Anderson Financial Strategies, LLC New Holdings in Q1 2025

Anderson Financial Strategies, LLC

  • $164 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
SHW
Sherwin Williams CO

Basic Materials
100
New
$330.16 - $365.55 $33K - $36.6K
100 $34.9M
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
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
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
Te Connectivity PLC
126
New
N/A
126 $17.8M
SAP
Sap Se

Technology
66
New
$241.4 - $293.69 $15.9K - $19.4K
66 $17.8M
WMT
Walmart Inc.

Consumer Defensive
200
New
$84.5 - $105.05 $16.9K - $21K
200 $17.6M
UPS
United Parcel Service Inc

Industrials
150
New
$109.66 - $136.26 $16.4K - $20.4K
150 $16.5M
HUBS
Hubspot Inc

Technology
24
New
$571.29 - $819.71 $13.7K - $19.7K
24 $13.7M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
943
New
$15.63 - $16.23 $14.7K - $15.3K
943 $13.7M
ABBV
Abb Vie Inc.

Healthcare
65
New
$169.2 - $216.66 $11K - $14.1K
65 $13.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
New
$442.66 - $534.52 $11.1K - $13.4K
25 $13.3M
MFC
Manulife Financial Corp

Financial Services
408
New
$28.41 - $31.82 $11.6K - $13K
408 $12.7M
SEDG
Solaredge Technologies, Inc.

Technology
786
New
$12.96 - $19.63 $10.2K - $15.4K
786 $12.7M
CMCSA
Comcast Corp

Communication Services
343
New
$33.19 - $38.23 $11.4K - $13.1K
343 $12.7M
JCI
Johnson Controls International PLC

Industrials
147
New
$76.12 - $90.6 $11.2K - $13.3K
147 $11.8M
KRE
Spdr S&P Regional Banking ETF

ETFs
200
New
$55.11 - $65.5 $11K - $13.1K
200 $11.4M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
808
New
$9.49 - $14.83 $7.67K - $12K
808 $11M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
225
New
$47.33 - $47.92 $10.6K - $10.8K
225 $10.7M
TMUS
T Mobile Us, Inc.

Communication Services
40
New
$211.3 - $272.83 $8.45K - $10.9K
40 $10.7M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
425
New
$23.87 - $24.35 $10.1K - $10.3K
425 $10.2M
ADM
Archer Daniels Midland CO

Consumer Defensive
200
New
$45.22 - $52.17 $9.04K - $10.4K
200 $9.6M
LHX
L3 Harris Technologies, Inc.

Industrials
46
New
$194.65 - $222.86 $8.95K - $10.3K
46 $9.56M
TNA
Direxion Daily Small Cap Bull

ETFs
315
New
$28.89 - $46.57 $9.1K - $14.7K
315 $9.14M
HLN
Haleon PLC

Healthcare
882
New
$9.02 - $10.67 $7.96K - $9.41K
882 $9.08M
FMX
Mexican Economic Development Inc

Consumer Defensive
92
New
$81.23 - $100.59 $7.47K - $9.25K
92 $9.02M
SHEL
Shell PLC

Energy
112
New
$62.84 - $73.29 $7.04K - $8.21K
112 $8.21M
BHP
Bhp Group LTD

Basic Materials
140
New
$48.18 - $52.11 $6.75K - $7.3K
140 $6.8M
SNOW
Snowflake Inc.

Technology
45
New
$146.16 - $192.78 $6.58K - $8.68K
45 $6.6M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
102
New
$46.15 - $63.53 $4.71K - $6.48K
102 $6.5M
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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