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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GLOBUS MEDICAL INC

GMED|379577208

Shares:—

Value:$160.2K

% of Portfolio:0.1% ($160.2K/$163.5M)

MCCORMICK & CO INC

MKC|579780206

Shares:—

Value:$159.1K

% of Portfolio:0.1% ($159.1K/$163.5M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:—

Value:$158.6K

% of Portfolio:0.1% ($158.6K/$163.5M)

BLACKROCK MUNIYIELD QUALITY FUND, INC.

MQY|09254F100

Shares:—

Value:$154.6K

% of Portfolio:0.1% ($154.6K/$163.5M)

922908363

VOO|922908363

Shares:—

Value:$151.1K

% of Portfolio:0.1% ($151.1K/$163.5M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:—

Value:$146.8K

% of Portfolio:0.1% ($146.8K/$163.5M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:—

Value:$146.3K

% of Portfolio:0.1% ($146.3K/$163.5M)

ADOBE INC.

ADBE|00724F101

Shares:—

Value:$144.2K

% of Portfolio:0.1% ($144.2K/$163.5M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:—

Value:$142.8K

% of Portfolio:0.1% ($142.8K/$163.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:—

Value:$136.3K

% of Portfolio:0.1% ($136.3K/$163.5M)

Workday, Inc.

WDAY|98138H101

Shares:—

Value:$126.8K

% of Portfolio:0.1% ($126.8K/$163.5M)

Invesco Trust for Investment Grade Municipals

VGM|46131M106

Shares:—

Value:$125.8K

% of Portfolio:0.1% ($125.8K/$163.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:—

Value:$124.4K

% of Portfolio:0.1% ($124.4K/$163.5M)

Arista Networks, Inc.

ANET|040413205

Shares:—

Value:$124.0K

% of Portfolio:0.1% ($124.0K/$163.5M)

GABELLI DIVIDEND & INCOME TRUST

GDV|36242H104

Shares:—

Value:$122.6K

% of Portfolio:0.1% ($122.6K/$163.5M)

UNION PACIFIC CORP

UNP|907818108

Shares:—

Value:$120.2K

% of Portfolio:0.1% ($120.2K/$163.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:—

Value:$118.9K

% of Portfolio:0.1% ($118.9K/$163.5M)

Trade Desk, Inc.

TTD|88339J105

Shares:—

Value:$109.4K

% of Portfolio:0.1% ($109.4K/$163.5M)

921909768

VXUS|921909768

Shares:—

Value:$104.8K

% of Portfolio:0.1% ($104.8K/$163.5M)

92206C649

Shares:—

Value:$98.9K

% of Portfolio:0.1% ($98.9K/$163.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GLOBUS MEDICAL INC(GMEDcusip379577208)	—	QoQ NEW YoY-	All Managers (Combined)	$160.2K	0.1% ($160.2K/$163.5M)	QoQ NEW(+$160.2K) YoY-
MCCORMICK & CO INC(MKCcusip579780206)	—	QoQ NEW YoY-	All Managers (Combined)	$159.1K	0.1% ($159.1K/$163.5M)	QoQ NEW(+$159.1K) YoY-
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	—	QoQ - YoY-	All Managers (Combined)	$158.6K	0.1% ($158.6K/$163.5M)	QoQ +7.83% (+$11.5K) YoY-
BLACKROCK MUNIYIELD QUALITY FUND, INC.(MQYcusip09254F100)	—	QoQ - YoY-	All Managers (Combined)	$154.6K	0.1% ($154.6K/$163.5M)	QoQ +1.64% (+$2.5K) YoY-
(VOOcusip922908363)	—	QoQ - YoY-	All Managers (Combined)	$151.1K	0.1% ($151.1K/$163.5M)	QoQ -4.62% (-$7.3K) YoY-
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	—	QoQ NEW YoY-	All Managers (Combined)	$146.8K	0.1% ($146.8K/$163.5M)	QoQ NEW(+$146.8K) YoY-
WASTE MANAGEMENT INC(WMcusip94106L109)	—	QoQ NEW YoY-	All Managers (Combined)	$146.3K	0.1% ($146.3K/$163.5M)	QoQ NEW(+$146.3K) YoY-
ADOBE INC.(ADBEcusip00724F101)	—	QoQ NEW YoY-	All Managers (Combined)	$144.2K	0.1% ($144.2K/$163.5M)	QoQ NEW(+$144.2K) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	—	QoQ NEW YoY-	All Managers (Combined)	$142.8K	0.1% ($142.8K/$163.5M)	QoQ NEW(+$142.8K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	—	QoQ - YoY-	All Managers (Combined)	$136.3K	0.1% ($136.3K/$163.5M)	QoQ -7.58% (-$11.2K) YoY-
Workday, Inc.(WDAYcusip98138H101)	—	QoQ NEW YoY-	All Managers (Combined)	$126.8K	0.1% ($126.8K/$163.5M)	QoQ NEW(+$126.8K) YoY-
Invesco Trust for Investment Grade Municipals(VGMcusip46131M106)	—	QoQ - YoY-	All Managers (Combined)	$125.8K	0.1% ($125.8K/$163.5M)	QoQ -1.38% (-$1.8K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	—	QoQ - YoY-	All Managers (Combined)	$124.4K	0.1% ($124.4K/$163.5M)	QoQ +14.67% (+$15.9K) YoY-
Arista Networks, Inc.(ANETcusip040413205)	—	QoQ NEW YoY-	All Managers (Combined)	$124.0K	0.1% ($124.0K/$163.5M)	QoQ NEW(+$124.0K) YoY-
GABELLI DIVIDEND & INCOME TRUST(GDVcusip36242H104)	—	QoQ - YoY-	All Managers (Combined)	$122.6K	0.1% ($122.6K/$163.5M)	QoQ -0.08% (-$102) YoY-
UNION PACIFIC CORP(UNPcusip907818108)	—	QoQ NEW YoY-	All Managers (Combined)	$120.2K	0.1% ($120.2K/$163.5M)	QoQ NEW(+$120.2K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	—	QoQ - YoY-	All Managers (Combined)	$118.9K	0.1% ($118.9K/$163.5M)	QoQ +10.56% (+$11.4K) YoY-
Trade Desk, Inc.(TTDcusip88339J105)	—	QoQ NEW YoY-	All Managers (Combined)	$109.4K	0.1% ($109.4K/$163.5M)	QoQ NEW(+$109.4K) YoY-
(VXUScusip921909768)	—	QoQ NEW YoY-	All Managers (Combined)	$104.8K	0.1% ($104.8K/$163.5M)	QoQ NEW(+$104.8K) YoY-
(cusip92206C649)✕	—	QoQ - YoY-	All Managers (Combined)	$98.9K	0.1% ($98.9K/$163.5M)	QoQ +584.15% (+$84.5K) YoY-