HA
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Hansen & Associates Financial Group, Inc.13F | |
| Hansen & Associates Financial Group, Inc. | |
| Last update 2025-07-18 | 15 Stocks (12 new) |
| Value $184.00 Mil | Turnover 14 % |
Hansen & Associates Financial ... Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHV | iShares Short Treasury Bond ETF | 846,220 | 93,435.4 | -13.49% | 50.720 | -7.81% | 0.450 | +1.00% | +2.30% | 20,785.6 | ||
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 1,048,597 | 62,989.2 | -18.42% | 34.190 | -7.60% | 0.990 | +1.25% | +2.60% | 6,255.0 | ||
EEM | iShares MSCI Emerging Markets ETF | 66,396 | 3,193.0 | New Holding | 1.730 | +1.73% | 0.020 | +16.98% | +20.37% | 18,958.5 | ||
BRK.B | Berkshire Hathaway Inc | 6,381 | 3,099.1 | New Holding | 1.680 | +1.68% | 0.000 | -8.16% | +6.74% | 1,042,418.0 | Insurance | |
COST | Costco Wholesale Corp | 2,981 | 2,937.0 | New Holding | 1.590 | +1.59% | 0.000 | -3.08% | +3.34% | 418,897.4 | Retail - Defensive | |
EFA | iShares MSCI EAFE ETF | 32,868 | 2,936.4 | New Holding | 1.590 | +1.59% | 0.000 | +12.30% | +22.77% | 65,803.1 | ||
V | Visa Inc | 6,597 | 2,299.8 | New Holding | 1.250 | +1.25% | 0.000 | +6.45% | +12.81% | 694,164.8 | Credit Services | |
MSFT | Microsoft Corp | 4,562 | 2,262.5 | New Holding | 1.230 | +1.23% | 0.000 | +34.84% | +20.01% | 3,745,333.2 | Software | |
MA | Mastercard Inc | 3,915 | 2,154.5 | New Holding | 1.170 | +1.17% | 0.000 | +5.87% | +6.89% | 508,848.4 | Credit Services | |
NFLX | Netflix Inc | 1,385 | 1,832.8 | New Holding | 0.990 | +0.99% | 0.000 | +12.18% | +32.10% | 500,325.3 | Media - Diversified |
Hansen & Associates Financial Group, Inc.'s Historical Top Holdings Breakdowns
Hansen & Associates Financial Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHV | iShares Short Treasury Bond ETF | 2025-06-30 | Reduce Reduce | -7.81% | 110.06 ($110.26) 110.46 | $110.33 | 0.06% | Reduce -13.49% | 846,220 | -131,980 | |
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 2025-06-30 | Reduce Reduce | -7.60% | 59.8 ($59.9) 60.07 | $60.00 | 0.17% | Reduce -18.42% | 1,048,597 | -236,734 | |
EEM | iShares MSCI Emerging Markets ETF | 2025-06-30 | New Buy New Buy | +1.73% | 38.52 ($44.95) 48.28 | $49.85 | 10.91% | New holding | 66,396 | 66,396 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | New Buy New Buy | +1.68% | 483.48 ($508.26) 539.8 | $483.83 | -4.81% | New holding | 6,381 | 6,381 | |
COST | Costco Wholesale Corp | 2025-06-30 | New Buy New Buy | +1.59% | 908.13 ($993.18) 1056.85 | $944.58 | -4.89% | New holding | 2,981 | 2,981 | |
EFA | iShares MSCI EAFE ETF | 2025-06-30 | New Buy New Buy | +1.59% | 72.96 ($85.32) 90.39 | $91.25 | 6.94% | New holding | 32,868 | 32,868 | |
V | Visa Inc | 2025-06-30 | New Buy New Buy | +1.25% | 308.27 ($348.58) 373.31 | $355.34 | 1.94% | New holding | 6,597 | 6,597 | |
MSFT | Microsoft Corp | 2025-06-30 | New Buy New Buy | +1.23% | 354.56 ($433.34) 497.45 | $503.91 | 16.29% | New holding | 4,562 | 4,562 | |
MA | Mastercard Inc | 2025-06-30 | New Buy New Buy | +1.17% | 479.92 ($552.94) 590.74 | $560.36 | 1.34% | New holding | 3,915 | 3,915 | |
NFLX | Netflix Inc | 2025-06-30 | New Buy New Buy | +0.99% | 855.86 ($1127.52) 1339.13 | $1,177.44 | 4.43% | New holding | 1,385 | 1,385 |
Hansen & Associates Financial Group, Inc. Total Holding History ($B)
Hansen & Associates Financial Group, Inc.'s Asset Allocation
Hansen & Associates Financial Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Hansen & Associates Financial Group, Inc.'s Hypothetical Growth since 2025-06-30
Hansen & Associates Financial Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Hansen & Associates Financial Group, Inc.'s Holdings Heat Map
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Hansen & Associates Financial Group, Inc.'s Holdings Bubble Chart
Hansen & Associates Financial Group, Inc. News
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