Financial Enhancement Group LLC Portfolio Holdings

Financial Enhancement Group LLC

  • $587 Million
  • Q1 2025

Financial Enhancement Group LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $587 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $45.4M, Spdr Index Shs Fds Msci Eafe S with a value of $30.6M, First Tr ETF Fd Iv First Tr Lo with a value of $24.4M, Janus Detroit Str Tr Henderson with a value of $21.9M, and First Tr ETF Iv Long Duration with a value of $21.6M.

Examining the 13F form we can see an increase of $27.8M in the current position value, from $559M to 587M.

Financial Enhancement Group LLC is based out at Anderson, IN

Below you can find more details about Financial Enhancement Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $587 Million
ETFs: $479 Million
Financial Services: $31.6 Million
Technology: $29.3 Million
Consumer Defensive: $11 Million
Utilities: $7.62 Million
Healthcare: $5.65 Million
Basic Materials: $4.78 Million
Consumer Cyclical: $2.14 Million
Other: $1.64 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.58B
$741,000 0.13% of portfolio
5,889
Q4 2024 Reduced 3.46%
$5.77B
$210,000 0.04% of portfolio
1,283
Q1 2025 Reduced 97.24%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $587 Million
  • Prior Value $559 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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