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
FNDXSchwab Strategic Tr Recent Activity Exited	0%	$58,000 66 shares@ $878.79 avg price	Exited
DVYIshares Tr Recent Activity Exited	0%	$56,000 120 shares@ $466.67 avg price	Exited
PNCPnc Finl Svcs Group Inc Recent Activity Exited	0%	$54,000 466 shares@ $115.88 avg price	Exited
MOAltria Group Inc Recent Activity Exited	0%	$54,000 45 shares@ $1200.0 avg price	Exited
TMUST-mobile Us Inc Recent Activity Exited	0%	$53,000 176 shares@ $301.14 avg price	Exited
LRCXLam Research Corp Recent Activity Exited	0%	$51,000 1,064 shares@ $47.94 avg price	Exited
FNDASchwab Strategic Tr Recent Activity Exited	0%	$48,000 54 shares@ $888.89 avg price	Exited
SYYSysco Corp Recent Activity Exited	0%	$48,000 71 shares@ $676.06 avg price	Exited
VTVanguard Intl Equity Index F Recent Activity Exited	0%	$46,000 337 shares@ $136.5 avg price	Exited
MCDMcdonalds Corp Recent Activity Exited	0%	$43,000 509 shares@ $84.48 avg price	Exited