Anderson Financial Strategies, LLC Sells in Q1 2025

Anderson Financial Strategies, LLC

$164 Billion
Q1 2025

Stock	Shares change	Price Range	Shares Held	Trade History
SCHF Schwab Strategic Tr Intl Eqty ETFs	-661K - 99.78%	$18.36 - $20.51 $12.1M - $13.6M	1.43K $28.3M
XSVM Invesco S&P Smallcap Value Wit ETFs	-117K - 99.79%	$49.34 - $55.91 $5.78M - $6.55M	249 $12.5M
IEI Ishares Barclays 3 7 Yr Treas ETFs	-54.8K - 99.88%	$114.57 - $118.14 $6.28M - $6.48M	68 $8.03M
Matthews Asia Fds	-170K - 99.74%	N/A	446 $10.4M
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	-31.4K - 99.81%	$36.64 - $45.76 $1.15M - $1.43M	60 $2.25M
PFFA Etfis Ser Tr I ETFs	-19.3K - 5.86%	$21.21 - $22.3 $409K - $430K	310K $6.57B
Ab Active Etfs Inc	-16.3K - 7.04%	N/A	216K $7.94B
NURE Nuveen Short Term Reit ETF ETFs	-6.71K - 3.02%	$30.4 - $32.64 $204K - $219K	216K $6.74B
EMCB Wisdomtree Emerging Mrkts Corp ETFs	-3.45K - 6.08%	$64.46 - $66.33 $222K - $229K	53.2K $3.48B
EDIV Spdr S&P Emerging Dividends Et ETFs	-4.08K - 3.35%	$34.23 - $36.9 $140K - $151K	118K $4.2B
MFM Mfs Municipal Income Trust Financial Services	-6.85K - 0.85%	$5.3 - $5.59 $36.3K - $38.3K	795K $4.21B
KBWY Invesco ETF Tr Ii Kbw Premium ETFs	-1.33K - 93.31%	$16.62 - $17.97 $22K - $23.8K	95 $1.58M
GOOGL Alphabet Inc. Communication Services	-61 - 23.37%	$154.33 - $206.19 $9.41K - $12.6K	200 $30.9M
PG Procter & Gamble CO Consumer Defensive	-80 - 9.09%	$158.56 - $176.26 $12.7K - $14.1K	800 $136M
CVS Cvs Health Corp Healthcare	-283 - 77.75%	$44.22 - $68.64 $12.5K - $19.4K	81 $5.49M
IVV Ishares Core S&P 500 ETF ETFs	-9 - 9.47%	$554.06 - $615.85 $4.99K - $5.54K	86 $48.3M
IEFA Ishares Tr ETFs	-100 - 36.36%	$69.57 - $78.65 $6.96K - $7.87K	175 $13.2M
CTAS Cintas Corp Industrials	-31 - 83.78%	$182.09 - $208.14 $5.64K - $6.45K	6 $1.33M
VLO Valero Energy Corp Energy	-20 - 20.2%	$121.76 - $142.99 $2.44K - $2.86K	79 $10.4M

Activity Summary All Purchases 194 New Holdings 151 Increased Positions 43 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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