Anderson Financial Strategies, LLC Purchases and Sells in Q2 2025

Anderson Financial Strategies, LLC

10 operations

Stock	Shares change	Price Range	Shares Held
FIDELITY COVINGTON TRUST	6.77K + 1.61%	N/A	427K $14.2B
WTV	1.18K + 0.53%	$72.32 - $86.4 $85K - $102K	224K $19.3B
EDIV	3.42K + 2.91%	$32.61 - $38.62 $112K - $132K	121K $4.62B
XPO	1.17K + 9.18%	$91.46 - $128.1 $107K - $149K	13.9K $1.75B
VPN	4.34K + 4.98%	N/A	91.4K $1.7B
BFH	50 + 0.18%	$41.88 - $57.12 $2.09K - $2.86K	27.6K $1.58B

4 operations

Stock	Shares change	Price Range	Shares Held
QGRO	142K New	$83.67 - $109.12 $11.9M - $15.5M	142K $15.5B
JPRE	134K New	$42.75 - $48.79 $5.74M - $6.55M	134K $6.4B
MTUM	8.47K New	$180.84 - $240.32 $1.53M - $2.03M	8.47K $2.04B
EBC	62.3K New	$14.18 - $16.5 $883K - $1.03M	62.3K $950M

17 operations

Stock	Shares change	Price Range	Shares Held
LGOV	-19.6K - 6.25%	$20.73 - $21.92 $406K - $429K	294K $6.3B
MFM	-62.3K - 7.84%	$4.98 - $5.37 $310K - $335K	732K $3.79B
IAGG	-11.8K - 5.4%	$50.09 - $51.09 $592K - $604K	207K $10.6B
SKOR	-9.26K - 4.5%	$47.3 - $48.78 $438K - $451K	196K $9.58B
ISRG	-660 - 51.76%	$451.58 - $565.94 $298K - $374K	615 $334M
GOOG	-2K - 60.61%	$146.58 - $180.01 $293K - $360K	1.3K $231M

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