 | -9.9% | 537 | +0.2% | 0.05% | -4.2% |
| MO | ALTRIA GROUP INC | $62,000 | +8.8% | 1,202 | 0.0% | 0.04% | +15.4% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $62,000 | -8.8% | 339 | +0.3% | 0.04% | -2.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $61,000 | -9.0% | 574 | -1.0% | 0.04% | -4.3% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $59,000 | -6.3% | 2,387 | +100.1% | 0.04% | 0.0% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $59,000 | -25.3% | 389 | +0.3% | 0.04% | -20.4% |
| ABBV | ABBVIE INC | $57,000 | +16.3% | 357 | 0.0% | 0.04% | +24.2% | |
| IMCG | ISHARES TRmrgstr md cp grw | $56,000 | -12.5% | 871 | 0.0% | 0.04% | -6.8% | |
| PRU | Buy | PRUDENTIAL FINL INC | $57,000 | +7.5% | 490 | +0.8% | 0.04% | +13.9% |
| MMC | MARSH & MCLENNAN COS INC | $55,000 | -5.2% | 328 | 0.0% | 0.04% | 0.0% | |
| TGT | TARGET CORP | $54,000 | -10.0% | 257 | 0.0% | 0.04% | -4.9% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $53,000 | 0.0% | 104 | -1.9% | 0.04% | +5.6% |
| CINF | Buy | CINCINNATI FINL CORP | $51,000 | +18.6% | 378 | +0.3% | 0.04% | +27.6% |
| INTC | Buy | INTEL CORP | $51,000 | -7.3% | 1,052 | +0.1% | 0.04% | -2.6% |
| SYY | Buy | SYSCO CORP | $51,000 | +2.0% | 636 | +0.5% | 0.04% | +8.8% |
| GLD | SPDR GOLD TR | $50,000 | +4.2% | 279 | 0.0% | 0.04% | +9.1% | |
| ESGD | ISHARES TResg aw msci eafe | $50,000 | -9.1% | 686 | 0.0% | 0.04% | -5.3% | |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $49,000 | 0.0% | 839 | +0.2% | 0.04% | +6.1% |
| CZA | Sell | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $49,000 | -5.8% | 518 | -2.8% | 0.04% | 0.0% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $48,000 | -2.0% | 325 | +0.3% | 0.04% | +6.1% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $47,000 | -6.0% | 1,944 | +0.2% | 0.03% | 0.0% |
| MCD | Buy | MCDONALDS CORP | $47,000 | -6.0% | 193 | +3.2% | 0.03% | 0.0% |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $47,000 | – | 1,021 | +100.0% | 0.03% | – |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $47,000 | -9.6% | 854 | -0.2% | 0.03% | -2.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $44,000 | -2.2% | 341 | +0.9% | 0.03% | +3.2% |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $43,000 | -4.4% | 1,360 | 0.0% | 0.03% | 0.0% | |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $42,000 | 0.0% | 572 | +0.7% | 0.03% | +3.4% |
| FULT | Buy | FULTON FINL CORP PA | $41,000 | -4.7% | 2,510 | +0.7% | 0.03% | +3.4% |
| IEMG | Sell | ISHARES INCcore msci emkt | $41,000 | -10.9% | 756 | -0.3% | 0.03% | -3.2% |
