Hantz Financial Services, Inc.

CIK Number: 0001071061

6.18B
Market Value
1,560
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 12, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 CAML Congress Large ...
37.89
-0.24% 7.64M -1.8% 242.98M 30.76 4.28% Share
2 TLT iShares 20+ Yea...
87.01
-0.75% 2.58M +31.94% 235.18M 95.29 4.14% Share
3 BUSA Brandes U.S. Va...
34.01
+0.06% 5.7M -7.39% 187M 29.96 3.29% Share
4 CSMD Congress SMID G...
32.35
-1.19% 6.67M +7.12% 184.37M 28.48 3.24% Share
5 PCGG Polen Capital G...
12.16
-0.16% 13.7M +7.01% 152.44M 11.11 2.68% Share
6 IVV iShares Core S&...
648.15
+0.01% 255.5K +23.43% 143.57M 480.36 2.53% Share
7 BINV Brandes Interna...
36.99
-0.42% 4.21M +6.64% 139.21M 29.89 2.45% Share
8 AMZN Amazon.com, Inc...
230.94
+2.84% 559.17K -6.47% 106.39M 130.38 1.87% Share
9 IEFA iShares Core MS...
85.61
-0.04% 1.38M +8.86% 104.67M 64.95 1.84% Share
10 FLCO Franklin Invest...
21.61
-0.28% 4.83M +15.11% 103.51M 21.35 1.82% Share
11 MSFT Microsoft Corpo...
522.28
+0.33% 257.59K -2.38% 96.7M 211.34 1.70% Share
12 BSMC Brandes U.S. Sm...
32.55
-0.79% 3.05M +22.29% 90.18M 29.26 1.59% Share
13 FLIA Franklin Intern...
20.49
-0.29% 4.11M +6.75% 83.09M 20.23 1.46% Share
14 AAPL Apple Inc.
232.81
-0.22% 360.52K -14.69% 80.08M 115.75 1.41% Share
15 V Visa Inc.
345.40
+0.83% 192.33K -1.75% 67.4M 184.48 1.19% Share
16 FLCB Franklin U.S. C...
21.47
-0.28% 2.64M +96.96% 56.76M 21.25 1.00% Share
17 RLY SPDR SSgA Multi...
29.79
-0.37% 1.98M -1.43% 56.6M 27.78 1.00% Share
18 FLBL Franklin Senior...
24.16
+0.08% 2.22M +14.91% 53.4M 24.27 0.94% Share
19 AGG iShares Core U....
99.10
-0.27% 502.42K +16.61% 49.7M 107.51 0.87% Share
20 EDV Vanguard Extend...
65.41
-1.15% 676.98K +4.95% 48.14M 82.38 0.85% Share
21 IWF iShares Russell...
450.40
+0.11% 130.75K +4.50% 47.21M 190.92 0.83% Share
22 MA Mastercard Inco...
583.65
+0.99% 78.02K -4.05% 42.76M 284.16 0.75% Share
23 FLHY Franklin High Y...
24.27
-0.31% 1.69M +9.07% 40.24M 23.5 0.71% Share
24 NVDA NVIDIA Corporat...
182.02
+0.24% 365.79K +6.44% 39.64M 23.43 0.70% Share
25 UNH UnitedHealth Gr...
271.50
-0.11% 74.91K -2.53% 39.23M 375.64 0.69% Share
26 ABT Abbott Laborato...
129.32
-0.06% 283.64K -0.47% 37.63M 95.21 0.66% Share
27 IVOO Vanguard S&P Mi...
108.10
-1.3% 380.76K +40.23% 37.58M 103.59 0.66% Share
28 LLY Eli Lilly and C...
684.46
+3.63% 45.4K +47.85% 37.5M 656.12 0.66% Share
