Anderson Financial Strategies, LLC - Portfolio Stock Holdings
Report Period:
March 31, 2025No. of Stocks:
244Est. Stock Holding Value:
$163,320,787Top Stock Holdings By Sector
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Portfolio Stock Holdings - Anderson Financial Strategies, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|---|---|---|---|---|---|
 WTV | 222,511 | $18,283,729 | 11.19% | +15,099 | +$1,240,685 | +7.28% |
| IWY | 67,577 | $14,254,692 | 8.73% | +8,407 | +$1,773,373 | +14.21% |
 FENI | 420,490 | $12,513,782 | 7.66% | +420,490 | +$12,513,782 | Open |
 IAGG | 218,905 | $10,943,061 | 6.70% | +6,488 | +$324,335 | +3.05% |
 SKOR | 205,600 | $9,936,648 | 6.08% | +18,299 | +$884,391 | +9.77% |
 HYFI | 215,516 | $7,939,609 | 4.86% | -16,319 | -$601,192 | -7.04% |
 CWB | 102,681 | $7,867,418 | 4.82% | +1,717 | +$131,557 | +1.70% |
 USVM | 86,785 | $6,833,451 | 4.18% | +86,785 | +$6,833,451 | Open |
 NURE | 215,554 | $6,740,589 | 4.13% | -6,713 | -$209,922 | -3.02% |
 LGOV | 313,481 | $6,739,842 | 4.13% | +313,481 | +$6,739,842 | Open |
 PFFA | 309,567 | $6,565,916 | 4.02% | -19,271 | -$408,738 | -5.86% |
 XSMO | 87,413 | $5,485,166 | 3.36% | +11,466 | +$719,492 | +15.10% |
 MFM | 794,684 | $4,211,825 | 2.58% | -6,847 | -$36,289 | -0.85% |
 EDIV | 117,655 | $4,200,284 | 2.57% | -4,082 | -$145,727 | -3.35% |
 EMCB | 53,212 | $3,480,597 | 2.13% | -3,446 | -$225,403 | -6.08% |
 SDVY | 91,539 | $3,066,557 | 1.88% | +47,786 | +$1,600,831 | +109.22% |
 JEPI | 35,588 | $2,033,498 | 1.25% | +35,587 | +$2,033,441 | Open |
 JEPQ | 38,450 | $1,990,941 | 1.22% | +38,446 | +$1,990,734 | Open |
 LYV | 13,578 | $1,773,015 | 1.09% | +2,880 | +$376,070 | +26.92% |
 REZ | 18,160 | $1,569,387 | 0.96% | +428 | +$36,988 | +2.41% |
 DTCR | 87,084 | $1,415,986 | 0.87% | +413 | +$6,715 | +0.48% |
 F | 141,107 | $1,415,303 | 0.87% | +17,181 | +$172,325 | +13.86% |
 EXPE | 8,354 | $1,404,307 | 0.86% | +762 | +$128,092 | +10.04% |
 BFH | 27,584 | $1,381,407 | 0.85% | +4,163 | +$208,483 | +17.77% |
 XPO | 12,703 | $1,366,589 | 0.84% | +3,301 | +$355,122 | +35.11% |
 RNR | 5,611 | $1,346,640 | 0.82% | +360 | +$86,400 | +6.86% |
 LYTS | 79,014 | $1,343,238 | 0.82% | +13,160 | +$223,720 | +19.98% |
 AAPL | 2,906 | $645,510 | 0.40% | +2,857 | +$634,625 | +5,830.61% |
 MELI | 330 | $643,787 | 0.39% | +330 | +$643,787 | Open |
