Hantz Financial Services, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Hantz Financial Services, Inc.

CIK Number: 0001071061

6.18B
Market Value
2,042
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 4, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 CAML Congress Large ...
38.78
-0.08% 7.96M +4.25% 292M 31 4.72% Share
2 TLT iShares 20+ Yea...
89.55
+0.29% 2.67M +3.33% 235.59M 95.06 3.81% Share
3 CSMD Congress SMID G...
33.56
+0.51% 7M +5.09% 218.41M 28.61 3.53% Share
4 BUSA Brandes U.S. Va...
35.01
+0.07% 5.95M +4.30% 198.92M 30.11 3.22% Share
5 IVV iShares Core S&...
672.48
+0.10% 306.48K +19.95% 190.29M 503.74 3.08% Share
6 PCGG Polen Capital G...
12.42
+0.65% 14.35M +4.79% 171.8M 11.15 2.78% Share
7 BINV Brandes Interna...
38.64
+0.12% 4.4M +4.43% 157.79M 30.15 2.55% Share
8 IEFA iShares Core MS...
88.08
+0.20% 1.59M +15.18% 133.03M 67.39 2.15% Share
9 MSFT Microsoft Corpo...
515.74
-0.76% 245.41K -4.73% 122.07M 211.34 1.97% Share
10 FLCO Franklin Invest...
21.88
+0.09% 5.11M +5.74% 110.31M 21.37 1.78% Share
11 AMZN Amazon.com, Inc...
222.41
+0.81% 481.77K -13.84% 105.69M 130.38 1.71% Share
12 BSMC Brandes U.S. Sm...
33.59
-0.06% 3.21M +5.06% 101.13M 29.37 1.64% Share
13 FLIA Franklin Intern...
20.55
-0.01% 4.53M +10.29% 93.09M 20.26 1.51% Share
14 AGG iShares Core U....
100.29
+0.11% 689.53K +37.24% 68.4M 105.26 1.11% Share
15 V Visa Inc.
346.01
-0.52% 183.28K -4.71% 65.07M 184.48 1.05% Share
16 AAPL Apple Inc.
257.13
+0.66% 306.79K -14.9% 62.94M 115.75 1.02% Share
17 NVDA NVIDIA Corporat...
188.89
+0.88% 385.86K +5.49% 60.96M 30.43 0.99% Share
18 RLY SPDR SSgA Multi...
30.91
-0.17% 1.98M +0.07% 57.73M 27.78 0.93% Share
19 FLBL Franklin Senior...
23.93
+0.13% 2.36M +6.23% 57.1M 24.27 0.92% Share
20 IVOO Vanguard S&P Mi...
110.91
+0.15% 539.47K +41.68% 56.63M 104 0.92% Share
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