Anderson Financial Strategies, LLC Incresed Positions in Q1 2025

Anderson Financial Strategies, LLC

  • $164 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
AAPL
Apple Inc.

Technology
2.86K
+ 5830.61%
$209.68 - $247.1 $599K - $706K
2.91K $646M
XSMO
Invesco S&P Smallcap Momentum

ETFs
11.5K
+ 15.1%
$59.97 - $70.03 $688K - $803K
87.4K $5.49B
LYV
Live Nation Entertainment, Inc.

Communication Services
2.88K
+ 26.92%
$115.79 - $154.66 $333K - $445K
13.6K $1.77B
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
VTI
Vanguard Total Stock Market Et

ETFs
820
+ 455.56%
$271.18 - $303.12 $222K - $249K
1K $275M
F
Ford Motor CO

Consumer Cyclical
17.2K
+ 13.86%
$9.12 - $10.43 $157K - $179K
141K $1.42B
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
VTWV
Vanguard Russell 2000 Value Et

ETFs
643
+ 643.0%
$131.51 - $149.24 $84.6K - $96K
743 $98.9M
MSFT
Microsoft Corp

Technology
200
+ 526.32%
$375.39 - $447.2 $75.1K - $89.4K
238 $89.3M
MCD
Mcdonalds Corp

Consumer Cyclical
125
+ 11.07%
$279.74 - $321.29 $35K - $40.2K
1.25K $392M
LYTS
Lsi Industries Inc

Technology
13.2K
+ 19.98%
$17.0 - $24.72 $224K - $325K
79K $1.34B
JPM
Jpmorgan Chase & CO

Financial Services
200
+ 10.19%
$225.19 - $279.95 $45K - $56K
2.16K $530M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
189
+ 242.31%
$283.06 - $421.16 $53.5K - $79.6K
267 $75.6M
RNR
Renaissancere Holdings LTD

Financial Services
360
+ 6.86%
$226.55 - $263.22 $81.6K - $94.8K
5.61K $1.35B
DE
Deere & CO

Industrials
69
+ 55.65%
$408.57 - $509.27 $28.2K - $35.1K
193 $90.6M
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 900.0%
$890.62 - $1076.86 $32.1K - $38.8K
40 $37.8M
Maplebear Inc
625
+ 55.8%
N/A
1.75K $69.6M
KNSL
Kinsale Capital Group, Inc.

Financial Services
38
+ 32.48%
$416.48 - $494.72 $15.8K - $18.8K
155 $75.4M
AMGN
Amgen Inc

Healthcare
25
+ 13.02%
$258.59 - $327.36 $6.46K - $8.18K
217 $67.6M
KD
Kyndryl Holdings, Inc.

Technology
774
+ 35.62%
$31.32 - $43.45 $24.2K - $33.6K
2.95K $92.5M
Linde PLC
12
+ 1200.0%
N/A
13 $6.05M
THS
Tree House Foods, Inc.

Consumer Defensive
150
+ 7500.0%
$26.2 - $35.54 $3.93K - $5.33K
152 $4.12M
WHR
Whirlpool Corp

Consumer Cyclical
168
+ 35.29%
$88.58 - $133.14 $14.9K - $22.4K
644 $58M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.72K
+ 1.7%
$75.99 - $81.58 $130K - $140K
103K $7.87B
WRBY
Warby Parker Inc.

Healthcare
1.11K
+ 38.98%
$17.82 - $28.42 $19.8K - $31.5K
3.95K $72.1M
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
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
30
+ 100.0%
$65.27 - $71.18 $1.96K - $2.14K
60 $3.98M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25
+ 100.0%
$57.21 - $65.8 $1.43K - $1.65K
50 $2.92M
EWJ
Ishares Msci Japan ETF

ETFs
15
+ 100.0%
$65.24 - $71.7 $979 - $1.08K
30 $2.06M
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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