 ISRG | 1,275 | $631,469 | 0.39% | +1,275 | +$631,469 | Open |
 SPOT | 1,091 | $600,083 | 0.37% | +1,091 | +$600,083 | Open |
 JPM | 2,162 | $530,339 | 0.32% | +200 | +$49,060 | +10.19% |
 AXON | 1,000 | $525,950 | 0.32% | +1,000 | +$525,950 | Open |
 GOOG | 3,300 | $515,559 | 0.32% | +3,300 | +$515,559 | Open |
 TSLA | 1,728 | $447,828 | 0.27% | +1,728 | +$447,828 | Open |
 BKNG | 88 | $405,408 | 0.25% | +88 | +$405,408 | Open |
 MCD | 1,254 | $391,712 | 0.24% | +125 | +$39,046 | +11.07% |
 CVGI | 332,497 | $382,372 | 0.23% | +29,286 | +$33,679 | +9.66% |
 NFLX | 401 | $373,945 | 0.23% | +401 | +$373,945 | Open |
 ETN | 1,361 | $369,961 | 0.23% | +65 | +$17,669 | +5.02% |
 NOW | 441 | $351,098 | 0.21% | +441 | +$351,098 | Open |
 AMZN | 1,660 | $315,832 | 0.19% | +1,602 | +$304,797 | +2,762.07% |
 MA | 555 | $304,207 | 0.19% | +555 | +$304,207 | Open |
 VTI | 1,000 | $274,840 | 0.17% | +820 | +$225,369 | +455.56% |
 EA | 1,883 | $272,131 | 0.17% | +1,883 | +$272,131 | Open |
 SHOP | 2,798 | $267,153 | 0.16% | +2,798 | +$267,153 | Open |
 ASML | 400 | $265,052 | 0.16% | +400 | +$265,052 | Open |
 VBR | 1,400 | $260,806 | 0.16% | - | - | - |
 ZS | 1,200 | $238,104 | 0.15% | +1,200 | +$238,104 | Open |
 SNPS | 542 | $232,437 | 0.14% | +542 | +$232,437 | Open |
 NVDA | 2,000 | $216,760 | 0.13% | +2,000 | +$216,760 | Open |
 MCR | 33,775 | $211,769 | 0.13% | - | - | - |
 CRWD | 584 | $205,907 | 0.13% | +584 | +$205,907 | Open |
 ENB | 4,444 | $196,914 | 0.12% | - | - | - |
 IDXX | 468 | $196,537 | 0.12% | +468 | +$196,537 | Open |
 VUG | 528 | $195,793 | 0.12% | +528 | +$195,793 | Open |
 VTV | 1,091 | $188,459 | 0.12% | +1,091 | +$188,459 | Open |
 ETV | 13,226 | $174,715 | 0.11% | - | - | - |
 VRTX | 355 | $172,111 | 0.11% | +355 | +$172,111 | Open |
 SO | 1,795 | $165,050 | 0.10% | - | - | - |
 GMED | 2,188 | $160,162 | 0.10% | +2,188 | +$160,162 | Open |
 MKC | 1,933 | $159,105 | 0.10% | +1,933 | +$159,105 | Open |
 BMY | 2,600 | $158,574 | 0.10% | - | - | - |
 MQY | 13,203 | $154,607 | 0.09% | - | - | - |
 VOO | 294 | $151,090 | 0.09% | - | - | - |
 SPG | 884 | $146,815 | 0.09% | +884 | +$146,815 | Open |
 WM | 632 | $146,314 | 0.09% | +632 | +$146,314 | Open |
 ADBE | 376 | $144,207 | 0.09% | +376 | +$144,207 | Open |
 NEE | 2,015 | $142,843 | 0.09% | +2,015 | +$142,843 | Open |
 PG | 800 | $136,336 | 0.08% | -80 | -$13,634 | -9.09% |
