Riley McClain
@Hantz Financial Services, Inc.
Latest period2024 - Q3ReportedManaged Assets$5.633BTotal holdings1180
Assets growth rate8.34%Assets growth rate (2-Q avg)801.33%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Hantz Financial Services, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1180 positions.
Assets under management
The assets under management (AUM) of Hantz Financial Services, 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 5.633B in assets, with a quarterly growth rate of 8.34% and a 2-quarter average growth rate of 801.33%. The portfolio is managed by Riley McClain, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AMZNAmazon Com Inc
| 2.39% | $134.148M 719,948 shares@ $186.34 avg price | Decreased -6% |
MSFTMicrosoft Corp
| 2.09% | $117.576M 273,241 shares@ $430.31 avg price | Decreased -7.73% |
VVisa Inc
| 0.97% | $54.316M 197,549 shares@ $274.95 avg price | Decreased -0.01% |
EDVVanguard World Fd
| 0.94% | $52.888M 663,754 shares@ $79.69 avg price | Decreased -9.63% |
GOOGAlphabet Inc
| 0.81% | $45.493M 272,104 shares@ $167.19 avg price | Decreased -19.74% |
NOWServicenow Inc
| 0.76% | $42.599M 47,629 shares@ $894.4 avg price | Decreased -12.73% |
MAMastercard Incorporated
| 0.76% | $42.475M 86,017 shares@ $493.8 avg price | Decreased -4.89% |
ACNAccenture Plc Ireland
| 0.75% | $42.121M 119,161 shares@ $353.48 avg price | Decreased -5.57% |
NVDANvidia Corporation
| 0.7% | $38.916M 320,458 shares@ $121.44 avg price | Decreased -1.56% |
NFLXNetflix Inc
| 0.69% | $38.787M 54,686 shares@ $709.27 avg price | Decreased -4% |