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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ServiceNow, Inc.

NOW|81762P102

Shares:—

Value:$350.9K

% of Portfolio:0.2% ($350.9K/$163.5M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$315.8K

% of Portfolio:0.2% ($315.8K/$163.5M)

Mastercard Inc

MA|57636Q104

Shares:—

Value:$304.2K

% of Portfolio:0.2% ($304.2K/$163.5M)

922908769

VTI|922908769

Shares:—

Value:$274.7K

% of Portfolio:0.2% ($274.7K/$163.5M)

ELECTRONIC ARTS INC.

EA|285512109

Shares:—

Value:$272.1K

% of Portfolio:0.2% ($272.1K/$163.5M)

SHOPIFY INC.

SHOP|82509L107

Shares:—

Value:$267.2K

% of Portfolio:0.2% ($267.2K/$163.5M)

ASML HOLDING NV

ASML|N07059210

Shares:—

Value:$265.1K

% of Portfolio:0.2% ($265.1K/$163.5M)

922908611

VBR|922908611

Shares:—

Value:$260.8K

% of Portfolio:0.2% ($260.8K/$163.5M)

Zscaler, Inc.

ZS|98980G102

Shares:—

Value:$238.1K

% of Portfolio:0.1% ($238.1K/$163.5M)

SYNOPSYS INC

SNPS|871607107

Shares:—

Value:$232.4K

% of Portfolio:0.1% ($232.4K/$163.5M)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$216.8K

% of Portfolio:0.1% ($216.8K/$163.5M)

MFS CHARTER INCOME TRUST

MCR|552727109

Shares:—

Value:$211.8K

% of Portfolio:0.1% ($211.8K/$163.5M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:—

Value:$206.0K

% of Portfolio:0.1% ($206.0K/$163.5M)

ENBRIDGE INC

ENB|29250N105

Shares:—

Value:$196.9K

% of Portfolio:0.1% ($196.9K/$163.5M)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:—

Value:$196.5K

% of Portfolio:0.1% ($196.5K/$163.5M)

922908736

VUG|922908736

Shares:—

Value:$195.9K

% of Portfolio:0.1% ($195.9K/$163.5M)

922908744

VTV|922908744

Shares:—

Value:$188.5K

% of Portfolio:0.1% ($188.5K/$163.5M)

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

ETV|27828Y108

Shares:—

Value:$174.7K

% of Portfolio:0.1% ($174.7K/$163.5M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:—

Value:$172.2K

% of Portfolio:0.1% ($172.2K/$163.5M)

SOUTHERN CO

SO|842587107

Shares:—

Value:$165.1K

% of Portfolio:0.1% ($165.1K/$163.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ServiceNow, Inc.(NOWcusip81762P102)	—	QoQ NEW YoY-	All Managers (Combined)	$350.9K	0.2% ($350.9K/$163.5M)	QoQ NEW(+$350.9K) YoY-
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY-	All Managers (Combined)	$315.8K	0.2% ($315.8K/$163.5M)	QoQ +2381.98% (+$303.1K) YoY-
Mastercard Inc(MAcusip57636Q104)	—	QoQ NEW YoY-	All Managers (Combined)	$304.2K	0.2% ($304.2K/$163.5M)	QoQ NEW(+$304.2K) YoY-
(VTIcusip922908769)	—	QoQ - YoY-	All Managers (Combined)	$274.7K	0.2% ($274.7K/$163.5M)	QoQ +426.59% (+$222.5K) YoY-
ELECTRONIC ARTS INC.(EAcusip285512109)	—	QoQ NEW YoY-	All Managers (Combined)	$272.1K	0.2% ($272.1K/$163.5M)	QoQ NEW(+$272.1K) YoY-
SHOPIFY INC.(SHOPcusip82509L107)	—	QoQ NEW YoY-	All Managers (Combined)	$267.2K	0.2% ($267.2K/$163.5M)	QoQ NEW(+$267.2K) YoY-
ASML HOLDING NV(ASMLcusipN07059210)	—	QoQ NEW YoY-	All Managers (Combined)	$265.1K	0.2% ($265.1K/$163.5M)	QoQ NEW(+$265.1K) YoY-
(VBRcusip922908611)	—	QoQ - YoY-	All Managers (Combined)	$260.8K	0.2% ($260.8K/$163.5M)	QoQ -5.99% (-$16.6K) YoY-
Zscaler, Inc.(ZScusip98980G102)	—	QoQ NEW YoY-	All Managers (Combined)	$238.1K	0.1% ($238.1K/$163.5M)	QoQ NEW(+$238.1K) YoY-
SYNOPSYS INC(SNPScusip871607107)	—	QoQ NEW YoY-	All Managers (Combined)	$232.4K	0.1% ($232.4K/$163.5M)	QoQ NEW(+$232.4K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ NEW YoY-	All Managers (Combined)	$216.8K	0.1% ($216.8K/$163.5M)	QoQ NEW(+$216.8K) YoY-
MFS CHARTER INCOME TRUST(MCRcusip552727109)	—	QoQ - YoY-	All Managers (Combined)	$211.8K	0.1% ($211.8K/$163.5M)	QoQ -1.72% (-$3.7K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	—	QoQ NEW YoY-	All Managers (Combined)	$206.0K	0.1% ($206.0K/$163.5M)	QoQ NEW(+$206.0K) YoY-
ENBRIDGE INC(ENBcusip29250N105)	—	QoQ - YoY-	All Managers (Combined)	$196.9K	0.1% ($196.9K/$163.5M)	QoQ +4.43% (+$8.4K) YoY-
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	—	QoQ NEW YoY-	All Managers (Combined)	$196.5K	0.1% ($196.5K/$163.5M)	QoQ NEW(+$196.5K) YoY-
(VUGcusip922908736)	—	QoQ NEW YoY-	All Managers (Combined)	$195.9K	0.1% ($195.9K/$163.5M)	QoQ NEW(+$195.9K) YoY-
(VTVcusip922908744)	—	QoQ NEW YoY-	All Managers (Combined)	$188.5K	0.1% ($188.5K/$163.5M)	QoQ NEW(+$188.5K) YoY-
Eaton Vance Tax-Managed Buy-Write Opportunities Fund(ETVcusip27828Y108)	—	QoQ - YoY-	All Managers (Combined)	$174.7K	0.1% ($174.7K/$163.5M)	QoQ -8.32% (-$15.9K) YoY-
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	—	QoQ NEW YoY-	All Managers (Combined)	$172.2K	0.1% ($172.2K/$163.5M)	QoQ NEW(+$172.2K) YoY-
SOUTHERN CO(SOcusip842587107)	—	QoQ - YoY-	All Managers (Combined)	$165.1K	0.1% ($165.1K/$163.5M)	QoQ +11.69% (+$17.3K) YoY-