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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
SPMDSpdr Ser Tr
Recent Activity
Increased 454.64%
0.26%
$1.996M
1,137 shares@ $1755.5 avg price
MGKVanguard World Fd
Recent Activity
Decreased -29%
0.22%
$1.746M
25,878 shares@ $67.48 avg price
EFAIshares Tr
Recent Activity
Increased 503.84%
0.22%
$1.707M
2,832 shares@ $602.76 avg price
IWVIshares Tr
Recent Activity
Increased 231.02%
0.19%
$1.434M
7,150 shares@ $200.56 avg price
VNQVanguard Index Fds
Recent Activity
Increased 83.7%
0.18%
$1.429M
2,614 shares@ $546.68 avg price
MGCVanguard World Fd
Recent Activity
Increased 304.69%
0.18%
$1.422M
9,579 shares@ $148.45 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 209.45%
0.17%
$1.311M
1,507 shares@ $869.95 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 151.82%
0.15%
$1.156M
4,034 shares@ $286.57 avg price
VXFVanguard Index Fds
Recent Activity
Increased 79.71%
0.14%
$1.113M
5,763 shares@ $193.13 avg price
IWDIshares Tr
Recent Activity
Increased 46.2%
0.12%
$929,000
1,785 shares@ $520.45 avg price