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CIK: 0001071061
Total reported value
$7.4B
$7.4B
1296 檔
8.9%
During the Q1 2024 filing period, Hantz Financial Services, Inc. (CIK: 0001071061) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $7.4B across 1296 reported positions.
During Q1 2024, Hantz Financial Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1296 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.93% | -0.17% | -5.16% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | -0.31% | -4.32% | |
| 3 | CAML | Congress Large Cap Growth | ETF-Large Cap & Growth | 2.60% | -0.04% | +102.74% | |
| 4 | USSE | Sb&h Select Equity ETF | ETF-Other | 2.36% | +0.25% | +92.30% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.26% | -0.11% | +55.89% | |
| 6 | CSMD | Congress Smid Growth ETF | ETF-Other | 2.07% | +0.10% | +80.47% | |
| 7 | BUSA | Brandes US Value ETF | ETF-Other | 2.06% | -0.23% | +104.77% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.63% | +0.43% | -5.10% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +1.42% | -5.91% | |
| 10 | PCGG | Polen Capital Global Growth | ETF-Other | 1.59% | — | +101.51% | |
| 11 | BINV | Brandes International ETF | ETF-Other | 1.27% | -0.31% | +100.07% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | -0.02% | -1.99% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.05% | +0.11% | -4.21% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | +0.04% | -5.76% | |
| 15 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 1.04% | -0.10% | +50.37% | |
| 16 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.99% | -0.25% | -4.56% | |
| 17 | ✓ | Stock-Other | 0.98% | — | -7.20% | ||
| 18 | FLCB | Franklin U.s. Core Bond ETF | ETF-Other | 0.93% | +0.08% | -27.50% | |
| 19 | ACN | Accenture plc | Stock-Tech | 0.91% | -0.03% | -3.87% | |
| 20 | FLCO | Franklin Investment Grade Co | ETF-Corp Bonds | 0.90% | -0.22% | +131.75% | |
| 21 | ✓ | Stock-Other | 0.89% | — | -15.09% | ||
| 22 | NOW | Servicenow Inc | Stock-Tech | 0.89% | -0.03% | -13.51% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.89% | -0.04% | +37.74% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.86% | — | -2.07% | |
| 25 | FLIA | Franklin International Aggre | ETF-Other | 0.83% | -0.20% | +243.85% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | +0.02% | -6.23% | |
| 27 | BSMC | Brandes US Small-mid Cap Val | ETF-Other | 0.81% | -0.08% | +91.87% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.80% | — | -9.74% | |
| 29 | ✓ | Stock-Other | 0.74% | — | -22.34% | ||
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.72% | -0.12% | +80.32% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.06% | -17.21% | |
| 32 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-Other | 0.68% | +0.03% | -13.07% | |
| 33 | ✓ | Stock-Other | 0.66% | — | -5.56% | ||
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.64% | — | -3.81% | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.64% | -0.03% | -4.03% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.62% | +0.19% | -14.54% | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.61% | +0.01% | -5.66% | |
| 38 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.60% | +0.06% | -5.61% | |
| 39 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.60% | -0.01% | -5.30% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.59% | +0.02% | +7.85% | |
| 41 | ADSK | Autodesk Inc | Stock-Tech | 0.55% | -0.01% | -6.00% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | — | -10.09% | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.52% | -0.03% | -9.41% | |
| 44 | SCHH | Schwab US Reit ETF | ETF-Other | 0.52% | +0.01% | -5.67% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.02% | -5.66% | |
| 46 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.49% | -0.03% | -10.49% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.48% | +0.02% | +12.20% | |
| 48 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.48% | -0.18% | +128.27% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.25% | -2.52% | |
| 50 | CHTH | Cnl Healthcare Properties In | Stock-Other | 0.47% | — | -0.05% |
According to official SEC Form 13F filings, Hantz Financial Services, Inc. reported a total U.S. public equity portfolio value of $7.4B across 1296 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, CAML) accounted for 8.9% of total reported equity market value during Q1 2024.
During Q1 2024, Hantz Financial Services, Inc.'s top holdings by market value included AMZN (2.9%)、MSFT (2.6%)、CAML (2.6%). The largest single position, AMZN, represented 2.9% of total portfolio value.
In Q1 2024, Hantz Financial Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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