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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
VOVanguard Index Fds
Recent Activity
Decreased -0.02%
2.78%
$22.041M
32,918 shares@ $669.58 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -46.96%
1.69%
$13.391M
28,648 shares@ $467.44 avg price
IWBIshares Tr
Recent Activity
Decreased -16.13%
0.31%
$2.418M
1,746 shares@ $1384.88 avg price
MGKVanguard World Fd
Recent Activity
Decreased -29%
0.22%
$1.746M
25,878 shares@ $67.48 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -13.96%
0.1%
$752,000
3,500 shares@ $214.86 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -2.63%
0.06%
$438,000
4,798 shares@ $91.29 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -23.53%
0.06%
$433,000
1,082 shares@ $400.19 avg price
IWRIshares Tr
Recent Activity
Decreased -45.67%
0.05%
$336,000
88 shares@ $3818.19 avg price
VGTVanguard World Fd
Recent Activity
Decreased -59.58%
0.04%
$305,000
2,796 shares@ $109.09 avg price
VHTVanguard World Fd
Recent Activity
Decreased -54.01%
0.03%
$207,000
734 shares@ $282.02 avg price