Hantz Financial Services, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.63 Billion distributed in 1182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Profesionally Managed Portfo with a value of $230M, Segall Bryant Hamill Tr with a value of $208M, 2023 ETF Series Trust with a value of $175M, Ishares Barclays 20+ Year Trea with a value of $175M, and Profesionally Managed Portfo with a value of $167M.

Examining the 13F form we can see an increase of $433M in the current position value, from $5.2B to 5.63B.

Below you can find more details about Hantz Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $5.63 Billion
ETFs: $1.16 Billion
Technology: $844 Million
Financial Services: $472 Million
Healthcare: $432 Million
Consumer Cyclical: $413 Million
Industrials: $357 Million
Communication Services: $213 Million
Consumer Defensive: $163 Million
Other: $299 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,182
  • Current Value $5.63 Billion
  • Prior Value $5.2 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 83 stocks
  • Additional Purchases 300 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 485 stocks
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