 WDAY | 543 | $126,807 | 0.08% | +543 | +$126,807 | Open |
 VGM | 12,635 | $125,845 | 0.08% | - | - | - |
 JNJ | 750 | $124,380 | 0.08% | - | - | - |
 GDV | 5,080 | $122,580 | 0.08% | - | - | - |
 UNP | 509 | $120,246 | 0.07% | +509 | +$120,246 | Open |
 XOM | 1,000 | $118,930 | 0.07% | - | - | - |
 TTD | 2,000 | $109,440 | 0.07% | +2,000 | +$109,440 | Open |
 VXUS | 1,688 | $104,825 | 0.06% | +1,688 | +$104,825 | Open |
 VTWV | 743 | $98,886 | 0.06% | +643 | +$85,577 | +643.00% |
 TSCO | 1,780 | $98,078 | 0.06% | +1,780 | +$98,078 | Open |
 VWO | 2,051 | $92,828 | 0.06% | +2,051 | +$92,828 | Open |
 KD | 2,947 | $92,536 | 0.06% | +774 | +$24,304 | +35.62% |
 DE | 193 | $90,585 | 0.06% | +69 | +$32,385 | +55.65% |
 DOCU | 1,112 | $90,517 | 0.06% | +1,112 | +$90,517 | Open |
 NGG | 1,375 | $90,214 | 0.06% | - | - | - |
 JKHY | 490 | $89,474 | 0.05% | +490 | +$89,474 | Open |
 MSFT | 238 | $89,343 | 0.05% | +200 | +$75,078 | +526.32% |
 GLD | 270 | $77,798 | 0.05% | - | - | - |
 PYPL | 1,166 | $76,082 | 0.05% | +1,166 | +$76,082 | Open |
 LULU | 267 | $75,577 | 0.05% | +189 | +$53,498 | +242.31% |
 KNSL | 155 | $75,440 | 0.05% | +38 | +$18,495 | +32.48% |
 WRBY | 3,954 | $72,081 | 0.04% | +1,109 | +$20,217 | +38.98% |
 NICE | 465 | $71,689 | 0.04% | +465 | +$71,689 | Open |
 CART | 1,745 | $69,608 | 0.04% | +625 | +$24,931 | +55.80% |
 ROKU | 967 | $68,115 | 0.04% | +967 | +$68,115 | Open |
 AMGN | 217 | $67,606 | 0.04% | +25 | +$7,789 | +13.02% |
 UNH | 116 | $60,755 | 0.04% | +116 | +$60,755 | Open |
 PINS | 1,924 | $59,644 | 0.04% | +1,924 | +$59,644 | Open |
 WHR | 644 | $58,044 | 0.04% | +168 | +$15,142 | +35.29% |
 FALN | 2,052 | $54,973 | 0.03% | +2,052 | +$54,973 | Open |
 FNX | 500 | $54,490 | 0.03% | +500 | +$54,490 | Open |
 V | 150 | $52,569 | 0.03% | +150 | +$52,569 | Open |
 SCHD | 1,875 | $52,425 | 0.03% | - | - | - |
 VTWG | 280 | $52,181 | 0.03% | +280 | +$52,181 | Open |
 LOW | 220 | $51,311 | 0.03% | +220 | +$51,311 | Open |
 TT | 150 | $50,538 | 0.03% | +150 | +$50,538 | Open |
 VCIT | 605 | $49,465 | 0.03% | +605 | +$49,465 | Open |
 MASI | 295 | $49,147 | 0.03% | +295 | +$49,147 | Open |
 UGI | 1,466 | $48,481 | 0.03% | - | - | - |
 IVV | 86 | $48,323 | 0.03% | -9 | -$5,057 | -9.47% |
 PFFD | 2,422 | $46,115 | 0.03% | +2,422 | +$46,115 | Open |
 DEM | 1,088 | $45,783 | 0.03% | +1,088 | +$45,783 | Open |
