Anderson Financial Strategies
Latest statistics and disclosures from Anderson Financial Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WTV, IWY, FENI, IAGG, SKOR, and represent 40.32% of Anderson Financial Strategies's stock portfolio.
- Added to shares of these 10 stocks: FENI (+$13M), USVM (+$6.8M), LGOV (+$6.7M), JEPI, JEPQ, IWY, SDVY, WTV, SKOR, XSMO.
- Started 151 new stock positions in WMT, MELI, EA, NICE, ABNB, BIIB, TT, SPG, MFC, FBND.
- Reduced shares in these 10 stocks: SCHF (-$13M), EBSIX (-$13M), IEI (-$6.5M), XSVM (-$5.9M), MEMS, CALF, SWVXX, SNAXX, SNOXX, CDDRX.
- Sold out of its positions in GQGIX, ALL, AFMFX, APDKX, APDFX, DLDRX, BCOIX, MAHQX, TIPWX, BRO.
- Anderson Financial Strategies was a net buyer of stock by $883k.
- Anderson Financial Strategies has $164M in assets under management (AUM), dropping by -1.46%.
- Central Index Key (CIK): 0002018166
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Portfolio Holdings for Anderson Financial Strategies
Anderson Financial Strategies holds 237 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Wisdomtree Us Va (WTV) | 11.2 | $18M | +7% | 223k | 82.17 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 8.7 | $14M | +14% | 68k | 210.94 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 7.7 | $13M | NEW | 421k | 29.76 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 6.7 | $11M | +3% | 219k | 49.99 |
|
| Flexshares Tr Cr Scd Us Bd (SKOR) | 6.1 | $9.9M | +9% | 206k | 48.33 |
|
| Ab Active Etfs High Yield Etf (HYFI) | 4.9 | $7.9M | -7% | 216k | 36.84 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 4.8 | $7.9M | 103k | 76.62 |
|
|
| Victory Portfolios Ii Usaa Msci Usa Sm (USVM) | 4.2 | $6.8M | NEW | 87k | 78.74 |
|
| Nushares Etf Tr Nuveen Shrt Term (NURE) | 4.1 | $6.7M | -3% | 216k | 31.27 |
|
| First Tr Exchange-traded Lng Dur Oprtun (LGOV) | 4.1 | $6.7M | NEW | 314k | 21.50 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 4.0 | $6.6M | -5% | 310k | 21.21 |
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 3.4 | $5.5M | +15% | 87k | 62.75 |
|
| Mfs Mun Income Tr Sh Ben Int (MFM) | 2.6 | $4.2M | 795k | 5.30 |
|
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 2.6 | $4.2M | -3% | 118k | 35.70 |
|
| Wisdomtree Tr Wsdm Emktbd Fd (EMCB) | 2.1 | $3.5M | -6% | 53k | 65.41 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 1.9 | $3.1M | +109% | 92k | 33.50 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.2 | $2.0M | +3558700% | 36k | 57.14 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.2 | $2.0M | +961150% | 39k | 51.78 |
|
| Live Nation Entertainment (LYV) | 1.1 | $1.8M | +26% | 14k | 130.58 |
|
| Ishares Tr Residential Mult (REZ) | 1.0 | $1.6M | +2% | 18k | 86.42 |
|
| Global X Fds Data Ctr & Digit (DTCR) | 0.9 | $1.4M | 87k | 16.26 |
|
|
| Ford Motor Company (F) | 0.9 | $1.4M | +13% | 141k | 10.03 |
|
| Expedia Group Com New (EXPE) | 0.9 | $1.4M | +10% | 8.4k | 168.11 |
|
| Alliance Data Systems Corporation (BFH) | 0.8 | $1.4M | +17% | 28k | 50.08 |
|
| Xpo Logistics Inc equity (XPO) | 0.8 | $1.4M | +35% | 13k | 107.58 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.8 | $1.3M | +6% | 5.6k | 240.00 |
|
| LSI Industries (LYTS) | 0.8 | $1.3M | +19% | 79k | 16.99 |
|
| Apple (AAPL) | 0.4 | $646k | +5830% | 2.9k | 222.13 |
|
| MercadoLibre (MELI) | 0.4 | $644k | NEW | 330.00 | 1950.87 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $632k | NEW | 1.3k | 495.27 |
|
| Spotify Technology S A SHS (SPOT) | 0.4 | $600k | NEW | 1.1k | 550.03 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $530k | +10% | 2.2k | 245.30 |
|
| Axon Enterprise (AXON) | 0.3 | $526k | NEW | 1.0k | 525.91 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $516k | NEW | 3.3k | 156.23 |
|
| Tesla Motors (TSLA) | 0.3 | $448k | NEW | 1.7k | 259.16 |
|
| Booking Holdings (BKNG) | 0.2 | $405k | NEW | 88.00 | 4606.91 |
