Anderson Financial Strategies, LLC Portfolio Holdings by Sector

Anderson Financial Strategies, LLC

$164 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs WTV IWY IAGG SKOR CWB USVM NURE LGOV 71 stocks	$113 Million 79.49% of portfolio	54	11	37	-	0 Calls 0 Puts
Asset Management \| Financial Services MFM MCR ETV MQY VGM GDV NAD BX 9 stocks	$5.09 Million 3.56% of portfolio	2	1	2	-	0 Calls 0 Puts
Entertainment \| Communication Services LYV NFLX ROKU DIS WBD 5 stocks	$2.22 Million 1.56% of portfolio	5	-	4	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F TSLA STLA 3 stocks	$1.86 Million 1.31% of portfolio	2	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE BKNG ABNB 3 stocks	$1.82 Million 1.27% of portfolio	3	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services BFH MA PYPL V 4 stocks	$1.81 Million 1.27% of portfolio	4	-	3	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials XPO UPS 2 stocks	$1.38 Million 0.97% of portfolio	2	-	1	-	0 Calls 0 Puts
Insurance—Reinsurance \| Financial Services RNR 1 stocks	$1.35 Million 0.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology LYTS 1 stocks	$1.34 Million 0.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT GOOG PINS GOOGL MTCH 5 stocks	$1.21 Million 0.85% of portfolio	4	1	4	-	0 Calls 0 Puts
Software—Application \| Technology NOW SHOP WDAY TTD DOCU NICE ADSK SAP 11 stocks	$1.07 Million 0.75% of portfolio	11	-	11	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI AMZN ETSY 3 stocks	$962,071 0.67% of portfolio	3	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ZS SNPS CRWD ADBE MSFT 5 stocks	$910,060 0.64% of portfolio	5	-	4	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG WRBY MASI ALC 4 stocks	$759,020 0.53% of portfolio	4	-	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$645,510 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BBVA 2 stocks	$541,344 0.38% of portfolio	2	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON LHX 2 stocks	$535,472 0.38% of portfolio	2	-	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare BMY JNJ AMGN MRK PFE ABBV BIIB 7 stocks	$408,450 0.29% of portfolio	4	-	3	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO NEE NGG 3 stocks	$398,107 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$393,306 0.28% of portfolio	2	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical CVGI 1 stocks	$382,372 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$369,961 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$274,702 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$272,131 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$265,052 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM AVGO WOLF 4 stocks	$241,697 0.17% of portfolio	4	-	4	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX TMO CRL GH 4 stocks	$234,972 0.16% of portfolio	4	-	4	-	0 Calls 0 Puts
Medical Devices \| Healthcare GMED DXCM PODD 3 stocks	$202,816 0.14% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB 1 stocks	$196,914 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology KD JKHY ACN XRX 4 stocks	$184,902 0.13% of portfolio	3	-	2	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX IONS GMAB 3 stocks	$178,383 0.12% of portfolio	3	-	3	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive MKC THS 2 stocks	$163,223 0.11% of portfolio	2	-	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$146,815 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$146,314 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$136,336 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM SHEL 2 stocks	$127,137 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials UNP CNI 2 stocks	$123,949 0.09% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO GME 2 stocks	$99,864 0.07% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$90,585 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU TJX 2 stocks	$78,850 0.06% of portfolio	2	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services KNSL 1 stocks	$75,440 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS 2 stocks	$66,172 0.05% of portfolio	1	1	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT JCI 2 stocks	$62,314 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical WHR 1 stocks	$58,044 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$55,389 0.04% of portfolio	2	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$51,311 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities UGI 1 stocks	$48,481 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$34,919 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA TMUS TLK LBRDK 4 stocks	$27,317 0.02% of portfolio	4	-	4	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive FMX BUD ABEV 3 stocks	$19,187 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$18,743 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN HDB BAP 3 stocks	$13,504 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$13,315 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MFC 1 stocks	$12,709 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Solar \| Technology SEDG 1 stocks	$12,702 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials BHP RIO 2 stocks	$12,504 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$10,434 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare HLN VTRS 2 stocks	$9,773 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$9,602 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology STX WDC 2 stocks	$7,220 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Business Services \| Industrials DLB CTAS 2 stocks	$6,792 0.0% of portfolio	1	1	1	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$6,247 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare DOCS 1 stocks	$6,151 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology BDC 1 stocks	$4,211 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$3,248 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services XP 1 stocks	$2,062 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare WBA 1 stocks	$212 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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Anderson Financial Strategies, LLC Portfolio Holdings by Sector

Anderson Financial Strategies, LLC

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