AF
| |
Anderson Financial Strategies, LLC13F | |
| Anderson Financial Strategies, LLC | |
| Last update 2025-05-28 | 237 Stocks (151 new) |
| Value $164.00 Mil | Turnover 31 % |
Anderson Financial Strategies,... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QSY | WISDOMTREE U.S. VALUE FUND | 222,511 | 18,283.7 | +7.28% | 11.180 | +0.76% | - | +12.00% | +5.68% | 0 | ||
IWY | iShares Russell Top 200 Growth ETF | 67,577 | 14,254.6 | +14.21% | 8.720 | +1.08% | 0.120 | +21.71% | +5.78% | 14,043.2 | ||
FENI | Fidelity Enhanced International ETF | 420,490 | 12,513.8 | New Holding | 7.650 | +7.65% | 0.560 | +16.39% | +22.13% | 2,898.3 | ||
IAGG |
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
| 218,905 | 10,943.1 | +3.05% | 6.690 | +0.20% | 0.110 | +1.25% | +1.92% | 10,399.5 | ||
SKOR |
FlexShares Credit-Scored US Corporate Bond Index
FlexShares Credit-Scored US Corporate Bond Index
| 205,600 | 9,936.6 | +9.77% | 6.080 | +0.54% | 1.900 | +3.62% | +4.01% | 537.4 | ||
HYFI | AB High Yield ETF | 215,516 | 7,939.6 | -7.04% | 4.860 | -0.41% | 4.300 | +6.21% | +4.54% | 188.8 | ||
CWB |
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
| 102,681 | 7,867.4 | +1.70% | 4.810 | +0.08% | 0.220 | +14.15% | +8.35% | 3,938.3 | ||
USVM |
VictoryShares US Small Mid Cap Value Momentum ETF
VictoryShares US Small Mid Cap Value Momentum ETF
| 86,785 | 6,833.4 | New Holding | 4.180 | +4.18% | 0.790 | +16.67% | +1.50% | 961.0 | ||
NURE | Nuveen Short-Term REIT ETF | 215,554 | 6,740.6 | -3.02% | 4.120 | -0.14% | 14.870 | +7.85% | -3.27% | 37.6 | ||
LGOV |
First Trust Long Duration Opportunities ETF
First Trust Long Duration Opportunities ETF
| 313,481 | 6,739.8 | New Holding | 4.120 | +4.12% | 0.960 | +0.99% | +3.13% | 693.9 |
Anderson Financial Strategies, LLC's Historical Top Holdings Breakdowns
Anderson Financial Strategies, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -8.26% | 18.36 ($19.62) 20.51 | $22.04 | 12.33% | Reduce -99.78% | 1,432 | -661,296 | |
FENI | Fidelity Enhanced International ETF | 2025-03-31 | New Buy New Buy | +7.65% | 27.29 ($29.43) 31.12 | $33.03 | 12.23% | New holding | 420,490 | 420,490 | |
XSVM |
Invesco S&P SmallCap Value with Momentum ETF
Invesco S&P SmallCap Value with Momentum ETF
| 2025-03-31 | Reduce Reduce | -4.31% | 49.34 ($53.31) 55.91 | $53.78 | 0.88% | Reduce -99.79% | 249 | -117,205 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -4.27% | 114.57 ($116.45) 118.14 | $117.95 | 1.29% | Reduce -99.88% | 68 | -54,834 | |
USVM |
VictoryShares US Small Mid Cap Value Momentum ETF
VictoryShares US Small Mid Cap Value Momentum ETF
| 2025-03-31 | New Buy New Buy | +4.18% | 76.56 ($83.32) 88.03 | $84.68 | 1.63% | New holding | 86,785 | 86,785 | |
LGOV |
First Trust Long Duration Opportunities ETF
First Trust Long Duration Opportunities ETF
| 2025-03-31 | New Buy New Buy | +4.12% | 20.41 ($21.12) 21.7 | $21.06 | -0.28% | New holding | 313,481 | 313,481 | |
MEMS |
Matthews Emerging Markets Discovery Active ETF
Matthews Emerging Markets Discovery Active ETF
| 2025-03-31 | Reduce Reduce | -2.71% | 22.31 ($23.37) 24.24 | $26.20 | 12.11% | Reduce -99.74% | 446 | -170,183 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Add Add | +1.24% | 56.17 ($58.26) 59.71 | $56.76 | -2.57% | Add 3558700% | 35,588 | 35,587 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | Add Add | +1.22% | 51.45 ($55.7) 58.51 | $54.36 | -2.41% | Add 961150% | 38,450 | 38,446 | |
IWY | iShares Russell Top 200 Growth ETF | 2025-03-31 | Add Add | +1.08% | 210.19 ($230.05) 243.33 | $248.33 | 7.95% | Add 14.21% | 67,577 | 8,407 |
Anderson Financial Strategies, LLC Total Holding History ($B)
Anderson Financial Strategies, LLC's Asset Allocation
Anderson Financial Strategies, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Anderson Financial Strategies, LLC's Hypothetical Growth since 2025-03-31
Anderson Financial Strategies, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Anderson Financial Strategies, LLC's Holdings Heat Map
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Anderson Financial Strategies, LLC's Holdings Bubble Chart
Anderson Financial Strategies, LLC News
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