Hantz Financial Services

Latest statistics and disclosures from Hantz Financial Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AGG, SPLV, IWF, NOBL, SPY, and represent 56.95% of Hantz Financial Services's stock portfolio.
  • Added to shares of these 7 stocks: IWP, SPLV, AGG, EFA, NOBL, IWR, IUSV.
  • Reduced shares in these 5 stocks: IWF (-$6.4M), SPY, IWV, CWI, SCHX.
  • Hantz Financial Services was a net seller of stock by $-1.8M.
  • Hantz Financial Services has $296M in assets under management (AUM), dropping by 4.54%.
  • Central Index Key (CIK): 0001071061

Tip: Access up to 7 years of quarterly data

Positions held by Hantz Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Hantz Financial Services

Hantz Financial Services holds 13 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Usd (AGG) 13.5 $40M +2% 402k 99.64
 View chart
Invesco Exch Traded Fd Tr Ii Usd (SPLV) 13.2 $39M +3% 624k 62.40
 View chart
Ishares Tr Usd (IWF) 10.7 $32M -16% 129k 244.33
 View chart
Proshares Tr Usd (NOBL) 10.3 $30M 332k 91.24
 View chart
Spdr S&p 500 Etf Tr Usd (SPY) 9.3 $28M -5% 67k 409.39
 View chart
Ishares Tr Usd (IWV) 9.1 $27M -3% 114k 235.41
 View chart
Ishares Tr Usd (IWP) 8.6 $26M +22% 280k 91.05
 View chart
Ishares Tr Usd (IUSV) 8.4 $25M 336k 73.78
 View chart
Ishares Tr Usd (EFA) 6.8 $20M +3% 281k 71.52
 View chart
Ishares Tr Usd (IWR) 6.3 $19M 268k 69.92
 View chart
Spdr Index Shs Fds Usd (CWI) 2.1 $6.3M -11% 246k 25.73
 View chart
Schwab Strategic Tr Usd (SCHX) 1.6 $4.8M -2% 100k 48.37
 View chart
Ishares Tr Usd (ACWX) 0.0 $73k 1.5k 49.09
 View chart

Past Filings by Hantz Financial Services

SEC 13F filings are viewable for Hantz Financial Services going back to 2022