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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
CSXCsx Corp
Recent Activity
Increased 1608.34%
2%
$15.845M
2,050 shares@ $7729.27 avg price
ESMLIshares Tr
Recent Activity
Increased 3425.98%
1.85%
$14.68M
5,430 shares@ $2703.5 avg price
VTIVanguard Index Fds
Recent Activity
Increased 11.2%
1.81%
$14.337M
61,571 shares@ $232.86 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -46.96%
1.69%
$13.391M
28,648 shares@ $467.44 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 641.7%
1.61%
$12.768M
22,718 shares@ $562.03 avg price
SUSAIshares Tr
Recent Activity
Increased 1886.61%
1.55%
$12.31M
4,450 shares@ $2766.3 avg price
VVVanguard Index Fds
Recent Activity
Increased 239.86%
0.7%
$5.544M
9,329 shares@ $594.28 avg price
NUSCNushares Etf Tr
Recent Activity
Increased 2322.04%
0.65%
$5.093M
8,574 shares@ $594.01 avg price
VBVanguard Index Fds
Recent Activity
Increased 7.51%
0.58%
$4.567M
54,381 shares@ $83.99 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 1783.01%
0.54%
$4.289M
17,173 shares@ $249.76 avg price