Anderson-Financial-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "MTCH",
  null,
  "MASI",
  "XP",
  null,
  "SMCI",
  "FWONK",
  "SNOW",
  "ACN",
  "ZS",
  "ABNB",
  "ABBV",
  "ADBE",
  "GOOGL",
  null,
  "TEAM",
  "ASML",
  "BLK",
  "BUD",
  "AVGO",
  "LOW",
  "GMAB",
  "GME",
  null,
  null,
  "NICE",
  "NAD",
  "TLK",
  "ROKU",
  null,
  "EXPE",
  null,
  "FCX",
  null,
  "IBN",
  null,
  "MCD",
  null,
  null,
  "FMX",
  "FFC",
  "UNP",
  null,
  "ISRG",
  null,
  "GH",
  "HUBS",
  "EMXC",
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  "SEDG",
  null,
  "IONS",
  "MFM",
  null,
  null,
  null,
  null,
  "KNSL",
  "LHX",
  "FWONA",
  "LIN",
  "MCR",
  "MA",
  "PODD",
  "MSFT",
  "TMUS",
  "DOCS",
  "ETSY",
  "ADM",
  "BX",
  "IJR",
  "ANET",
  "VGIT",
  null,
  null,
  "PYPL",
  "PEP",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "HLN",
  null,
  "NVDA",
  "ENB",
  "WOLF",
  "PFE",
  "PG",
  "MRK",
  "MKC",
  "AMGN",
  "IEFA",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "RIO",
  "SHEL",
  "GLD",
  "STX",
  "SAP",
  null,
  "SBUX",
  "SNPS",
  "TEL",
  "TKO",
  "TMO",
  "TJX",
  "UPS",
  "VNQ",
  "PCTY",
  "LYTS",
  "ALC",
  "VWO",
  "ETV",
  "GDV",
  null,
  null,
  "VCIT",
  null,
  "NGG",
  null,
  "TSCO",
  "GMED",
  "TSM",
  "THS",
  null,
  "VRTX",
  "EA",
  "TT",
  null,
  "UGI",
  "ADSK",
  null,
  "AXON",
  "F",
  "DEO",
  "WM",
  null,
  null,
  "IDXX",
  "AMZN",
  "IVE",
  "VGM",
  "KD",
  "HDB",
  "ABEV",
  null,
  "VUG",
  "VLO",
  "VEA",
  null,
  "VXUS",
  null,
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "WRBY",
  "WBD",
  "WMT",
  "WBA",
  "WDC",
  "WHR",
  null,
  null,
  "XRX",
  "WDAY",
  null,
  "XPO",
  "CART",
  "SCHD",
  "BIIB",
  "SCHF",
  "JKHY",
  "LBRDK",
  "JCI",
  "MFC",
  "SO",
  "TTD",
  "RNR",
  null,
  "SPOT",
  null,
  "LYV",
  null,
  null,
  null,
  "MELI",
  null,
  null,
  "STLA",
  "LULU",
  "BBVA",
  "BRK-B",
  "BDC",
  "BHP",
  "MQY",
  "BFH",
  "BMY",
  "CNI",
  "CRL",
  "CTAS",
  "CMCSA",
  "CVGI",
  "COST",
  "BAP",
  "CRWD",
  "CVS",
  "DE",
  "DXCM",
  "DLB",
  "DOCU",
  "EWJ",
  null,
  "NEE",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-28
Total Holdings: 237
Total Value: 163512185
Accession Number: 0002018166-25-000004
Form Type: 13F-HR
CIK: anderson-financial-strategies
Manager Name: Anderson-Financial-Strategies

Data Enrichment

78% identified

184 identified53 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

237 positions • $163.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BIOGEN INC.

BIIB|09062X103

Shares:—

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$163.5M)

Dolby Laboratories, Inc.

DLB|25659T107

Shares:—

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$163.5M)

Seagate Technology Holdings plc

STX|G7997R103

Shares:—

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$163.5M)

Broadcom Inc.

AVGO|11135F101

Shares:—

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$163.5M)

46138G649

Shares:—

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$163.5M)

464287804

IJR|464287804

Shares:—

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$163.5M)

HDFC BANK LTD

HDB|40415F101

Shares:—

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$163.5M)

CHARLES RIVER LABORATORIES INTERNATIONAL, INC.

CRL|159864107

Shares:—

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$163.5M)

Guardant Health, Inc.

GH|40131M109

Shares:—

Value:$4.2K

% of Portfolio:0.0% ($4.2K/$163.5M)

BELDEN INC.

BDC|077454106

Shares:—

Value:$4.2K

% of Portfolio:0.0% ($4.2K/$163.5M)

TreeHouse Foods, Inc.

THS|89469A104

Shares:—

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$163.5M)

46434G764

EMXC|46434G764

Shares:—

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$163.5M)

46137V241

Shares:—

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$163.5M)

Walt Disney Co

DIS|254687106

Shares:—

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$163.5M)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:—

Value:$3.7K

% of Portfolio:0.0% ($3.7K/$163.5M)

AMBEV S.A.

