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 |
---|---|---|---|
SSNCSs&c Technologies Hldgs Inc
| 0.15% | $7.918M 106,695 shares@ $74.22 avg price | Increased 2.14% |
SBUXStarbucks Corp
| 0.14% | $7.422M 76,136 shares@ $97.49 avg price | Increased 35.55% |
KEYKeycorp
| 0.14% | $7.326M 437,343 shares@ $16.76 avg price | Increased 4.65% |
PAYCPaycom Software Inc
| 0.13% | $7.025M 42,176 shares@ $166.57 avg price | Increased 22.97% |
ISRGIntuitive Surgical Inc
| 0.13% | $6.948M 14,143 shares@ $491.27 avg price | Increased 4.92% |
HCAHca Healthcare Inc
| 0.12% | $6.267M 15,419 shares@ $406.45 avg price | Increased 0.91% |
DDDupont De Nemours Inc
| 0.12% | $6.243M 70,064 shares@ $89.11 avg price | Increased 80.63% |
SYKStryker Corporation
| 0.11% | $5.702M 15,783 shares@ $361.28 avg price | Increased 0.23% |
EXRExtra Space Storage Inc
| 0.1% | $5.537M 30,729 shares@ $180.19 avg price | Increased 3.02% |
SBACSba Communications Corp New
| 0.1% | $5.51M 22,893 shares@ $240.69 avg price | Increased 14.45% |