29 BNDX Vanguard Total ...
49.32
-0.23% 767.66K +40.34% 37.48M 49.21 0.66% Share
30 JPM JPMorgan Chase ...
294.09
+1.23% 148.94K -2.4% 36.53M 123.09 0.64% Share
31 ORCL Oracle Corporat...
244.93
+0.31% 256.2K -7.02% 35.82M 142.11 0.63% Share
32 TMO Thermo Fisher S...
485.13
+0.07% 70.86K +0.45% 35.26M 502.77 0.62% Share
33 IUSV iShares Core S&...
97.89
-0.13% 354.27K +0.73% 32.7M 54.53 0.58% Share
34 NFLX Netflix, Inc.
1230.56
+2.17% 35.04K -33.07% 32.68M 378.27 0.57% Share
35 SHOP Shopify Inc.
144.27
-3.88% 323.27K -4.54% 30.87M 69.7 0.54% Share
36 IWV iShares Russell...
366.48
-0.09% 94.9K -4.94% 30.14M 151.43 0.53% Share
37 GOOG Alphabet Inc.
203.77
+0.36% 192.7K -24.44% 30.11M 76.03 0.53% Share
38 ZTS Zoetis Inc.
153.05
+0.40% 181.29K +11.45% 29.85M 141.99 0.53% Share
39 GOOGL Alphabet Inc.
202.88
+0.46% 190.59K -1.91% 29.47M 91.78 0.52% Share
40 IWY iShares Russell...
261.68
+0.21% 134.37K -35.54% 28.34M 180.53 0.50% Share
41 ADBE Adobe Inc.
348.58
-0.71% 73.47K -2.66% 28.18M 393.07 0.50% Share
42 ACN Accenture plc
246.13
+0.18% 86.9K -7.97% 27.12M 193.28 0.48% Share
43 XOM Exxon Mobil Cor...
107.38
-0.21% 220.11K -0.93% 26.18M 73.43 0.46% Share
44 AON Aon plc
366.34
-1.23% 65.44K +221.11% 26.12M 343.98 0.46% Share
45 META Meta Platforms,...
781.96
+0.24% 44.9K +12.94% 25.88M 349.13 0.46% Share
46 PH Parker-Hannifin...
745.38
-2.19% 39.82K -2.35% 24.2M 430.71 0.43% Share
47 SPY SPDR S&P 500 ET...
644.93
+0.01% 42.89K -3.01% 23.99M 265.06 0.42% Share
48 SPLV Invesco S&P 500...
73.55
-0.65% 318.51K -1.6% 23.8M 49.86 0.42% Share
49 IWR iShares Russell...
94.44
-0.87% 271.42K +3.12% 23.09M 52.76 0.41% Share
50 COOP Mr. Cooper Grou...
193.47
-4.63% 190.17K -14.52% 22.74M 22.01 0.40% Share
51 HD The Home Depot,...
400.32
-1.68% 57.37K -1.35% 21.02M 225.99 0.37% Share
52 ABNB Airbnb, Inc.
124.71
+0.13% 173.63K +0.90% 20.74M 164.47 0.36% Share
53 MSCI MSCI Inc.
565.92
-0.27% 36.15K -3.31% 20.44M 516.99 0.36% Share
54 IWO iShares Russell...
300.39
-1.45% 79.72K -5.48% 20.37M 245.67 0.36% Share
55 PG The Procter & G...
153.70
-1.1% 119.38K -3.14% 20.34M 121.35 0.36% Share
56 NOW ServiceNow, Inc...
850.65
-1.42% 25.5K -35.65% 20.3M 362.2 0.36% Share
57 NOBL ProShares S&P 5...
104.33
-0.96% 198.03K -3.94% 20.23M 61.06 0.36% Share
58 AIG American Intern...
80.31
+0.53% 232.3K -12.85% 20.2M 35.93 0.36% Share
59 IWP iShares Russell...