| IVW | ISHARES TRs&p 500 grwt etf | $42,000 | -10.6% | 557 | 0.0% | 0.03% | -6.2% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $40,000 | -14.9% | 159 | -0.6% | 0.03% | -9.4% |
| XCEM | COLUMBIA ETF TR IIem core ex etf | $40,000 | -7.0% | 1,328 | 0.0% | 0.03% | 0.0% | |
| TMUS | T-MOBILE US INC | $38,000 | +8.6% | 299 | 0.0% | 0.03% | +16.7% | |
| ZTS | Sell | ZOETIS INCcl a | $39,000 | -25.0% | 210 | -0.5% | 0.03% | -20.0% |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $39,000 | -4.9% | 732 | 0.0% | 0.03% | 0.0% | |
| KR | Buy | KROGER CO | $37,000 | +23.3% | 646 | +0.2% | 0.03% | +35.0% |
| MGV | VANGUARD WORLD FDmega cap val etf | $37,000 | -2.6% | 351 | 0.0% | 0.03% | +3.8% | |
| V | Sell | VISA INC | $33,000 | 0.0% | 148 | -2.0% | 0.02% | +4.3% |
| TRN | Buy | TRINITY INDS INC | $33,000 | +10.0% | 979 | +0.7% | 0.02% | +20.0% |
| XOM | Buy | EXXON MOBIL CORP | $31,000 | +34.8% | 379 | +0.8% | 0.02% | +37.5% |
| COF | CAPITAL ONE FINL CORP | $31,000 | -13.9% | 242 | 0.0% | 0.02% | -12.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $31,000 | +10.7% | 319 | 0.0% | 0.02% | +15.8% | |
| PEP | Buy | PEPSICO INC | $31,000 | -6.1% | 188 | +0.5% | 0.02% | -4.3% |
| BK | Buy | BANK NEW YORK MELLON CORP | $31,000 | -16.2% | 626 | +0.3% | 0.02% | -12.0% |
| IYY | ISHARES TRdow jones us etf | $31,000 | -8.8% | 282 | 0.0% | 0.02% | -4.3% | |
| IEUS | ISHARES TRdevsmcp exna etf | $31,000 | -13.9% | 508 | 0.0% | 0.02% | -12.0% | |
| MMM | Buy | 3M CO | $29,000 | -19.4% | 201 | +0.5% | 0.02% | -16.0% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $29,000 | -6.5% | 562 | -0.2% | 0.02% | 0.0% |
| MPC | Buy | MARATHON PETE CORP | $27,000 | +28.6% | 325 | +0.6% | 0.02% | +42.9% |
| PTON | Buy | PELOTON INTERACTIVE INC | $27,000 | +440.0% | 1,032 | +774.6% | 0.02% | +566.7% |
| CME | Buy | CME GROUP INC | $26,000 | +4.0% | 109 | +0.9% | 0.02% | +11.8% |
| WMK | WEIS MKTS INC | $26,000 | +4.0% | 366 | 0.0% | 0.02% | +11.8% | |
| LRCX | LAM RESEARCH CORP | $26,000 | -27.8% | 50 | 0.0% | 0.02% | -24.0% | |
| SBUX | Sell | STARBUCKS CORP | $26,000 | -23.5% | 286 | -0.3% | 0.02% | -17.4% |
| PCF | Buy | HIGH INCOME SECS FD | $26,000 | -7.1% | 3,288 | +2.7% | 0.02% | 0.0% |
| WM | WASTE MGMT INC DEL | $25,000 | -7.4% | 160 | 0.0% | 0.02% | 0.0% | |
| EFX | Sell | EQUIFAX INC | $23,000 | -20.7% | 98 | -1.0% | 0.02% | -15.0% |
| FNB | Buy | F N B CORP | $24,000 | 0.0% | 1,965 | +0.8% | 0.02% | +6.2% |
| ETN | Sell | EATON CORP PLC | $23,000 | -14.8% | 155 | -0.6% | 0.02% | -5.6% |
| QCOM | QUALCOMM INC | $22,000 | -18.5% | 147 | 0.0% | 0.02% | -11.1% | |
