Hantz Financial Services, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Hantz Financial Services, Inc. reported 1,957 stock positions worth $5.7 billion. Its top holding was Congress Large Cap Growth (CAML) at 4.3% of the portfolio, followed by iShares 20+ Year Treasury BD (TLT, 4.1%) and Sb&h Select Equity ETF (USSE, 4.0%). Compared with Q4 2024, it opened 858 new positions, sold out of 78, added to 480 and reduced 421. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +32%) and the biggest sale Apple (AAPL, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTHFIELD, MI
- CIK
- 0001071061
- Portfolio Value
- $5.7B (Q1 2025)
- SEC Filing
- 0001071061-25-000008 ↗ filed May 12, 2025
Holdings Value
Holdings 1,957 stocks · $5.7B
| CAML Congress Large Cap Growth filed as PROFESIONALLY MANAGED PORTFO | 4.27% | 7,638,540 | $243.0M | Reduce -1.8% |
| TLT iShares 20+ Year Treasury BD | 4.14% | 2,583,529 | $235.2M | Add +31.9% |
| USSE Sb&h Select Equity ETF | 3.99% | 7,634,464 | $226.7M | Add +1.0% |
| BUSA Brandes US Value ETF | 3.29% | 5,701,359 | $187.0M | Reduce -7.4% |
| CSMD Congress Smid Growth ETF filed as PROFESIONALLY MANAGED PORTFO | 3.24% | 6,665,482 | $184.4M | Add +7.1% |
| LITMAN GREGORY FDS TR | 2.68% | 13,696,732 | $152.4M | Add +7.0% |
| IVV iShares Core S&P 500 ETF | 2.53% | 255,505 | $143.6M | Add +23.4% |
| BINV Brandes International ETF | 2.45% | 4,213,468 | $139.2M | Add +6.6% |
| AMZN Amazon.com Inc. | 1.87% | 559,172 | $106.4M | Reduce -6.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.84% | 1,383,545 | $104.7M | Add +8.9% |
| FLCO Franklin Investment Grade Co. | 1.82% | 4,833,019 | $103.5M | Add +15.1% |
| MSFT Microsoft Corp. | 1.70% | 257,589 | $96.7M | Reduce -2.4% |
| BSMC Brandes US Small-Mid Cap Val | 1.59% | 3,053,633 | $90.2M | Add +22.3% |
| FLIA Franklin International Aggre | 1.46% | 4,109,139 | $83.1M | Add +6.8% |
| AAPL Apple Inc. | 1.41% | 360,523 | $80.1M | Reduce -14.7% |
| V Visa Inc. Class A | 1.19% | 192,329 | $67.4M | Reduce -1.8% |
| FLCB Franklin U.S. Core Bond ETF | 1.00% | 2,640,492 | $56.8M | Add +97.0% |
| RLY SS Multi-Asset Real Ret ETF | 1.00% | 1,983,324 | $56.6M | Reduce -1.4% |
| FLBL Franklin Senior Loan ETF | 0.94% | 2,218,591 | $53.4M | Add +14.9% |
| AGG iShares Core U.S. Aggregate | 0.87% | 502,418 | $49.7M | Add +16.6% |
| EDV Vanguard Extended Dur Treas | 0.85% | 676,976 | $48.1M | Add +5.0% |
| IWF iShares Russell 1000 Growth | 0.83% | 130,755 | $47.2M | Add +4.5% |
| MA Mastercard Inc. Class A | 0.75% | 78,019 | $42.8M | Reduce -4.0% |
| FLHY Franklin High Yield Corporat | 0.71% | 1,688,445 | $40.2M | Add +9.1% |
| NVDA Nvidia Corp. | 0.70% | 365,790 | $39.6M | Add +6.4% |
| UNH Unitedhealth Group Inc. | 0.69% | 74,907 | $39.2M | Reduce -2.5% |
| ABT Abbott Laboratories | 0.66% | 283,643 | $37.6M | Reduce -0.5% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.66% | 380,759 | $37.6M | Add +40.2% |
| LLY Eli Lilly & Co. | 0.66% | 45,402 | $37.5M | Add +47.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.66% | 767,664 | $37.5M | Add +40.3% |
