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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.4 Million 0.03% of portfolio
605
Q1 2025 New
$97.3B
$50.5 Million 0.03% of portfolio
150
Q1 2025 New
$0
$43.8 Million 0.03% of portfolio
3,798
Q4 2024 New
$0
$52.2 Million 0.03% of portfolio
280
Q1 2025 New
$0
$52.4 Million 0.03% of portfolio
1,875
Q4 2024 New
$7.62B
$48.5 Million 0.03% of portfolio
1,466
Q4 2024 New
$0
$44.9 Million 0.03% of portfolio
750
Q1 2025 New
$131B
$51.3 Million 0.03% of portfolio
220
Q1 2025 New
$0
$44.4 Million 0.03% of portfolio
200
Q1 2025 New
$0
$45.8 Million 0.03% of portfolio
1,088
Q1 2025 New
$8.55B
$49.1 Million 0.03% of portfolio
295
Q1 2025 New
$557B
$52.6 Million 0.03% of portfolio
150
Q1 2025 New
$0
$55 Million 0.03% of portfolio
2,052
Q1 2025 New
$0
$46.1 Million 0.03% of portfolio
2,422
Q1 2025 New
$0
$48.3 Million 0.03% of portfolio
86
Q1 2025 Reduced 9.47%
$0
$54.5 Million 0.03% of portfolio
500
Q1 2025 New
$0
$40.3 Million 0.02% of portfolio
1,813
Q1 2025 New
$97.5B
$28 Million 0.02% of portfolio
200
Q1 2025 New
$431B
$37.8 Million 0.02% of portfolio
40
Q1 2025 Added 900.0%
$0
$38.5 Million 0.02% of portfolio
648
Q1 2025 New
$0
$28.3 Million 0.02% of portfolio
1,432
Q1 2025 Reduced 99.78%
$85.9B
$34.9 Million 0.02% of portfolio
100
Q1 2025 New
$0
$40.6 Million 0.02% of portfolio
448
Q1 2025 New
$0
$24.8 Million 0.02% of portfolio
2,827
Q1 2025 New
$154B
$29.9 Million 0.02% of portfolio
60
Q1 2025 New
Blackrock Inc
-
$33.1 Million 0.02% of portfolio
-
Q1 2025 New
$0
$38.6 Million 0.02% of portfolio
461
Q1 2025 New
$993B
$30.9 Million 0.02% of portfolio
200
Q1 2025 Reduced 23.37%
$17.4B
$31 Million 0.02% of portfolio
1,000
Q4 2024 New
$0
$13.7 Million 0.01% of portfolio
943
Q1 2025 New
$945M
$12.7 Million 0.01% of portfolio
786
Q1 2025 New
$258B
$17.6 Million 0.01% of portfolio
200
Q1 2025 New
$0
$10.2 Million 0.01% of portfolio
425
Q1 2025 New
$72.4B
$16.5 Million 0.01% of portfolio
150
Q1 2025 New
$0
$13.2 Million 0.01% of portfolio
175
Q1 2025 Reduced 36.36%
$339B
$17.8 Million 0.01% of portfolio
66
Q1 2025 New
$0
$10.7 Million 0.01% of portfolio
225
Q1 2025 New
$0
$11.4 Million 0.01% of portfolio
200
Q1 2025 New
$36.4B
$9.02 Million 0.01% of portfolio
92
Q1 2025 New
Super Micro Computer Inc
-
$21.2 Million 0.01% of portfolio
-
Q1 2025 New
$275B
$10.7 Million 0.01% of portfolio
40
Q1 2025 New
$0
$9.14 Million 0.01% of portfolio
315
Q1 2025 New
$0
$19.6 Million 0.01% of portfolio
306
Q1 2025 New
$53.7B
$10.4 Million 0.01% of portfolio
79
Q1 2025 Reduced 20.2%
$47.6B
$9.56 Million 0.01% of portfolio
46
Q1 2025 New
$648B
$13.3 Million 0.01% of portfolio
25
Q1 2025 New
$151B
$12.7 Million 0.01% of portfolio
343
Q1 2025 New
$328B
$13.6 Million 0.01% of portfolio
65
Q1 2025 New
$0
$19.7 Million 0.01% of portfolio
400
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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