| HAL | Buy | HALLIBURTON CO | $22,000 | +57.1% | 607 | +0.2% | 0.02% | +60.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $21,000 | -8.7% | 279 | -0.4% | 0.02% | -6.2% |
| WMT | WALMART INC | $21,000 | 0.0% | 141 | 0.0% | 0.02% | +7.1% | |
| AFL | Buy | AFLAC INC | $21,000 | +5.0% | 332 | +0.6% | 0.02% | +7.1% |
| HOG | Buy | HARLEY DAVIDSON INC | $19,000 | 0.0% | 504 | +0.2% | 0.01% | +7.7% |
| NVS | Buy | NOVARTIS AGsponsored adr | $19,000 | 0.0% | 222 | +1.8% | 0.01% | +7.7% |
| ISCG | ISHARES TRmrgstr sm cp gr | $20,000 | -16.7% | 467 | 0.0% | 0.01% | -12.5% | |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $20,000 | +11.1% | 311 | +1.3% | 0.01% | +16.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $20,000 | +11.1% | 283 | +0.4% | 0.01% | +16.7% |
| ALLE | Sell | ALLEGION PLC | $20,000 | -23.1% | 186 | -2.1% | 0.01% | -22.2% |
| DLR | Buy | DIGITAL RLTY TR INC | $19,000 | -24.0% | 138 | +0.7% | 0.01% | -17.6% |
| HRL | HORMEL FOODS CORP | $16,000 | 0.0% | 317 | 0.0% | 0.01% | +9.1% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $17,000 | -19.0% | 114 | 0.0% | 0.01% | -14.3% | |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $16,000 | +6.7% | 164 | +0.6% | 0.01% | +20.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $16,000 | -5.9% | 177 | +1.1% | 0.01% | 0.0% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $16,000 | -5.9% | 383 | +0.3% | 0.01% | 0.0% |
| DNP | Buy | DNP SELECT INCOME FD INC | $17,000 | +6.2% | 1,457 | +1.7% | 0.01% | +9.1% |
| NOBL | PROSHARES TRs&p 500 dv arist | $16,000 | -5.9% | 172 | 0.0% | 0.01% | 0.0% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $16,000 | -5.9% | 45 | -4.3% | 0.01% | 0.0% |
| ACA | Sell | ARCOSA INC | $16,000 | 0.0% | 295 | -0.3% | 0.01% | +9.1% |
| APD | Sell | AIR PRODS & CHEMS INC | $15,000 | -25.0% | 63 | -1.6% | 0.01% | -21.4% |
| YUM | YUM BRANDS INC | $15,000 | -16.7% | 128 | 0.0% | 0.01% | -8.3% | |
| GLW | Buy | CORNING INC | $14,000 | -6.7% | 390 | +0.5% | 0.01% | 0.0% |
| NEE | NEXTERA ENERGY INC | $14,000 | -12.5% | 166 | 0.0% | 0.01% | -9.1% | |
| CARR | CARRIER GLOBAL CORPORATION | $14,000 | -22.2% | 315 | 0.0% | 0.01% | -16.7% | |
| IYT | Sell | ISHARES TRus trsprtion | $14,000 | -6.7% | 51 | -1.9% | 0.01% | 0.0% |
| DHR | Sell | DANAHER CORPORATION | $14,000 | -17.6% | 50 | -2.0% | 0.01% | -16.7% |
| UBER | UBER TECHNOLOGIES INC | $14,000 | -17.6% | 405 | 0.0% | 0.01% | -16.7% | |
| ORCL | Sell | ORACLE CORP | $13,000 | -13.3% | 168 | -0.6% | 0.01% | -10.0% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $13,000 | -18.8% | 138 | -0.7% | 0.01% | -18.2% |