| JPM JPMorgan Chase & Co. | 0.64% | 148,938 | $36.5M | Reduce -2.4% |
| ORCL Oracle Corp. | 0.63% | 256,198 | $35.8M | Reduce -7.0% |
| TMO Thermo Fisher Scientific Inc. | 0.62% | 70,861 | $35.3M | Add +0.5% |
| IUSV iShares Core S&P U.S. Value | 0.58% | 354,270 | $32.7M | Add +0.7% |
| NFLX Netflix Inc. | 0.57% | 35,044 | $32.7M | Reduce -33.1% |
| SHOP Shopify Inc. Class A | 0.54% | 323,275 | $30.9M | Reduce -4.5% |
| IWV iShares Russell 3000 ETF | 0.53% | 94,904 | $30.1M | Reduce -4.9% |
| GOOG Alphabet Inc. Class C | 0.53% | 192,698 | $30.1M | Reduce -24.4% |
| ZTS Zoetis Inc. | 0.53% | 181,286 | $29.8M | Add +11.4% |
| GOOGL Alphabet Inc. Class A | 0.52% | 190,593 | $29.5M | Reduce -1.9% |
| IWY iShares Russell Top 200 Grow | 0.50% | 134,367 | $28.3M | Reduce -35.5% |
| ADBE Adobe Inc. | 0.50% | 73,473 | $28.2M | Reduce -2.7% |
| ACN Accenture PLC Class A | 0.48% | 86,900 | $27.1M | Reduce -8.0% |
| XOM Exxon Mobil Corp. | 0.46% | 220,107 | $26.2M | Reduce -0.9% |
| AON Aon PLC Class A | 0.46% | 65,440 | $26.1M | Add +221.1% |
| META Meta Platforms Inc. Class A | 0.46% | 44,897 | $25.9M | Add +12.9% |
| CHTH CNL Healthcare Properties Inc. | 0.43% | 3,720,711 | $24.7M | Reduce -1.4% |
| PH Parker Hannifin Corp. | 0.43% | 39,817 | $24.2M | Reduce -2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 42,886 | $24.0M | Reduce -3.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.42% | 318,511 | $23.8M | Reduce -1.6% |
| IWR iShares Russell Mid-Cap ETF | 0.41% | 271,420 | $23.1M | Add +3.1% |
| COOP Mr Cooper Group Inc. | 0.40% | 190,171 | $22.7M | Reduce -14.5% |
| HD Home Depot Inc. | 0.37% | 57,366 | $21.0M | Reduce -1.4% |
| ABNB Airbnb Inc. Class A | 0.36% | 173,631 | $20.7M | Add +0.9% |
| MSCI MSCI Inc. | 0.36% | 36,149 | $20.4M | Reduce -3.3% |
| IWO iShares Russell 2000 Growth | 0.36% | 79,721 | $20.4M | Reduce -5.5% |
| PG The Procter & Gamble Co. | 0.36% | 119,377 | $20.3M | Reduce -3.1% |
| NOW ServiceNow Inc. | 0.36% | 25,498 | $20.3M | Reduce -35.6% |
| NOBL Proshares S&P 500 Dividend A | 0.36% | 198,027 | $20.2M | Reduce -3.9% |
| AIG American International Group | 0.36% | 232,298 | $20.2M | Reduce -12.8% |
| IWP iShares Russell Mid-Cap Grow | 0.35% | 170,496 | $20.0M | Add +5.3% |
| AVGO Broadcom Inc. | 0.35% | 119,567 | $20.0M | Add +16.3% |
| CPRT Copart Inc. | 0.34% | 336,778 | $19.1M | Reduce -4.0% |
| WDAY Workday Inc. Class A | 0.32% | 78,148 | $18.3M | Reduce -0.3% |
| SBUX Starbucks Corp. | 0.32% | 184,557 | $18.1M | Add +130.9% |
| SCHH Schwab US REIT ETF | 0.32% | 841,506 | $18.1M | Reduce -18.9% |
| UNP Union Pacific Corp. | 0.30% | 73,393 | $17.3M | Add +5.8% |
| JNJ Johnson & Johnson | 0.29% | 98,251 | $16.3M | Reduce -3.5% |
| OMFS Invesco RSL 2000 DYN Mltfctr | 0.27% | 401,616 | $15.3M | Reduce -5.0% |
| EFA iShares MSCI Eafe ETF | 0.27% | 185,330 | $15.1M | Reduce -1.0% |
| BDX Becton Dickinson and Co. | 0.27% | 66,031 | $15.1M | Reduce -1.3% |
