Anderson Financial Strategies, LLC Top Holdings and 13F Report (2025) About Anderson Financial Strategies, LLCInvestment ActivityAnderson Financial Strategies, LLC has $156.37 million in total holdings as of June 30, 2025.Anderson Financial Strategies, LLC owns shares of 40 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 16.53% of the portfolio was purchased this quarter.About 25.31% of the portfolio was sold this quarter.This quarter, Anderson Financial Strategies, LLC has purchased 237 new stocks and bought additional shares in 10 stocks.Anderson Financial Strategies, LLC sold shares of 17 stocks and completely divested from 201 stocks this quarter.Largest Holdings WisdomTree U.S. Value Fund $19,327,000American Century U.S. Quality Growth ETF $15,523,000FIDELITY COVINGTON TRUST $14,211,000iShares Core International Aggregate Bond ETF $10,580,000FlexShares Credit-Scored US Corporate Bond Index Fund $9,578,000 Largest New Holdings this Quarter 025072307 - American Century U.S. Quality Growth ETF $15,523,000 Holding46641Q126 - JPMorgan Realty Income ETF $6,398,000 Holding46432F396 - iShares MSCI USA Momentum Factor ETF $2,035,000 Holding27627N105 - Eastern Bankshares $950,000 Holding Largest Purchases this Quarter American Century U.S. Quality Growth ETF 142,255 shares (about $15.52M)JPMorgan Realty Income ETF 134,307 shares (about $6.40M)iShares MSCI USA Momentum Factor ETF 8,466 shares (about $2.04M)Eastern Bankshares 62,304 shares (about $950K)FIDELITY COVINGTON TRUST 6,767 shares (about $225.08K) Largest Sales this Quarter iShares Core International Aggregate Bond ETF 11,826 shares (about $604.21K)Live Nation Entertainment 3,115 shares (about $471.28K)FlexShares Credit-Scored US Corporate Bond Index Fund 9,255 shares (about $451.47K)First Trust Long Duration Opportunities ETF 19,586 shares (about $419.52K)Intuitive Surgical 660 shares (about $358.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAnderson Financial Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWTVWisdomTree U.S. Value Fund$19,327,000$101,609 ▲0.5%223,68712.4%FinanceQGROAmerican Century U.S. Quality Growth ETF$15,523,000$15,523,000 ▲New Holding142,2559.9%ETFFIDELITY COVINGTON TRUST$14,211,000$225,077 ▲1.6%427,2579.1%ENHANCED INTLIAGGiShares Core International Aggregate Bond ETF$10,580,000$604,209 ▼-5.4%207,0796.8%ETFSKORFlexShares Credit-Scored US Corporate Bond Index Fund$9,578,000$451,473 ▼-4.5%196,3456.1%ETFCWBSPDR Bloomberg Convertible Securities ETF$8,165,000$322,880 ▼-3.8%98,7755.2%ETFHYFIAB High Yield ETF$7,927,000$148,954 ▼-1.8%211,5415.1%ETFUSVMVictoryShares US Small Mid Cap Value Momentum ETF$7,205,000$77,198 ▼-1.1%85,8654.6%ETFPFFAVirtus InfraCap U.S. Preferred Stock ETF$6,663,000$214,817 ▲3.3%319,8804.3%ETFJPREJPMorgan Realty Income ETF$6,398,000$6,398,000 ▲New Holding134,3074.1%ETFLGOVFirst Trust Long Duration Opportunities ETF$6,295,000$419,517 ▼-6.2%293,8954.0%ETFXSMOInvesco S&P SmallCap Momentum ETF$5,823,000$122,775 ▼-2.1%85,6083.7%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$4,615,000$130,360 ▲2.9%121,0753.0%ETFMFMMFS MUNI INC TR$3,786,000$322,173 ▼-7.8%732,3632.4%FinanceEMCBWisdomTree Emerging Markets Corporate Bond Fund$3,458,000$51,108 ▼-1.5%52,4372.2%FinanceSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$3,180,000$49,175 ▼-1.5%90,1452.0%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,103,000$11,748 ▲0.6%38,6661.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,035,000$2,035,000 ▲New Holding8,4661.3%ETFXPOXPO$1,751,000$147,211 ▲9.2%13,8691.1%TransportationVPNGlobal X Data Center & Digital Infrastructure ETF$1,704,000$80,891 ▲5.0%91,4241.1%ManufacturingLYVLive Nation Entertainment$1,583,000$471,284 ▼-22.9%10,4631.0%Consumer DiscretionaryBFHBread Financial$1,578,000$2,855 ▲0.2%27,6341.0%FinanceREZiShares Residential and Multisector Real Estate ETF$1,484,000$11,446 ▼-0.8%18,0210.9%ETFFFord Motor$1,435,000$96,255 ▼-6.3%132,2370.9%Auto/Tires/TrucksEXPEExpedia Group$1,411,000$2,192 ▲0.2%8,3670.9%Retail/WholesaleLYTSLSI Industries$1,372,000$28,381 ▲2.1%80,6830.9%ConstructionRNRRenaissanceRe$1,343,000$20,411 ▼-1.5%5,5270.9%FinanceEBCEastern Bankshares$950,000$950,000 ▲New Holding62,3040.6%FinanceJPMJPMorgan Chase & Co.