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 |
---|---|---|---|
SCHGSchwab Strategic Tr
| 0.01% | $56,000 541 shares@ $103.52 avg price | New Position |
VVVanguard Index Fds
| 0.01% | $56,000 211 shares@ $265.41 avg price | New Position |
LRLCYL Oreal S A F
| 0.01% | $18,000 202 shares@ $89.11 avg price | New Position |
LRGELegg Mason Etf Invt
| 0.01% | $17,000 230 shares@ $73.92 avg price | New Position |
VNQVanguard Index Fds
| 0.01% | $15,000 150 shares@ $100.0 avg price | New Position |
NTAPNetapp Inc
| 0.01% | $14,000 115 shares@ $121.74 avg price | New Position |
DFIVDimensional Etf Trust
| 0.01% | $14,000 370 shares@ $37.84 avg price | New Position |
JPSTJ P Morgan Exchange Traded F
| 0.01% | $9,000 177 shares@ $50.85 avg price | New Position |
IJRIshares Tr
| 0.01% | $9,000 79 shares@ $113.93 avg price | New Position |
BBUSJ P Morgan Exchange Traded F
| 0.01% | $8,000 78 shares@ $102.57 avg price | New Position |