Cindi Hill

@Mcclarren Financial Advisors, Inc.

Latest period2024 - Q3

Reported3mo 1d ago

Managed Assets$795.496M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LLYEli Lilly & Co Recent Activity Exited	0%	$468,000 1,810 shares@ $258.57 avg price	Exited
INTUIntuit Recent Activity Exited	0%	$295,000 657 shares@ $449.02 avg price	Exited
BSVVanguard Bd Index Fds Recent Activity Exited	0%	$260,000 76 shares@ $3421.06 avg price	Exited
IYJIshares Tr Recent Activity Exited	0%	$193,000 119 shares@ $1621.85 avg price	Exited
ILCGIshares Tr Recent Activity Exited	0%	$175,000 81 shares@ $2160.5 avg price	Exited
IWNIshares Tr Recent Activity Exited	0%	$160,000 456 shares@ $350.88 avg price	Exited
ROKRockwell Automation Inc Recent Activity Exited	0%	$139,000 275 shares@ $505.46 avg price	Exited
HIWHighwoods Pptys Inc Recent Activity Exited	0%	$133,000 26 shares@ $5115.39 avg price	Exited
YUMYum Brands Inc Recent Activity Exited	0%	$118,000 264 shares@ $446.97 avg price	Exited
SYKStryker Corporation Recent Activity Exited	0%	$117,000 680 shares@ $172.06 avg price	Exited