Anderson Financial Strategies, LLC Top Holdings and 13F Report (2025) About Anderson Financial Strategies, LLCInvestment ActivityAnderson Financial Strategies, LLC has $163.51 million in total holdings as of March 31, 2025.Anderson Financial Strategies, LLC owns shares of 237 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 31.25% of the portfolio was purchased this quarter.About 30.71% of the portfolio was sold this quarter.This quarter, Anderson Financial Strategies, LLC has purchased 128 new stocks and bought additional shares in 43 stocks.Anderson Financial Strategies, LLC sold shares of 19 stocks and completely divested from 42 stocks this quarter.Largest Holdings WisdomTree U.S. Value Fund $18,283,715iShares Russell Top 200 Growth ETF $14,254,649FIDELITY COVINGTON TRUST $12,513,782iShares Core International Aggregate Bond ETF $10,943,061FlexShares Credit-Scored US Corporate Bond Index Fund $9,936,624 Largest New Holdings this Quarter 31609A404 - FIDELITY COVINGTON TRUST $12,513,782 Holding92647N568 - VictoryShares US Small Mid Cap Value Momentum ETF $6,833,451 Holding33738D606 - First Trust Long Duration Opportunities ETF $6,739,842 Holding58733R102 - MercadoLibre $643,787 Holding46120E602 - Intuitive Surgical $631,469 Holding Largest Purchases this Quarter FIDELITY COVINGTON TRUST 420,490 shares (about $12.51M)VictoryShares US Small Mid Cap Value Momentum ETF 86,785 shares (about $6.83M)First Trust Long Duration Opportunities ETF 313,481 shares (about $6.74M)JPMorgan Equity Premium Income ETF 35,587 shares (about $2.03M)JPMorgan Nasdaq Equity Premium Income ETF 38,446 shares (about $1.99M) Largest Sales this Quarter Schwab International Equity ETF 661,296 shares (about $13.08M)iShares 3-7 Year Treasury Bond ETF 54,834 shares (about $6.48M)Invesco S&P SmallCap Value with Momentum ETF 117,205 shares (about $5.88M)MATTHEWS ASIA FDS 170,183 shares (about $3.98M)Pacer US Small Cap Cash Cows ETF 31,359 shares (about $1.18M) 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$18,283,715$1,240,684 ▲7.3%222,51111.2%FinanceIWYiShares Russell Top 200 Growth ETF$14,254,649$1,773,367 ▲14.2%67,5778.7%ETFFIDELITY COVINGTON TRUST$12,513,782$12,513,782 ▲New Holding420,4907.7%ENHANCED INTLIAGGiShares Core International Aggregate Bond ETF$10,943,061$324,335 ▲3.1%218,9056.7%ETFSKORFlexShares Credit-Scored US Corporate Bond Index Fund$9,936,624$884,389 ▲9.8%205,6006.1%ETFHYFIAB High Yield ETF$7,939,609$601,192 ▼-7.0%215,5164.9%ETFCWBSPDR Bloomberg Convertible Securities ETF$7,867,418$131,557 ▲1.7%102,6814.8%ETFUSVMVictoryShares US Small Mid Cap Value Momentum ETF$6,833,451$6,833,451 ▲New Holding86,7854.2%ETFNURENuveen Short-Term REIT ETF$6,740,589$209,922 ▼-3.0%215,5544.1%ETFLGOVFirst Trust Long Duration Opportunities ETF$6,739,842$6,739,842 ▲New Holding313,4814.1%ETFPFFAVirtus InfraCap U.S. Preferred Stock ETF$6,565,916$408,738 ▼-5.9%309,5674.0%ETFXSMOInvesco S&P SmallCap Momentum ETF$5,485,166$719,492 ▲15.1%87,4133.4%ETFMFMMFS Municipal Income Trust$4,211,823$36,289 ▼-0.9%794,6842.6%FinanceEDIVSPDR S&P Emerging Markets Dividend ETF$4,200,284$145,727 ▼-3.4%117,6552.6%ETFEMCBWisdomTree Emerging Markets Corporate Bond Fund$3,480,597$225,403 ▼-6.1%53,2122.1%FinanceSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$3,066,557$1,600,831 ▲109.2%91,5391.9%ETFJEPIJPMorgan Equity Premium Income ETF$2,033,498$2,033,441 ▲3,558,700.0%35,5881.