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CIK: 0001873973
Total reported value
$174.5M
$174.5M
3 檔
106.9%
In Q1 2025, Hansen & Associates Financial Group, Inc.'s U.S. equity holdings reached a combined market value of $174.5M, distributed across 3 disclosed stock positions.
In Q1 2025, Hansen & Associates Financial Group, Inc. adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 17 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 57.86% | -2.54% | +48.93% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 41.28% | -4.89% | +50.61% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.85% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | +21% | +48.93% | Add |
| 2 | FTSM | First Trust Enh Short Mat Fd | +15.3% | +50.61% | Add |
| 3 | BSV | Vanguard Short-term Bond ETF | +0.9% | NEW | New buy |
| 4 | REMX | Vaneck Rar Earth Nd Stg-usdi | -0.3% | EXIT | Sold out |
| 5 | LIT | Global X Lithium & Battery T | -0.3% | EXIT | Sold out |
| 6 | AVGO | Broadcom Inc | -0.3% | EXIT | Sold out |
| 7 | META | Meta Platforms Inc-class A | -0.5% | EXIT | Sold out |
| 8 | COST | Costco Wholesale CORP | -0.7% | EXIT | Sold out |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | -0.8% | EXIT | Sold out |
| 10 | MGK | Vanguard Mega Cap Growth ETF | -0.9% | EXIT | Sold out |
| 11 | VNQ | Vanguard Real Estate ETF | -1.1% | EXIT | Sold out |
| 12 | GLD | Spdr Gold Shares | -1.1% | EXIT | Sold out |
| 13 | TSLA | Tesla Inc | -2.3% | EXIT | Sold out |
| 14 | NVDA | Nvidia CORP | -2.6% | EXIT | Sold out |
| 15 | AMZN | Amazon.com Inc | -3.6% | EXIT | Sold out |
| 16 | JPM | Jpmorgan Chase & Co | -3.6% | EXIT | Sold out |
| 17 | IWM | Ishares Russell 2000 ETF | -4% | EXIT | Sold out |
| 18 | NFLX | Netflix Inc | -4% | EXIT | Sold out |
| 19 | FDN | First Trust Dow Jones Intern | -5.1% | EXIT | Sold out |
| 20 | CVX | Chevron CORP | -6.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Hansen & Associates Financial Group, Inc. reported a total U.S. public equity portfolio value of $174.5M across 3 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SHV, FTSM, BSV) accounted for 106.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
BSV
市值: $1.6M
Top Position Liquidated / Trimmed
CVX
前期市值: $11.9M
During Q1 2025, Hansen & Associates Financial Group, Inc.'s top holdings by market value included SHV (57.9%)、FTSM (41.3%)、BSV (0.8%). The largest single position, SHV, represented 57.9% of total portfolio value.
In Q1 2025, Hansen & Associates Financial Group, Inc. made 20 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 0 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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