Anderson Financial Strategies, LLC New Holdings in Q4 2024

Anderson Financial Strategies, LLC

  • $166 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Cohen & Steers Real Estate Securities I
6.87K
New
N/A
6.87K $118M
JNJ
Johnson & Johnson

Healthcare
750
New
$143.34 - $165.86 $108K - $124K
750 $108M
XOM
Exxon Mobil Corp

Energy
1K
New
$105.51 - $125.37 $106K - $125K
1K $108M
Lord Abbett Emerging Markets Corp Dbt I
6.51K
New
N/A
6.51K $86.1M
NGG
National Grid PLC

Utilities
1.38K
New
$57.68 - $70.03 $79.3K - $96.3K
1.38K $81.7M
KD
Kyndryl Holdings, Inc.

Technology
2.17K
New
$22.43 - $35.79 $48.7K - $77.8K
2.17K $75.2M
WRBY
Warby Parker Inc.

Healthcare
2.85K
New
$15.04 - $25.72 $42.8K - $73.2K
2.85K $68.9M
GLD
Spdr Gold Trust

ETFs
270
New
$236.59 - $257.5 $63.9K - $69.5K
270 $65.4M
IVV
Ishares Core S&P 500 ETF

ETFs
95
New
$570.51 - $610.59 $54.2K - $58K
95 $55.9M
WHR
Whirlpool Corp

Consumer Cyclical
476
New
$99.28 - $124.45 $47.3K - $59.2K
476 $54.5M
DE
Deere & CO

Industrials
124
New
$389.45 - $466.0 $48.3K - $57.8K
124 $52.5M
VTI
Vanguard Total Stock Market Et

ETFs
180
New
$280.04 - $302.45 $50.4K - $54.4K
180 $52.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.88K
New
$26.93 - $84.95 $50.5K - $159K
1.88K $51.2M
AMGN
Amgen Inc

Healthcare
192
New
$258.78 - $328.31 $49.7K - $63K
192 $50M
GOOGL
Alphabet Inc.

Communication Services
261
New
$161.86 - $196.66 $42.2K - $51.3K
261 $49.4M
Victory Growth
1.23K
New
N/A
1.23K $47.3M
Maplebear Inc
1.12K
New
N/A
1.12K $46.4M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
3.8K
New
$11.39 - $12.41 $43.3K - $47.1K
3.8K $44.3M
UGI
Ugi Corp

Utilities
1.47K
New
$23.24 - $30.37 $34.1K - $44.5K
1.47K $41.4M
Dodge & Cox Income I
2.91K
New
N/A
2.91K $36M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
78
New
$260.53 - $404.79 $20.3K - $31.6K
78 $29.8M
U
Unity Software Inc.

Technology
1.23K
New
$17.34 - $27.72 $21.3K - $34.1K
1.23K $27.6M
SPGI
S&P Global Inc.

Financial Services
54
New
$480.36 - $529.17 $25.9K - $28.6K
54 $26.9M
SLV
I Shares Silver Trust

ETFs
1K
New
$26.33 - $31.74 $26.3K - $31.7K
1K $26.3M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
1.42K
New
$17.71 - $21.16 $25.2K - $30.1K
1.42K $25.4M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
1.03K
New
$20.92 - $23.57 $21.6K - $24.3K
1.03K $22.1M
IEFA
Ishares Tr

ETFs
275
New
$70.06 - $77.43 $19.3K - $21.3K
275 $19.3M
Bluerock Total Income Real Estate I
696
New
N/A
696 $18.6M
PFE
Pfizer Inc

Healthcare
645
New
$24.8 - $30.19 $16K - $19.5K
645 $17.1M
CVS
Cvs Health Corp

Healthcare
364
New
$43.78 - $67.46 $15.9K - $24.6K
364 $16.3M
MSFT
Microsoft Corp

Technology
38
New
$406.35 - $454.46 $15.4K - $17.3K
38 $16M
VTWV
Vanguard Russell 2000 Value Et

ETFs
100
New
$143.69 - $159.92 $14.4K - $16K
100 $14.5M
ALL
Allstate Corp

Financial Services
69
New
$181.25 - $208.2 $12.5K - $14.4K
69 $13.3M
AMZN
Amazon Com Inc

Consumer Cyclical
58
New
$180.88 - $232.93 $10.5K - $13.5K
58 $12.7M
AAPL
Apple Inc.

Technology
49
New
$221.69 - $259.02 $10.9K - $12.7K
49 $12.3M
VLO
Valero Energy Corp

Energy
99
New
$118.59 - $144.02 $11.7K - $14.3K
99 $12.1M
MPC
Marathon Petroleum Corp

Energy
86
New
$131.65 - $174.84 $11.3K - $15K
86 $12M
Harbor Core Plus Institutional
1.03K
New
N/A
1.03K $10.3M
HD
Home Depot, Inc.

Consumer Cyclical
24
New
$385.02 - $431.37 $9.24K - $10.4K
24 $9.34M
FDX
Fedex Corp

Industrials
31
New
$260.5 - $305.15 $8.08K - $9.46K
31 $8.72M
TSN
Tyson Foods, Inc.

Consumer Defensive
140
New
$57.14 - $64.54 $8K - $9.04K
140 $8.04M
Baird Core Plus Bond Inst
711
New
N/A
711 $7.11M
CTAS
Cintas Corp

Industrials
37
New
$182.7 - $226.47 $6.76K - $8.38K
37 $6.76M
Blackrock Total Return Instl
567
New
N/A
567 $5.52M
COST
Costco Wholesale Corp

Consumer Defensive
4
New
$873.59 - $994.69 $3.49K - $3.98K
4 $3.67M
Artisan International Value Advisor
62
New
N/A
62 $2.88M
Artisan High Income Advisor
286
New
N/A
286 $2.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
22
New
$113.92 - $127.38 $2.51K - $2.8K
22 $2.54M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
12
New
$198.04 - $221.51 $2.38K - $2.66K
12 $2.53M
Activity Summary
Buys All Purchases 128 New Holdings 128 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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