Riley McClain

@Hantz Financial Services, Inc.

Latest period2024 - Q3

Reported2mo 5d 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
VWOVanguard Intl Equity Index F Recent Activity Exited	0%	$14,000 325 shares@ $43.08 avg price	Exited
MCBCMacatawa Bk Corp Recent Activity Exited	0%	$13,000 908 shares@ $14.32 avg price	Exited
MBBIshares Tr Recent Activity Exited	0%	$13,000 146 shares@ $89.05 avg price	Exited
AOKIshares Tr Recent Activity Exited	0%	$13,000 357 shares@ $36.42 avg price	Exited
VCITVanguard Scottsdale Fds Recent Activity Exited	0%	$12,000 154 shares@ $77.93 avg price	Exited
MSMorgan Stanley Recent Activity Exited	0%	$10,000 104 shares@ $96.16 avg price	Exited
ESSEssex Ppty Tr Inc Recent Activity Exited	0%	$10,000 38 shares@ $263.16 avg price	Exited
SIXSix Flags Entmt Corp New Recent Activity Exited	0%	$8,000 243 shares@ $32.93 avg price	Exited
IWNIshares Tr Recent Activity Exited	0%	$7,000 45 shares@ $155.56 avg price	Exited
PARAParamount Global Recent Activity Exited	0%	$7,000 660 shares@ $10.61 avg price	Exited