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 |
---|---|---|---|
CAMLProfesionally Managed Portfo
| 4.08% | $229.511M 6.946M shares@ $33.05 avg price | Increased 17.67% |
USSESegall Bryant Hamill Tr
| 3.7% | $208.263M 6.765M shares@ $30.79 avg price | Increased 17.39% |
BUSA2023 Etf Series Trust
| 3.11% | $175.067M 5.505M shares@ $31.8 avg price | Increased 17.64% |
TLTIshares Tr
| 3.11% | $174.873M 1.783M shares@ $98.1 avg price | Increased 14.04% |
CSMDProfesionally Managed Portfo
| 2.96% | $166.601M 5.57M shares@ $29.91 avg price | Increased 17.19% |
PCGGLitman Gregory Fds Tr
| 2.34% | $131.485M 11.453M shares@ $11.48 avg price | Increased 17.43% |
BINV2023 Etf Series Trust
| 2.06% | $115.954M 3.538M shares@ $32.78 avg price | Increased 17.98% |
AAPLApple Inc
| 1.78% | $100.144M 429,804 shares@ $233.0 avg price | Increased 34.97% |
IVVIshares Tr
| 1.63% | $91.478M 158,590 shares@ $576.83 avg price | Increased 11.72% |
IEFAIshares Tr
| 1.52% | $85.156M 1.091M shares@ $78.05 avg price | Increased 6.21% |