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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
IWYIshares Tr
Recent Activity
Increased 11.85%
0.63%
$34.955M
158,850 shares@ $220.06 avg price
AGGIshares Tr
Recent Activity
Increased 19.61%
0.61%
$34.11M
336,823 shares@ $101.27 avg price
FLHYFranklin Templeton Etf Tr
Recent Activity
Increased 16.87%
0.61%
$33.929M
1.388M shares@ $24.45 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -3.16%
0.6%
$33.325M
158,044 shares@ $210.86 avg price
ABTAbbott Labs
Recent Activity
Decreased -2.37%
0.6%
$33.263M
291,753 shares@ $114.02 avg price
IWVIshares Tr
Recent Activity
Decreased -3.51%
0.59%
$32.863M
100,582 shares@ $326.73 avg price
IUSVIshares Tr
Recent Activity
Decreased -2.86%
0.58%
$32.587M
341,260 shares@ $95.5 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 10.61%
0.57%
$31.927M
192,505 shares@ $165.86 avg price
IWPIshares Tr
Recent Activity
Decreased -4.32%
0.55%
$30.753M
262,196 shares@ $117.3 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.05%
0.5%
$28.027M
239,098 shares@ $117.22 avg price