| SKYY | FIRST TR EXCHANGE TRADED FD | $13,000 | -18.8% | 146 | 0.0% | 0.01% | -18.2% | |
| FYBR | FRONTIER COMMUNICATIONS PARE | $12,000 | -14.3% | 446 | 0.0% | 0.01% | -10.0% | |
| HD | Sell | HOME DEPOT INC | $12,000 | -29.4% | 40 | -2.4% | 0.01% | -25.0% |
| JCI | JOHNSON CTLS INTL PLC | $13,000 | -23.5% | 207 | 0.0% | 0.01% | -25.0% | |
| ZION | ZIONS BANCORPORATION N A | $12,000 | 0.0% | 185 | 0.0% | 0.01% | +12.5% | |
| TRGP | TARGA RES CORP | $11,000 | +22.2% | 155 | 0.0% | 0.01% | +33.3% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $11,000 | -21.4% | 154 | -0.6% | 0.01% | -20.0% |
| SHOP | Sell | SHOPIFY INCcl a | $11,000 | -84.7% | 17 | -67.3% | 0.01% | -83.7% |
| ISRG | INTUITIVE SURGICAL INC | $9,000 | -25.0% | 33 | 0.0% | 0.01% | -12.5% | |
| MDU | Buy | MDU RES GROUP INC | $10,000 | -23.1% | 406 | +0.5% | 0.01% | -22.2% |
| COST | Sell | COSTCO WHSL CORP NEW | $10,000 | -9.1% | 18 | -10.0% | 0.01% | -12.5% |
| TSLA | TESLA INC | $10,000 | -9.1% | 10 | 0.0% | 0.01% | -12.5% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $10,000 | 0.0% | 58 | -1.7% | 0.01% | 0.0% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $10,000 | -9.1% | 81 | -1.2% | 0.01% | -12.5% |
| GXF | Sell | GLOBAL X FDSmsci norway etf | $8,000 | -11.1% | 265 | -0.4% | 0.01% | 0.0% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $8,000 | -20.0% | 192 | -0.5% | 0.01% | -14.3% |
| CTVA | CORTEVA INC | $8,000 | 0.0% | 151 | 0.0% | 0.01% | +20.0% | |
| BLK | Sell | BLACKROCK INC | $8,000 | -27.3% | 11 | -8.3% | 0.01% | -25.0% |
| SHW | Sell | SHERWIN WILLIAMS CO | $7,000 | -36.4% | 29 | -3.3% | 0.01% | -37.5% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $7,000 | -12.5% | 120 | -0.8% | 0.01% | 0.0% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $7,000 | -12.5% | 45 | -2.2% | 0.01% | 0.0% |
| YUMC | Sell | YUM CHINA HLDGS INC | $5,000 | -28.6% | 120 | -0.8% | 0.00% | -20.0% |
| SOXX | Sell | ISHARES TRishares semicdtr | $6,000 | -25.0% | 14 | -6.7% | 0.00% | -20.0% |
| SPYX | SPDR SER TRspdr s&p 500 etf | $5,000 | -16.7% | 49 | 0.0% | 0.00% | 0.0% | |
| XBI | SPDR SER TRs&p biotech | $5,000 | -28.6% | 60 | 0.0% | 0.00% | -20.0% | |
| HXL | HEXCEL CORP NEW | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| BA | Sell | BOEING CO | $6,000 | -25.0% | 35 | -2.8% | 0.00% | -20.0% |
| GM | GENERAL MTRS CO | $6,000 | -33.3% | 150 | 0.0% | 0.00% | -33.3% | |
| QSR | RESTAURANT BRANDS INTL INC | $5,000 | -16.7% | 90 | 0.0% | 0.00% | 0.0% | |
| VOX | New | VANGUARD WORLD FDS | $5,000 | – | 42 | +100.0% | 0.00% | – |
