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CIK: 0002018166
Total reported value
$192.4M
$192.4M
128 檔
34.9%
According to the latest 13F quarterly dataset, Anderson Financial Strategies, LLC managed an equity portfolio of $192.4M at the end of Q4 2024, spanning 128 distinct U.S. exchange-listed positions.
During Q4 2024, Anderson Financial Strategies, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 10.45% | +0.52% | — | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 8.39% | — | — | |
| 3 | EBSIX | Campbell Systemat Macro-i | Stock-Other | 7.81% | — | — | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.39% | — | — | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.39% | -0.19% | — | |
| 6 | SKOR | Flexshares Credit-scored US | ETF-Other | 5.38% | +0.13% | — | |
| 7 | HYFI | AB High Yield ETF | ETF-High Yield | 5.15% | +0.07% | — | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 4.74% | -0.58% | — | |
| 9 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 4.34% | -0.13% | — | |
| 10 | NURE | Nuveen Shortterm Reit ETF | ETF-Other | 4.26% | — | — | |
| 11 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 3.86% | — | — | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.82% | — | — | |
| 13 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 3.03% | -0.51% | — | |
| 14 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 2.59% | +0.03% | — | |
| 15 | MFM | Aberdeen Municipal Income | Stock-Other | 2.58% | — | — | |
| 16 | MEMS | Matthews Em Discovery | ETF-Other | 2.43% | — | — | |
| 17 | EMCB | Wisdomtree Em CORP Bond | ETF-Corp Bonds | 2.22% | +0.04% | — | |
| 18 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.95% | — | — | |
| 19 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.87% | — | — | |
| 20 | DTCR | Global X Data Center & Digit | ETF-Other | 0.86% | -0.34% | — | |
| 21 | BFH | Bread Financial Holdings Inc | Stock-Financials | 0.86% | — | — | |
| 22 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.85% | — | — | |
| 23 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.83% | -0.88% | EXIT | |
| 24 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.83% | — | — | |
| 25 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.79% | -0.88% | EXIT | |
| 26 | LYTS | Lsi Industries Inc | Stock-Other | 0.77% | -0.23% | — | |
| 27 | XPO | Xpo Inc | Stock-Industrials | 0.74% | — | — | |
| 28 | F | Ford Motor Co | Stock-Consumer Disc | 0.74% | — | — | |
| 29 | SWVXX | Schwa Prime Adv Money Fd-inv | Stock-Other | 0.69% | — | — | |
| 30 | SNAXX | Schwa Prime Adv Money Fd-ult | Stock-Other | 0.62% | — | — | |
| 31 | SNOXX | Schwab Trsry Obl Mny-inv | Stock-Other | 0.56% | — | — | |
| 32 | CVGI | Commercial Vehicle Group Inc | Stock-Other | 0.45% | — | — | |
| 33 | ✓ | Columbia Div Income Cl R5 | Stock-Other | 0.43% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.03% | — | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.26% | — | — | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | — | — | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.17% | — | — | |
| 38 | FCVSX | Fidelity Convertible Secs | Stock-Other | 0.17% | — | — | |
| 39 | XMCRX | Mfs Charter Income Trust | Stock-Other | 0.13% | — | — | |
| 40 | MDIJX | Mfs Intl Diversificat-i | Stock-Other | 0.13% | — | — | |
| 41 | ETV | Eaton Vance T/m Buy-writ Opp | Stock-Other | 0.11% | — | — | |
| 42 | ENB | Enbridge Inc | Stock-Energy | 0.11% | — | — | |
| 43 | PFORX | Pimco Intl Bnd Usd Hgd-ins | Stock-Other | 0.10% | — | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | -0.04% | — | |
| 45 | MQY | Blackrock Muniyield Quality | Stock-Other | 0.09% | — | — | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.09% | — | — | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | — | — | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.09% | — | — | |
| 49 | VGM | Invesco Trust For Investmen | Stock-Other | 0.08% | — | — | |
| 50 | XGDVX | Gabelli Dividend & Income Tr | Stock-Other | 0.07% | — | — |
According to official SEC Form 13F filings, Anderson Financial Strategies, LLC reported a total U.S. public equity portfolio value of $192.4M across 128 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WTV, IWY, EBSIX) accounted for 34.9% of total reported equity market value during Q4 2024.
During Q4 2024, Anderson Financial Strategies, LLC's top holdings by market value included WTV (10.4%)、IWY (8.4%)、EBSIX (7.8%). The largest single position, WTV, represented 10.4% of total portfolio value.
In Q4 2024, Anderson Financial Strategies, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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