| WMB Williams Cos Inc. | 0.26% | 246,446 | $14.7M | Add +0.1% |
| COF Capital One Financial Corp. | 0.25% | 80,380 | $14.4M | Add +112.5% |
| MET Metlife Inc. | 0.25% | 177,325 | $14.2M | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.25% | 198,105 | $14.2M | Reduce -2.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 114,064 | $13.9M | Add +0.2% |
| RTX RTX Corp. | 0.24% | 103,882 | $13.8M | Reduce -2.8% |
| BKLN Invesco Senior Loan ETF | 0.23% | 644,912 | $13.3M | Add +3.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.23% | 38,467 | $13.3M | Reduce -23.7% |
| PEN Penumbra Inc. | 0.23% | 49,554 | $13.3M | Reduce -4.3% |
| CASY Casey's General Stores Inc. | 0.23% | 30,206 | $13.1M | Reduce -4.9% |
| PFE Pfizer Inc. | 0.23% | 517,100 | $13.1M | Add +0.6% |
| RRX Regal Rexnord Corp. | 0.23% | 113,950 | $13.0M | Add +9.3% |
| BRO Brown & Brown Inc. | 0.23% | 103,955 | $12.9M | Reduce -3.2% |
| INTU Intuit Inc. | 0.23% | 20,874 | $12.8M | Reduce -5.7% |
| GVI iShares Intermediate Governm | 0.22% | 120,118 | $12.7M | Add +3.9% |
| GDDY GoDaddy Inc. Class A | 0.22% | 70,165 | $12.6M | Reduce -2.7% |
| CMCSA Comcast Corp. Class A | 0.22% | 339,538 | $12.5M | Reduce -0.5% |
| RRR Red Rock Resorts Inc. Class A | 0.22% | 283,070 | $12.3M | Add +3.7% |
| CMPR Cimpress PLC | 0.21% | 269,711 | $12.2M | Add +69.6% |
| NSRGY Nestle SA-Spons ADR | 0.21% | 117,802 | $11.9M | Add +9.3% |
| MRK Merck & Co. Inc. | 0.21% | 131,951 | $11.8M | Reduce -3.5% |
| RJF Raymond James Financial Inc. | 0.20% | 82,573 | $11.5M | Reduce -3.7% |
| HII Huntington Ingalls Industrie | 0.20% | 55,790 | $11.4M | Add +70.9% |
| GM General Motors Co. | 0.20% | 239,732 | $11.3M | Add +5.3% |
| OLLI Ollie's Bargain Outlet Holdi | 0.20% | 96,735 | $11.3M | Reduce -3.5% |
| USFD US Foods Holding Corp. | 0.20% | 170,861 | $11.2M | Reduce -4.3% |
| SPGI S&P Global Inc. | 0.20% | 21,969 | $11.2M | Reduce -0.7% |
| TDY Teledyne Technologies Inc. | 0.20% | 22,389 | $11.1M | Reduce -4.7% |
| BAH Booz Allen Hamilton Holdings | 0.20% | 106,127 | $11.1M | Reduce -3.5% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -14.7% | 1.41% | −0.43 |
| AMZN Amazon.com Inc. | Reduce -6.5% | 1.87% | −0.41 |
| NOW ServiceNow Inc. | Reduce -35.6% | 0.36% | −0.37 |
| IWY iShares Russell Top 200 Grow | Reduce -35.5% | 0.50% | −0.36 |
| CAML Congress Large Cap Growth | Reduce -1.8% | 4.27% | −0.33 |
| GOOG Alphabet Inc. Class C | Reduce -24.4% | 0.53% | −0.32 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -98.8% | 0.00% | −0.26 |
| NFLX Netflix Inc. | Reduce -33.1% | 0.57% | −0.24 |
| MSFT Microsoft Corp. | Reduce -2.4% | 1.70% | −0.24 |
| ENOV Enovis Corp. | Reduce -98.9% | 0.00% | −0.19 |
| SAP Sap SE-Sponsored ADR | Reduce -54.3% | 0.18% | −0.17 |
| FDS Factset Research Systems Inc. | Reduce -97.7% | 0.00% | −0.17 |
| IEF iShares 7-10 Year Treasury B | Reduce -74.8% | 0.06% | −0.17 |
| WTS Watts Water Technologies-A | Reduce -98.1% | 0.00% | −0.17 |
| ORCL Oracle Corp. | Reduce -7.0% | 0.63% | −0.17 |
