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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
ESGUIshares Tr
Recent Activity
Increased 263.84%
0.51%
$4.04M
3,904 shares@ $1034.84 avg price
VTVVanguard Index Fds
Recent Activity
Increased 73.57%
0.49%
$3.859M
9,744 shares@ $396.04 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 36.25%
0.44%
$3.447M
2,729 shares@ $1263.11 avg price
DFSVDimensional Etf Trust
Recent Activity
Increased 2446.03%
0.42%
$3.27M
15,378 shares@ $212.65 avg price
VSGXVanguard World Fd
Recent Activity
Increased 1893.01%
0.41%
$3.223M
12,536 shares@ $257.1 avg price
PGProcter And Gamble Co
Recent Activity
Increased 250.96%
0.41%
$3.218M
4,050 shares@ $794.57 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 948.83%
0.35%
$2.761M
9,838 shares@ $280.65 avg price
IWBIshares Tr
Recent Activity
Decreased -16.13%
0.31%
$2.418M
1,746 shares@ $1384.88 avg price
WMTWalmart Inc
Recent Activity
Increased 351.12%
0.28%
$2.199M
1,218 shares@ $1805.42 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 57.37%
0.26%
$2.006M
3,344 shares@ $599.89 avg price