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CIK: 0002018166
Total reported value
$192.4M
$192.4M
237 檔
34.3%
As reported in its official Q1 2025 Form 13F filing, Anderson Financial Strategies, LLC's tracked investment portfolio stood at $192.4M with 237 total positions.
During Q1 2025, Anderson Financial Strategies, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 11.18% | +0.52% | +7.28% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 8.72% | — | +14.21% | |
| 3 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 7.65% | +0.15% | — | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.69% | -0.19% | +3.05% | |
| 5 | SKOR | Flexshares Credit-scored US | ETF-Other | 6.08% | +0.13% | +9.77% | |
| 6 | HYFI | AB High Yield ETF | ETF-High Yield | 4.86% | +0.07% | -7.04% | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 4.81% | -0.58% | +1.70% | |
| 8 | USVM | Victoryshares US Small Mid C | ETF-Other | 4.18% | -0.05% | — | |
| 9 | NURE | Nuveen Shortterm Reit ETF | ETF-Other | 4.12% | — | -3.02% | |
| 10 | LGOV | First Tr Long Duration O-etf | ETF-Other | 4.12% | +0.03% | — | |
| 11 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 4.02% | -0.13% | -5.86% | |
| 12 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 3.35% | -0.51% | +15.10% | |
| 13 | MFM | Aberdeen Municipal Income | Stock-Other | 2.58% | — | -0.85% | |
| 14 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 2.57% | +0.03% | -3.35% | |
| 15 | EMCB | Wisdomtree Em CORP Bond | ETF-Corp Bonds | 2.13% | +0.04% | -6.08% | |
| 16 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.88% | — | +109.22% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.24% | — | +3558700.00% | |
| 18 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.22% | — | +961150.00% | |
| 19 | LYV | Live Nation Entertainment In | Stock-Comm Services | 1.08% | -0.88% | EXIT | |
| 20 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.96% | — | +2.41% | |
| 21 | DTCR | Global X Data Center & Digit | ETF-Other | 0.87% | -0.34% | +0.48% | |
| 22 | F | Ford Motor Co | Stock-Consumer Disc | 0.87% | — | +13.86% | |
| 23 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.86% | — | +10.04% | |
| 24 | BFH | Bread Financial Holdings Inc | Stock-Financials | 0.84% | — | +17.77% | |
| 25 | XPO | Xpo Inc | Stock-Industrials | 0.84% | — | +35.11% | |
| 26 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.82% | -0.88% | EXIT | |
| 27 | LYTS | Lsi Industries Inc | Stock-Other | 0.82% | -0.23% | +19.98% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.39% | — | +5830.61% | |
| 29 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.39% | — | — | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.39% | — | — | |
| 31 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.37% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | +0.03% | +10.19% | |
| 33 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.32% | — | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | — | — | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | — | — | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.25% | — | — | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.24% | — | +11.07% | |
| 38 | CVGI | Commercial Vehicle Group Inc | Stock-Other | 0.23% | — | +9.66% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.23% | +0.82% | NEW | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.23% | — | +5.02% | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 0.21% | — | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | — | +2762.07% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.19% | — | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | — | +455.56% | |
| 45 | EA | Electronic Arts Inc | Stock-Comm Services | 0.17% | — | — | |
| 46 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.16% | — | — | |
| 47 | ASML | ASML Holding N.V. | Stock-Tech | 0.16% | — | — | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.16% | — | — | |
| 49 | ZS | Zscaler Inc | Stock-Tech | 0.15% | — | — | |
| 50 | SNPS | Synopsys Inc | Stock-Tech | 0.14% | — | — |
According to official SEC Form 13F filings, Anderson Financial Strategies, LLC reported a total U.S. public equity portfolio value of $192.4M across 237 disclosed positions in Q1 2025.
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, FENI) accounted for 34.3% of total reported equity market value during Q1 2025.
During Q1 2025, Anderson Financial Strategies, LLC's top holdings by market value included WTV (11.2%)、IWY (8.7%)、FENI (7.7%). The largest single position, WTV, represented 11.2% of total portfolio value.
In Q1 2025, 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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