 FTSM | 750 | $44,880 | 0.03% | +750 | +$44,880 | Open |
 VB | 200 | $44,350 | 0.03% | +200 | +$44,350 | Open |
 NAD | 3,798 | $43,753 | 0.03% | - | - | - |
 VNQ | 448 | $40,562 | 0.02% | +448 | +$40,562 | Open |
 PICB | 1,813 | $40,272 | 0.02% | +1,813 | +$40,272 | Open |
 ICVT | 461 | $38,544 | 0.02% | +461 | +$38,544 | Open |
 VGIT | 648 | $38,491 | 0.02% | +648 | +$38,491 | Open |
 COST | 40 | $37,831 | 0.02% | +36 | +$34,048 | +900.00% |
 DXCM | 540 | $36,877 | 0.02% | +540 | +$36,877 | Open |
 SHW | 100 | $34,919 | 0.02% | +100 | +$34,919 | Open |
 SLV | 1,000 | $30,990 | 0.02% | - | - | - |
 GOOGL | 200 | $30,928 | 0.02% | -61 | -$9,433 | -23.37% |
 TMO | 60 | $29,856 | 0.02% | +60 | +$29,856 | Open |
 DRN | 2,827 | $29,175 | 0.02% | +2,827 | +$29,175 | Open |
 SCHF | 1,432 | $28,325 | 0.02% | -661,296 | -$13,080,435 | -99.78% |
 BX | 200 | $27,956 | 0.02% | +200 | +$27,956 | Open |
 MRK | 250 | $22,440 | 0.01% | +250 | +$22,440 | Open |
 PFF | 700 | $21,511 | 0.01% | +700 | +$21,511 | Open |
 TSM | 120 | $19,920 | 0.01% | +120 | +$19,920 | Open |
 LMBS | 400 | $19,664 | 0.01% | +400 | +$19,664 | Open |
 VWOB | 306 | $19,645 | 0.01% | +306 | +$19,645 | Open |
 ADSK | 73 | $19,111 | 0.01% | +73 | +$19,111 | Open |
 PEP | 125 | $18,743 | 0.01% | +125 | +$18,743 | Open |
 SAP | 66 | $17,717 | 0.01% | +66 | +$17,717 | Open |
 WMT | 200 | $17,558 | 0.01% | +200 | +$17,558 | Open |
 UPS | 150 | $16,499 | 0.01% | +150 | +$16,499 | Open |
 PFE | 645 | $16,344 | 0.01% | - | - | - |
 FFC | 943 | $15,022 | 0.01% | +943 | +$15,022 | Open |
 HUBS | 24 | $13,711 | 0.01% | +24 | +$13,711 | Open |
 ABBV | 65 | $13,619 | 0.01% | +65 | +$13,619 | Open |
 BRK.B | 25 | $13,315 | 0.01% | +25 | +$13,315 | Open |
 IEFA | 175 | $13,239 | 0.01% | -100 | -$7,565 | -36.36% |
 SEDG | 786 | $12,717 | 0.01% | +786 | +$12,717 | Open |
 MFC | 408 | $12,709 | 0.01% | +408 | +$12,709 | Open |
 CMCSA | 343 | $12,657 | 0.01% | +343 | +$12,657 | Open |
 XSVM | 249 | $12,500 | 0.01% | -117,205 | -$5,883,691 | -99.79% |
 JCI | 147 | $11,776 | 0.01% | +147 | +$11,776 | Open |
 KRE | 200 | $11,370 | 0.01% | +200 | +$11,370 | Open |
 BBVA | 808 | $11,005 | 0.01% | +808 | +$11,005 | Open |
 SHM | 225 | $10,710 | 0.01% | +225 | +$10,710 | Open |
 TMUS | 40 | $10,668 | 0.01% | +40 | +$10,668 | Open |
 VLO | 79 | $10,434 | 0.01% | -20 | -$2,641 | -20.20% |
