Anderson Financial Strategies

Anderson Financial Strategies as of March 31, 2025

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