| DD | Sell | DUPONT DE NEMOURS INC | $6,000 | -25.0% | 89 | -1.1% | 0.00% | -20.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $5,000 | -28.6% | 82 | -1.2% | 0.00% | -20.0% |
| VFC | Sell | V F CORP | $5,000 | -37.5% | 102 | -1.0% | 0.00% | -20.0% |
| PLNT | PLANET FITNESS INCcl a | $6,000 | -25.0% | 78 | 0.0% | 0.00% | -20.0% | |
| VTRS | Buy | VIATRIS INC | $6,000 | -25.0% | 588 | +0.3% | 0.00% | -20.0% |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $6,000 | -25.0% | 52 | -3.7% | 0.00% | -20.0% |
| TAN | Sell | INVESCO EXCH TRADED FD TR IIsolar etf | $6,000 | -14.3% | 90 | -1.1% | 0.00% | -20.0% |
| SLV | ISHARES SILVER TRishares | $4,000 | -20.0% | 202 | 0.0% | 0.00% | 0.0% | |
| CI | Sell | CIGNA CORP NEW | $4,000 | -20.0% | 18 | -5.3% | 0.00% | 0.0% |
| DOW | DOW INC | $4,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| INSP | INSPIRE MED SYS INC | $4,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| RIVIAN AUTOMOTIVE INC | $4,000 | -55.6% | 82 | 0.0% | 0.00% | -50.0% | ||
| SQ | BLOCK INCcl a | $4,000 | -33.3% | 35 | 0.0% | 0.00% | -25.0% | |
| MAGA | ETF SER SOLUTIONSpoint bridge gop | $3,000 | -25.0% | 96 | 0.0% | 0.00% | -33.3% | |
| ALC | Sell | ALCON AG | $3,000 | -25.0% | 42 | -2.3% | 0.00% | -33.3% |
| KIRK | KIRKLANDS INC | $3,000 | -50.0% | 336 | 0.0% | 0.00% | -50.0% | |
| XSD | Sell | SPDR SER TRs&p semicndctr | $3,000 | -40.0% | 17 | -5.6% | 0.00% | -33.3% |
| DWAS | Sell | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $3,000 | -25.0% | 43 | -2.3% | 0.00% | -33.3% |
| PNR | Sell | PENTAIR PLC | $2,000 | -50.0% | 49 | -2.0% | 0.00% | -66.7% |
| AAL | Sell | AMERICAN AIRLS GROUP INC | $2,000 | -33.3% | 137 | -0.7% | 0.00% | -50.0% |
| BYND | BEYOND MEAT INC | $1,000 | -66.7% | 38 | 0.0% | 0.00% | -50.0% | |
| CCL | CARNIVAL CORP | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| FSMO | Sell | FIDELITY COVINGTON TRUSTfidelity sml-mid | $2,000 | -33.3% | 88 | -2.2% | 0.00% | -50.0% |
| FCG | Sell | FIRST TR EXCHANGE-TRADED FDnat gas etf | $1,000 | 0.0% | 53 | -1.9% | 0.00% | 0.0% |
| F | Sell | FORD MTR CO DEL | $1,000 | -50.0% | 70 | -1.4% | 0.00% | 0.0% |
| FTNT | FORTINET INC | $1,000 | -50.0% | 4 | 0.0% | 0.00% | 0.0% | |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $2,000 | -33.3% | 32 | -3.0% | 0.00% | -50.0% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $1,000 | -50.0% | 48 | -2.0% | 0.00% | 0.0% |
| EFV | Sell | ISHARES TReafe value etf | $2,000 | -33.3% | 52 | -1.9% | 0.00% | -50.0% |
| LOB | Sell | LIVE OAK BANCSHARES INC | $2,000 | -60.0% | 54 | -1.8% | 0.00% | -66.7% |
