Anderson Financial Strategies, LLC New Holdings 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
MELI
Mercadolibre Inc

Consumer Cyclical
330
New
$1739.0 - $2260.0 $574K - $746K
330 $644M
ISRG
Intuitive Surgical Inc

Healthcare
1.28K
New
$476.63 - $610.45 $608K - $778K
1.28K $631M
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
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
NOW
Service Now, Inc.

Technology
441
New
$783.83 - $1170.39 $346K - $516K
441 $351M
MA
Mastercard Inc

Financial Services
555
New
$504.67 - $576.31 $280K - $320K
555 $304M
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
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
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
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
TSCO
Tractor Supply CO

Consumer Cyclical
1.78K
New
$51.66 - $57.94 $92K - $103K
1.78K $98.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.05K
New
$42.5 - $46.71 $87.2K - $95.8K
2.05K $92.8M
DOCU
Docusign, Inc.

Technology
1.11K
New
$74.7 - $97.7 $83.1K - $109K
1.11K $90.6M
JKHY
Henry Jack & Associates Inc

Technology
490
New
$166.47 - $191.28 $81.6K - $93.7K
490 $89.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.17K
New
$65.15 - $91.81 $76K - $107K
1.17K $76.1M
NICE
Nice Ltd.

Technology
465
New
$139.18 - $178.5 $64.7K - $83K
465 $71.7M
ROKU
Roku, Inc

Communication Services
967
New
$67.36 - $99.07 $65.1K - $95.8K
967 $68.2M
UNH
Unitedhealth Group Inc

Healthcare
116
New
$461.52 - $548.18 $53.5K - $63.6K
116 $60.7M
PINS
Pinterest, Inc.

Communication Services
1.92K
New
$29.79 - $40.0 $57.3K - $77K
1.92K $59.6M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.05K
New
$26.64 - $27.14 $54.7K - $55.7K
2.05K $55M
FNX
First Tr Mid Cap Core Alphadex

ETFs
500
New
$105.28 - $121.93 $52.6K - $61K
500 $54.5M
V
Visa Inc.

Financial Services
150
New
$306.92 - $362.71 $46K - $54.4K
150 $52.6M
VTWG
Vanguard Russell 2000 Growth E

ETFs
280
New
$185.73 - $221.19 $52K - $61.9K
280 $52.2M
LOW
Lowes Companies Inc

Consumer Cyclical
220
New
$222.66 - $268.42 $49K - $59.1K
220 $51.3M
TT
Trane Technologies PLC

Industrials
150
New
$332.0 - $400.86 $49.8K - $60.1K
150 $50.5M
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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