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
$18.3 Billion 11.18% of portfolio
222,511
Q1 2025 Added 7.28%
$0
$14.3 Billion 8.72% of portfolio
67,577
Q1 2025 Added 14.21%
Fidelity Covington Trust
-
$12.5 Billion 7.65% of portfolio
-
Q1 2025 New
$0
$10.9 Billion 6.69% of portfolio
218,905
Q1 2025 Added 3.05%
$0
$9.94 Billion 6.08% of portfolio
205,600
Q1 2025 Added 9.77%
Ab Active Etfs Inc
-
$7.94 Billion 4.86% of portfolio
-
Q1 2025 Reduced 7.04%
$0
$7.87 Billion 4.81% of portfolio
102,681
Q1 2025 Added 1.7%
$0
$6.83 Billion 4.18% of portfolio
86,785
Q1 2025 New
$0
$6.74 Billion 4.12% of portfolio
313,481
Q1 2025 New
$0
$6.74 Billion 4.12% of portfolio
215,554
Q1 2025 Reduced 3.02%
$0
$6.57 Billion 4.02% of portfolio
309,567
Q1 2025 Reduced 5.86%
$0
$5.49 Billion 3.35% of portfolio
87,413
Q1 2025 Added 15.1%
$0
$4.21 Billion 2.58% of portfolio
794,684
Q1 2025 Reduced 0.85%
$0
$4.2 Billion 2.57% of portfolio
117,655
Q1 2025 Reduced 3.35%
$0
$3.48 Billion 2.13% of portfolio
53,212
Q1 2025 Reduced 6.08%
$0
$3.07 Billion 1.88% of portfolio
91,539
Q1 2025 Added 109.22%
$0
$1.99 Billion 1.22% of portfolio
38,450
Q1 2025 Added 961,150.0%
$33.5B
$1.77 Billion 1.08% of portfolio
13,578
Q1 2025 Added 26.92%
$0
$1.57 Billion 0.96% of portfolio
18,160
Q1 2025 Added 2.41%
$41.2B
$1.42 Billion 0.87% of portfolio
141,107
Q1 2025 Added 13.86%
$0
$1.42 Billion 0.87% of portfolio
87,084
Q1 2025 Added 0.48%
$24.6B
$1.4 Billion 0.86% of portfolio
8,354
Q1 2025 Added 10.04%
$14.1B
$1.37 Billion 0.84% of portfolio
12,703
Q1 2025 Added 35.11%
$2.59B
$1.38 Billion 0.84% of portfolio
27,584
Q1 2025 Added 17.77%
$439M
$1.34 Billion 0.82% of portfolio
79,014
Q1 2025 Added 19.98%
$10.8B
$1.35 Billion 0.82% of portfolio
5,611
Q1 2025 Added 6.86%
$3.14T
$646 Million 0.39% of portfolio
2,906
Q1 2025 Added 5,830.61%
$181B
$631 Million 0.39% of portfolio
1,275
Q1 2025 New
$120B
$644 Million 0.39% of portfolio
330
Q1 2025 New
$139B
$600 Million 0.37% of portfolio
1,091
Q1 2025 New
$791B
$530 Million 0.32% of portfolio
2,162
Q1 2025 Added 10.19%
$1.08T
$516 Million 0.32% of portfolio
3,300
Q1 2025 New
$55.5B
$526 Million 0.32% of portfolio
1,000
Q1 2025 New
$999B
$448 Million 0.27% of portfolio
1,728
Q1 2025 New
$210B
$405 Million 0.25% of portfolio
88
Q1 2025 New
$215B
$392 Million 0.24% of portfolio
1,254
Q1 2025 Added 11.07%
$543B
$374 Million 0.23% of portfolio
401
Q1 2025 New
$132B
$370 Million 0.23% of portfolio
1,361
Q1 2025 Added 5.02%
$45.4M
$382 Million 0.23% of portfolio
332,497
Q1 2025 Added 9.66%
$203B
$351 Million 0.21% of portfolio
441
Q1 2025 New
$543B
$304 Million 0.19% of portfolio
555
Q1 2025 New
$2.19T
$316 Million 0.19% of portfolio
1,660
Q1 2025 Added 2,762.07%
$0
$275 Million 0.17% of portfolio
1,000
Q1 2025 Added 455.56%
$41.8B
$272 Million 0.17% of portfolio
1,883
Q1 2025 New
$0
$261 Million 0.16% of portfolio
1,400
Q4 2024 New
$129B
$267 Million 0.16% of portfolio
2,798
Q1 2025 New
$302B
$265 Million 0.16% of portfolio
400
Q1 2025 New
$44B
$238 Million 0.15% of portfolio
1,200
Q1 2025 New
$72.7B
$232 Million 0.14% of portfolio
542
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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