|
| McDonald's Corporation (MCD) | 0.2 | $392k | +11% | 1.3k | 312.33 |
|
| Commercial Vehicle (CVGI) | 0.2 | $382k | +9% | 333k | 1.15 |
|
| Netflix (NFLX) | 0.2 | $374k | NEW | 401.00 | 932.53 |
|
| Eaton Corp SHS (ETN) | 0.2 | $370k | +5% | 1.4k | 271.83 |
|
| Servicenow (NOW) | 0.2 | $351k | NEW | 441.00 | 795.68 |
|
| Amazon (AMZN) | 0.2 | $316k | +2762% | 1.7k | 190.26 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $304k | NEW | 555.00 | 548.12 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $275k | +455% | 1.0k | 274.70 |
|
| Electronic Arts (EA) | 0.2 | $272k | NEW | 1.9k | 144.52 |
|
| Shopify Cl A (SHOP) | 0.2 | $267k | NEW | 2.8k | 95.48 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $265k | NEW | 400.00 | 662.63 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $261k | 1.4k | 186.29 |
|
|
| Zscaler Incorporated (ZS) | 0.1 | $238k | NEW | 1.2k | 198.42 |
|
| Synopsys (SNPS) | 0.1 | $232k | NEW | 542.00 | 428.85 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $217k | NEW | 2.0k | 108.38 |
|
| Mfs Charter Income Tr Sh Ben Int (MCR) | 0.1 | $212k | 34k | 6.27 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $206k | NEW | 584.00 | 352.69 |
|
| Enbridge (ENB) | 0.1 | $197k | 4.4k | 44.31 |
|
|
| IDEXX Laboratories (IDXX) | 0.1 | $197k | NEW | 468.00 | 419.95 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $196k | NEW | 528.00 | 371.10 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $189k | NEW | 1.1k | 172.78 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $175k | 13k | 13.21 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $172k | NEW | 355.00 | 485.09 |
|
| Southern Company (SO) | 0.1 | $165k | 1.8k | 91.95 |
|
|
| Globus Med Cl A (GMED) | 0.1 | $160k | NEW | 2.2k | 73.20 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $159k | NEW | 1.9k | 82.31 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $159k | 2.6k | 60.99 |
|
|
| Blackrock Muniyield Quality Fund (MQY) | 0.1 | $155k | 13k | 11.71 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $151k | 294.00 | 513.91 |
|
|
| Simon Property (SPG) | 0.1 | $147k | NEW | 884.00 | 166.08 |
|
| Waste Management (WM) | 0.1 | $146k | NEW | 632.00 | 231.51 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $144k | NEW | 376.00 | 383.53 |
|
| Nextera Energy (NEE) | 0.1 | $143k | NEW | 2.0k | 70.89 |
|
| Procter & Gamble Company (PG) | 0.1 | $136k | -9% | 800.00 | 170.42 |
|
| Workday Cl A (WDAY) | 0.1 | $127k | NEW | 543.00 | 233.53 |
|
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $126k | 13k | 9.96 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $124k | 750.00 | 165.84 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $124k | NEW | 1.6k | 77.48 |
|
| Gabelli Dividend & Income Trust (GDV) | 0.1 | $123k | 5.1k | 24.13 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $120k | NEW | 509.00 | 236.24 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $119k | 1.0k | 118.93 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $109k | NEW | 2.0k | 54.72 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $105k | NEW | 1.7k | 62.11 |
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $99k | +643% | 743.00 | 133.16 |
|
| Tractor Supply Company (TSCO) | 0.1 | $98k | NEW | 1.8k | 55.10 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $93k | NEW | 2.1k | 45.25 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.1 | $93k | +35% | 2.9k | 31.40 |
|
| Deere & Company (DE) | 0.1 | $91k | +55% | 193.00 | 469.35 |
|
| Docusign (DOCU) | 0.1 | $91k | NEW | 1.1k | 81.45 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $90k | 1.4k | 65.61 |
|
|
| Jack Henry & Associates (JKHY) | 0.1 | $90k | NEW | 490.00 | 182.60 |
|
| Microsoft Corporation (MSFT) | 0.1 | $89k | +526% | 238.00 | 375.39 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $78k | 270.00 | 288.14 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $76k | NEW | 1.2k | 65.25 |
