McClarren Financial Advisors, Inc. Buys Vanguard Short-Term Inflation-Protected Securities, ...

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Investment company McClarren Financial Advisors, Inc. (Current Portfolio) buys Vanguard Short-Term Inflation-Protected Securities, Vanguard Ultra-Short Bond ETF, Vanguard Short-Term Bond ETF, Nuveen ESG Mid-Cap Growth ETF, Intuit Inc, sells iShares Core 1-5 Year USD Bond ETF, TopBuild Corp, iShares Core S&P Mid-Cap ETF, FreightCar America Inc, Altria Group Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, McClarren Financial Advisors, Inc.. As of 2021Q4, McClarren Financial Advisors, Inc. owns 306 stocks with a total value of $145 million. These are the details of the buys and sells.

  • New Purchases: VTIP, VUSB, BSV, INTU, VGSH, AMGN, BND, ADI, CERN, SCHM, DFAS, LRCX, RIVN, RSP, IHI, MPC, PM, KD, PTON, FAB, FBCG, MNDT, SCHK, WFC, C, CCL, XBI,

  • Added Positions: VTI, NUMG, VB, VSGX, BRK.B, CSCO, MSFT, NUSC, VBK, TXN, ESGV, VEU, VGT, VNQ, UNH, JPM, JNJ, MCD, MRK, SBUX, VBR, VTV, VXF, BK, KO, XOM, PNC, TRV, VZ, TSLA, NUMV, VIGI, T, APD, AEP, AIG, AMT, TFC, BLK, BA, BMY, FIS, CI, COST, DHR, EFX, FNB, NEE, F, FULT, HIW, HD, LMT, MDT, VTRS, NKE, ORCL, PFG, PRU, ROST, SHW, TJX, RTX, VFC, YUM, ZION, OMRNY, DNP, PCF, PFD, MA, BX, TEL, V, PNR, GOOG, QSR, LOB, NVT, DOW, ALC, OTIS, OGN, DWAS, EEM, EFA, EFV, FCG, FNDF, FSMO, FTEC, ICLN, IEFA, IEMG, IJR, IYT, LIT, NOBL, PFF, SCZ, SOXX, TAN, VCSH, VHT, VNQI, VPU, VSS, VT, XSD,

  • Reduced Positions: ISTB, VOO, BLD, VO, MGC, VYM, VIG, VEA, IJH, IWM, MGK, IWB, SPSM, SPYG, IVV, CZA, SPTM, VV, MO, IWR, CATH, IBM, MMM, SPYX, CTVA, DD, CINF,

  • Sold Out: RAIL, ERF, LOW,


For the details of McClarren Financial Advisors, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/mcclarren+financial+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of McClarren Financial Advisors, Inc.

  1. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 370,993 shares, 13.12% of the total portfolio. New Position

  2. Vanguard Total Stock Market ETF (VTI) - 58,403 shares, 9.69% of the total portfolio. Shares added by 11.43%

  3. Vanguard Small Cap ETF (VB) - 51,596 shares, 8.01% of the total portfolio. Shares added by 3.02%

  4. Vanguard S&P 500 ETF (VOO) - 21,359 shares, 6.40% of the total portfolio. Shares reduced by 5.42%

  5. iShares Core 1-5 Year USD Bond ETF (ISTB) - 177,728 shares, 6.16% of the total portfolio. Shares reduced by 69.11%

New Purchase: Vanguard Short-Term Inflation-Protected Securities (VTIP)

McClarren Financial Advisors, Inc. initiated holding in Vanguard Short-Term Inflation-Protected Securities. The purchase prices were between $50.87 and $51.64, with an estimated average price of $51.18. The stock is now traded at around $50.930000. The impact to a portfolio due to this purchase was 13.12%. The holding were 370,993 shares as of 2021-12-31.

New Purchase: Vanguard Ultra-Short Bond ETF (VUSB)

McClarren Financial Advisors, Inc. initiated holding in Vanguard Ultra-Short Bond ETF. The purchase prices were between $49.92 and $50.09, with an estimated average price of $50.01. The stock is now traded at around $49.850000. The impact to a portfolio due to this purchase was 4.72%. The holding were 137,504 shares as of 2021-12-31.

New Purchase: Vanguard Short-Term Bond ETF (BSV)

McClarren Financial Advisors, Inc. initiated holding in Vanguard Short-Term Bond ETF. The purchase prices were between $80.65 and $81.49, with an estimated average price of $80.98. The stock is now traded at around $80.120000. The impact to a portfolio due to this purchase was 0.86%. The holding were 15,538 shares as of 2021-12-31.

New Purchase: Intuit Inc (INTU)

McClarren Financial Advisors, Inc. initiated holding in Intuit Inc. The purchase prices were between $525.35 and $694.66, with an estimated average price of $619.73. The stock is now traded at around $545.350000. The impact to a portfolio due to this purchase was 0.2%. The holding were 450 shares as of 2021-12-31.

