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
IONS
Ionis Pharmaceuticals Inc

Healthcare
121
New
$30.17 - $34.97 $3.65K - $4.23K
121 $3.65M
WHR
Whirlpool Corp

Consumer Cyclical
168
+ 35.29%
$88.58 - $133.14 $14.9K - $22.4K
644 $58M
IVE
Ishares S&P 500 Value ETF

ETFs
18
New
$185.78 - $198.58 $3.34K - $3.57K
18 $3.43M
BAP
Credicorp LTD

Financial Services
18
New
$178.97 - $197.4 $3.22K - $3.55K
18 $3.35M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.72K
+ 1.7%
$75.99 - $81.58 $130K - $140K
103K $7.87B
TJX
Tjx Companies Inc

Consumer Cyclical
27
New
$112.81 - $126.16 $3.05K - $3.41K
27 $3.27M
DEO
Diageo PLC

Consumer Defensive
31
New
$104.79 - $126.12 $3.25K - $3.91K
31 $3.25M
WRBY
Warby Parker Inc.

Healthcare
1.11K
+ 38.98%
$17.82 - $28.42 $19.8K - $31.5K
3.95K $72.1M
Liberty Media Corp Del
35
New
N/A
35 $3.19M
DFAT
Dimensional ETF Tr U S Target

ETFs
55
New
$50.44 - $58.1 $2.77K - $3.2K
55 $2.83M
Tko Group Holdings Inc
17
New
N/A
17 $2.6M
GMAB
Genmab A/S

Healthcare
129
New
$18.69 - $24.14 $2.41K - $3.11K
129 $2.53M
ETSY
Etsy Inc

Consumer Cyclical
52
New
$44.4 - $57.29 $2.31K - $2.98K
52 $2.45M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
164
New
$14.03 - $17.33 $2.3K - $2.84K
164 $2.42M
MTCH
Match Group, Inc.

Communication Services
73
New
$30.08 - $36.47 $2.2K - $2.66K
73 $2.27M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
12
+ 100.0%
$192.82 - $222.1 $2.31K - $2.67K
24 $4.63M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
22
+ 100.0%
$102.49 - $119.96 $2.25K - $2.64K
44 $4.6M
XP
Xp Inc.

Financial Services
150
New
$11.05 - $15.69 $1.66K - $2.35K
150 $2.06M
WDC
Western Digital Corp

Technology
49
New
$40.43 - $72.03 $1.98K - $3.53K
49 $1.99M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
30
+ 100.0%
$65.27 - $71.18 $1.96K - $2.14K
60 $3.98M
WBD
Warner Bros. Discovery, Inc.

Communication Services
180
New
$9.47 - $11.46 $1.7K - $2.06K
180 $1.93M
XLK
Technology Sector Spdr

ETFs
9
New
$206.38 - $242.18 $1.86K - $2.18K
9 $1.86M
GME
Game Stop Corp.

Consumer Cyclical
80
New
$21.73 - $33.37 $1.74K - $2.67K
80 $1.79M
SBUX
Starbucks Corp

Consumer Cyclical
17
New
$91.75 - $115.81 $1.56K - $1.97K
17 $1.64M
LBRDK
Liberty Broadband Corp

Communication Services
18
New
$73.49 - $88.64 $1.32K - $1.6K
18 $1.57M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25
+ 100.0%
$57.21 - $65.8 $1.43K - $1.65K
50 $2.92M
XLV
Select Sector Spdr Fund Health

ETFs
9
New
$137.61 - $149.68 $1.24K - $1.35K
9 $1.31M
VEA
Vanguard Ftse Developed Market

ETFs
25
New
$47.4 - $52.99 $1.19K - $1.32K
25 $1.27M
XLF
Financial Sector Spdr

ETFs
24
New
$47.32 - $52.19 $1.14K - $1.25K
24 $1.2M
Nebius Group N.V.
61
New
N/A
61 $1.16M
PCTY
Paylocity Holding Corp

Technology
6
New
$183.21 - $217.86 $1.1K - $1.31K
6 $1.13M
EWJ
Ishares Msci Japan ETF

ETFs
15
+ 100.0%
$65.24 - $71.7 $979 - $1.08K
30 $2.06M
XLE
Energy Sector Spdr

ETFs
11
New
$85.7 - $93.96 $943 - $1.03K
11 $1.03M
Liberty Media Corp Del
8
New
N/A
8 $652K
WOLF
Wolfspeed, Inc.

Technology
115
New
$2.59 - $7.48 $298 - $860
115 $352K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1
New
$69.69 - $79.99 $69.7 - $80
1 $71K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1
New
$44.41 - $45.98 $44.4 - $46
1 $46K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
New
$28.64 - $32.91 $28.6 - $32.9
1 $29K
EXPE
Expedia Group, Inc.

Consumer Cyclical
762
+ 10.04%
$157.11 - $206.52 $120K - $157K
8.35K $1.4B
VPN
Global X Fds Data Ctr Reits &

ETFs
413
+ 0.48%
N/A
87.1K $1.42B
BFH
Bread Financial Holdings, Inc.

Financial Services
4.16K
+ 17.77%
$46.51 - $65.07 $194K - $271K
27.6K $1.38B
ETN
Eaton Corp PLC

Industrials
65
+ 5.02%
$271.83 - $371.23 $17.7K - $24.1K
1.36K $370M
CVGI
Commercial Vehicle Group, Inc.

Consumer Cyclical
29.3K
+ 9.66%
$1.15 - $2.33 $33.7K - $68.2K
332K $382M
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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