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 |
---|---|---|---|
FLCOFranklin Templeton Etf Tr
| 1.48% | $82.931M 3.753M shares@ $22.1 avg price | Increased 19.83% |
FLIAFranklin Templeton Etf Tr
| 1.31% | $73.727M 3.545M shares@ $20.8 avg price | Increased 8.89% |
BSMC2023 Etf Series Trust
| 1.25% | $70.287M 2.241M shares@ $31.37 avg price | Increased 17.52% |
RLYSsga Active Etf Tr
| 1.03% | $57.462M 1.999M shares@ $28.75 avg price | Increased 12.96% |
UNHUnitedhealth Group Inc
| 0.91% | $51.018M 87,258 shares@ $584.68 avg price | Increased 8.02% |
TMOThermo Fisher Scientific Inc
| 0.85% | $47.477M 76,753 shares@ $618.57 avg price | Increased 1.39% |
IWFIshares Tr
| 0.81% | $45.471M 121,134 shares@ $375.38 avg price | Increased 0.37% |
FLBLFranklin Templeton Etf Tr
| 0.75% | $42.187M 1.738M shares@ $24.28 avg price | Increased 19.92% |
ADBEAdobe Inc
| 0.73% | $40.74M 78,682 shares@ $517.79 avg price | Increased 13.77% |
ORCLOracle Corp
| 0.7% | $39.309M 230,687 shares@ $170.4 avg price | Increased 178.21% |