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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
XLYSelect Sector Spdr Tr
Recent Activity
New Position
1.17%
$7.596M
34,205 shares@ $222.08 avg price
VOOVanguard Index Fds
Recent Activity
New Position
0.99%
$6.467M
12,098 shares@ $534.59 avg price
SHWSherwin Williams Co
Recent Activity
New Position
0.99%
$6.427M
19,122 shares@ $336.13 avg price
ACWIIshares Tr
Recent Activity
New Position
0.96%
$6.27M
53,891 shares@ $116.35 avg price
FCTEEtf Opportunities Trust
Recent Activity
New Position
0.91%
$5.944M
228,333 shares@ $26.04 avg price
TMHCTaylor Morrison Home Corp
Recent Activity
New Position
0.9%
$5.84M
95,334 shares@ $61.27 avg price
DYNFBlackrock Etf Trust
Recent Activity
New Position
0.62%
$4.019M
79,115 shares@ $50.81 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.56%
$3.645M
68,486 shares@ $53.23 avg price
TAXEa Series Trust
Recent Activity
New Position
0.34%
$2.173M
89,509 shares@ $24.28 avg price
XLESelect Sector Spdr Tr
Recent Activity
New Position
0.31%
$1.972M
21,854 shares@ $90.26 avg price