|
| Lululemon Athletica (LULU) | 0.0 | $76k | +242% | 267.00 | 283.06 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $75k | +32% | 155.00 | 486.71 |
|
| Warby Parker Cl A Com (WRBY) | 0.0 | $72k | +38% | 4.0k | 18.23 |
|
| Nice Sponsored Adr (NICE) | 0.0 | $72k | NEW | 465.00 | 154.17 |
|
| Maplebear (CART) | 0.0 | $70k | +55% | 1.7k | 39.89 |
|
| Roku Com Cl A (ROKU) | 0.0 | $68k | NEW | 967.00 | 70.49 |
|
| Amgen (AMGN) | 0.0 | $68k | +13% | 217.00 | 311.55 |
|
| UnitedHealth (UNH) | 0.0 | $61k | NEW | 116.00 | 523.14 |
|
| Pinterest Cl A (PINS) | 0.0 | $60k | NEW | 1.9k | 31.00 |
|
| Whirlpool Corporation (WHR) | 0.0 | $58k | +35% | 644.00 | 90.13 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $55k | NEW | 2.1k | 26.79 |
|
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.0 | $55k | NEW | 500.00 | 108.98 |
|
| Visa Com Cl A (V) | 0.0 | $53k | NEW | 150.00 | 350.46 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $52k | 1.9k | 27.96 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $52k | NEW | 280.00 | 186.59 |
|
| Lowe's Companies (LOW) | 0.0 | $51k | NEW | 220.00 | 233.23 |
|
| Trane Technologies SHS (TT) | 0.0 | $51k | NEW | 150.00 | 336.92 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $49k | NEW | 605.00 | 81.73 |
|
| Masimo Corporation (MASI) | 0.0 | $49k | NEW | 295.00 | 166.47 |
|
| UGI Corporation (UGI) | 0.0 | $49k | 1.5k | 33.07 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $48k | -9% | 86.00 | 561.90 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $46k | NEW | 2.4k | 19.04 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $46k | NEW | 1.1k | 42.08 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $45k | NEW | 750.00 | 59.84 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $44k | NEW | 200.00 | 221.75 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $44k | 3.8k | 11.52 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $41k | NEW | 448.00 | 90.61 |
|
| Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) | 0.0 | $40k | NEW | 1.8k | 22.22 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $39k | NEW | 461.00 | 83.66 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $39k | NEW | 648.00 | 59.36 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $38k | +900% | 40.00 | 945.77 |
|
| Dex (DXCM) | 0.0 | $37k | NEW | 540.00 | 68.29 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $35k | NEW | 100.00 | 349.19 |
|
| Blackrock (BLK) | 0.0 | $33k | NEW | 35.00 | 946.49 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $31k | 1.0k | 30.99 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $31k | -23% | 200.00 | 154.64 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $30k | NEW | 60.00 | 497.60 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $28k | -99% | 1.4k | 19.78 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $28k | NEW | 200.00 | 139.78 |
|
| Direxion Shs Etf Tr Daily Real Est B (DRN) | 0.0 | $25k | NEW | 2.8k | 8.78 |
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| Merck & Co (MRK) | 0.0 | $22k | NEW | 250.00 | 89.76 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $22k | NEW | 700.00 | 30.73 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $21k | NEW | 158.00 | 133.95 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $20k | NEW | 120.00 | 166.00 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $20k | NEW | 400.00 | 49.16 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $20k | NEW | 306.00 | 64.16 |
|
| Autodesk (ADSK) | 0.0 | $19k | NEW | 73.00 | 261.79 |
|
| Pepsi (PEP) | 0.0 | $19k | NEW | 125.00 | 149.94 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $18k | NEW | 126.00 | 141.32 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $18k | NEW | 66.00 | 269.50 |
|
| Wal-Mart Stores (WMT) | 0.0 | $18k | NEW | 200.00 | 87.79 |
