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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
VNLAJanus Detroit Str Tr
Recent Activity
Decreased -50.4%
2.2%
$14.391M
294,225 shares@ $48.91 avg price
LGOVFirst Tr Exchange-traded Fd
Recent Activity
New Position
2.16%
$14.089M
690,307 shares@ $20.42 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Decreased -18.89%
2.02%
$13.185M
220,491 shares@ $59.81 avg price
XLFSelect Sector Spdr Tr
Recent Activity
New Position
1.89%
$12.303M
258,135 shares@ $47.66 avg price
VVisa Inc
Recent Activity
Increased 33.14%
1.88%
$12.27M
39,979 shares@ $306.92 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -43.01%
1.87%
$12.2M
252,120 shares@ $48.4 avg price
AVGOBroadcom Inc
Recent Activity
Increased 498.91%
1.86%
$12.127M
53,830 shares@ $225.3 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 62.4%
1.82%
$11.869M
123,832 shares@ $95.85 avg price
PALCPacer Fds Tr
Recent Activity
New Position
1.81%
$11.791M
243,363 shares@ $48.46 avg price
AAPLApple Inc
Recent Activity
Decreased -0.83%
1.81%
$11.784M
50,274 shares@ $234.4 avg price