| MANDIANT INC | $1,000 | -50.0% | 58 | 0.0% | 0.00% | 0.0% | ||
| OGN | Sell | ORGANON & CO | $1,000 | -66.7% | 65 | -34.3% | 0.00% | -50.0% |
| PANW | PALO ALTO NETWORKS INC | $1,000 | -50.0% | 2 | 0.0% | 0.00% | 0.0% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $2,000 | -33.3% | 344 | +4.2% | 0.00% | -50.0% |
| SJM | SMUCKER J M CO | $1,000 | -50.0% | 8 | 0.0% | 0.00% | 0.0% | |
| DDD | 3-D SYS CORP DEL | $2,000 | -50.0% | 150 | 0.0% | 0.00% | -66.7% | |
| TFC | Sell | TRUIST FINL CORP | $2,000 | -33.3% | 50 | -2.0% | 0.00% | -50.0% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $2,000 | -33.3% | 153 | +2.0% | 0.00% | -50.0% |
| WFC | Sell | WELLS FARGO CO NEW | $2,000 | -33.3% | 55 | -1.8% | 0.00% | -50.0% |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $1,000 | -66.7% | 14 | 0.0% | 0.00% | -50.0% | |
| ZNGA | ZYNGA INCcl a | $1,000 | -50.0% | 160 | 0.0% | 0.00% | 0.0% | |
| MDT | Sell | MEDTRONIC PLC | $2,000 | -33.3% | 20 | -9.1% | 0.00% | -50.0% |
| NVT | Sell | NVENT ELECTRIC PLC | $1,000 | -50.0% | 49 | -2.0% | 0.00% | 0.0% |
| TEL | Sell | TE CONNECTIVITY LTD | $2,000 | -33.3% | 16 | -5.9% | 0.00% | -50.0% |
| HYLN | HYLIION HOLDINGS CORP | $0 | -100.0% | 102 | 0.0% | 0.00% | -100.0% | |
| ROST | Sell | ROSS STORES INC | $0 | -100.0% | 1 | -50.0% | 0.00% | -100.0% |
| ROBINHOOD MKTS INC | $0 | -100.0% | 28 | 0.0% | 0.00% | -100.0% | ||
| PINS | PINTEREST INCcl a | $0 | -100.0% | 39 | 0.0% | 0.00% | -100.0% | |
| PYPL | PAYPAL HLDGS INC | $0 | -100.0% | 2 | 0.0% | 0.00% | -100.0% | |
| OKTA | OKTA INCcl a | $0 | -100.0% | 2 | 0.0% | 0.00% | -100.0% | |
| NOK | NOKIA CORPsponsored adr | $0 | -100.0% | 30 | 0.0% | 0.00% | -100.0% | |
| NKE | Sell | NIKE INCcl b | $0 | -100.0% | 5 | -16.7% | 0.00% | -100.0% |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $0 | -100.0% | 3 | 0.0% | 0.00% | -100.0% | |
| ZS | ZSCALER INC | $0 | -100.0% | 3 | 0.0% | 0.00% | -100.0% | |
| SCHK | SCHWAB STRATEGIC TR1000 index etf | $0 | -100.0% | 3 | 0.0% | 0.00% | -100.0% | |
| CROX | New | CROCS INC | $0 | – | 9 | +100.0% | 0.00% | – |
| CHPT | CHARGEPOINT HOLDINGS INC | $0 | -100.0% | 42 | 0.0% | 0.00% | -100.0% | |
| BX | Sell | BLACKSTONE INC | $0 | -100.0% | 5 | -16.7% | 0.00% | -100.0% |
| SVM | New | SILVERCORP METALS INC | $0 | – | 12 | +100.0% | 0.00% | – |
| AIG | Sell | AMERICAN INTL GROUP INC | $0 | -100.0% | 14 | -6.7% | 0.00% | -100.0% |
| AGEN | AGENUS INC | $0 | -100.0% | 2 | 0.0% | 0.00% | -100.0% | |
| VALWS | VALARIS LIMITED*w exp 04/29/202 | $0 | -100.0% | 1 | 0.0% | 0.00% | -100.0% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $0 | -100.0% | 1 | 0.0% | 0.00% | -100.0% | |
