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Donald E. Hodson

@Financial Enhancement Group Llc

Latest period2024 - Q4ReportedManaged Assets$654.168MTotal holdings116
Assets growth rate27.12%Assets growth rate (2-Q avg)5.01%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Enhancement Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Financial Enhancement Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 654.168M in assets, with a quarterly growth rate of 27.12% and a 2-quarter average growth rate of 5.01%. The portfolio is managed by Donald E. Hodson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MRKMerck & Co Inc
Recent Activity
Exited
0%
$9.512M
81,948 shares@ $116.08 avg price
SLYGSpdr Ser Tr
Recent Activity
Exited
0%
$8.8M
124,658 shares@ $70.59 avg price
LKQLkq Corp
Recent Activity
Exited
0%
$7.821M
140,008 shares@ $55.86 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Exited
0%
$7.006M
449,648 shares@ $15.58 avg price
FMCFmc Corp
Recent Activity
Exited
0%
$6.471M
59,751 shares@ $108.31 avg price
TACKCapitol Ser Tr
Recent Activity
Exited
0%
$5.951M
249,164 shares@ $23.89 avg price
IVOLKraneshares Tr
Recent Activity
Exited
0%
$5.914M
253,623 shares@ $23.33 avg price
DEDeere & Co
Recent Activity
Exited
0%
$5.875M
16,200 shares@ $362.68 avg price
DIVOAmplify Etf Tr
Recent Activity
Exited
0%
$5.37M
153,439 shares@ $35.0 avg price
DOVDover Corp
Recent Activity
Exited
0%
$5.078M
36,926 shares@ $137.53 avg price