test

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
MELIMercadolibre Inc
Recent Activity
Exited
0%
$877,468
688 shares@ $1275.39 avg price
BPBp Plc
Recent Activity
Exited
0%
$833,697
23,458 shares@ $35.54 avg price
GPCGenuine Parts Co
Recent Activity
Exited
0%
$719,790
4,348 shares@ $165.55 avg price
NEMNewmont Corp
Recent Activity
Exited
0%
$718,310
15,920 shares@ $45.12 avg price
QWLDSpdr Index Shs Fds
Recent Activity
Exited
0%
$695,872
6,909 shares@ $100.72 avg price
SPDSimplify Exchange Traded Fun
Recent Activity
Exited
0%
$674,997
26,368 shares@ $25.6 avg price
DGDollar Gen Corp New
Recent Activity
Exited
0%
$562,928
2,619 shares@ $214.95 avg price
6707⤦Nuveen Pfd & Income Secs Fd
Recent Activity
Exited
0%
$418,575
69,186 shares@ $6.05 avg price
SPSBSpdr Ser Tr
Recent Activity
Exited
0%
$405,039
13,702 shares@ $29.57 avg price
XOMExxon Mobil Corp
Recent Activity
Exited
0%
$371,532
3,624 shares@ $102.52 avg price