Anderson Financial Strategies, LLC Purchases in Q1 2025

Anderson Financial Strategies, LLC

  • $164 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
420K
New
N/A
420K $12.5B
USVM
Victory Portfolios Ii Victorys

ETFs
86.8K
New
$76.56 - $88.03 $6.64M - $7.64M
86.8K $6.83B
LGOV
First Tr ETF Iv Long Duration

ETFs
313K
New
$20.41 - $21.7 $6.4M - $6.8M
313K $6.74B
JEPI
J P Morgan Exchange Traded Fd

ETFs
35.6K
+ 3558700.0%
$56.17 - $59.71 $2M - $2.12M
35.6K $2.03B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
38.4K
+ 961150.0%
$51.45 - $58.51 $1.98M - $2.25M
38.5K $1.99B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
47.8K
+ 109.22%
$32.49 - $37.99 $1.55M - $1.82M
91.5K $3.07B
SKOR
Flexshares Tr Credit Scored Us

ETFs
18.3K
+ 9.77%
$47.35 - $48.46 $866K - $887K
206K $9.94B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
15.1K
+ 7.28%
$79.96 - $87.71 $1.21M - $1.32M
223K $18.3B
MELI
Mercadolibre Inc

Consumer Cyclical
330
New
$1739.0 - $2260.0 $574K - $746K
330 $644M
AAPL
Apple Inc.

Technology
2.86K
+ 5830.61%
$209.68 - $247.1 $599K - $706K
2.91K $646M
SPOT
Spotify Technology S.A.

Communication Services
1.09K
New
$457.79 - $648.32 $499K - $707K
1.09K $600M
AXON
Axon Enterprise, Inc.

Industrials
1K
New
$496.65 - $710.01 $497K - $710K
1K $526M
GOOG
Alphabet Inc.

Communication Services
3.3K
New
$156.06 - $207.71 $515K - $685K
3.3K $516M
XSMO
Invesco S&P Smallcap Momentum

ETFs
11.5K
+ 15.1%
$59.97 - $70.03 $688K - $803K
87.4K $5.49B
TSLA
Tesla, Inc.

Consumer Cyclical
1.73K
New
$222.15 - $428.22 $384K - $740K
1.73K $448M
BKNG
Booking Holdings Inc.

Consumer Cyclical
88
New
$4295.4 - $5141.88 $378K - $452K
88 $405M
LYV
Live Nation Entertainment, Inc.

Communication Services
2.88K
+ 26.92%
$115.79 - $154.66 $333K - $445K
13.6K $1.77B
NFLX
Netflix Inc

Communication Services
401
New
$828.4 - $1058.6 $332K - $424K
401 $374M
NOW
Service Now, Inc.

Technology
441
New
$783.83 - $1170.39 $346K - $516K
441 $351M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.49K
+ 3.05%
$49.42 - $50.43 $321K - $327K
219K $10.9B
IWY
Ishares Tr Russell 200 Growth

ETFs
8.41K
+ 14.21%
$210.19 - $243.33 $1.77M - $2.05M
67.6K $14.3B
MA
Mastercard Inc

Financial Services
555
New
$504.67 - $576.31 $280K - $320K
555 $304M
AMZN
Amazon Com Inc

Consumer Cyclical
1.6K
+ 2762.07%
$190.26 - $242.06 $305K - $388K
1.66K $316M
EA
Electronic Arts Inc.

Communication Services
1.88K
New
$116.53 - $146.29 $219K - $275K
1.88K $272M
SHOP
Shopify Inc.

Technology
2.8K
New
$90.59 - $129.31 $253K - $362K
2.8K $267M
ASML
Asml Holding Nv

Technology
400
New
$662.63 - $776.99 $265K - $311K
400 $265M
ZS
Zscaler, Inc.

Technology
1.2K
New
$181.66 - $216.87 $218K - $260K
1.2K $238M
SNPS
Synopsys Inc

Technology
542
New
$428.58 - $551.54 $232K - $299K
542 $232M
VTI
Vanguard Total Stock Market Et

ETFs
820
+ 455.56%
$271.18 - $303.12 $222K - $249K
1K $275M
NVDA
Nvidia Corp

Technology
2K
New
$106.98 - $149.43 $214K - $299K
2K $217M
CRWD
Crowd Strike Holdings, Inc.

Technology
584
New
$308.86 - $455.36 $180K - $266K
584 $206M
IDXX
Idexx Laboratories Inc

Healthcare
468
New
$406.29 - $469.04 $190K - $220K
468 $197M
VUG
Vanguard Growth ETF

ETFs
528
New
$369.1 - $427.61 $195K - $226K
528 $196M
VTV
Vanguard Value ETF

ETFs
1.09K
New
$167.73 - $179.21 $183K - $196K
1.09K $188M
F
Ford Motor CO

Consumer Cyclical
17.2K
+ 13.86%
$9.12 - $10.43 $157K - $179K
141K $1.42B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
355
New
$402.49 - $513.76 $143K - $182K
355 $172M
GMED
Globus Medical Inc

Healthcare
2.19K
New
$69.68 - $93.32 $152K - $204K
2.19K $160M
MKC
Mccormick & CO Inc

Consumer Defensive
1.93K
New
$71.24 - $84.73 $138K - $164K
1.93K $159M
SPG
Simon Property Group Inc

Real Estate
884
New
$159.48 - $187.78 $141K - $166K
884 $147M
WM
Waste Management Inc

Industrials
632
New
$200.54 - $233.78 $127K - $148K
632 $146M
ADBE
Adobe Inc.

Technology
376
New
$377.84 - $464.11 $142K - $175K
376 $144M
NEE
Nextera Energy Inc

Utilities
2.02K
New
$66.96 - $76.16 $135K - $153K
2.02K $143M
XPO
Xpo Logistics, Inc.

Industrials
3.3K
+ 35.11%
$106.12 - $148.16 $350K - $489K
12.7K $1.37B
REZ
Ishares Tr Residential And Mul

ETFs
428
+ 2.41%
$78.21 - $88.48 $33.5K - $37.9K
18.2K $1.57B
WDAY
Workday, Inc.

Technology
543
New
$233.53 - $277.82 $127K - $151K
543 $127M
Arista Networks Inc
1.6K
New
N/A
1.6K $124M
UNP
Union Pacific Corp

Industrials
509
New
$225.21 - $254.42 $115K - $129K
509 $120M
TTD
Trade Desk, Inc.

Technology
2K
New
$53.59 - $126.58 $107K - $253K
2K $109M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.69K
New
$58.01 - $64.46 $97.9K - $109K
1.69K $105M
Activity Summary
Buys All Purchases 194 New Holdings 151 Increased Positions 43 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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