Hansen & Associates Financial Group, Inc. Portfolio Holdings

Hansen & Associates Financial Group, Inc.

  • $196 Billion
  • Q4 2024

Hansen & Associates Financial Group, Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $196 Billion distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $72.3B, First Tr Enhanced Traded Fd Iv with a value of $51B, Chevron Corp with a value of $11.9B, First Tr Exchange Traded Fd with a value of $10B, and Netflix Inc with a value of $7.83B.

Examining the 13F form we can see an increase of $6.88B in the current position value, from $189B to 196B.

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 $196 Billion
ETFs: $140 Billion
Energy: $11.9 Billion
Consumer Cyclical: $11.6 Billion
Communication Services: $8.78 Billion
Financial Services: $7.11 Billion
Technology: $5.68 Billion
Consumer Defensive: $1.44 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$72.3 Billion 36.84% of portfolio
656,812
Q4 2024 Reduced 3.22%
$0
$51 Billion 25.97% of portfolio
853,416
Q4 2024 Reduced 3.24%
$0
$7.75 Billion 3.95% of portfolio
34,860
Q4 2024 New
$88.1B
$2.15 Billion 1.09% of portfolio
8,899
Q4 2024 Reduced 74.26%
$0
$2.07 Billion 1.05% of portfolio
23,293
Q4 2024 Reduced 75.6%
$0
$1.77 Billion 0.9% of portfolio
5,039
Q4 2024 New
$0
$1.61 Billion 0.82% of portfolio
3,749
Q4 2024 Reduced 9.73%
$0
$599 Million 0.31% of portfolio
14,283
Q4 2024 New
$0
$491 Million 0.25% of portfolio
12,292
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $196 Billion
  • Prior Value $189 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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