 MEMS | 446 | $10,419 | 0.01% | -170,183 | -$3,975,475 | -99.74% |
 MMIT | 425 | $10,187 | 0.01% | +425 | +$10,187 | Open |
 LHX | 46 | $9,628 | 0.01% | +46 | +$9,628 | Open |
 ADM | 200 | $9,602 | 0.01% | +200 | +$9,602 | Open |
 TNA | 315 | $9,217 | 0.01% | +315 | +$9,217 | Open |
 HLN | 882 | $9,076 | 0.01% | +882 | +$9,076 | Open |
 FMX | 92 | $8,977 | 0.01% | +92 | +$8,977 | Open |
 SHEL | 112 | $8,207 | 0.01% | +112 | +$8,207 | Open |
 IEI | 68 | $8,033 | 0.00% | -54,834 | -$6,477,815 | -99.88% |
 BHP | 140 | $6,796 | 0.00% | +140 | +$6,796 | Open |
 SNOW | 45 | $6,577 | 0.00% | +45 | +$6,577 | Open |
 ALC | 67 | $6,360 | 0.00% | +67 | +$6,360 | Open |
 BUD | 102 | $6,279 | 0.00% | +102 | +$6,279 | Open |
 FCX | 165 | $6,247 | 0.00% | +165 | +$6,247 | Open |
 DOCS | 106 | $6,151 | 0.00% | +106 | +$6,151 | Open |
 LIN | 13 | $6,053 | 0.00% | +12 | +$5,588 | +1,200.00% |
 ABNB | 50 | $5,973 | 0.00% | +50 | +$5,973 | Open |
 PODD | 22 | $5,777 | 0.00% | +22 | +$5,777 | Open |
 IBN | 183 | $5,768 | 0.00% | +183 | +$5,768 | Open |
 TEAM | 27 | $5,730 | 0.00% | +27 | +$5,730 | Open |
 RIO | 95 | $5,708 | 0.00% | +95 | +$5,708 | Open |
 CVS | 81 | $5,488 | 0.00% | -283 | -$19,173 | -77.75% |
 BIIB | 40 | $5,474 | 0.00% | +40 | +$5,474 | Open |
 DLB | 68 | $5,461 | 0.00% | +68 | +$5,461 | Open |
 STX | 62 | $5,267 | 0.00% | +62 | +$5,267 | Open |
 AVGO | 28 | $4,688 | 0.00% | +28 | +$4,688 | Open |
 QQQM | 24 | $4,632 | 0.00% | +12 | +$2,316 | +100.00% |
 IJR | 44 | $4,601 | 0.00% | +22 | +$2,301 | +100.00% |
 HDB | 66 | $4,385 | 0.00% | +66 | +$4,385 | Open |
 CRL | 29 | $4,365 | 0.00% | +29 | +$4,365 | Open |
 GH | 99 | $4,217 | 0.00% | +99 | +$4,217 | Open |
 BDC | 42 | $4,211 | 0.00% | +42 | +$4,211 | Open |
 THS | 152 | $4,118 | 0.00% | +150 | +$4,064 | +7,500.00% |
 EMXC | 74 | $4,077 | 0.00% | +74 | +$4,077 | Open |
 SPHQ | 60 | $3,980 | 0.00% | +30 | +$1,990 | +100.00% |
 CNI | 38 | $3,703 | 0.00% | +38 | +$3,703 | Open |
 ABEV | 1,576 | $3,672 | 0.00% | +1,576 | +$3,672 | Open |
 IONS | 121 | $3,651 | 0.00% | +121 | +$3,651 | Open |
 IVE | 18 | $3,430 | 0.00% | +18 | +$3,430 | Open |
 DIS | 34 | $3,356 | 0.00% | +34 | +$3,356 | Open |
 BAP | 18 | $3,351 | 0.00% | +18 | +$3,351 | Open |
 TJX | 27 | $3,289 | 0.00% | +27 | +$3,289 | Open |
 DEO | 31 | $3,248 | 0.00% | +31 | +$3,248 | Open |
