Christopher J. Hasenberg, Inc has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $240 Million distributed in 210 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Viii Tcw Unconstr with a value of $32.1M, Dimensional ETF Tr Dimensional with a value of $28.7M, Ishares Tr Msci Eafe ETF with a value of $24.9M, Invesco Qqq Trust, Series 1 with a value of $24M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $22.1M.

Examining the 13F form we can see an decrease of $7.91M in the current position value, from $248M to 240M.

Christopher J. Hasenberg, Inc is based out at Eau Claire, WI

Below you can find more details about Christopher J. Hasenberg, Inc portfolio as well as his latest detailed transactions.

Portfolio value $240 Million
ETFs: $234 Million
Industrials: $2.13 Million
Healthcare: $907,000
Technology: $672,000
Energy: $558,000
Financial Services: $519,000
Utilities: $481,000
Consumer Defensive: $392,000
Other: $308,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $240 Million
  • Prior Value $248 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 35 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Christopher J. Hasenberg, Inc Portfolio

Follow Christopher J. Hasenberg, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Christopher J. Hasenberg, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Christopher J. Hasenberg, Inc with notifications on news.