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The Analysis of Hansen & Associates Financial Group, Inc.'s Holdings & P&L

Currently, Hansen & Associates Financial Group, Inc. holds 42 types of securities in its portfolio with a total value $185.8M. In the most recent quarter, they have increased their positions in FTSM (+794.1K shares, valued at $47.5M), VIXM (+236.8K shares, valued at $4.0M), XLE (+43.1K shares, valued at $2.6M); decreased their positions in SPY (-1.3K shares, valued at $8.3M), SHV (-18.6K shares, valued at $2.0M), IWD (-6.1K shares, valued at $1.3M); initiated new positions in FTSM (+794.1K shares, valued at $47.5M), XMHQ (+3.2K shares, valued at $334.5K).

1M P&L

+109.3K+0.07%

3M P&L

+846.8K+0.57%

HY P&L

+1.3M+0.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A155.1M

89.6%

2Semiconductors2.4M

1.4%

3Credit Services2.3M

1.3%

Top Industries by Stock Count

1N/A26 stocks

66.7%

2Drug Manufacturers - General2 stocks

5.1%

3Credit Services2 stocks

5.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SHV ISHARES TR474.9K shares-3.77%2026-03-312026-05-11

FTSM FIRST TR EXCHANGE-TRADED FD794.1K sharesnew addition2026-03-312026-05-11

VIXM PROSHARES TR II1.4M shares19.97%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T1.5K shares-46.00%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR69.2K shares165.45%2026-03-312026-05-11

GLD SPDR GOLD TR6.4K shares168.16%2026-03-312026-05-11

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II32.6K shares2.31%2026-03-312026-05-11

USMV ISHARES TR25.3K shares3.46%2026-03-312026-05-11

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QUAL ISHARES TR12.0K shares4.01%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR44.0K shares257.86%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS21.8K shares268.07%2026-03-312026-05-11

NVDA NVIDIA CORPORATION10.7K shares-17.27%2026-03-312026-05-11

XLI SELECT SECTOR SPDR TR11.3K shares-26.73%2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR12.4K shares-24.34%2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR22.1K shares-27.59%2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR16.4K shares-7.45%2026-03-312026-05-11

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AMZN AMAZON COM INC7.8K shares-23.86%2026-03-312026-05-11

AAPL APPLE INC6.2K shares-22.75%2026-03-312026-05-11

MTUM ISHARES TR6.3K shares-17.69%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR11.0K shares-40.30%2026-03-312026-05-11

MSFT MICROSOFT CORP3.9K shares-21.41%2026-03-312026-05-11

NFLX NETFLIX INC14.1K shares-0.81%2026-03-312026-05-11

ALPHABET INC ALPHABET INC4.5K shares15.53%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS17.3K shares-41.14%2026-03-312026-05-11

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EFA ISHARES TR11.4K shares-40.53%2026-03-312026-05-11

EEM ISHARES TR19.5K shares-40.63%2026-03-312026-05-11

META META PLATFORMS INC1.9K shares9.99%2026-03-312026-05-11

BROADCOM INC BROADCOM INC3.5K shares-11.32%2026-03-312026-05-11

TSLA TESLA INC3.0K shares-21.78%2026-03-312026-05-11

LLY ELI LILLY & CO1.1K shares-23.47%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION1.0K shares-4.55%2026-03-312026-05-11

ALPHABET INC ALPHABET INC3.3K shares-32.86%2026-03-312026-05-11

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V VISA INC3.3K shares-8.11%2026-03-312026-05-11

MA MASTERCARD INCORPORATED1.9K shares-5.48%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR13.3K shares-64.02%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR1.1K shares-55.37%2026-03-312026-05-11

VTI VANGUARD INDEX FDS1.7K shares-62.60%2026-03-312026-05-11

IJR ISHARES TR2.8K shares-79.24%2026-03-312026-05-11

IWD ISHARES TR1.6K shares-79.32%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F6.2K shares-79.22%2026-03-312026-05-11

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XMHQ INVESCO EXCHANGE TRADED FD T3.2K sharesnew addition2026-03-312026-05-11

MGK VANGUARD WORLD FD619 shares-2.98%2026-03-312026-05-11

SHV

ISHARES TR

-3.77%

Shares474.9K

Event2026-03-31

Filed2026-05-11

FTSM

FIRST TR EXCHANGE-TRADED FD

New

Shares794.1K

Event2026-03-31

Filed2026-05-11

VIXM

PROSHARES TR II

19.97%

Shares1.4M

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-46.00%

Shares1.5K

Event2026-03-31

Filed2026-05-11

XLE

SELECT SECTOR SPDR TR

165.45%

Shares69.2K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

168.16%

Shares6.4K

Event2026-03-31

Filed2026-05-11

INVESCO EXCH TRADED FD TR II

2.31%

Shares32.6K

Event2026-03-31

Filed2026-05-11

USMV

ISHARES TR

3.46%

Shares25.3K

Event2026-03-31

Filed2026-05-11

QUAL

ISHARES TR

4.01%

Shares12.0K

Event2026-03-31

Filed2026-05-11

XLU

SELECT SECTOR SPDR TR

257.86%

Shares44.0K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

268.07%

Shares21.8K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

-17.27%

Shares10.7K

Event2026-03-31

Filed2026-05-11

XLI

SELECT SECTOR SPDR TR

-26.73%

Shares11.3K

Event2026-03-31

Filed2026-05-11

XLV

SELECT SECTOR SPDR TR

-24.34%

Shares12.4K

Event2026-03-31

Filed2026-05-11

XLP

SELECT SECTOR SPDR TR

-27.59%

Shares22.1K

Event2026-03-31

Filed2026-05-11

XLY

SELECT SECTOR SPDR TR

-7.45%

Shares16.4K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-23.86%

Shares7.8K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-22.75%

Shares6.2K

Event2026-03-31

Filed2026-05-11

MTUM

ISHARES TR

-17.69%

Shares6.3K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

-40.30%

Shares11.0K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-21.41%

Shares3.9K

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC

-0.81%

Shares14.1K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

15.53%

Shares4.5K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

-41.14%

Shares17.3K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES TR

-40.53%

Shares11.4K

Event2026-03-31

Filed2026-05-11

EEM

ISHARES TR

-40.63%

Shares19.5K

Event2026-03-31

Filed2026-05-11