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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
TMHCTaylor Morrison Home Corp
Recent Activity
New Position
0.9%
$5.84M
95,334 shares@ $61.27 avg price
GLDMWorld Gold Tr
Recent Activity
Increased 751.52%
0.79%
$5.118M
97,064 shares@ $52.74 avg price
JBBBJanus Detroit Str Tr
Recent Activity
Decreased -65.48%
0.75%
$4.882M
99,188 shares@ $49.22 avg price
QUALIshares Tr
Recent Activity
Increased 153.63%
0.73%
$4.752M
26,902 shares@ $176.66 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -3.29%
0.71%
$4.596M
123,977 shares@ $37.07 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 4.65%
0.62%
$4.026M
30,303 shares@ $132.87 avg price
DYNFBlackrock Etf Trust
Recent Activity
New Position
0.62%
$4.019M
79,115 shares@ $50.81 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.56%
$3.645M
68,486 shares@ $53.23 avg price
CTASimplify Exchange Traded Fun
Recent Activity
Increased 25.48%
0.5%
$3.229M
112,498 shares@ $28.71 avg price
USMVIshares Tr
Recent Activity
Decreased -70.29%
0.48%
$3.136M
35,563 shares@ $88.18 avg price