139.75
-0.98% 170.5K +5.34% 20.03M 73.94 0.35% Share
60 AVGO Broadcom Inc.
311.19
+0.68% 119.57K +16.28% 20.02M 56.39 0.35% Share
61 CPRT Copart, Inc.
46.84
-1.7% 336.78K -3.95% 19.06M 22.97 0.34% Share
62 WDAY Workday, Inc.
221.94
-0.5% 78.15K -0.29% 18.25M 232.85 0.32% Share
63 SBUX Starbucks Corpo...
93.05
-1.2% 184.56K +130.91% 18.1M 91.57 0.32% Share
64 SCHH Schwab U.S. REI...
20.89
-0.81% 841.51K -18.9% 18.1M 19.55 0.32% Share
65 UNP Union Pacific C...
221.35
-0.82% 73.39K +5.84% 17.34M 192.03 0.30% Share
66 JNJ Johnson & Johns...
174.72
+0.17% 98.25K -3.52% 16.29M 146.77 0.29% Share
67 OMFS Invesco Russell...
41.87
-1.42% 401.62K -4.99% 15.26M 34.5 0.27% Share
68 EFA iShares MSCI EA...
91.66
+0.02% 185.33K -1.02% 15.15M 56.74 0.27% Share
69 BDX Becton, Dickins...
195.03
-0.48% 66.03K -1.3% 15.13M 240.44 0.27% Share
70 WMB The Williams Co...
57.34
-0.9% 246.45K +0.06% 14.73M 20.99 0.26% Share
71 COF Capital One Fin...
221.13
+1.92% 80.38K +112.49% 14.41M 148.05 0.25% Share
72 MET MetLife, Inc.
77.90
+0.70% 177.32K -1.66% 14.24M 41.93 0.25% Share
73 KO The Coca-Cola C...
69.52
-1.33% 198.1K -2.72% 14.19M 49.19 0.25% Share
74 TJX The TJX Compani...
132.95
-0.86% 114.06K +0.18% 13.89M 56.31 0.24% Share
75 RTX RTX Corporation
155.06
-0.42% 103.88K -2.81% 13.76M 76.02 0.24% Share
76 BKLN Invesco Senior ...
20.95
-0.07% 644.91K +3.21% 13.35M 20.87 0.23% Share
77 AJG Arthur J. Galla...
293.43
-0.57% 38.47K -23.7% 13.28M 130.05 0.23% Share
78 PEN Penumbra, Inc.
253.24
-1.61% 49.55K -4.32% 13.25M 177.09 0.23% Share
79 CASY Casey's General...
508.05
-1.37% 30.21K -4.93% 13.11M 360 0.23% Share
80 PFE Pfizer Inc.
25.11
-0.22% 517.1K +0.57% 13.1M 32.96 0.23% Share
81 RRX Regal Rexnord C...
148.28
-4.07% 113.95K +9.28% 12.97M 134.26 0.23% Share
82 BRO Brown & Brown, ...
95.14
-0.8% 103.95K -3.19% 12.93M 71.25 0.23% Share
83 INTU Intuit Inc.
710.55
-0.16% 20.87K -5.66% 12.82M 365.01 0.23% Share
84 GVI iShares Interme...
106.75
-0.2% 120.12K +3.89% 12.73M 103.2 0.22% Share
85 GDDY GoDaddy Inc.
143.61
+0.21% 70.17K -2.7% 12.64M 127.73 0.22% Share
86 CMCSA Comcast Corpora...
32.88
-0.17% 339.54K -0.45% 12.53M 41.4 0.22% Share
87 RRR Red Rock Resort...
60.58
-0.56% 283.07K +3.73% 12.28M 34.43 0.22% Share
88 CMPR Cimpress plc
60.14
-0.76% 269.71K +69.63% 12.2M 48.96 0.21% Share
89 NSRGY Nestlé S.A.
89.39
-0.21% 117.8K +9.29% 11.92M 102.97 0.21% Share
