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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
NARIInari Med Inc
Recent Activity
Exited
0%
$1.985M
28,002 shares@ $70.91 avg price
GEHCGe Healthcare Technologies I
Recent Activity
Exited
0%
$1.95M
25,071 shares@ $77.78 avg price
PWRQuanta Svcs Inc
Recent Activity
Exited
0%
$1.444M
8,511 shares@ $169.7 avg price
MCKMckesson Corp
Recent Activity
Exited
0%
$1.254M
3,167 shares@ $396.05 avg price
ENVXEnovix Corporation
Recent Activity
Exited
0%
$1.24M
100,170 shares@ $12.39 avg price
WLKWestlake Corporation
Recent Activity
Exited
0%
$1.112M
9,824 shares@ $113.2 avg price
PTGXProtagonist Therapeutics Inc
Recent Activity
Exited
0%
$1.062M
41,818 shares@ $25.4 avg price
ULTAUlta Beauty Inc
Recent Activity
Exited
0%
$977,022
1,958 shares@ $498.99 avg price
SPTISpdr Ser Tr
Recent Activity
Exited
0%
$972,850
33,570 shares@ $28.98 avg price
ATVIActivision Blizzard Inc
Recent Activity
Exited
0%
$945,027
12,150 shares@ $77.78 avg price