Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $164 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 151 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Anderson Financial Strategies, LLC Portfolio

Follow Anderson Financial Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Anderson Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Anderson Financial Strategies, LLC with notifications on news.