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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
IVVIshares Tr
Recent Activity
Increased 11.72%
1.63%
$91.478M
158,590 shares@ $576.83 avg price
IEFAIshares Tr
Recent Activity
Increased 6.21%
1.52%
$85.156M
1.091M shares@ $78.05 avg price
FLCOFranklin Templeton Etf Tr
Recent Activity
Increased 19.83%
1.48%
$82.931M
3.753M shares@ $22.1 avg price
FLIAFranklin Templeton Etf Tr
Recent Activity
Increased 8.89%
1.31%
$73.727M
3.545M shares@ $20.8 avg price
BSMC2023 Etf Series Trust
Recent Activity
Increased 17.52%
1.25%
$70.287M
2.241M shares@ $31.37 avg price
RLYSsga Active Etf Tr
Recent Activity
Increased 12.96%
1.03%
$57.462M
1.999M shares@ $28.75 avg price
VVisa Inc
Recent Activity
Decreased -0.01%
0.97%
$54.316M
197,549 shares@ $274.95 avg price
EDVVanguard World Fd
Recent Activity
Decreased -9.63%
0.94%
$52.888M
663,754 shares@ $79.69 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 8.02%
0.91%
$51.018M
87,258 shares@ $584.68 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 1.39%
0.85%
$47.477M
76,753 shares@ $618.57 avg price