Anderson Financial Strategies, LLC Portfolio Holdings

Anderson Financial Strategies, LLC

  • $164 Billion
  • Q1 2025

Anderson Financial Strategies, LLC has filed its 13F form on May 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $164 Billion distributed in 237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Wisdomtree U.S. with a value of $18.3B, Ishares Tr Russell 200 Growth with a value of $14.3B, Fidelity Covington Trust with a value of $12.5B, Ishares Tr Core Intl Aggregate with a value of $10.9B, and Flexshares Tr Credit Scored Us with a value of $9.94B.

Examining the 13F form we can see an decrease of $2.43B in the current position value, from $166B to 164B.

Anderson Financial Strategies, LLC is based out at Dayton, OH

Below you can find more details about Anderson Financial Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $164 Billion
ETFs: $114 Billion
Financial Services: $8.91 Billion
Consumer Cyclical: $5.7 Billion
Technology: $4.69 Billion
Communication Services: $3.73 Billion
Industrials: $2.72 Billion
Healthcare: $1.87 Billion
Utilities: $447 Million
Other: $941 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.59B
$1.38 Billion 0.84% of portfolio
27,584
Q1 2025 Added 17.77%
$4.42B
$160 Million 0.1% of portfolio
2,188
Q1 2025 New
$9.12B
$92.5 Million 0.06% of portfolio
2,947
Q1 2025 Added 35.62%
$5.78B
$98.1 Million 0.06% of portfolio
1,780
Q1 2025 New
$5B
$58 Million 0.04% of portfolio
644
Q1 2025 Added 35.29%
$9.83B
$68.2 Million 0.04% of portfolio
967
Q1 2025 New
$2.05B
$72.1 Million 0.04% of portfolio
3,954
Q1 2025 Added 38.98%
$7.62B
$48.5 Million 0.03% of portfolio
1,466
Q4 2024 New
$8.55B
$49.1 Million 0.03% of portfolio
295
Q1 2025 New
$4.77B
$4.21 Million 0.0% of portfolio
42
Q1 2025 New
$9.85B
$212,000 0.0% of portfolio
19
Q4 2024 New
$8.88B
$2.06 Million 0.0% of portfolio
150
Q1 2025 New
$8.57B
$2.27 Million 0.0% of portfolio
73
Q1 2025 New
$7.39B
$4.37 Million 0.0% of portfolio
29
Q1 2025 New
$9.82B
$1.13 Million 0.0% of portfolio
6
Q1 2025 New
$5.25B
$3.65 Million 0.0% of portfolio
121
Q1 2025 New
$6.3B
$6.15 Million 0.0% of portfolio
106
Q1 2025 New
$4.52B
$5.46 Million 0.0% of portfolio
68
Q1 2025 New
$5.17B
$4.21 Million 0.0% of portfolio
99
Q1 2025 New
$7.14B
$1.79 Million 0.0% of portfolio
80
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $164 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 151 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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