Anderson Financial Strategies, LLC Portfolio Holdings
Q3 2025•39 long positions•$168.8M portfolio value
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Holding46 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $20.1M 11.93% | -$218.8K Sold | — 221.3K shares | 223.7K → 221.3K −$218.8K | -1.07% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $16.1M 9.52% | -$192.5K Sold | — 140.6K shares | 142.3K → 140.6K −$192.5K | -1.18% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $14.6M 8.66% | -$457.8K Sold | — 414.3K shares | 427.3K → 414.3K −$457.8K | -3.04% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $11.9M 7.02% | +$1.2M Bought | — 231.4K shares | 207.1K → 231.4K +$1.2M | +11.72% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.6M 6.26% | +$898.9K Bought | — 214.6K shares | 196.3K → 214.6K +$898.9K | +9.3% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.9M 5.25% | -$78.1K Sold | — 97.9K shares | 98.8K → 97.9K −$78.1K | -0.87% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.8M 5.19% | +$736.5K Bought | — 230.9K shares | 211.5K → 230.9K +$736.5K | +9.17% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.7M 4.55% | +$7.7M New | — 84.8K shares | 0 → 84.8K +$7.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $7.3M 4.34% | +$390.1K Bought | — 337.8K shares | 319.9K → 337.8K +$390.1K | +5.62% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.3M 4.29% | +$813.1K Bought | — 151.3K shares | 134.3K → 151.3K +$813.1K | +12.63% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $7.0M 4.17% | +$656.8K Bought | — 324.1K shares | 293.9K → 324.1K +$656.8K | +10.28% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.1M 3.61% | -$200.0K Sold | — 82.9K shares | 85.6K → 82.9K −$200.0K | -3.17% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.9M 2.9% | +$4.9M New | — 126.0K shares | 0 → 126.0K +$4.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.8M 2.86% | +$4.8M New | — 123.9K shares | 0 → 123.9K +$4.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.7M 2.2% | +$200.7K Bought | — 55.4K shares | 52.4K → 55.4K +$200.7K | +5.72% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 2.01% | +$3.4M New | — 89.4K shares | 0 → 89.4K +$3.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.3M 1.36% | +$75.9K Bought | — 40.0K shares | 38.7K → 40.0K +$75.9K | +3.41% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.35% | +$109.8K Bought | — 8.9K shares | 8.5K → 8.9K +$109.8K | +5.06% | — — | Q2 2025 Held for 5 months | |
Software - Application Technology | $1.8M 1.06% | +$1.8M New | 0.001% 2.5K shares | 0 → 2.5K +$1.8M | New | $243.05B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.8M 1.06% | -$88.1K Sold | — 87.1K shares | 91.4K → 87.1K −$88.1K | -4.71% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.997% | +$152.2K Bought | — 19.8K shares | 18.0K → 19.8K +$152.2K | +9.94% | — — | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $1.6M 0.955% | +$481.9K Bought | 0.045% 88.9K shares | 62.3K → 88.9K +$481.9K | +42.61% | $3.6B Mid Cap | Q2 2025 Held for 5 months | |
Hardware, Equipment & Parts Technology | $1.6M 0.949% | -$303.3K Sold | 0.222% 67.8K shares | 80.7K → 67.8K −$303.3K | -15.92% | $721.7M Small Cap | Q4 2024 Held for 11 months | |
Insurance - Reinsurance Financial Services | $1.5M 0.912% | +$137.1K Bought | 0.013% 6.1K shares | 5.5K → 6.1K +$137.1K | +9.77% | $12.0B Large Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $1.5M 0.895% | +$1.5M New | 0.017% 7.6K shares | 0 → 7.6K +$1.5M | New | $9.0B Mid Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $1.4M 0.856% | +$1.4M New | 0.069% 25.4K shares | 0 → 25.4K +$1.4M | New | $2.1B Mid Cap | Q3 2025 Held for 2 months | |
Entertainment Communication Services | $1.4M 0.846% | -$280.4K Sold | 0.004% 8.7K shares | 10.5K → 8.7K −$280.4K | -16.4% | $37.9B Large Cap | Q4 2024 Held for 11 months | |
Auto - Parts Consumer Cyclical | $1.3M 0.78% | +$1.3M New | 0.062% 176.2K shares | 0 → 176.2K +$1.3M | New | $2.1B Mid Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $901.3K 0.534% | +$901.3K New | 0.201% 134.7K shares | 0 → 134.7K +$901.3K | New | $447.5M Small Cap | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $740.0K 0.438% | — | 0.0% 2.9K shares | — | — | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $682.0K 0.404% | — | 0.0% 2.2K shares | — | — | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $509.4K 0.302% | — | 0.0% 1.4K shares | — | — | $145.70B Large Cap | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $480.8K 0.285% | — | 0.0% 401.0 shares | — | — | $509.45B Mega Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $415.8K 0.246% | — | 0.0% 2.8K shares | — | — | $193.14B Large Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $405.6K 0.24% | — | 0.0% 441.0 shares | — | — | $190.98B Large Cap | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $364.5K 0.216% | — | 0.0% 1.7K shares | — | — | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $316.6K 0.188% | — | 0.0% 1.3K shares | — | — | $2.95T Mega Cap | Q1 2025 Held for 8 months | |
Financial - Credit Services Financial Services | $315.7K 0.187% | — | 0.0% 555.0 shares | — | — | $514.21B Mega Cap | Q1 2025 Held for 8 months | |
Medical - Instruments & Supplies Healthcare | $275.0K 0.163% | — | 0.0% 615.0 shares | — | — | $160.32B Large Cap | Q1 2025 Held for 8 months | |
Unknown Unknown | - — | +- New | — - shares | 0 → - +- | New | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$303.9K Sold | — - shares | 1.0K → 0 −$303.9K | Sold | — — | Q4 2024 Held for 11 months | |
Auto - Parts Consumer Cyclical | - — | -$324.4K Sold | — - shares | 195.4K → 0 −$324.4K | Sold | $46.8M Nano Cap | Q4 2024 Held for 11 months | |
Integrated Freight & Logistics Industrials | - — | -$1.8M Sold | — - shares | 13.9K → 0 −$1.8M | Sold | $14.8B Large Cap | Q4 2024 Held for 11 months | |
Travel Services Consumer Cyclical | - — | -$1.4M Sold | — - shares | 8.4K → 0 −$1.4M | Sold | $21.5B Large Cap | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | - — | -$1.4M Sold | — - shares | 132.2K → 0 −$1.4M | Sold | $42.7B Large Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | - — | -$1.6M Sold | — - shares | 27.6K → 0 −$1.6M | Sold | $2.6B Mid Cap | Q4 2024 Held for 11 months |
