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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DIAGEO PLC

DEO|25243Q205

Shares:—

Value:$3.2K

% of Portfolio:0.0% ($3.2K/$163.5M)

Liberty Media Corp

FWONK|531229755

Shares:—

Value:$3.2K

% of Portfolio:0.0% ($3.2K/$163.5M)

464287507

IJH|464287507

Shares:—

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$163.5M)

25434V609

Shares:—

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$163.5M)

Accenture plc

ACN|G1151C101

Shares:—

Value:$2.7K

% of Portfolio:0.0% ($2.7K/$163.5M)

TKO Group Holdings, Inc.

TKO|87256C101

Shares:—

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$163.5M)

GENMAB A/S

GMAB|372303206

Shares:—

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$163.5M)

ETSY INC

ETSY|29786A106

Shares:—

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$163.5M)

PERUSAHAAN PERSEROAN PERSERO PT TELEKOMUNIKASI INDONESIA TBK

TLK|715684106

Shares:—

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$163.5M)

Match Group, Inc.

MTCH|57667L107

Shares:—

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$163.5M)

69374H857

Shares:—

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$163.5M)

XP Inc.

XP|G98239109

Shares:—

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$163.5M)

46434G822

EWJ|46434G822

Shares:—

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$163.5M)

WESTERN DIGITAL CORP

WDC|958102105

Shares:—

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$163.5M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:—

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$163.5M)

81369Y803

XLK|81369Y803

Shares:—

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$163.5M)

GameStop Corp.

GME|36467W109

Shares:—

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$163.5M)

STARBUCKS CORP

SBUX|855244109

Shares:—

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$163.5M)

46138E594

Shares:—

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$163.5M)

Liberty Broadband Corp

LBRDK|530307305

Shares:—

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$163.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DIAGEO PLC(DEOcusip25243Q205)	—	QoQ NEW YoY-	All Managers (Combined)	$3.2K	0.0% ($3.2K/$163.5M)	QoQ NEW(+$3.2K) YoY-
Liberty Media Corp(FWONKcusip531229755)	—	QoQ NEW YoY-	All Managers (Combined)	$3.2K	0.0% ($3.2K/$163.5M)	QoQ NEW(+$3.2K) YoY-
(IJHcusip464287507)	—	QoQ - YoY-	All Managers (Combined)	$2.9K	0.0% ($2.9K/$163.5M)	QoQ +87.29% (+$1.4K) YoY-
(cusip25434V609)✕	—	QoQ NEW YoY-	All Managers (Combined)	$2.8K	0.0% ($2.8K/$163.5M)	QoQ NEW(+$2.8K) YoY-
Accenture plc(ACNcusipG1151C101)	—	QoQ NEW YoY-	All Managers (Combined)	$2.7K	0.0% ($2.7K/$163.5M)	QoQ NEW(+$2.7K) YoY-
TKO Group Holdings, Inc.(TKOcusip87256C101)	—	QoQ NEW YoY-	All Managers (Combined)	$2.6K	0.0% ($2.6K/$163.5M)	QoQ NEW(+$2.6K) YoY-
GENMAB A/S(GMABcusip372303206)	—	QoQ NEW YoY-	All Managers (Combined)	$2.5K	0.0% ($2.5K/$163.5M)	QoQ NEW(+$2.5K) YoY-
ETSY INC(ETSYcusip29786A106)	—	QoQ NEW YoY-	All Managers (Combined)	$2.5K	0.0% ($2.5K/$163.5M)	QoQ NEW(+$2.5K) YoY-
PERUSAHAAN PERSEROAN PERSERO PT TELEKOMUNIKASI INDONESIA TBK(TLKcusip715684106)	—	QoQ NEW YoY-	All Managers (Combined)	$2.4K	0.0% ($2.4K/$163.5M)	QoQ NEW(+$2.4K) YoY-
Match Group, Inc.(MTCHcusip57667L107)	—	QoQ NEW YoY-	All Managers (Combined)	$2.3K	0.0% ($2.3K/$163.5M)	QoQ NEW(+$2.3K) YoY-
(cusip69374H857)✕	—	QoQ - YoY-	All Managers (Combined)	$2.3K	0.0% ($2.3K/$163.5M)	QoQ -99.83% (-$1.4M) YoY-
XP Inc.(XPcusipG98239109)	—	QoQ NEW YoY-	All Managers (Combined)	$2.1K	0.0% ($2.1K/$163.5M)	QoQ NEW(+$2.1K) YoY-
(EWJcusip46434G822)	—	QoQ - YoY-	All Managers (Combined)	$2.1K	0.0% ($2.1K/$163.5M)	QoQ +104.27% (+$1.1K) YoY-
WESTERN DIGITAL CORP(WDCcusip958102105)	—	QoQ NEW YoY-	All Managers (Combined)	$2.0K	0.0% ($2.0K/$163.5M)	QoQ NEW(+$2.0K) YoY-
Warner Bros. Discovery, Inc.(WBDcusip934423104)	—	QoQ NEW YoY-	All Managers (Combined)	$1.9K	0.0% ($1.9K/$163.5M)	QoQ NEW(+$1.9K) YoY-
(XLKcusip81369Y803)	—	QoQ NEW YoY-	All Managers (Combined)	$1.9K	0.0% ($1.9K/$163.5M)	QoQ NEW(+$1.9K) YoY-
GameStop Corp.(GMEcusip36467W109)	—	QoQ NEW YoY-	All Managers (Combined)	$1.8K	0.0% ($1.8K/$163.5M)	QoQ NEW(+$1.8K) YoY-
STARBUCKS CORP(SBUXcusip855244109)	—	QoQ NEW YoY-	All Managers (Combined)	$1.6K	0.0% ($1.6K/$163.5M)	QoQ NEW(+$1.6K) YoY-
(cusip46138E594)✕	—	QoQ - YoY-	All Managers (Combined)	$1.6K	0.0% ($1.6K/$163.5M)	QoQ -93.78% (-$23.9K) YoY-
Liberty Broadband Corp(LBRDKcusip530307305)	—	QoQ NEW YoY-	All Managers (Combined)	$1.6K	0.0% ($1.6K/$163.5M)	QoQ NEW(+$1.6K) YoY-