Anderson Financial Strategies, LLC Portfolio Holdings

Anderson Financial Strategies, LLC

  • $166 Billion
  • Q4 2024

Anderson Financial Strategies, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 128 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 $17.3B, Ishares Tr Russell 200 Growth with a value of $13.9B, Campbell Systematic Macro I with a value of $13B, Schwab Strategic Tr Intl Eqty with a value of $12.3B, and Ishares Tr Core Intl Aggregate with a value of $10.6B.

Examining the 13F form we can see an increase of $166B in the current position value.

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 $166 Billion
ETFs: $118 Billion
Financial Services: $8.44 Billion
Consumer Cyclical: $3.83 Billion
Industrials: $1.73 Billion
Communication Services: $1.43 Billion
Technology: $1.41 Billion
Healthcare: $409 Million
Energy: $322 Million
Other: $430 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09B
$1.43 Billion 0.86% of portfolio
23,421
Q4 2024 New
$9.48B
$75.2 Million 0.05% of portfolio
2,173
Q4 2024 New
$2.46B
$68.9 Million 0.04% of portfolio
2,845
Q4 2024 New
$5.73B
$54.5 Million 0.03% of portfolio
476
Q4 2024 New
$6.56B
$27.6 Million 0.02% of portfolio
1,230
Q4 2024 New
$6.92B
$41.4 Million 0.02% of portfolio
1,466
Q4 2024 New
$9.56B
$177,000 0.0% of portfolio
19
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $166 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 128 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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