90 MRK Merck & Co., In...
82.74
+0.04% 131.95K -3.47% 11.84M 77.49 0.21% Share
91 RJF Raymond James F...
164.67
+0.51% 82.57K -3.67% 11.47M 59.64 0.20% Share
92 HII Huntington Inga...
267.43
-0.74% 55.79K +70.91% 11.38M 195.23 0.20% Share
93 GM General Motors ...
56.42
+1.51% 239.73K +5.33% 11.28M 34.78 0.20% Share
94 OLLI Ollie's Bargain...
131.90
-2.47% 96.73K -3.54% 11.26M 109.73 0.20% Share
95 USFD US Foods Holdin...
77.12
-1.95% 170.86K -4.32% 11.19M 61.64 0.20% Share
96 SPGI S&P Global Inc.
564.10
+0.27% 21.97K -0.69% 11.16M 322.93 0.20% Share
97 TDY Teledyne Techno...
542.17
-1.45% 22.39K -4.71% 11.14M 366.93 0.20% Share
98 BAH Booz Allen Hami...
108.16
-3.11% 106.13K -3.47% 11.1M 94.1 0.20% Share
99 WIP SPDR FTSE Inter...
38.58
-0.78% 294.28K +3.65% 11.04M 40.52 0.19% Share
100 ENB Enbridge Inc.
48.19
+1.06% 245.03K -1.18% 10.86M 35.87 0.19% Share
101 CR Crane Company
190.78
-3.86% 70.72K -4.97% 10.83M 88.87 0.19% Share
102 BAC Bank of America...
47.70
+0.97% 259.15K -2.05% 10.81M 28.42 0.19% Share
103 ASML ASML Holding N....
755.11
-0.06% 16.23K -0.5% 10.75M 680.31 0.19% Share
104 WMT Walmart Inc.
100.84
-0.15% 122.4K -3.04% 10.74M 41.23 0.19% Share
105 TMUS T-Mobile US, In...
250.25
-0.24% 39.93K -3.86% 10.65M 146.72 0.19% Share
106 EME EMCOR Group, In...
609.87
-1.11% 28.19K -5.42% 10.42M 149.73 0.18% Share
107 PM Philip Morris I...
165.25
-0.38% 64.81K -3% 10.29M 81.93 0.18% Share
108 KMX CarMax, Inc.
58.13
-0.84% 131.99K +0.91% 10.28M 67.27 0.18% Share
109 ASH Ashland Inc.
54.07
-1.48% 172.76K +20.84% 10.24M 82.8 0.18% Share
110 DSGX The Descartes S...
97.83
-1.57% 101.57K -4.03% 10.24M 3.26 0.18% Share
111 CW Curtiss-Wright ...
492.18
-0.93% 32.19K -3.39% 10.21M 319.55 0.18% Share
112 FANG Diamondback Ene...
140.71
+0.52% 63.72K +69.67% 10.19M 160.35 0.18% Share
113 BRK-B Berkshire Hatha...
479.02
+0.36% 19.06K +31.31% 10.15M 404.73 0.18% Share
114 SAP Sap Se
278.88
+0.02% 37.22K -54.33% 9.99M 101 0.18% Share
115 PAYC Paycom Software...
216.13
-2.42% 45.66K +2.59% 9.98M 242.87 0.18% Share
116 CSCO Cisco Systems, ...
69.28
-1.58% 157.13K -3.15% 9.7M 48.59 0.17% Share
117 HALO Halozyme Therap...
65.51
+0.58% 151.78K +9.27% 9.69M 57.8 0.17% Share
118 SFM Sprouts Farmers...
143.29
-1.98% 62.78K +8.65% 9.58M 129.11 0.17% Share
119 RMD ResMed Inc.
284.69
-1.25% 42.48K -3.76% 9.51M 177.6 0.17% Share