| TTWO Take-Two Interactive Softwre | Reduce -96.5% | 0.01% | −0.17 |
| CHD Church & Dwight Co. Inc. | Reduce -88.7% | 0.02% | −0.17 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -47.6% | 0.12% | −0.16 |
| QLYS Qualys Inc. | Reduce -97.7% | 0.00% | −0.16 |
| PTC PTC Inc. | Reduce -94.8% | 0.01% | −0.16 |
| AEO American Eagle Outfitters | Reduce -98.9% | 0.00% | −0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 0.52% | −0.12 |
| DECK Deckers Outdoor Corp. | Reduce -5.9% | 0.13% | −0.12 |
| VVV Valvoline Inc. | Reduce -98.6% | 0.00% | −0.12 |
| TGT Target Corp. | Reduce -67.8% | 0.04% | −0.11 |
| ACN Accenture PLC Class A | Reduce -8.0% | 0.48% | −0.10 |
| BUSA Brandes US Value ETF | Reduce -7.4% | 3.29% | −0.10 |
| ADBE Adobe Inc. | Reduce -2.7% | 0.50% | −0.09 |
| WFRD Weatherford International PL | Reduce -98.5% | 0.00% | −0.09 |
| SHOP Shopify Inc. Class A | Reduce -4.5% | 0.54% | −0.08 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -74.4% | 0.02% | −0.07 |
| SPSC SPS Commerce Inc. | Reduce -9.0% | 0.13% | −0.07 |
| IWO iShares Russell 2000 Growth | Reduce -5.5% | 0.36% | −0.06 |
| SCHH Schwab US REIT ETF | Reduce -18.9% | 0.32% | −0.06 |
| P Everpure Inc. Class A | Reduce -4.5% | 0.14% | −0.06 |
| NVT Nvent Electric PLC | Reduce -11.2% | 0.13% | −0.06 |
| WCC Wesco International Inc. | Reduce -16.1% | 0.15% | −0.06 |
| SAIA Saia Inc. | Reduce -5.2% | 0.15% | −0.05 |
| EME Emcor Group Inc. | Reduce -5.4% | 0.18% | −0.05 |
| WST West Pharmaceutical Services | Reduce -4.0% | 0.10% | −0.05 |
| BAH Booz Allen Hamilton Holdings | Reduce -3.5% | 0.20% | −0.05 |
| IWV iShares Russell 3000 ETF | Reduce -4.9% | 0.53% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -95.3% | 0.00% | −0.05 |
| COHR Coherent Corp. | Reduce -10.5% | 0.08% | −0.05 |
| GPI Group 1 Automotive Inc. | Reduce -98.5% | 0.00% | −0.05 |
| PPG PPG Industries Inc. | Reduce -71.5% | 0.02% | −0.05 |
| POOL Pool Corp. | Reduce -87.7% | 0.01% | −0.05 |
| GILD Gilead Sciences Inc. | Reduce -54.2% | 0.06% | −0.04 |
| ALC Alcon Inc. | Reduce -69.5% | 0.02% | −0.04 |
| SRE Sempra | Reduce -0.9% | 0.16% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| TLT iShares 20+ Year Treasury BD | Add +31.9% | 4.14% | +1.16 |
| FLCB Franklin U.S. Core Bond ETF | Add +97.0% | 1.00% | +0.51 |
| IVV iShares Core S&P 500 ETF | Add +23.4% | 2.53% | +0.40 |
| BINV Brandes International ETF | Add +6.6% | 2.45% | +0.40 |
| AON Aon PLC Class A | Add +221.1% | 0.46% | +0.33 |
| IEFA iShares Core MSCI Eafe ETF | Add +8.9% | 1.84% | +0.28 |
| FLCO Franklin Investment Grade Co. | Add +15.1% | 1.82% | +0.28 |
| BSMC Brandes US Small-Mid Cap Val | Add +22.3% | 1.59% | +0.26 |
| LLY Eli Lilly & Co. | Add +47.9% | 0.66% | +0.25 |
| BNDX Vanguard Total Intl Bond ETF | Add +40.3% | 0.66% | +0.19 |
| SBUX Starbucks Corp. | Add +130.9% | 0.32% | +0.19 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +40.2% | 0.66% | +0.16 |
| GWRE Guidewire Software Inc. | New | 0.15% | +0.15 |
