Anderson Financial Strategies, LLC Portfolio Holdings by Sector
Anderson Financial Strategies, LLC
- $166 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
WTV IWY SCHF IAGG SKOR CWB PFFA NURE 35 stocks |
$117 Million
86.67% of portfolio
|
35
|
- |
35
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
MFM MCR ETV MQY VGM GDV NAD 7 stocks |
$5.14 Million
3.79% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
BFH 1 stocks |
$1.43 Million
1.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE 1 stocks |
$1.41 Million
1.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
LYV 1 stocks |
$1.39 Million
1.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$1.31 Million
0.96% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LYTS 1 stocks |
$1.28 Million
0.94% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO FDX 2 stocks |
$1.24 Million
0.92% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F STLA 2 stocks |
$1.23 Million
0.91% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
CVGI 1 stocks |
$751,963
0.55% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$470,311
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$430,104
0.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$327,243
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
BMY JNJ AMGN PFE 4 stocks |
$322,676
0.24% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NGG 2 stocks |
$229,467
0.17% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$188,559
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$147,532
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$107,570
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
KD XRX 2 stocks |
$75,515
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WRBY 1 stocks |
$68,877
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
KNSL ALL 2 stocks |
$67,723
0.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
$54,492
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
$52,539
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$52,166
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$49,387
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
UGI 1 stocks |
$41,385
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$29,828
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
U 1 stocks |
$27,638
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$26,894
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO MPC PSX 3 stocks |
$25,728
0.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$16,340
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$16,017
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$12,725
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12,271
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$9,336
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$8,042
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$6,760
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$3,665
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$2,108
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD 1 stocks |
$1,054
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS 1 stocks |
$996
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO 1 stocks |
$204
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$177
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
THS 1 stocks |
$70
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|