|
| United Parcel Service CL B (UPS) | 0.0 | $17k | NEW | 150.00 | 109.99 |
|
| Pfizer (PFE) | 0.0 | $16k | 645.00 | 25.34 |
|
|
| Hubspot (HUBS) | 0.0 | $14k | NEW | 24.00 | 571.29 |
|
| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.0 | $14k | NEW | 943.00 | 14.50 |
|
| Abbvie (ABBV) | 0.0 | $14k | NEW | 65.00 | 209.85 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $13k | NEW | 25.00 | 532.60 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $13k | -36% | 175.00 | 75.65 |
|
| Manulife Finl Corp (MFC) | 0.0 | $13k | NEW | 408.00 | 31.15 |
|
| Solaredge Technologies (SEDG) | 0.0 | $13k | NEW | 786.00 | 16.16 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $13k | NEW | 343.00 | 36.90 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.0 | $13k | -99% | 249.00 | 50.20 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $12k | NEW | 147.00 | 80.11 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $11k | NEW | 200.00 | 56.85 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $11k | NEW | 808.00 | 13.62 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $11k | NEW | 225.00 | 47.60 |
|
| Metropcs Communications (TMUS) | 0.0 | $11k | NEW | 40.00 | 266.70 |
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| Valero Energy Corporation (VLO) | 0.0 | $10k | -20% | 79.00 | 132.08 |
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| Matthews Asia Fds Emerging Mkt Dis (MEMS) | 0.0 | $10k | -99% | 446.00 | 23.36 |
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| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.0 | $10k | NEW | 425.00 | 23.97 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $9.6k | NEW | 200.00 | 48.01 |
|
| L3harris Technologies (LHX) | 0.0 | $9.6k | NEW | 46.00 | 207.87 |
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.0 | $9.1k | NEW | 315.00 | 29.03 |
|
| Haleon Spon Ads (HLN) | 0.0 | $9.1k | NEW | 882.00 | 10.29 |
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $9.0k | NEW | 92.00 | 98.03 |
|
| Shell Spon Ads (SHEL) | 0.0 | $8.2k | NEW | 112.00 | 73.28 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $8.0k | -99% | 68.00 | 118.13 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $6.8k | NEW | 140.00 | 48.54 |
|
| Snowflake Cl A (SNOW) | 0.0 | $6.6k | NEW | 45.00 | 146.67 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $6.5k | NEW | 102.00 | 63.69 |
|
| Alcon Ord Shs (ALC) | 0.0 | $6.4k | NEW | 67.00 | 94.93 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $6.2k | NEW | 165.00 | 37.86 |
|
| Doximity Cl A (DOCS) | 0.0 | $6.2k | NEW | 106.00 | 58.03 |
|
| Linde SHS (LIN) | 0.0 | $6.1k | +1200% | 13.00 | 465.62 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $6.0k | NEW | 50.00 | 119.46 |
|
| Insulet Corporation (PODD) | 0.0 | $5.8k | NEW | 22.00 | 262.59 |
|
| Icici Bank Adr (IBN) | 0.0 | $5.8k | NEW | 183.00 | 31.52 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $5.7k | NEW | 27.00 | 212.22 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $5.7k | NEW | 95.00 | 60.08 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $5.5k | -77% | 81.00 | 67.75 |
|
| Biogen Idec (BIIB) | 0.0 | $5.5k | NEW | 40.00 | 136.65 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $5.5k | NEW | 68.00 | 80.31 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $5.2k | NEW | 62.00 | 84.34 |
|
| Broadcom (AVGO) | 0.0 | $4.7k | NEW | 28.00 | 166.61 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $4.6k | +100% | 24.00 | 193.00 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $4.6k | +100% | 44.00 | 104.57 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $4.4k | NEW | 66.00 | 66.44 |
|
| Charles River Laboratories (CRL) | 0.0 | $4.4k | NEW | 29.00 | 150.52 |
|
| Guardant Health (GH) | 0.0 | $4.2k | NEW | 99.00 | 42.57 |
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| Belden (BDC) | 0.0 | $4.2k | NEW | 42.00 | 100.26 |
