Anderson Financial Strategies, LLC Purchases in Q1 2025

Anderson Financial Strategies, LLC

  • $164 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
VTWV
Vanguard Russell 2000 Value Et

ETFs
643
+ 643.0%
$131.51 - $149.24 $84.6K - $96K
743 $98.9M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.17K
New
$65.15 - $91.81 $76K - $107K
1.17K $76.1M
MSFT
Microsoft Corp

Technology
200
+ 526.32%
$375.39 - $447.2 $75.1K - $89.4K
238 $89.3M
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
MCD
Mcdonalds Corp

Consumer Cyclical
125
+ 11.07%
$279.74 - $321.29 $35K - $40.2K
1.25K $392M
UNH
Unitedhealth Group Inc

Healthcare
116
New
$461.52 - $548.18 $53.5K - $63.6K
116 $60.7M
JPM
Jpmorgan Chase & CO

Financial Services
200
+ 10.19%
$225.19 - $279.95 $45K - $56K
2.16K $530M
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
VCIT
Vanguard Intermediate Term Cor

ETFs
605
New
$79.17 - $82.04 $47.9K - $49.6K
605 $49.4M
MASI
Masimo Corp

Healthcare
295
New
$163.55 - $190.63 $48.2K - $56.2K
295 $49.1M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.42K
New
$19.04 - $20.15 $46.1K - $48.8K
2.42K $46.1M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.09K
New
$39.65 - $43.35 $43.1K - $47.2K
1.09K $45.8M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
189
+ 242.31%
$283.06 - $421.16 $53.5K - $79.6K
267 $75.6M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
750
New
$59.78 - $60.03 $44.8K - $45K
750 $44.9M
VB
Vanguard Small Cap ETF

ETFs
200
New
$217.89 - $252.64 $43.6K - $50.5K
200 $44.4M
VNQ
Vanguard Specialized Funds Van

ETFs
448
New
$85.55 - $94.34 $38.3K - $42.3K
448 $40.6M
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
1.81K
New
$21.08 - $22.48 $38.2K - $40.8K
1.81K $40.3M
RNR
Renaissancere Holdings LTD

Financial Services
360
+ 6.86%
$226.55 - $263.22 $81.6K - $94.8K
5.61K $1.35B
ICVT
Ishares Tr Convertible Bond Et

ETFs
461
New
$83.18 - $89.27 $38.3K - $41.2K
461 $38.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
648
New
$57.44 - $59.4 $37.2K - $38.5K
648 $38.5M
DE
Deere & CO

Industrials
69
+ 55.65%
$408.57 - $509.27 $28.2K - $35.1K
193 $90.6M
DXCM
Dexcom Inc

Healthcare
540
New
$67.74 - $90.75 $36.6K - $49K
540 $36.9M
SHW
Sherwin Williams CO

Basic Materials
100
New
$330.16 - $365.55 $33K - $36.6K
100 $34.9M
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 900.0%
$890.62 - $1076.86 $32.1K - $38.8K
40 $37.8M
Blackrock Inc
35
New
N/A
35 $33.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
60
New
$497.6 - $606.74 $29.9K - $36.4K
60 $29.9M
BX
Blackstone Inc.

Financial Services
200
New
$136.53 - $186.74 $27.3K - $37.3K
200 $28M
DRN
Direxion Shs ETF Tr Direxion D

ETFs
2.83K
New
$8.72 - $11.64 $24.7K - $32.9K
2.83K $24.8M
Maplebear Inc
625
+ 55.8%
N/A
1.75K $69.6M
MRK
Merck & Co., Inc.

Healthcare
250
New
$83.01 - $101.02 $20.8K - $25.3K
250 $22.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
700
New
$30.73 - $32.26 $21.5K - $22.6K
700 $21.5M
Super Micro Computer Inc
158
New
N/A
158 $21.2M
KNSL
Kinsale Capital Group, Inc.

Financial Services
38
+ 32.48%
$416.48 - $494.72 $15.8K - $18.8K
155 $75.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
120
New
$165.25 - $224.62 $19.8K - $27K
120 $19.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
400
New
$48.31 - $49.23 $19.3K - $19.7K
400 $19.7M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
306
New
N/A
306 $19.6M
ADSK
Autodesk, Inc.

Technology
73
New
N/A
73 $19.1M
PEP
Pepsico Inc

Consumer Defensive
125
New
$142.64 - $156.42 $17.8K - $19.6K
125 $18.7M
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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