Riley McClain

@Hantz Financial Services, Inc.

Latest period2024 - Q3

Reported2mo 4d ago

Managed Assets$5.633B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VBVanguard Index Fds Recent Activity Exited	0%	$41,000 190 shares@ $215.79 avg price	Exited
GVIPGoldman Sachs Etf Tr Recent Activity Exited	0%	$37,000 335 shares@ $110.45 avg price	Exited
AOAIshares Tr Recent Activity Exited	0%	$35,000 467 shares@ $74.95 avg price	Exited
DHSWisdomtree Tr Recent Activity Exited	0%	$35,000 413 shares@ $84.75 avg price	Exited
GLDMWorld Gold Tr Recent Activity Exited	0%	$28,000 600 shares@ $46.67 avg price	Exited
NYCBNew York Cmnty Bancorp Inc Recent Activity Exited	0%	$28,000 8,698 shares@ $3.22 avg price	Exited
VONGVanguard Scottsdale Fds Recent Activity Exited	0%	$22,000 232 shares@ $94.83 avg price	Exited
DFSDiscover Finl Svcs Recent Activity Exited	0%	$20,000 151 shares@ $132.46 avg price	Exited
8863⤦Tidal Etf Tr Recent Activity Exited	0%	$16,000 799 shares@ $20.03 avg price	Exited
VEAVanguard Tax-managed Fds Recent Activity Exited	0%	$15,000 312 shares@ $48.08 avg price	Exited