| AGG iShares Core U.S. Aggregate | Add +16.6% | 0.87% | +0.15 |
| LRN Stride Inc. | New | 0.15% | +0.15 |
| CYBR Cyberark Software Ltd./Israel | New | 0.14% | +0.14 |
| HLI Houlihan Lokey Inc. | Add +2025.1% | 0.15% | +0.14 |
| GRMN Garmin Ltd. | New | 0.14% | +0.14 |
| COF Capital One Financial Corp. | Add +112.5% | 0.25% | +0.14 |
| TXRH Texas Roadhouse Inc. | Add +1486.6% | 0.14% | +0.13 |
| PGR Progressive Corp. | New | 0.13% | +0.13 |
| FLBL Franklin Senior Loan ETF | Add +14.9% | 0.94% | +0.12 |
| FLIA Franklin International Aggre | Add +6.8% | 1.46% | +0.10 |
| DDOG Datadog Inc. Class A | Add +26914.6% | 0.10% | +0.10 |
| HII Huntington Ingalls Industrie | Add +70.9% | 0.20% | +0.09 |
| EDV Vanguard Extended Dur Treas | Add +5.0% | 0.85% | +0.09 |
| FANG Diamondback Energy Inc. | Add +69.7% | 0.18% | +0.07 |
| FLHY Franklin High Yield Corporat | Add +9.1% | 0.71% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +31.3% | 0.18% | +0.06 |
| DE Deere & Co. | Add +697.6% | 0.07% | +0.06 |
| ZTS Zoetis Inc. | Add +11.4% | 0.53% | +0.06 |
| CVS CVS Health Corp. | Add +2054.5% | 0.06% | +0.06 |
| NSRGY Nestle SA-Spons ADR | Add +9.3% | 0.21% | +0.06 |
| LITMAN GREGORY FDS TR | Add +7.0% | 2.68% | +0.05 |
| HALO Halozyme Therapeutics Inc. | Add +9.3% | 0.17% | +0.05 |
| CMI Cummins Inc. | New | 0.05% | +0.05 |
| META Meta Platforms Inc. Class A | Add +12.9% | 0.46% | +0.05 |
| NOC Northrop Grumman Corp. | Add +36.1% | 0.14% | +0.05 |
| UL Unilever PLC | Add +32.7% | 0.16% | +0.05 |
| IDEXY Inditex-Unspon ADR | Add +8102.9% | 0.05% | +0.04 |
| SFM Sprouts Farmers Market Inc. | Add +8.7% | 0.17% | +0.04 |
| UBER Uber Technologies Inc. | Add +27.3% | 0.10% | +0.03 |
| MELI MercadoLibre Inc. | Add +10.7% | 0.15% | +0.03 |
| SNPS Synopsys Inc. | Add +94.1% | 0.08% | +0.03 |
| TTD Trade Desk Inc./the Class A | Add +302.2% | 0.07% | +0.03 |
| UNP Union Pacific Corp. | Add +5.8% | 0.30% | +0.03 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +56.8% | 0.09% | +0.03 |
| MIDD Middleby Corp. | New | 0.03% | +0.03 |
| WMB Williams Cos Inc. | Add +0.1% | 0.26% | +0.03 |
| OVV Ovintiv Inc. | New | 0.03% | +0.03 |
Notes & Other Activity Q4 2024 → Q1 2025
| XBI SS SPDR S&P Biotech ETF | ST STR SP BIOT | Sold out | 0 | $0before exit |
| VYMI Vanguard Int High DVD YLD Inc. | INTL HIGH ETF | New | 0 | $0 |
| BNDW Vanguard Total World Bond Et | TOTAL WLD BD ETF | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,561 | $7.4B | IVV, CAML, USSE, IEFA, IVOO |
| Q1 2026 | 2,571 | $6.6B | IVV, CAML, USSE, IEFA, BUSA |
| Q4 2025 | 2,503 | $6.8B | IVV, CAML, USSE, TLT, CSMD |
| Q3 2025 | 2,409 | $6.6B | CAML, USSE, IVV, CSMD, TLT |
| Q2 2025 | 2,278 | $6.2B | CAML, USSE, TLT, CSMD, BUSA |
| Q1 2025 | 1,957 | $5.7B | CAML, TLT, USSE, BUSA, CSMD |
| Q4 2024 | 1,176 | $5.7B | CAML, USSE, BUSA, CSMD, TLT |
| Q3 2024 | 1,175 | $5.6B | CAML, USSE, BUSA, TLT, CSMD |
| Q2 2024 | 1,155 | $5.2B | CAML, USSE, AMZN, TLT, BUSA |
| Q1 2024 | 1,292 | $5.1B | AMZN, MSFT, CAML, USSE, TLT |