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

Page 12 of 12

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CINTAS CORP

CTAS|172908105

Shares:—

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$163.5M)

81369Y209

Shares:—

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$163.5M)

921943858

VEA|921943858

Shares:—

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$163.5M)

81369Y605

Shares:—

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$163.5M)

N97284108

Shares:—

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$163.5M)

Paylocity Holding Corp

PCTY|70438V106

Shares:—

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$163.5M)

81369Y506

Shares:—

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$163.5M)

Viatris Inc

VTRS|92556V106

Shares:—

Value:$697

% of Portfolio:0.0% ($697/$163.5M)

Liberty Media Corp

FWONA|531229771

Shares:—

Value:$652

% of Portfolio:0.0% ($652/$163.5M)

WOLFSPEED, INC.

WOLF|977852102

Shares:—

Value:$352

% of Portfolio:0.0% ($352/$163.5M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:—

Value:$212

% of Portfolio:0.0% ($212/$163.5M)

Xerox Holdings Corp

XRX|98421M106

Shares:—

Value:$188

% of Portfolio:0.0% ($188/$163.5M)

464288307

Shares:—

Value:$71

% of Portfolio:0.0% ($71/$163.5M)

46432F859

Shares:—

Value:$48

% of Portfolio:0.0% ($48/$163.5M)

316188309

Shares:—

Value:$46

% of Portfolio:0.0% ($46/$163.5M)

46138G631

Shares:—

Value:$29

% of Portfolio:0.0% ($29/$163.5M)

Stellantis N.V.

STLA|N82405106

Shares:—

Value:$11

% of Portfolio:0.0% ($11/$163.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CINTAS CORP(CTAScusip172908105)	—	QoQ - YoY-	All Managers (Combined)	$1.3K	0.0% ($1.3K/$163.5M)	QoQ -80.31% (-$5.4K) YoY-
(cusip81369Y209)✕	—	QoQ NEW YoY-	All Managers (Combined)	$1.3K	0.0% ($1.3K/$163.5M)	QoQ NEW(+$1.3K) YoY-
(VEAcusip921943858)	—	QoQ NEW YoY-	All Managers (Combined)	$1.3K	0.0% ($1.3K/$163.5M)	QoQ NEW(+$1.3K) YoY-
(cusip81369Y605)✕	—	QoQ NEW YoY-	All Managers (Combined)	$1.2K	0.0% ($1.2K/$163.5M)	QoQ NEW(+$1.2K) YoY-
(cusipN97284108)✕	—	QoQ NEW YoY-	All Managers (Combined)	$1.2K	0.0% ($1.2K/$163.5M)	QoQ NEW(+$1.2K) YoY-
Paylocity Holding Corp(PCTYcusip70438V106)	—	QoQ NEW YoY-	All Managers (Combined)	$1.1K	0.0% ($1.1K/$163.5M)	QoQ NEW(+$1.1K) YoY-
(cusip81369Y506)✕	—	QoQ NEW YoY-	All Managers (Combined)	$1.0K	0.0% ($1.0K/$163.5M)	QoQ NEW(+$1.0K) YoY-
Viatris Inc(VTRScusip92556V106)	—	QoQ - YoY-	All Managers (Combined)	$697	0.0% ($697/$163.5M)	QoQ -30.02% (-$299) YoY-
Liberty Media Corp(FWONAcusip531229771)	—	QoQ NEW YoY-	All Managers (Combined)	$652	0.0% ($652/$163.5M)	QoQ NEW(+$652) YoY-
WOLFSPEED, INC.(WOLFcusip977852102)	—	QoQ NEW YoY-	All Managers (Combined)	$352	0.0% ($352/$163.5M)	QoQ NEW(+$352) YoY-
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	—	QoQ - YoY-	All Managers (Combined)	$212	0.0% ($212/$163.5M)	QoQ +19.77% (+$35) YoY-
Xerox Holdings Corp(XRXcusip98421M106)	—	QoQ - YoY-	All Managers (Combined)	$188	0.0% ($188/$163.5M)	QoQ -42.85% (-$141) YoY-
(cusip464288307)✕	—	QoQ NEW YoY-	All Managers (Combined)	$71	0.0% ($71/$163.5M)	QoQ NEW(+$71) YoY-
(cusip46432F859)✕	—	QoQ - YoY-	All Managers (Combined)	$48	0.0% ($48/$163.5M)	QoQ 0.00% (+$0) YoY-
(cusip316188309)✕	—	QoQ NEW YoY-	All Managers (Combined)	$46	0.0% ($46/$163.5M)	QoQ NEW(+$46) YoY-
(cusip46138G631)✕	—	QoQ NEW YoY-	All Managers (Combined)	$29	0.0% ($29/$163.5M)	QoQ NEW(+$29) YoY-
Stellantis N.V.(STLAcusipN82405106)	—	QoQ - YoY-	All Managers (Combined)	$11	0.0% ($11/$163.5M)	QoQ -15.38% (-$2) YoY-