| GRMN | New | GARMIN LTD | $0 | – | 1 | +100.0% | 0.00% | – |
| PSLV | New | SPROTT PHYSICAL SILVER TRtr unit | $0 | – | 10 | +100.0% | 0.00% | – |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $0 | -100.0% | 5 | 0.0% | 0.00% | -100.0% | |
| CYBR | CYBERARK SOFTWARE LTD | $0 | -100.0% | 3 | 0.0% | 0.00% | -100.0% | |
| TJX | Sell | TJX COS INC NEW | $0 | -100.0% | 11 | -8.3% | 0.00% | -100.0% |
| UGI | New | UGI CORP NEW | $0 | – | 10 | +100.0% | 0.00% | – |
| UAL | UNITED AIRLS HLDGS INC | $0 | -100.0% | 8 | 0.0% | 0.00% | -100.0% | |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | 2 | +100.0% | 0.00% | – |
| SAIL | SAILPOINT TECHNOLOGIES HLDGS | $0 | -100.0% | 9 | 0.0% | 0.00% | -100.0% | |
| NKTR | NEKTAR THERAPEUTICS | $0 | -100.0% | 157 | 0.0% | 0.00% | -100.0% | |
| MAR | MARRIOTT INTL INC NEWcl a | $0 | -100.0% | 3 | 0.0% | 0.00% | -100.0% | |
| KYNDRYL HLDGS INC | $0 | -100.0% | 66 | 0.0% | 0.00% | -100.0% | ||
| FBCG | Sell | FIDELITY COVINGTON TRUSTblue chip grwth | $0 | -100.0% | 12 | -7.7% | 0.00% | -100.0% |
| DOCU | DOCUSIGN INC | $0 | -100.0% | 2 | 0.0% | 0.00% | -100.0% | |
| DXCM | DEXCOM INC | $0 | -100.0% | 1 | 0.0% | 0.00% | -100.0% | |
| DAL | DELTA AIR LINES INC DEL | $0 | -100.0% | 9 | 0.0% | 0.00% | -100.0% | |
| Exit | FRONTIER COMMUNICATIONS HLDGS NOTE CLBL | $0 | – | -2 | -100.0% | -0.00% | – | |
| Exit | FED HOME LOAN MTG CORP CMO 3107 YY | $0 | – | -1 | -100.0% | -0.00% | – | |
| OMRNY | Exit | OMRON CORP ADR SPONSORED | $0 | – | -9 | -100.0% | -0.00% | – |
| Exit | CREDIT SUISSE FIRST BOSTON MTG CMO 2003-23 I-A-11 | $0 | – | -10 | -100.0% | -0.00% | – | |
| PALAF | Exit | PALADIN ENERGY LIMITED COM | $0 | – | -20 | -100.0% | -0.00% | – |
| Exit | MASTER ASSET SECURITIZATION TR CMO 2004-1 5-A-4 | $0 | – | -10 | -100.0% | -0.00% | – | |
| FAB | Exit | FIRST TRUST PORTFOLIOS SHS ISSUED FRST ETF | $0 | – | -31 | -100.0% | -0.00% | – |
| Exit | CREDIT SUISSE FIRST BOSTON MTG CMO 2005-8 IX-A-11 | $0 | – | -48 | -100.0% | -0.00% | – | |
| C | Exit | CITIGROUP INC COM | $0 | – | -104 | -100.0% | -0.01% | – |
| Exit | UNITED STATES TREASURY BONDS BOND | $0 | – | -7 | -100.0% | -0.01% | – | |
| Exit | ILLINOIS ST GO BDS M/W | $0 | – | -10 | -100.0% | -0.01% | – | |
| Exit | TRACY CALIF OPER PARTNERSHIP J REV BDS CLBL | $0 | – | -10 | -100.0% | -0.01% | – | |
| Exit | GOVERNMENT NATIONAL MTG ASSN CMO 2012-63 UL | $0 | – | -12 | -100.0% | -0.01% | – | |
| Exit | UNITED STATES TREASURY NOTES NOTE | $0 | – | -14 | -100.0% | -0.01% | – | |