New Purchase: Vanguard Short-Term Government Bond ETF (VGSH)

McClarren Financial Advisors, Inc. initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $60.79 and $61.19, with an estimated average price of $60.95. The stock is now traded at around $60.500000. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,113 shares as of 2021-12-31.

New Purchase: Amgen Inc (AMGN)

McClarren Financial Advisors, Inc. initiated holding in Amgen Inc. The purchase prices were between $198.88 and $227.6, with an estimated average price of $211.1. The stock is now traded at around $231.300000. The impact to a portfolio due to this purchase was 0.1%. The holding were 664 shares as of 2021-12-31.

Added: Nuveen ESG Mid-Cap Growth ETF (NUMG)

McClarren Financial Advisors, Inc. added to a holding in Nuveen ESG Mid-Cap Growth ETF by 1679.67%. The purchase prices were between $46.99 and $52.67, with an estimated average price of $49.94. The stock is now traded at around $43.090000. The impact to a portfolio due to this purchase was 0.27%. The holding were 8,667 shares as of 2021-12-31.

Added: Vanguard ESG International Stock ETF (VSGX)

McClarren Financial Advisors, Inc. added to a holding in Vanguard ESG International Stock ETF by 42.16%. The purchase prices were between $59.96 and $63.81, with an estimated average price of $62.03. The stock is now traded at around $61.120000. The impact to a portfolio due to this purchase was 0.18%. The holding were 14,252 shares as of 2021-12-31.

Added: Berkshire Hathaway Inc (BRK.B)

McClarren Financial Advisors, Inc. added to a holding in Berkshire Hathaway Inc by 64.42%. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $314.750000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,072 shares as of 2021-12-31.

Added: Vanguard Small Cap Growth ETF (VBK)

McClarren Financial Advisors, Inc. added to a holding in Vanguard Small Cap Growth ETF by 29.59%. The purchase prices were between $268.86 and $305.38, with an estimated average price of $286.47. The stock is now traded at around $247.120000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,892 shares as of 2021-12-31.

Added: Nuveen ESG Small-Cap ETF (NUSC)

McClarren Financial Advisors, Inc. added to a holding in Nuveen ESG Small-Cap ETF by 37.63%. The purchase prices were between $39.82 and $44.27, with an estimated average price of $42.05. The stock is now traded at around $39.670000. The impact to a portfolio due to this purchase was 0.08%. The holding were 10,193 shares as of 2021-12-31.

Added: Cisco Systems Inc (CSCO)

McClarren Financial Advisors, Inc. added to a holding in Cisco Systems Inc by 493.94%. The purchase prices were between $53.25 and $63.96, with an estimated average price of $57.22. The stock is now traded at around $58.900000. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,352 shares as of 2021-12-31.

Sold Out: FreightCar America Inc (RAIL)

McClarren Financial Advisors, Inc. sold out a holding in FreightCar America Inc. The sale prices were between $3.36 and $5.1, with an estimated average price of $4.17.

Sold Out: Lowe's Companies Inc (LOW)

McClarren Financial Advisors, Inc. sold out a holding in Lowe's Companies Inc. The sale prices were between $204 and $261.38, with an estimated average price of $238.68.

Sold Out: Enerplus Corp (ERF)

McClarren Financial Advisors, Inc. sold out a holding in Enerplus Corp. The sale prices were between $8.38 and $10.87, with an estimated average price of $9.74.

Reduced: iShares Core 1-5 Year USD Bond ETF (ISTB)

McClarren Financial Advisors, Inc. reduced to a holding in iShares Core 1-5 Year USD Bond ETF by 69.11%. The sale prices were between $50.32 and $50.83, with an estimated average price of $50.51. The stock is now traded at around $49.940000. The impact to a portfolio due to this sale was -15.91%. McClarren Financial Advisors, Inc. still held 177,728 shares as of 2021-12-31.

Reduced: TopBuild Corp (BLD)

McClarren Financial Advisors, Inc. reduced to a holding in TopBuild Corp by 58%. The sale prices were between $205.88 and $280.23, with an estimated average price of $257.33. The stock is now traded at around $233.000000. The impact to a portfolio due to this sale was -0.24%. McClarren Financial Advisors, Inc. still held 1,086 shares as of 2021-12-31.

Reduced: iShares Core S&P Mid-Cap ETF (IJH)

McClarren Financial Advisors, Inc. reduced to a holding in iShares Core S&P Mid-Cap ETF by 43.78%. The sale prices were between $264.89 and $289.53, with an estimated average price of $277.74. The stock is now traded at around $267.580000. The impact to a portfolio due to this sale was -0.07%. McClarren Financial Advisors, Inc. still held 416 shares as of 2021-12-31.



Here is the complete portfolio of McClarren Financial Advisors, Inc.. Also check out:

1. McClarren Financial Advisors, Inc.'s Undervalued Stocks

2. McClarren Financial Advisors, Inc.'s Top Growth Companies, and

3. McClarren Financial Advisors, Inc.'s High Yield stocks

4. Stocks that McClarren Financial Advisors, Inc. keeps buyingThis article first appeared on GuruFocus.

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