Hansen & Associates Financial Group, Inc. Portfolio Holdings

Hansen & Associates Financial Group, Inc.

  • $184 Billion
  • Q2 2025

Hansen & Associates Financial Group, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $184 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $93.4B, First Tr Enhanced Traded Fd Iv with a value of $63B, Ishares Msci Emerging Markets with a value of $3.19B, Berkshire Hathaway Inc Class B with a value of $3.1B, and Costco Wholesale Corp with a value of $2.94B.

Examining the 13F form we can see an decrease of $2.22B in the current position value, from $186B to 184B.

Hansen & Associates Financial Group, Inc. is based out at Sacramento, CA

Below you can find more details about Hansen & Associates Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $184 Billion
ETFs: $164 Billion
Financial Services: $7.55 Billion
Technology: $6.11 Billion
Consumer Defensive: $2.94 Billion
Communication Services: $1.83 Billion
Industrials: $1.67 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$93.4 Billion 50.72% of portfolio
846,220
Q2 2025 Reduced 13.49%
$0
$63 Billion 34.19% of portfolio
1,048,597
Q2 2025 Reduced 18.42%
$0
$3.19 Billion 1.73% of portfolio
66,396
Q2 2025 New
$622B
$3.1 Billion 1.68% of portfolio
6,381
Q2 2025 New
$417B
$2.94 Billion 1.59% of portfolio
2,981
Q2 2025 New
$0
$2.94 Billion 1.59% of portfolio
32,868
Q2 2025 New
$575B
$2.3 Billion 1.25% of portfolio
6,597
Q2 2025 New
$3.77T
$2.26 Billion 1.23% of portfolio
4,562
Q2 2025 New
$533B
$2.15 Billion 1.17% of portfolio
3,915
Q2 2025 New
$530B
$1.83 Billion 0.99% of portfolio
1,385
Q2 2025 New
$283B
$1.67 Billion 0.91% of portfolio
6,578
Q2 2025 New
$0
$1.57 Billion 0.85% of portfolio
19,948
Q2 2025 Reduced 2.0%
$113B
$1.4 Billion 0.76% of portfolio
5,215
Q2 2025 New
$416B
$1.33 Billion 0.72% of portfolio
8,442
Q2 2025 New
$119B
$1.11 Billion 0.6% of portfolio
8,875
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $184 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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