ABEV|02319V103

Shares:—

Value:$3.7K

% of Portfolio:0.0% ($3.7K/$163.5M)

IONIS PHARMACEUTICALS INC

IONS|462222100

Shares:—

Value:$3.7K

% of Portfolio:0.0% ($3.7K/$163.5M)

464287408

IVE|464287408

Shares:—

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$163.5M)

CREDICORP LTD

BAP|G2519Y108

Shares:—

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$163.5M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:—

Value:$3.3K

% of Portfolio:0.0% ($3.3K/$163.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BIOGEN INC.(BIIBcusip09062X103)	—	QoQ NEW YoY-	All Managers (Combined)	$5.5K	0.0% ($5.5K/$163.5M)	QoQ NEW(+$5.5K) YoY-
Dolby Laboratories, Inc.(DLBcusip25659T107)	—	QoQ NEW YoY-	All Managers (Combined)	$5.5K	0.0% ($5.5K/$163.5M)	QoQ NEW(+$5.5K) YoY-
Seagate Technology Holdings plc(STXcusipG7997R103)	—	QoQ NEW YoY-	All Managers (Combined)	$5.2K	0.0% ($5.2K/$163.5M)	QoQ NEW(+$5.2K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ NEW YoY-	All Managers (Combined)	$4.7K	0.0% ($4.7K/$163.5M)	QoQ NEW(+$4.7K) YoY-
(cusip46138G649)✕	—	QoQ - YoY-	All Managers (Combined)	$4.6K	0.0% ($4.6K/$163.5M)	QoQ +83.44% (+$2.1K) YoY-
(IJRcusip464287804)	—	QoQ - YoY-	All Managers (Combined)	$4.6K	0.0% ($4.6K/$163.5M)	QoQ +81.49% (+$2.1K) YoY-
HDFC BANK LTD(HDBcusip40415F101)	—	QoQ NEW YoY-	All Managers (Combined)	$4.4K	0.0% ($4.4K/$163.5M)	QoQ NEW(+$4.4K) YoY-
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.(CRLcusip159864107)	—	QoQ NEW YoY-	All Managers (Combined)	$4.4K	0.0% ($4.4K/$163.5M)	QoQ NEW(+$4.4K) YoY-
Guardant Health, Inc.(GHcusip40131M109)	—	QoQ NEW YoY-	All Managers (Combined)	$4.2K	0.0% ($4.2K/$163.5M)	QoQ NEW(+$4.2K) YoY-
BELDEN INC.(BDCcusip077454106)	—	QoQ NEW YoY-	All Managers (Combined)	$4.2K	0.0% ($4.2K/$163.5M)	QoQ NEW(+$4.2K) YoY-
TreeHouse Foods, Inc.(THScusip89469A104)	—	QoQ - YoY-	All Managers (Combined)	$4.1K	0.0% ($4.1K/$163.5M)	QoQ +5782.85% (+$4.0K) YoY-
(EMXCcusip46434G764)	—	QoQ NEW YoY-	All Managers (Combined)	$4.1K	0.0% ($4.1K/$163.5M)	QoQ NEW(+$4.1K) YoY-
(cusip46137V241)✕	—	QoQ - YoY-	All Managers (Combined)	$4.0K	0.0% ($4.0K/$163.5M)	QoQ +97.91% (+$2.0K) YoY-
Walt Disney Co(DIScusip254687106)	—	QoQ NEW YoY-	All Managers (Combined)	$3.9K	0.0% ($3.9K/$163.5M)	QoQ NEW(+$3.9K) YoY-
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	—	QoQ NEW YoY-	All Managers (Combined)	$3.7K	0.0% ($3.7K/$163.5M)	QoQ NEW(+$3.7K) YoY-
AMBEV S.A.(ABEVcusip02319V103)	—	QoQ NEW YoY-	All Managers (Combined)	$3.7K	0.0% ($3.7K/$163.5M)	QoQ NEW(+$3.7K) YoY-
IONIS PHARMACEUTICALS INC(IONScusip462222100)	—	QoQ NEW YoY-	All Managers (Combined)	$3.7K	0.0% ($3.7K/$163.5M)	QoQ NEW(+$3.7K) YoY-
(IVEcusip464287408)	—	QoQ NEW YoY-	All Managers (Combined)	$3.4K	0.0% ($3.4K/$163.5M)	QoQ NEW(+$3.4K) YoY-
CREDICORP LTD(BAPcusipG2519Y108)	—	QoQ NEW YoY-	All Managers (Combined)	$3.4K	0.0% ($3.4K/$163.5M)	QoQ NEW(+$3.4K) YoY-
TJX COMPANIES INC /DE/(TJXcusip872540109)	—	QoQ NEW YoY-	All Managers (Combined)	$3.3K	0.0% ($3.3K/$163.5M)	QoQ NEW(+$3.3K) YoY-