Hantz Financial Services, Inc. – GuruFocus.com

Hantz Financial Services, Inc. recently filed its 13F report for the third quarter of 2022, which ended on 2022-09-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

26200 AMERICAN DRIVE SOUTHFIELD, MI 48034

According to the latest 13F report, the guru’s stock portfolio contained 13 stocks valued at a total of $256.00 million. The top holdings were AGG (15.05%), SPLV (13.14%) and IWF (11.07%).

According to data from GuruFocus, these were Hantz Financial Services, Inc.’s top five deals of the quarter.

ETF SER SOLUTIONS

The guru sold his investment of 102,381 shares in BATS:ALFA. Previously, the stock had a weighting of 1.94% in the equity portfolio. The shares traded at an average price of $59.11 during the quarter.

On 11/16/2022, ETF SER SOLUTIONS traded at a price of $62.1 per share and a market capitalization of $17.08 million. The stock has returned -29.21% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, ETF SER SOLUTIONS has a price-to-earnings ratio of 10.00 and a price-to-book ratio of 2.82.

iShares Russell 1000 Growth ETF

Hantz Financial Services, Inc. reduced its investment in ARCA:IWF by 8,606 shares. The transaction had an impact of 0.68% on the equity portfolio. During the quarter, the stock traded at an average price of $234.63.

On 11/16/2022, the iShares Russell 1000 Growth ETF traded at a price of $226.27 per share and a market capitalization of $60.49 billion. The stock has returned -25.58% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, iShares Russell 1000 Growth ETF has a price-to-earnings ratio of 24.98 and a price-to-book ratio of 8.50.

S&P 500 ETF Trust ETF

During the quarter, Hantz Financial Services, Inc. purchased 4,818 shares of ARCA:SPY for a total equity stake of 74,723. The transaction had a 0.67% impact on the equity portfolio. During the quarter, the stock traded at an average price of $395.76.

On 11/16/2022, the S&P 500 ETF TRUST traded at a price of $395.45 per share and a market capitalization of $375.21 billion. The stock has returned -14.45% over the past year.

GuruFocus gives the ETF a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, S&P 500 ETF TRUST ETF has a price-to-earnings ratio of 19.36, a price-to-book ratio of 3.59, a price-to-earnings-to-growth (PEG) ratio of 2.30, an EV /EBITDA of 14.58 and a price-to-sales ratio of 2.75.

The GF price/value ratio is 0.00, giving the security a GF value rank of 6.

iShares Core US Aggregate Bond ETF

Hantz Financial Services, Inc. reduced its investment in ARCA:AGG by 14,594 shares. The transaction had an impact of 0.53% on the equity portfolio. During the quarter, the stock traded at an average price of $100.47.

On 11/16/2022, iShares Core US Aggregate Bond ETF traded at a price of $97.55 per share and a market capitalization of $79.21 billion. The stock has returned -12.53% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

iShares Russell Mid-Cap Growth ETF

Hantz Financial Services, Inc. reduced its investment in ARCA:IWP by 7,755 shares. The transaction had an impact of 0.22% on the equity portfolio. During the quarter, the stock traded at an average price of $85.88.

On 11/16/2022, the iShares Russell Mid-Cap Growth ETF traded at a price of $87.22 per share and a market capitalization of $12.21 billion. The stock has returned -28.85% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, iShares Russell Mid-Cap Growth ETF has a price-to-earnings ratio of 23.15 and a price-to-book ratio of 5.85.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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