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
ITAIshares Tr Recent Activity Exited	0%	$107,000 264 shares@ $405.31 avg price	Exited
IWCIshares Tr Recent Activity Exited	0%	$101,000 114 shares@ $885.97 avg price	Exited
PFFIshares Tr Recent Activity Exited	0%	$81,000 31 shares@ $2612.91 avg price	Exited
TXTTextron Inc Recent Activity Exited	0%	$76,000 85 shares@ $894.12 avg price	Exited
PFDFlaherty & Crumrine Pfd Inco Recent Activity Exited	0%	$75,000 20 shares@ $3750.0 avg price	Exited
BMYBristol-myers Squibb Co Recent Activity Exited	0%	$69,000 83 shares@ $831.33 avg price	Exited
WMBWilliams Cos Inc Recent Activity Exited	0%	$69,000 42 shares@ $1642.86 avg price	Exited
IAUIshares Gold Tr Recent Activity Exited	0%	$65,000 43 shares@ $1511.63 avg price	Exited
CLColgate Palmolive Co Recent Activity Exited	0%	$59,000 97 shares@ $608.25 avg price	Exited
CVCOCavco Inds Inc Del Recent Activity Exited	0%	$58,000 65 shares@ $892.31 avg price	Exited