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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
MBBIshares Tr
Recent Activity
Decreased -92%
0.08%
$486,010
5,378 shares@ $90.38 avg price
SZNEPacer Fds Tr
Recent Activity
Decreased -80.21%
0.05%
$306,744
8,392 shares@ $36.56 avg price
MINTPimco Etf Tr
Recent Activity
Decreased -85.62%
0.04%
$250,924
2,498 shares@ $100.45 avg price
MAMastercard Incorporated
Recent Activity
Decreased -12.87%
0.04%
$232,259
460 shares@ $504.92 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -8.96%
0.04%
$224,506
1,554 shares@ $144.47 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -95.78%
0.04%
$212,590
440 shares@ $483.16 avg price
CVXChevron Corp New
Recent Activity
Decreased -15.19%
0.04%
$201,955
1,300 shares@ $155.35 avg price