Hantz Financial Services, Inc. Top Holdings and 13F Report (2024)

About Hantz Financial Services, Inc.

Hantz Financial Services, Inc. has $306.91 thousand in total holdings as of March 31, 2024.
Hantz Financial Services, Inc. owns shares of 13 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
Approximately 0.88% of the portfolio was purchased this quarter.
About 7.93% of the portfolio was sold this quarter.
This quarter, Hantz Financial Services, Inc. has purchased 13 new stocks and bought additional shares in 1 stock.
Hantz Financial Services, Inc. sold shares of 11 stocks and completely divested from 0 stocks this quarter.

iShares Core U.S. Aggregate Bond ETF: 54,974 shares (about $5.38K)
SPDR S&P 500 ETF Trust: 5,848 shares (about $3.06K)
ProShares S&P 500 Aristocrats ETF: 29,001 shares (about $2.94K)
Invesco S&P 500 Low Volatility ETF: 42,470 shares (about $2.80K)
iShares Russell 1000 Growth ETF: 8,214 shares (about $2.77K)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IWF iShares Russell 1000 Growth ETF	$41,685	$2,769 ▼	-6.2%	123,676	13.6%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$32,823	$1,300 ▼	-3.8%	287,564	10.7%	ETF
IUSV iShares Core S&P U.S. Value ETF	$32,636	$1,371 ▼	-4.0%	360,855	10.6%	Manufacturing
AGG iShares Core U.S. Aggregate Bond ETF	$31,638	$5,384 ▼	-14.5%	323,037	10.3%	Finance
IWV iShares Russell 3000 ETF	$31,416	$1,883 ▼	-5.7%	104,691	10.2%	ETF
SPY SPDR S&P 500 ETF Trust	$27,262	$3,059 ▼	-10.1%	52,119	8.9%	Finance
SPLV Invesco S&P 500 Low Volatility ETF	$26,920	$2,797 ▼	-9.4%	408,685	8.8%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$25,107	$2,941 ▼	-10.5%	247,576	8.2%	ETF
IWR iShares Russell Mid-Cap ETF	$24,797	$2,697 ▲	12.2%	294,887	8.1%	ETF
EFA iShares MSCI EAFE ETF	$19,894	$2,454 ▼	-11.0%	249,108	6.5%	Finance
CWI SPDR MSCI ACWI ex-US ETF	$7,906	$172 ▼	-2.1%	278,389	2.6%	ETF
SCHX Schwab US Large-Cap ETF	$4,768	$215 ▼	-4.3%	76,836	1.6%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$53		0.0%	1,000	0.0%	Manufacturing

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.