Hansen & Associates Financial Group, Inc. Top Holdings and 13F Report (2025) About Hansen & Associates Financial Group, Inc.Investment ActivityHansen & Associates Financial Group, Inc. has $186.44 million in total holdings as of March 31, 2025.Hansen & Associates Financial Group, Inc. owns shares of 3 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 33.74% of the portfolio was purchased this quarter.About 39.15% of the portfolio was sold this quarter.This quarter, Hansen & Associates Financial Group, Inc. has purchased 19 new stocks and bought additional shares in 2 stocks.Hansen & Associates Financial Group, Inc. sold shares of 0 stocks and completely divested from 17 stocks this quarter.Largest Holdings iShares Short Treasury Bond ETF $107,885,646First Trust Enhanced Short Maturity ETF $76,965,632Vanguard Short-Term Bond ETF $1,592,637 Largest New Holdings this Quarter 921937827 - Vanguard Short-Term Bond ETF $1,592,637 Holding Largest Purchases this Quarter iShares Short Treasury Bond ETF 321,388 shares (about $35.45M)First Trust Enhanced Short Maturity ETF 431,915 shares (about $25.86M)Vanguard Short-Term Bond ETF 20,356 shares (about $1.59M) 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$107,885,646$35,445,872 ▲48.9%978,20057.9%ETFFTSMFirst Trust Enhanced Short Maturity ETF$76,965,632$25,863,074 ▲50.6%1,285,33141.3%ManufacturingBSVVanguard Short-Term Bond ETF$1,592,637$1,592,637 ▲New Holding20,3560.9%ETFCVXChevron$0$11,916,432 ▼-100.0%00.0%EnergyFIRST TR EXCHANGE-TRADED FD$0$10,022,779 ▼-100.0%00.0%DJ INTERNT IDXNFLXNetflix$0$7,832,356 ▼-100.0%00.0%Consumer DiscretionaryIWMiShares Russell 2000 ETF$0$7,752,489 ▼-100.0%00.0%FinanceJPMJPMorgan Chase & Co.$0$7,111,380 ▼-100.0%00.0%FinanceAMZNAmazon.com$0$7,065,801 ▼-100.0%00.0%Retail/WholesaleNVDANVIDIA$0$5,043,445 ▼-100.0%00.0%Computer and TechnologyTSLATesla$0$4,528,977 ▼-100.0%00.0%Auto/Tires/TrucksGLDSPDR Gold Shares$0$2,148,219 ▼-100.0%00.0%FinanceVNQVanguard Real Estate ETF$0$2,067,295 ▼-100.0%00.0%ETFMGKVanguard Mega Cap Growth ETF$0$1,767,241 ▼-100.0%00.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$0$1,612,070 ▼-100.0%00.0%FinanceCOSTCostco Wholesale$0$1,441,738 ▼-100.0%00.0%Retail/WholesaleMETAMeta Platforms$0$946,510 ▼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$637,136 ▼-100.0%00.0%Computer and TechnologyLITGlobal X Lithium & Battery Tech ETF$0$599,458 ▼-100.0%00.0%ETFREMXVanEck Rare Earth/Strategic Metals ETF$0$490,926 ▼-100.0%00.0%ETFShowing 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.