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,990,941$1,990,734 ▲961,150.0%38,4501.2%ETFLYVLive Nation Entertainment$1,773,015$376,070 ▲26.9%13,5781.1%Consumer DiscretionaryREZiShares Residential and Multisector Real Estate ETF$1,569,387$36,988 ▲2.4%18,1601.0%ETFVPNGlobal X Data Center & Digital Infrastructure ETF$1,415,986$6,715 ▲0.5%87,0840.9%ManufacturingFFord Motor$1,415,302$172,325 ▲13.9%141,1070.9%Auto/Tires/TrucksEXPEExpedia Group$1,404,354$128,096 ▲10.0%8,3540.9%Retail/WholesaleBFHBread Financial$1,381,417$208,485 ▲17.8%27,5840.8%FinanceXPOXPO$1,366,567$355,116 ▲35.1%12,7030.8%TransportationRNRRenaissanceRe$1,346,640$86,400 ▲6.9%5,6110.8%FinanceLYTSLSI Industries$1,342,448$223,588 ▲20.0%79,0140.8%ConstructionAAPLApple$645,510$634,626 ▲5,830.6%2,9060.4%Computer and TechnologyMELIMercadoLibre$643,787$643,787 ▲New Holding3300.4%Retail/WholesaleISRGIntuitive Surgical$631,469$631,469 ▲New Holding1,2750.4%MedicalSPOTSpotify Technology$600,083$600,083 ▲New Holding1,0910.4%Business ServicesJPMJPMorgan Chase & Co.$530,339$49,060 ▲10.2%2,1620.3%FinanceAXONAxon Enterprise$525,910$525,910 ▲New Holding1,0000.3%AerospaceGOOGAlphabet$515,559$515,559 ▲New Holding3,3000.3%Computer and TechnologyTSLATesla$447,828$447,828 ▲New Holding1,7280.3%Auto/Tires/TrucksBKNGBooking$405,408$405,408 ▲New Holding880.2%Retail/WholesaleMCDMcDonald's$391,666$39,042 ▲11.1%1,2540.2%Retail/WholesaleCVGICommercial Vehicle Group$382,372$33,679 ▲9.7%332,4970.2%Auto/Tires/TrucksNFLXNetflix$373,945$373,945 ▲New Holding4010.2%Consumer DiscretionaryETNEaton$369,961$17,669 ▲5.0%1,3610.2%IndustrialsNOWServiceNow$350,896$350,896 ▲New Holding4410.2%Computer and TechnologyAMZNAmazon.com$315,832$304,797 ▲2,762.1%1,6600.2%Retail/WholesaleMAMastercard$304,207$304,207 ▲New Holding5550.2%Business ServicesVTIVanguard Total Stock Market ETF$274,702$225,256 ▲455.6%1,0000.2%ETFEAElectronic Arts$272,131$272,131 ▲New Holding1,8830.2%Consumer DiscretionarySHOPShopify$267,153$267,153 ▲New Holding2,7980.2%Computer and TechnologyASMLASML$265,052$265,052 ▲New Holding4000.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$260,8060.0%1,4000.2%ETFZSZscaler$238,104$238,104 ▲New Holding1,2000.1%Computer and TechnologySNPSSynopsys$232,437$232,437 ▲New Holding5420.1%Computer and TechnologyNVDANVIDIA$216,760$216,760 ▲New Holding2,0000.1%Computer and TechnologyMCRMFS Charter Income Trust$211,7690.0%33,7750.1%Financial ServicesCRWDCrowdStrike$205,969$205,969 ▲New Holding5840.1%Computer and TechnologyENBEnbridge$196,9140.0%4,4440.1%EnergyIDXXIDEXX Laboratories$196,537$196,537 ▲New Holding4680.1%MedicalVUGVanguard Growth ETF$195,940$195,940 ▲New Holding5280.1%ETFVTVVanguard Value ETF$188,499$188,499 ▲New Holding1,0910.1%ETFETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$174,7150.0%13,2260.1%Financial ServicesVRTXVertex Pharmaceuticals$172,207$172,207 ▲New Holding3550.1%MedicalSOSouthern$165,0500.0%1,7950.1%UtilitiesGMEDGlobus Medical$160,162$160,162 ▲New Holding2,1880.1%MedicalMKCMcCormick & Company, Incorporated$159,105$159,105 ▲New Holding1,9330.1%Consumer StaplesBMYBristol-Myers Squibb$158,5740.0%2,6000.1%MedicalMQYBlackRock MuniYield Quality Fund$154,6070.0%13,2030.1%FinanceVOOVanguard S&P 500 ETF$151,0900.0%2940.1%ETFSPGSimon Property Group$146,815$146,815 ▲New Holding8840.1%FinanceWMWaste Management$146,314$146,314 ▲New Holding6320.1%Business ServicesADBEAdobe$144,207$144,207 ▲New Holding3760.1%Computer and TechnologyNEENextEra Energy$142,843$142,843 ▲New Holding2,0150.1%UtilitiesPGProcter & Gamble$136,336$13,634 ▼-9.1%8000.1%Consumer StaplesWDAYWorkday$126,807$126,807 ▲New Holding5430.1%Computer and TechnologyVGMInvesco Trust for Investment Grade Municipals$125,8450.0%12,6350.1%FinanceJNJJohnson & Johnson$124,3800.0%7500.1%MedicalARISTA NETWORKS INC$123,968$123,968 ▲New Holding1,6000.1%COM SHSGDVThe Gabelli Dividend & Income Trust$122,5800.0%5,0800.1%Financial ServicesUNPUnion Pacific$120,246$120,246 ▲New Holding5090.1%TransportationXOMExxon Mobil$118,9300.0%1,0000.1%EnergyTTDTrade Desk$109,440$109,440 ▲New Holding2,0000.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$104,847$104,847 ▲New Holding1,6880.1%ETFVTWVVanguard Russell 2000 Value ETF$98,935$85,619 ▲643.0%7430.1%ETFTSCOTractor Supply$98,078$98,078 ▲New Holding1,7800.1%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$92,817$92,817 ▲New Holding2,0510.1%ETFKDKyndryl$92,536$24,304 ▲35.6%2,9470.1%Business ServicesDEDeere & Company$90,585$32,385 ▲55.6%1930.1%IndustrialsDOCUDocuSign$90,572$90,572 ▲New Holding1,1120.1%Computer and TechnologyNGGNational Grid$90,2140.0%1,3750.1%UtilitiesJKHYJack Henry & Associates$89,474$89,474 ▲New Holding4900.1%Computer and TechnologyMSFTMicrosoft$89,343$75,078 ▲526.3%2380.1%Computer and TechnologyGLDSPDR Gold Shares$77,7980.0%2700.0%FinancePYPLPayPal$76,082$76,082 ▲New Holding1,1660.0%Computer and TechnologyLULULululemon Athletica$75,577$53,498 ▲242.3%2670.0%Consumer DiscretionaryKNSLKinsale Capital Group$75,440$18,495 ▲32.5%1550.0%FinanceWRBYWarby Parker$72,081$20,217 ▲39.0%3,9540.0%Consumer StaplesNICENICE$71,689$71,689 ▲New Holding4650.0%Computer and TechnologyMAPLEBEAR INC$69,608$24,931 ▲55.8%1,7450.0%COMROKURoku$68,164$68,164 ▲New Holding9670.0%Consumer DiscretionaryAMGNAmgen$67,606$7,789 ▲13.0%2170.0%MedicalUNHUnitedHealth Group$60,684$60,684 ▲New Holding1160.0%MedicalPINSPinterest$59,644$59,644 ▲New Holding1,9240.0%Computer and TechnologyWHRWhirlpool$58,044$15,142 ▲35.3%6440.0%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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