| Exit | WESTMORELAND CNTY PA MUN AUTH REV BDS | $0 | – | -15 | -100.0% | -0.01% | – | |
| Exit | FED HOME LOAN MTG CORP FHLMC REFERENCE NOTES | $0 | – | -13 | -100.0% | -0.01% | – | |
| Exit | UNITED STATES TREASURY NOTES NOTE | $0 | – | -15 | -100.0% | -0.01% | – | |
| Exit | JP MORGAN CHASE BANK NATIONAL CD INDEX LNKD | $0 | – | -14 | -100.0% | -0.01% | – | |
| Exit | FED NATIONAL MTG ASSN CMO 2012-154 PW | $0 | – | -18 | -100.0% | -0.01% | – | |
| Exit | ALTRIA GROUP INC NOTE M/W CLBL | $0 | – | -25 | -100.0% | -0.02% | – | |
| Exit | FED HOME LOAN MTG CORP CMO 4088 CD | $0 | – | -28 | -100.0% | -0.02% | – | |
| Exit | STATE BANK OF INDIA NEW YORK CD | $0 | – | -30 | -100.0% | -0.02% | – | |
| Exit | GEISINGER AUTH PA HEALTH SYS R HLTH SYS REV BONDS | $0 | – | -40 | -100.0% | -0.03% | – | |
| Exit | CITIBANK NA CD | $0 | – | -45 | -100.0% | -0.03% | – | |
| Exit | GOLDMAN SACHS BK USA NEW YORK CD | $0 | – | -50 | -100.0% | -0.03% | – | |
| Exit | MORGAN STANLEY BK NA SALT LAKE CD INDEX LNKD | $0 | – | -55 | -100.0% | -0.04% | – | |
| Exit | SAFRA NATL BK NEW YORK NY CD | $0 | – | -75 | -100.0% | -0.05% | – | |
| Exit | JPMORGAN CHASE BANK NA CD INDEX LNKD | $0 | – | -100 | -100.0% | -0.07% | – | |
| CERN | Exit | CERNER CORP COM USD0.01 | $0 | – | -1,309 | -100.0% | -0.08% | – |
| BND | Exit | VANGUARD TOTAL BND MRKT ETF | $0 | – | -1,460 | -100.0% | -0.08% | – |
| CP | Exit | CANADIAN PACIFIC RAILWAY COMPANY COM NPV ISIN #CA13645T1003 SEDOL #2793115 | $0 | – | -1,715 | -100.0% | -0.08% | – |
| BMTC | Exit | BRYN MAWR BANK CORP | $0 | – | -2,794 | -100.0% | -0.09% | – |
| Exit | SYNCHRONY BANK CD | $0 | – | -125 | -100.0% | -0.09% | – | |
| Exit | SAFRA NATL BK NEW YORK NY CD | $0 | – | -150 | -100.0% | -0.10% | – | |
| Exit | DISCOVER BANK CD | $0 | – | -150 | -100.0% | -0.10% | – | |
| Exit | GOLDMAN SACHS BK USA NEW YORK CD | $0 | – | -175 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STK MKT ETF | 12 | Q3 2023 | 11.9% |
| VANGUARD SMALL CP ETF | 12 | Q3 2023 | 9.8% |
| ISHARES TRUST CORE 1 5 YR USD ETF | 12 | Q3 2023 | 22.9% |
| VANGUARD S&P 500 ETF SHS | 12 | Q3 2023 | 11.4% |
| VANGUARD MID-CAP INDEX FUND | 12 | Q3 2023 | 6.2% |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF | 12 | Q3 2023 | 6.1% |
| VANGUARD WORLD FD | 12 | Q3 2023 | 6.2% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 12 | Q3 2023 | 3.9% |
| ISHARES TRUST RUSSELL 3000 ETF | 12 | Q3 2023 | 6.3% |
| APPLE INC COM USD0.00001 | 12 | Q3 2023 | 6.8% |
View McClarren Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-10-15 |
View McClarren Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.