$627,0000.0%2,1620.4%FinanceAAPLApple$596,0000.0%2,9060.4%Computer and TechnologyNFLXNetflix$537,0000.0%4010.3%Consumer DiscretionaryETNEaton$486,0000.0%1,3610.3%IndustrialsNOWServiceNow$453,0000.0%4410.3%Computer and TechnologyAMZNAmazon.com$364,0000.0%1,6600.2%Retail/WholesaleISRGIntuitive Surgical$334,000$358,439 ▼-51.8%6150.2%MedicalSHOPShopify$323,0000.0%2,7980.2%Computer and TechnologyCVGICommercial Vehicle Group$322,000$225,920 ▼-41.2%195,4010.2%Auto/Tires/TrucksMAMastercard$312,0000.0%5550.2%Business ServicesVTIVanguard Total Stock Market ETF$304,0000.0%1,0000.2%ETFGOOGAlphabet$231,000$355,385 ▼-60.6%1,3000.1%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$0$14,254,649 ▼-100.0%00.0%ETFNURENuveen Short-Term REIT ETF$0$6,740,589 ▼-100.0%00.0%ETFJEPIJPMorgan Equity Premium Income ETF$0$2,033,498 ▼-100.0%00.0%ETFMELIMercadoLibre$0$643,787 ▼-100.0%00.0%Retail/WholesaleSPOTSpotify Technology$0$600,083 ▼-100.0%00.0%Computer and TechnologyAXONAxon Enterprise$0$525,910 ▼-100.0%00.0%AerospaceTSLATesla$0$447,828 ▼-100.0%00.0%Auto/Tires/TrucksBKNGBooking$0$405,408 ▼-100.0%00.0%Retail/WholesaleMCDMcDonald's$0$391,666 ▼-100.0%00.0%Retail/WholesaleEAElectronic Arts$0$272,131 ▼-100.0%00.0%Consumer DiscretionaryASMLASML$0$265,052 ▼-100.0%00.0%Computer and TechnologyVBRVanguard Small-Cap Value ETF$0$260,806 ▼-100.0%00.0%ETFZSZscaler$0$238,104 ▼-100.0%00.0%Computer and TechnologySNPSSynopsys$0$232,437 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$216,760 ▼-100.0%00.0%Computer and TechnologyMCRMFS Charter Income Trust$0$211,769 ▼-100.0%00.0%Financial ServicesCRWDCrowdStrike$0$205,969 ▼-100.0%00.0%Computer and TechnologyENBEnbridge$0$196,914 ▼-100.0%00.0%EnergyIDXXIDEXX Laboratories$0$196,537 ▼-100.0%00.0%MedicalVUGVanguard Growth ETF$0$195,940 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$188,499 ▼-100.0%00.0%ETFETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$0$174,715 ▼-100.0%00.0%Financial ServicesVRTXVertex Pharmaceuticals$0$172,207 ▼-100.0%00.0%MedicalSOSouthern$0$165,050 ▼-100.0%00.0%UtilitiesGMEDGlobus Medical$0$160,162 ▼-100.0%00.0%MedicalMKCMcCormick & Company, Incorporated$0$159,105 ▼-100.0%00.0%Consumer StaplesBMYBristol Myers Squibb$0$158,574 ▼-100.0%00.0%MedicalMQYBlackRock MuniYield Quality Fund$0$154,607 ▼-100.0%00.0%FinanceVOOVanguard S&P 500 ETF$0$151,090 ▼-100.0%00.0%ETFSPGSimon Property Group$0$146,815 ▼-100.0%00.0%FinanceWMWaste Management$0$146,314 ▼-100.0%00.0%Business ServicesADBEAdobe$0$144,207 ▼-100.0%00.0%Computer and TechnologyNEENextEra Energy$0$142,843 ▼-100.0%00.0%UtilitiesPGProcter & Gamble$0$136,336 ▼-100.0%00.0%Consumer StaplesWDAYWorkday$0$126,807 ▼-100.0%00.0%Computer and TechnologyVGMINV VK TR INV$0$125,845 ▼-100.0%00.0%FinanceJNJJohnson & Johnson$0$124,380 ▼-100.0%00.0%MedicalARISTA NETWORKS INC$0$123,968 ▼-100.0%00.0%COM SHSGDVThe Gabelli Dividend & Income Trust$0$122,580 ▼-100.0%00.0%Financial ServicesUNPUnion Pacific$0$120,246 ▼-100.0%00.0%TransportationXOMExxon Mobil$0$118,930 ▼-100.0%00.0%EnergyTTDTrade Desk$0$109,440 ▼-100.0%00.0%Computer and TechnologyVXUSVanguard Total International Stock ETF$0$104,847 ▼-100.0%00.0%ETFVTWVVanguard Russell 2000 Value ETF$0$98,935 ▼-100.0%00.0%ETFTSCOTractor Supply$0$98,078 ▼-100.0%00.0%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$0$92,817 ▼-100.0%00.0%ETFKDKyndryl$0$92,536 ▼-100.0%00.0%Business ServicesDEDeere & Company$0$90,585 ▼-100.0%00.0%IndustrialsDOCUDocusign$0$90,572 ▼-100.0%00.0%Computer and TechnologyNGGNational Grid Transco$0$90,214 ▼-100.0%00.0%UtilitiesJKHYJack Henry & Associates$0$89,474 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$89,343 ▼-100.0%00.0%Computer and TechnologyGLDSPDR Gold Shares$0$77,798 ▼-100.0%00.0%FinancePYPLPayPal$0$76,082 ▼-100.0%00.0%Business ServicesLULUlululemon athletica$0$75,577 ▼-100.0%00.0%Consumer DiscretionaryKNSLKinsale Capital Group$0$75,440 ▼-100.0%00.0%FinanceWRBYWarby Parker$0$72,081 ▼-100.0%00.0%Consumer StaplesNICENice$0$71,689 ▼-100.0%00.0%Computer and TechnologyMAPLEBEAR INC$0$69,608 ▼-100.0%00.0%COMROKURoku$0$68,164 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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