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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37954Y236

Shares:—

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$163.5M)

FORD MOTOR CO

F|345370860

Shares:—

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$163.5M)

Expedia Group, Inc.

EXPE|30212P303

Shares:—

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$163.5M)

BREAD FINANCIAL HOLDINGS, INC.

BFH|018581108

Shares:—

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$163.5M)

XPO, Inc.

XPO|983793100

Shares:—

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$163.5M)

RENAISSANCERE HOLDINGS LTD

RNR|G7496G103

Shares:—

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$163.5M)

LSI INDUSTRIES INC

LYTS|50216C108

Shares:—

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$163.5M)

Apple Inc.

AAPL|037833100

Shares:—

Value:$645.5K

% of Portfolio:0.4% ($645.5K/$163.5M)

MERCADOLIBRE INC

MELI|58733R102

Shares:—

Value:$643.8K

% of Portfolio:0.4% ($643.8K/$163.5M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:—

Value:$631.5K

% of Portfolio:0.4% ($631.5K/$163.5M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:—

Value:$600.1K

% of Portfolio:0.4% ($600.1K/$163.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:—

Value:$530.3K

% of Portfolio:0.3% ($530.3K/$163.5M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:—

Value:$525.9K

% of Portfolio:0.3% ($525.9K/$163.5M)

Alphabet Inc.

GOOG|02079K107

Shares:—

Value:$515.6K

% of Portfolio:0.3% ($515.6K/$163.5M)

Tesla, Inc.

TSLA|88160R101

Shares:—

Value:$447.8K

% of Portfolio:0.3% ($447.8K/$163.5M)

Booking Holdings Inc.

BKNG|09857L108

Shares:—

Value:$405.4K

% of Portfolio:0.2% ($405.4K/$163.5M)

MCDONALDS CORP

MCD|580135101

Shares:—

Value:$391.7K

% of Portfolio:0.2% ($391.7K/$163.5M)

Commercial Vehicle Group, Inc.

CVGI|202608105

Shares:—

Value:$382.4K

% of Portfolio:0.2% ($382.4K/$163.5M)

NETFLIX INC

NFLX|64110L106

Shares:—

Value:$373.9K

% of Portfolio:0.2% ($373.9K/$163.5M)

Eaton Corp plc

ETN|G29183103

Shares:—

Value:$370.0K

% of Portfolio:0.2% ($370.0K/$163.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip37954Y236)✕	—	QoQ - YoY-	All Managers (Combined)	$1.4M	0.9% ($1.4M/$163.5M)	QoQ -1.28% (-$18.4K) YoY-
FORD MOTOR CO(Fcusip345370860)	—	QoQ - YoY-	All Managers (Combined)	$1.4M	0.9% ($1.4M/$163.5M)	QoQ +15.35% (+$188.4K) YoY-
Expedia Group, Inc.(EXPEcusip30212P303)	—	QoQ - YoY-	All Managers (Combined)	$1.4M	0.9% ($1.4M/$163.5M)	QoQ -0.72% (-$10.3K) YoY-
BREAD FINANCIAL HOLDINGS, INC.(BFHcusip018581108)	—	QoQ - YoY-	All Managers (Combined)	$1.4M	0.8% ($1.4M/$163.5M)	QoQ -3.40% (-$48.7K) YoY-
XPO, Inc.(XPOcusip983793100)	—	QoQ - YoY-	All Managers (Combined)	$1.4M	0.8% ($1.4M/$163.5M)	QoQ +10.82% (+$133.5K) YoY-
RENAISSANCERE HOLDINGS LTD(RNRcusipG7496G103)	—	QoQ - YoY-	All Managers (Combined)	$1.3M	0.8% ($1.3M/$163.5M)	QoQ +3.07% (+$40.1K) YoY-
LSI INDUSTRIES INC(LYTScusip50216C108)	—	QoQ - YoY-	All Managers (Combined)	$1.3M	0.8% ($1.3M/$163.5M)	QoQ +4.97% (+$63.6K) YoY-
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY-	All Managers (Combined)	$645.5K	0.4% ($645.5K/$163.5M)	QoQ +5160.45% (+$633.2K) YoY-
MERCADOLIBRE INC(MELIcusip58733R102)	—	QoQ NEW YoY-	All Managers (Combined)	$643.8K	0.4% ($643.8K/$163.5M)	QoQ NEW(+$643.8K) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	—	QoQ NEW YoY-	All Managers (Combined)	$631.5K	0.4% ($631.5K/$163.5M)	QoQ NEW(+$631.5K) YoY-
Spotify Technology S.A.(SPOTcusipL8681T102)	—	QoQ NEW YoY-	All Managers (Combined)	$600.1K	0.4% ($600.1K/$163.5M)	QoQ NEW(+$600.1K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	—	QoQ - YoY-	All Managers (Combined)	$530.3K	0.3% ($530.3K/$163.5M)	QoQ +12.76% (+$60.0K) YoY-
AXON ENTERPRISE, INC.(AXONcusip05464C101)	—	QoQ NEW YoY-	All Managers (Combined)	$525.9K	0.3% ($525.9K/$163.5M)	QoQ NEW(+$525.9K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	—	QoQ NEW YoY-	All Managers (Combined)	$515.6K	0.3% ($515.6K/$163.5M)	QoQ NEW(+$515.6K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	—	QoQ NEW YoY-	All Managers (Combined)	$447.8K	0.3% ($447.8K/$163.5M)	QoQ NEW(+$447.8K) YoY-
Booking Holdings Inc.(BKNGcusip09857L108)	—	QoQ NEW YoY-	All Managers (Combined)	$405.4K	0.2% ($405.4K/$163.5M)	QoQ NEW(+$405.4K) YoY-
MCDONALDS CORP(MCDcusip580135101)	—	QoQ - YoY-	All Managers (Combined)	$391.7K	0.2% ($391.7K/$163.5M)	QoQ +19.68% (+$64.4K) YoY-
Commercial Vehicle Group, Inc.(CVGIcusip202608105)	—	QoQ - YoY-	All Managers (Combined)	$382.4K	0.2% ($382.4K/$163.5M)	QoQ -49.15% (-$369.6K) YoY-
NETFLIX INC(NFLXcusip64110L106)	—	QoQ NEW YoY-	All Managers (Combined)	$373.9K	0.2% ($373.9K/$163.5M)	QoQ NEW(+$373.9K) YoY-
Eaton Corp plc(ETNcusipG29183103)	—	QoQ - YoY-	All Managers (Combined)	$370.0K	0.2% ($370.0K/$163.5M)	QoQ -13.98% (-$60.1K) YoY-