|
| TreeHouse Foods (THS) | 0.0 | $4.1k | +7500% | 152.00 | 27.09 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $4.1k | NEW | 74.00 | 55.09 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $4.0k | +100% | 60.00 | 66.33 |
|
| Walt Disney Company (DIS) | 0.0 | $3.9k | NEW | 34.00 | 113.53 |
|
| Canadian Natl Ry (CNI) | 0.0 | $3.7k | NEW | 38.00 | 97.45 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $3.7k | NEW | 1.6k | 2.33 |
|
| Ionis Pharmaceuticals (IONS) | 0.0 | $3.7k | NEW | 121.00 | 30.17 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $3.4k | NEW | 18.00 | 190.56 |
|
| Credicorp (BAP) | 0.0 | $3.4k | NEW | 18.00 | 186.17 |
|
| TJX Companies (TJX) | 0.0 | $3.3k | NEW | 27.00 | 121.22 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $3.2k | NEW | 31.00 | 104.77 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $3.2k | NEW | 35.00 | 91.00 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $2.9k | +100% | 50.00 | 58.36 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $2.8k | NEW | 55.00 | 51.49 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $2.7k | NEW | 9.00 | 300.44 |
|
| Tko Group Holdings Cl A (TKO) | 0.0 | $2.6k | NEW | 17.00 | 152.82 |
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $2.5k | NEW | 129.00 | 19.57 |
|
| Etsy (ETSY) | 0.0 | $2.5k | NEW | 52.00 | 47.15 |
|
| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.0 | $2.4k | NEW | 164.00 | 14.77 |
|
| Match Group (MTCH) | 0.0 | $2.3k | NEW | 73.00 | 31.05 |
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.0 | $2.3k | -99% | 60.00 | 37.50 |
|
| XP Cl A (XP) | 0.0 | $2.1k | NEW | 150.00 | 13.75 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $2.1k | +100% | 30.00 | 68.57 |
|
| Western Digital (WDC) | 0.0 | $2.0k | NEW | 49.00 | 40.63 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.9k | NEW | 180.00 | 10.72 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.9k | NEW | 9.00 | 206.44 |
|
| Gamestop Corp Cl A (GME) | 0.0 | $1.8k | NEW | 80.00 | 22.32 |
|
| Starbucks Corporation (SBUX) | 0.0 | $1.6k | NEW | 17.00 | 96.47 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) | 0.0 | $1.6k | -93% | 95.00 | 16.65 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $1.6k | NEW | 18.00 | 87.22 |
|
| Cintas Corporation (CTAS) | 0.0 | $1.3k | -83% | 6.00 | 221.83 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.3k | NEW | 9.00 | 146.00 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.3k | NEW | 25.00 | 50.84 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.2k | NEW | 24.00 | 49.79 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $1.2k | NEW | 61.00 | 18.93 |
|
| Paylocity Holding Corporation (PCTY) | 0.0 | $1.1k | NEW | 6.00 | 188.67 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.0k | NEW | 11.00 | 93.45 |
|
| Viatris (VTRS) | 0.0 | $697.000000 | 80.00 | 8.71 |
|
|
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.0 | $652.000000 | NEW | 8.00 | 81.50 |
|
| Wolfspeed (WOLF) | 0.0 | $352.003500 | NEW | 115.00 | 3.06 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $212.000100 | 19.00 | 11.16 |
|
|
| Xerox Holdings Corp Com New (XRX) | 0.0 | $187.999500 | 39.00 | 4.82 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $71.000000 | NEW | 1.00 | 71.00 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $48.000000 | 1.00 | 48.00 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $46.000000 | NEW | 1.00 | 46.00 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $29.000000 | NEW | 1.00 | 29.00 |
|
| Stellantis SHS (STLA) | 0.0 | $11.000000 | 1.00 | 11.00 |
|
Past Filings by Anderson Financial Strategies
SEC 13F filings are viewable for Anderson Financial Strategies going back to 2024
- Anderson Financial Strategies 2025 Q1 filed May 28, 2025
- Anderson Financial Strategies 2024 Q4 filed Feb. 14, 2025