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
APPNAppian Corp Recent Activity Exited	0%	$6,000 202 shares@ $29.71 avg price	Exited
8740⤦Taisho Pharm Adr Recent Activity Exited	0%	$6,000 482 shares@ $12.45 avg price	Exited
G162⤦Brookfield Reins Ltd Recent Activity Exited	0%	$6,000 154 shares@ $38.97 avg price	Exited
PEOAdam Nat Res Fd Inc Recent Activity Exited	0%	$2,000 100 shares@ $20.0 avg price	Exited
DRQDril-quip Inc Recent Activity Exited	0%	$2,000 118 shares@ $16.95 avg price	Exited
BKSYBlacksky Technology Inc Recent Activity Exited	0%	$1,000 1,322 shares@ $0.76 avg price	Exited
XLRESelect Sector Spdr Tr Recent Activity Exited	0%	$1,000 31 shares@ $32.26 avg price	Exited
SFYXTidal Etf Tr Recent Activity Exited	0%	$1,000 111 shares@ $9.01 avg price	Exited
BHFBrighthouse Finl Inc Recent Activity Exited	0%	$1,000 12 shares@ $83.34 avg price	Exited
CLNEClean Energy Fuels Corp Recent Activity Exited	0%	$1,000 200 shares@ $5.0 avg price	Exited