Hansen & Associates Financial Group, Inc. Top Holdings and 13F Report (2025) About Hansen & Associates Financial Group, Inc.Investment ActivityHansen & Associates Financial Group, Inc. has $184.23 million in total holdings as of June 30, 2025.Hansen & Associates Financial Group, Inc. owns shares of 15 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 14.24% of the portfolio was purchased this quarter.About 15.65% of the portfolio was sold this quarter.This quarter, Hansen & Associates Financial Group, Inc. has purchased 3 new stocks and bought additional shares in 0 stocks.Hansen & Associates Financial Group, Inc. sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Short Treasury Bond ETF $93,435,379First Trust Enhanced Short Maturity ETF $62,989,220iShares MSCI Emerging Markets ETF $3,192,973Berkshire Hathaway $3,099,124Costco Wholesale $2,936,983 Largest New Holdings this Quarter 464287234 - iShares MSCI Emerging Markets ETF $3,192,973 Holding084670702 - Berkshire Hathaway $3,099,124 Holding22160K105 - Costco Wholesale $2,936,983 Holding464287465 - iShares MSCI EAFE ETF $2,936,393 Holding92826C839 - Visa $2,299,780 Holding Largest Purchases this Quarter iShares MSCI Emerging Markets ETF 66,396 shares (about $3.19M)Berkshire Hathaway 6,381 shares (about $3.10M)Costco Wholesale 2,981 shares (about $2.94M)iShares MSCI EAFE ETF 32,868 shares (about $2.94M)Visa 6,597 shares (about $2.30M) Largest Sales this Quarter iShares Short Treasury Bond ETF 131,980 shares (about $14.57M)First Trust Enhanced Short Maturity ETF 236,734 shares (about $14.22M)Vanguard Short-Term Bond ETF 408 shares (about $32.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHansen & Associates Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHViShares Short Treasury Bond ETF$93,435,379$14,572,571 ▼-13.5%846,22050.7%ETFFTSMFirst Trust Enhanced Short Maturity ETF$62,989,220$14,220,611 ▼-18.4%1,048,59734.2%ManufacturingEEMiShares MSCI Emerging Markets ETF$3,192,973$3,192,973 ▲New Holding66,3961.7%FinanceBRK.BBerkshire Hathaway$3,099,124$3,099,124 ▲New Holding6,3811.7%FinanceCOSTCostco Wholesale$2,936,983$2,936,983 ▲New Holding2,9811.6%Retail/WholesaleEFAiShares MSCI EAFE ETF$2,936,393$2,936,393 ▲New Holding32,8681.6%FinanceVVisa$2,299,780$2,299,780 ▲New Holding6,5971.2%Business ServicesMSFTMicrosoft$2,262,478$2,262,478 ▲New Holding4,5621.2%Computer and TechnologyMAMastercard$2,154,503$2,154,503 ▲New Holding3,9151.2%Business ServicesNFLXNetflix$1,832,812$1,832,812 ▲New Holding1,3851.0%Consumer DiscretionaryGEGE Aerospace$1,674,167$1,674,167 ▲New Holding6,5780.9%AerospaceBSVVanguard Short-Term Bond ETF$1,567,919$32,069 ▼-2.0%19,9480.9%ETFAVGOBroadcom$1,404,662$1,404,662 ▲New Holding5,2150.8%Computer and TechnologyNVDANVIDIA$1,331,672$1,331,672 ▲New Holding8,4420.7%Computer and TechnologyMUMicron Technology$1,107,234$1,107,234 ▲New Holding8,8750.6%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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