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Cindi Hill

@Mcclarren Financial Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$795.496MTotal holdings271
Assets growth rate455.39%Assets growth rate (2-Q avg)230.72%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcclarren Financial Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 271 positions.

Assets under management

The assets under management (AUM) of Mcclarren Financial Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 795.496M in assets, with a quarterly growth rate of 455.39% and a 2-quarter average growth rate of 230.72%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DSIIshares Tr
Recent Activity
Increased 4031.6%
33.12%
$263.394M
21,443 shares@ $12283.45 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1447.81%
10.5%
$83.503M
13,760 shares@ $6068.54 avg price
VUSBVanguard Bd Index Fds
Recent Activity
Increased 1679.89%
6.5%
$51.684M
121,317 shares@ $426.03 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 1035.53%
6.46%
$51.36M
77,363 shares@ $663.89 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 794.48%
5.66%
$44.952M
17,800 shares@ $2525.4 avg price
ESGVVanguard World Fd
Recent Activity
Increased 960.6%
4.86%
$38.649M
32,783 shares@ $1178.94 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 159.61%
3.62%
$28.718M
25,589 shares@ $1122.28 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 809.92%
2.98%
$23.644M
9,818 shares@ $2408.23 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.02%
2.78%
$22.041M
32,918 shares@ $669.58 avg price
CATHGlobal X Fds
Recent Activity
Increased 2259.44%
2.31%
$18.351M
9,249 shares@ $1984.11 avg price