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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
JBBBJanus Detroit Str Tr
Recent Activity
Decreased -65.48%
0.75%
$4.882M
99,188 shares@ $49.22 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -3.29%
0.71%
$4.596M
123,977 shares@ $37.07 avg price
USMVIshares Tr
Recent Activity
Decreased -70.29%
0.48%
$3.136M
35,563 shares@ $88.18 avg price
DBJPDbx Etf Tr
Recent Activity
Decreased -69.35%
0.41%
$2.626M
35,539 shares@ $73.91 avg price
DHRDanaher Corporation
Recent Activity
Decreased -6.07%
0.39%
$2.497M
10,408 shares@ $239.88 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -94.99%
0.37%
$2.366M
33,376 shares@ $70.9 avg price
USMFWisdomtree Tr
Recent Activity
Decreased -34.11%
0.31%
$1.997M
40,497 shares@ $49.31 avg price
HEQTSimplify Exchange Traded Fun
Recent Activity
Decreased -86.24%
0.27%
$1.756M
59,946 shares@ $29.31 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.56%
0.27%
$1.732M
3,902 shares@ $443.92 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -13.2%
0.26%
$1.676M
39,432 shares@ $42.51 avg price