Anderson Financial Strategies

Anderson Financial Strategies as of Sept. 30, 2025

Portfolio Holdings for Anderson Financial Strategies

Anderson Financial Strategies holds 39 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Isdomtree Us Va (WTV) 11.9 $20M 221k 91.01
American Centy Etf Tr S Quality Grow (QGRO) 9.5 $16M 141k 114.40
Fidelity Covington Trust Nhanced Intl (FENI) 8.7 $15M 414k 35.28
Ishares Tr Ore Intl Aggr (IAGG) 7.0 $12M 231k 51.23
Flexshares Tr R Scd Us Bd (SKOR) 6.3 $11M 215k 49.25
Spdr Series Trust Bg Conv Sec Etf (CWB) 5.2 $8.9M 98k 90.50
Ab Active Etfs High Yield Etf (HYFI) 5.2 $8.8M 231k 37.95
Victory Portfolios Ii Saa Msci Usa Sm (USVM) 4.5 $7.7M 85k 90.56
Etfis Ser Tr I Irtus Infrcap (PFFA) 4.3 $7.3M 338k 21.71
J P Morgan Exchange Traded F Ealty Income Et (JPRE) 4.3 $7.3M 151k 47.93
First Tr Exchange-traded Ng Dur Oprtun (LGOV) 4.2 $7.0M 324k 21.75
Invesco Exchange Traded Fd T &p Smlcp Moment (XSMO) 3.6 $6.1M 83k 73.57
Spdr Index Shs Fds &p Em Mkt Div (EDIV) 2.9 $4.9M 126k 38.85
Hartford Fds Exchange Traded Un Oportunite (HMOP) 2.9 $4.8M 124k 38.97
Wisdomtree Tr Sdm Emktbd Fd (EMCB) 2.2 $3.7M 55k 66.96
First Tr Exchange-traded Mid Risng Etf (SDVY) 2.0 $3.4M 89k 38.02
J P Morgan Exchange Traded F Asdaq Eqt Prem (JEPQ) 1.4 $2.3M 40k 57.52
Ishares Tr Sci Usa Mmentm (MTUM) 1.4 $2.3M 8.9k 256.45
Applovin Corp Com Cl A (APP) 1.1 $1.8M 2.5k 718.54
Global X Fds Ata Ctr & Digit (DTCR) 1.1 $1.8M 87k 20.48
Ishares Tr Esidential Mult (REZ) 1.0 $1.7M 20k 84.97
Eastern Bankshares (EBC) 1.0 $1.6M 89k 18.15
LSI Industries (LYTS) 0.9 $1.6M 68k 23.61
Renaissance Re Holdings Ltd Cmn (RNR) 0.9 $1.5M 6.1k 253.93
Chart Industries (GTLS) 0.9 $1.5M 7.6k 200.15
Diebold Nixdorf Com Shs (DBD) 0.9 $1.4M 25k 57.03
Live Nation Entertainment (LYV) 0.8 $1.4M 8.7k 163.40
Goodyear Tire & Rubber Company (GT) 0.8 $1.3M 176k 7.48
Bioventus Com Cl A (BVS) 0.5 $901k 135k 6.69
Apple (AAPL) 0.4 $740k 2.9k 254.63
JPMorgan Chase & Co. (JPM) 0.4 $682k 2.2k 315.43
Eaton Corp HS (ETN) 0.3 $509k 1.4k 374.25
Netflix (NFLX) 0.3 $481k 401.00 1198.92
Shopify L A Sub Vtg Shs (SHOP) 0.2 $416k 2.8k 148.61
Servicenow (NOW) 0.2 $406k 441.00 919.75
Amazon (AMZN) 0.2 $365k 1.7k 219.57
Alphabet Ap Stk Cl C (GOOG) 0.2 $317k 1.3k 243.55
Mastercard Incorporated L A (MA) 0.2 $316k 555.00 568.81
Intuitive Surgical Com New (ISRG) 0.2 $275k 615.00 447.23