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 |
---|---|---|---|
STNEStoneco Ltd
| 0.01% | $3,000 256 shares@ $11.72 avg price | New Position |
BBINJ P Morgan Exchange Traded F
| 0.01% | $3,000 45 shares@ $66.67 avg price | New Position |
VUSBVanguard Bd Index Fds
| 0.01% | $3,000 63 shares@ $47.62 avg price | New Position |
MGKVanguard World Fd
| 0.01% | $3,000 9 shares@ $333.34 avg price | New Position |
SOXQInvesco Exch Traded Fd Tr Ii
| 0.01% | $2,000 39 shares@ $51.29 avg price | New Position |
VTIPVanguard Malvern Fds
| 0.01% | $2,000 33 shares@ $60.61 avg price | New Position |
USFRWisdomtree Tr
| 0.01% | $2,000 49 shares@ $40.82 avg price | New Position |
DFUVDimensional Etf Trust
| 0.01% | $1,000 35 shares@ $28.58 avg price | New Position |
BSVVanguard Bd Index Fds
| 0.01% | $1,000 19 shares@ $52.64 avg price | New Position |
BBAGJ P Morgan Exchange Traded F
| 0.01% | $1,000 12 shares@ $83.34 avg price | New Position |