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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
FXLFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$4.384M
44,016 shares@ $99.61 avg price
JOETVirtus Etf Tr Ii
Recent Activity
Exited
0%
$4.003M
149,141 shares@ $26.84 avg price
UTHRUnited Therapeutics Corp Del
Recent Activity
Exited
0%
$3.947M
18,616 shares@ $212.05 avg price
EOGEog Res Inc
Recent Activity
Exited
0%
$3.863M
35,889 shares@ $107.64 avg price
FXGFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$3.81M
60,636 shares@ $62.84 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Exited
0%
$3.804M
49,865 shares@ $76.28 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Exited
0%
$3.476M
26,562 shares@ $130.86 avg price
SCHWSchwab Charles Corp
Recent Activity
Exited
0%
$3.28M
65,479 shares@ $50.1 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Exited
0%
$3.197M
90,700 shares@ $35.26 avg price
RDVIFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$2.013M
97,969 shares@ $20.56 avg price