Anderson Financial Strategies, LLC Portfolio Holdings

Anderson Financial Strategies, LLC

  • $166 Billion
  • Q4 2024

Anderson Financial Strategies, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 128 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 $17.3B, Ishares Tr Russell 200 Growth with a value of $13.9B, Campbell Systematic Macro I with a value of $13B, Schwab Strategic Tr Intl Eqty with a value of $12.3B, and Ishares Tr Core Intl Aggregate with a value of $10.6B.

Examining the 13F form we can see an increase of $166B in the current position value.

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 $166 Billion
ETFs: $118 Billion
Financial Services: $8.44 Billion
Consumer Cyclical: $3.83 Billion
Industrials: $1.73 Billion
Communication Services: $1.43 Billion
Technology: $1.41 Billion
Healthcare: $409 Million
Energy: $322 Million
Other: $430 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.3 Billion 10.45% of portfolio
207,412
Q4 2024 New
$0
$13.9 Billion 8.39% of portfolio
59,170
Q4 2024 New
Campbell Systematic Macro I
-
$13 Billion 7.81% of portfolio
-
Q4 2024 New
$0
$12.3 Billion 7.39% of portfolio
662,728
Q4 2024 New
$0
$10.6 Billion 6.39% of portfolio
212,417
Q4 2024 New
$0
$8.93 Billion 5.38% of portfolio
187,301
Q4 2024 New
Ab High Yield ETF
-
$8.55 Billion 5.15% of portfolio
-
Q4 2024 New
$0
$7.86 Billion 4.74% of portfolio
100,964
Q4 2024 New
$0
$7.2 Billion 4.34% of portfolio
328,838
Q4 2024 New
$0
$7.07 Billion 4.26% of portfolio
222,267
Q4 2024 New
$0
$6.4 Billion 3.86% of portfolio
117,454
Q4 2024 New
$0
$6.34 Billion 3.82% of portfolio
54,902
Q4 2024 New
$0
$5.02 Billion 3.03% of portfolio
75,947
Q4 2024 New
$0
$4.29 Billion 2.59% of portfolio
121,737
Q4 2024 New
$0
$4.29 Billion 2.58% of portfolio
801,531
Q4 2024 New
Matthews Emerging Mkt Discv ETF
-
$4.03 Billion 2.43% of portfolio
-
Q4 2024 New
$0
$1.57 Billion 0.95% of portfolio
43,753
Q4 2024 New
$0
$1.44 Billion 0.87% of portfolio
17,732
Q4 2024 New
$3.05B
$1.43 Billion 0.86% of portfolio
23,421
Q4 2024 New
$0
$1.43 Billion 0.86% of portfolio
86,671
Q4 2024 New
$30.8B
$1.41 Billion 0.85% of portfolio
7,592
Q4 2024 New
$0
$1.38 Billion 0.83% of portfolio
31,419
Q4 2024 New
$35.4B
$1.39 Billion 0.83% of portfolio
10,698
Q4 2024 New
$10.1B
$1.31 Billion 0.79% of portfolio
5,251
Q4 2024 New
$558M
$1.28 Billion 0.77% of portfolio
65,854
Q4 2024 New
$37.4B
$1.23 Billion 0.74% of portfolio
123,926
Q4 2024 New
$16.8B
$1.23 Billion 0.74% of portfolio
9,402
Q4 2024 New
Schwab Value Advantage Money Investor Shares
-
$1.14 Billion 0.69% of portfolio
-
Q4 2024 New
Schwab Value Advantage Money Ultra Shares
-
$1.04 Billion 0.62% of portfolio
-
Q4 2024 New
Schwab Treasury Oblig Money Inv
-
$923 Million 0.56% of portfolio
-
Q4 2024 New
$68.8M
$752 Million 0.45% of portfolio
303,211
Q4 2024 New
Columbia Dividend Income Inst2
-
$710 Million 0.43% of portfolio
-
Q4 2024 New
$811B
$470 Million 0.28% of portfolio
1,962
Q4 2024 New
$123B
$430 Million 0.26% of portfolio
1,296
Q4 2024 New
$227B
$327 Million 0.2% of portfolio
1,129
Q4 2024 New
Fidelity Convertible Securities
-
$277 Million 0.17% of portfolio
-
Q4 2024 New
$0
$277 Million 0.17% of portfolio
1,400
Q4 2024 New
$0
$215 Million 0.13% of portfolio
33,775
Q4 2024 New
Mfs Intl Diversification I
-
$210 Million 0.13% of portfolio
-
Q4 2024 New
$87.2B
$189 Million 0.11% of portfolio
4,444
Q4 2024 New
$0
$191 Million 0.11% of portfolio
13,226
Q4 2024 New
$0
$158 Million 0.1% of portfolio
294
Q4 2024 New
Pimco International Bond (Usd Hdg) Instl
-
$172 Million 0.1% of portfolio
-
Q4 2024 New
$115B
$147 Million 0.09% of portfolio
2,600
Q4 2024 New
$93.2B
$148 Million 0.09% of portfolio
1,795
Q4 2024 New
$0
$152 Million 0.09% of portfolio
13,203
Q4 2024 New
$386B
$148 Million 0.09% of portfolio
880
Q4 2024 New
$0
$128 Million 0.08% of portfolio
12,635
Q4 2024 New
Cohen & Steers Real Estate Securities I
-
$118 Million 0.07% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $166 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 128 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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