120 ABBV AbbVie Inc.
204.72
+1.61% 45.31K -1.55% 9.49M 99.85 0.17% Share
121 SCHE Schwab Emerging...
31.34
-1.09% 340.88K -1.86% 9.4M 24.29 0.17% Share
122 SSNC SS&C Technologi...
87.85
-0.08% 112.01K +2.24% 9.36M 65.06 0.16% Share
123 LIN Linde plc
477.49
+0.39% 20.07K -3.48% 9.35M 355.65 0.16% Share
124 CWI SPDR MSCI ACWI ...
33.56
-0.33% 314.3K -9.56% 9.3M 22.35 0.16% Share
125 TRV The Travelers C...
268.64
-0.25% 35.14K -3.21% 9.29M 122.11 0.16% Share
126 SRE Sempra
81.89
-0.4% 129.75K -0.95% 9.26M 67.71 0.16% Share
127 ATR AptarGroup, Inc...
138.32
-2.2% 61.6K -4.55% 9.14M 157.49 0.16% Share
128 PANW Palo Alto Netwo...
173.55
-1.87% 52.99K +1.72% 9.04M 90.25 0.16% Share
129 MDT Medtronic plc
91.95
-1.03% 100.42K -7.48% 9.02M 97.64 0.16% Share
130 IT Gartner, Inc.
242.94
+0.12% 21.42K -5.11% 8.99M 135 0.16% Share
131 UL Unilever PLC
61.71
-1.17% 150.11K +32.70% 8.94M 54.49 0.16% Share
132 GWRE Guidewire Softw...
208.96
-0.03% 46.89K +100.00% 8.79M 187.36 0.15% Share
133 MPWR Monolithic Powe...
848.74
-1.52% 15.02K -3.74% 8.71M 229.99 0.15% Share
134 DT Dynatrace, Inc.
47.43
-0.77% 184.69K -1.98% 8.71M 46.05 0.15% Share
135 MELI MercadoLibre, I...
2319.80
-0.32% 4.46K +10.73% 8.7M 1611.17 0.15% Share
136 WCC WESCO Internati...
210.78
-2.15% 55.92K -16.14% 8.68M 67.71 0.15% Share
137 CAT Caterpillar Inc...
417.50
+0.92% 26.33K -3.54% 8.68M 158.49 0.15% Share
138 TXN Texas Instrumen...
193.71
+0.22% 48.14K +1.68% 8.65M 136.57 0.15% Share
139 BKNG Booking Holding...
5485.75
+0.69% 1.87K -2.2% 8.61M 1514.4 0.15% Share
140 FI Fiserv, Inc.
134.58
+0.22% 38.83K -16.35% 8.57M 96.65 0.15% Share
141 SHW The Sherwin-Wil...
365.43
-0.92% 23.91K -21.05% 8.35M 190.87 0.15% Share
142 SO The Southern Co...
94.18
-0.64% 90.64K -2.7% 8.34M 59.12 0.15% Share
143 HLI Houlihan Lokey,...
194.04
-1.29% 51.55K +2.03K% 8.33M 158.25 0.15% Share
144 LRN Stride, Inc.
156.99
-0.86% 65.77K +100.00% 8.32M 126.5 0.15% Share
145 VZ Verizon Communi...
43.49
-0.49% 181.91K -1.05% 8.25M 52.36 0.15% Share
146 SAIA Saia, Inc.
305.27
-2.54% 23.6K -5.23% 8.25M 233.38 0.15% Share
147 NOC Northrop Grumma...
583.89
+0.31% 15.95K +36.15% 8.17M 407.4 0.14% Share
148 T AT&T Inc.
28.75
+1.27% 287.96K -1.7% 8.14M 20.9 0.14% Share
149 CYBR CyberArk Softwa...
414.57
-1.95% 24.03K +100.00% 8.12M 338 0.14% Share
150 PRU Prudential Fina...
106.81
-0.34% 72.2K -2.02% 8.06M 74.3 0.14% Share