Anderson Financial Strategies

Anderson Financial Strategies as of June 30, 2025

Portfolio Holdings for Anderson Financial Strategies

Anderson Financial Strategies holds 40 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Wisdomtree Us Va (WTV) 12.4 $19M 224k 86.40
American Centy Etf Tr Us Quality Grow (QGRO) 9.9 $16M 142k 109.12
Fidelity Covington Trust Enhanced Intl (FENI) 9.1 $14M 427k 33.26
Ishares Tr Core Intl Aggr (IAGG) 6.8 $11M 207k 51.09
Flexshares Tr Cr Scd Us Bd (SKOR) 6.1 $9.6M 196k 48.78
Spdr Series Trust Bbg Conv Sec Etf (CWB) 5.2 $8.2M 99k 82.66
Ab Active Etfs High Yield Etf (HYFI) 5.1 $7.9M 212k 37.47
Victory Portfolios Ii Usaa Msci Usa Sm (USVM) 4.6 $7.2M 86k 83.91
Etfis Ser Tr I Virtus Infrcap (PFFA) 4.3 $6.7M 320k 20.83
J P Morgan Exchange Traded F Realty Income Et (JPRE) 4.1 $6.4M 134k 47.64
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 4.0 $6.3M 294k 21.42
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 3.7 $5.8M 86k 68.02
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 3.0 $4.6M 121k 38.12
Mfs Mun Income Tr Sh Ben Int (MFM) 2.4 $3.8M 732k 5.17
Wisdomtree Tr Wsdm Emktbd Fd (EMCB) 2.2 $3.5M 52k 65.95
First Tr Exchange-traded Smid Risng Etf (SDVY) 2.0 $3.2M 90k 35.28
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.3 $2.1M 39k 54.39
Ishares Tr Msci Usa Mmentm (MTUM) 1.3 $2.0M 8.5k 240.37
Xpo Logistics Inc equity (XPO) 1.1 $1.8M 14k 126.25
Global X Fds Data Ctr & Digit (DTCR) 1.1 $1.7M 91k 18.64
Live Nation Entertainment (LYV) 1.0 $1.6M 11k 151.29
Alliance Data Systems Corporation (BFH) 1.0 $1.6M 28k 57.10
Ishares Tr Residential Mult (REZ) 0.9 $1.5M 18k 82.35
Ford Motor Company (F) 0.9 $1.4M 132k 10.85
Expedia Group Com New (EXPE) 0.9 $1.4M 8.4k 168.64
LSI Industries (LYTS) 0.9 $1.4M 81k 17.00
Renaissance Re Holdings Ltd Cmn (RNR) 0.9 $1.3M 5.5k 242.99
Eastern Bankshares (EBC) 0.6 $950k 62k 15.25
JPMorgan Chase & Co. (JPM) 0.4 $627k 2.2k 290.01
Apple (AAPL) 0.4 $596k 2.9k 205.09
Netflix (NFLX) 0.3 $537k 401.00 1339.15
Eaton Corp SHS (ETN) 0.3 $486k 1.4k 357.09
Servicenow (NOW) 0.3 $453k 441.00 1027.21
Amazon (AMZN) 0.2 $364k 1.7k 219.28
Intuitive Surgical Com New (ISRG) 0.2 $334k 615.00 543.09
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $323k 2.8k 115.44
Commercial Vehicle (CVGI) 0.2 $322k 195k 1.65
Mastercard Incorporated Cl A (MA) 0.2 $312k 555.00 562.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $304k 1.0k 304.00
Alphabet Cap Stk Cl C (GOOG) 0.1 $231k 1.3k 177.69