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 |
---|---|---|---|
METAMeta Platforms Inc
| 0.39% | $21.717M 37,938 shares@ $572.44 avg price | Increased 0.97% |
BNDXVanguard Charlotte Fds
| 0.38% | $21.342M 424,464 shares@ $50.28 avg price | Increased 166.5% |
WDAYWorkday Inc
| 0.35% | $19.362M 79,219 shares@ $244.42 avg price | Increased 40.72% |
BAHBooz Allen Hamilton Hldg Cor
| 0.34% | $18.728M 115,068 shares@ $162.76 avg price | Increased 21.65% |
RRXRegal Rexnord Corporation
| 0.3% | $16.607M 100,116 shares@ $165.88 avg price | Increased 2.88% |
LLYEli Lilly & Co
| 0.29% | $15.912M 17,961 shares@ $885.92 avg price | Increased 0.88% |
UNPUnion Pac Corp
| 0.28% | $15.501M 62,891 shares@ $246.48 avg price | Increased 1.35% |
BDXBecton Dickinson & Co
| 0.27% | $15.047M 62,408 shares@ $241.11 avg price | Increased 43.16% |
RRRRed Rock Resorts Inc
| 0.26% | $14.366M 263,882 shares@ $54.45 avg price | Increased 0.78% |
ASHAshland Inc
| 0.24% | $13.266M 152,531 shares@ $86.98 avg price | Increased 0.47% |