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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
PTLCPacer Fds Tr
Recent Activity
Decreased -4.04%
1.75%
$11.436M
215,563 shares@ $53.06 avg price
LINLinde Plc
Recent Activity
New Position
1.72%
$11.214M
26,609 shares@ $421.44 avg price
IVEIshares Tr
Recent Activity
Increased 38.4%
1.6%
$10.437M
55,100 shares@ $189.42 avg price
SPYCSimplify Exchange Traded Fun
Recent Activity
Decreased -52.05%
1.54%
$10.073M
270,925 shares@ $37.19 avg price
ICEIntercontinental Exchange In
Recent Activity
Increased 74.52%
1.53%
$9.994M
69,457 shares@ $143.9 avg price
FTLSFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -52.12%
1.51%
$9.876M
149,361 shares@ $66.12 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -55.95%
1.49%
$9.708M
191,020 shares@ $50.83 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Increased 3947.8%
1.41%
$9.181M
369,604 shares@ $24.85 avg price
FCNFti Consulting Inc
Recent Activity
Increased 91.97%
1.39%
$9.079M
46,569 shares@ $194.95 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.04%
1.38%
$9.019M
51,637 shares@ $174.68 avg price