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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DVYIshares Tr
Recent Activity
Exited
0%
$422,000
3,486 shares@ $121.06 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$253,000
1,307 shares@ $193.58 avg price
VYMVanguard Whitehall Fds
Recent Activity
Exited
0%
$89,000
751 shares@ $118.51 avg price
LULULululemon Athletica Inc
Recent Activity
Exited
0%
$77,000
257 shares@ $299.62 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$58,000
20,540 shares@ $2.83 avg price
PAYXPaychex Inc
Recent Activity
Exited
0%
$56,000
472 shares@ $118.65 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$52,000
1,171 shares@ $44.41 avg price
FDVVFidelity Covington Trust
Recent Activity
Exited
0%
$51,000
1,086 shares@ $46.97 avg price
HDVIshares Tr
Recent Activity
Exited
0%
$48,000
440 shares@ $109.1 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Exited
0%
$46,000
358 shares@ $128.5 avg price