 FWONK | 35 | $3,150 | 0.00% | +35 | +$3,150 | Open |
 IJH | 50 | $2,918 | 0.00% | +25 | +$1,459 | +100.00% |
 DFAT | 55 | $2,832 | 0.00% | +55 | +$2,832 | Open |
 ACN | 9 | $2,808 | 0.00% | +9 | +$2,808 | Open |
 TKO | 17 | $2,598 | 0.00% | +17 | +$2,598 | Open |
 GMAB | 129 | $2,526 | 0.00% | +129 | +$2,526 | Open |
 ETSY | 52 | $2,453 | 0.00% | +52 | +$2,453 | Open |
 TLK | 164 | $2,422 | 0.00% | +164 | +$2,422 | Open |
 MTCH | 73 | $2,278 | 0.00% | +73 | +$2,278 | Open |
 CALF | 60 | $2,250 | 0.00% | -31,359 | -$1,175,963 | -99.81% |
 XP | 150 | $2,063 | 0.00% | +150 | +$2,063 | Open |
 EWJ | 30 | $2,057 | 0.00% | +15 | +$1,028 | +100.00% |
 WDC | 49 | $1,981 | 0.00% | +49 | +$1,981 | Open |
 WBD | 180 | $1,931 | 0.00% | +180 | +$1,931 | Open |
 XLK | 9 | $1,858 | 0.00% | +9 | +$1,858 | Open |
 GME | 80 | $1,786 | 0.00% | +80 | +$1,786 | Open |
 SBUX | 17 | $1,668 | 0.00% | +17 | +$1,668 | Open |
 KBWY | 95 | $1,586 | 0.00% | -1,326 | -$22,131 | -93.31% |
 LBRDK | 18 | $1,531 | 0.00% | +18 | +$1,531 | Open |
 XLV | 9 | $1,314 | 0.00% | +9 | +$1,314 | Open |
 VEA | 25 | $1,271 | 0.00% | +25 | +$1,271 | Open |
 CTAS | 6 | $1,233 | 0.00% | -31 | -$6,371 | -83.78% |
 XLF | 24 | $1,195 | 0.00% | +24 | +$1,195 | Open |
 PCTY | 6 | $1,124 | 0.00% | +6 | +$1,124 | Open |
 XLE | 11 | $1,028 | 0.00% | +11 | +$1,028 | Open |
 VTRS | 80 | $697 | 0.00% | - | - | - |
 FWONA | 8 | $652 | 0.00% | +8 | +$652 | Open |
 WOLF | 115 | $352 | 0.00% | +115 | +$352 | Open |
 WBA | 19 | $212 | 0.00% | - | - | - |
 XRX | 39 | $188 | 0.00% | - | - | - |
 IMCG | 1 | $71 | 0.00% | +1 | +$71 | Open |
 ISTB | 1 | $48 | 0.00% | - | - | - |
 FBND | 1 | $46 | 0.00% | +1 | +$46 | Open |
 QQQJ | 1 | $29 | 0.00% | +1 | +$29 | Open |
 STLA | 1 | $11 | 0.00% | - | - | - |
 GWW | 0 | $0 | 0.00% | -2 | -$1,976 | -100.00% |
 GD | 0 | $0 | 0.00% | -4 | -$1,090 | -100.00% |
 SPGI | 0 | $0 | 0.00% | -54 | -$27,437 | -100.00% |
 PSX | 0 | $0 | 0.00% | -14 | -$1,729 | -100.00% |
 MPC | 0 | $0 | 0.00% | -86 | -$12,529 | -100.00% |
 U | 0 | $0 | 0.00% | -1,230 | -$24,096 | -100.00% |
 TSN | 0 | $0 | 0.00% | -140 | -$8,933 | -100.00% |
 HD | 0 | $0 | 0.00% | -24 | -$8,796 | -100.00% |
 DBC | 0 | $0 | 0.00% | -1,033 | -$23,243 | -100.00% |
 FDX | 0 | $0 | 0.00% | -31 | -$7,557 | -100.00% |
 ALL | 0 | $0 | 0.00% | -69 | -$14,288 | -100.00% |
 BRO | 0 | $0 | 0.00% | -2 | -$249 | -100.00% |