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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TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:—

Value:$98.1K

% of Portfolio:0.1% ($98.1K/$163.5M)

922042858

VWO|922042858

Shares:—

Value:$92.8K

% of Portfolio:0.1% ($92.8K/$163.5M)

Kyndryl Holdings, Inc.

KD|50155Q100

Shares:—

Value:$92.5K

% of Portfolio:0.1% ($92.5K/$163.5M)

DEERE & CO

DE|244199105

Shares:—

Value:$90.6K

% of Portfolio:0.1% ($90.6K/$163.5M)

DOCUSIGN, INC.

DOCU|256163106

Shares:—

Value:$90.6K

% of Portfolio:0.1% ($90.6K/$163.5M)

NATIONAL GRID PLC

NGG|636274409

Shares:—

Value:$90.2K

% of Portfolio:0.1% ($90.2K/$163.5M)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:—

Value:$89.5K

% of Portfolio:0.1% ($89.5K/$163.5M)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$89.3K

% of Portfolio:0.1% ($89.3K/$163.5M)

SPDR GOLD TRUST

GLD|78463V107

Shares:—

Value:$77.8K

% of Portfolio:0.0% ($77.8K/$163.5M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:—

Value:$76.1K

% of Portfolio:0.0% ($76.1K/$163.5M)

lululemon athletica inc.

LULU|550021109

Shares:—

Value:$75.6K

% of Portfolio:0.0% ($75.6K/$163.5M)

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:—

Value:$75.4K

% of Portfolio:0.0% ($75.4K/$163.5M)

Warby Parker Inc.

WRBY|93403J106

Shares:—

Value:$72.1K

% of Portfolio:0.0% ($72.1K/$163.5M)

NICE Ltd.

NICE|653656108

Shares:—

Value:$71.7K

% of Portfolio:0.0% ($71.7K/$163.5M)

Maplebear Inc.

CART|565394103

Shares:—

Value:$69.6K

% of Portfolio:0.0% ($69.6K/$163.5M)

ROKU, INC

ROKU|77543R102

Shares:—

Value:$68.2K

% of Portfolio:0.0% ($68.2K/$163.5M)

AMGEN INC

AMGN|031162100

Shares:—

Value:$67.6K

% of Portfolio:0.0% ($67.6K/$163.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:—

Value:$60.7K

% of Portfolio:0.0% ($60.7K/$163.5M)

PINTEREST, INC.

PINS|72352L106

Shares:—

Value:$59.6K

% of Portfolio:0.0% ($59.6K/$163.5M)

WHIRLPOOL CORP /DE/

WHR|963320106

Shares:—

Value:$58.0K

% of Portfolio:0.0% ($58.0K/$163.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	—	QoQ NEW YoY-	All Managers (Combined)	$98.1K	0.1% ($98.1K/$163.5M)	QoQ NEW(+$98.1K) YoY-
(VWOcusip922042858)	—	QoQ NEW YoY-	All Managers (Combined)	$92.8K	0.1% ($92.8K/$163.5M)	QoQ NEW(+$92.8K) YoY-
Kyndryl Holdings, Inc.(KDcusip50155Q100)	—	QoQ - YoY-	All Managers (Combined)	$92.5K	0.1% ($92.5K/$163.5M)	QoQ +23.07% (+$17.4K) YoY-
DEERE & CO(DEcusip244199105)	—	QoQ - YoY-	All Managers (Combined)	$90.6K	0.1% ($90.6K/$163.5M)	QoQ +72.41% (+$38.0K) YoY-
DOCUSIGN, INC.(DOCUcusip256163106)	—	QoQ NEW YoY-	All Managers (Combined)	$90.6K	0.1% ($90.6K/$163.5M)	QoQ NEW(+$90.6K) YoY-
NATIONAL GRID PLC(NGGcusip636274409)	—	QoQ - YoY-	All Managers (Combined)	$90.2K	0.1% ($90.2K/$163.5M)	QoQ +10.41% (+$8.5K) YoY-
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	—	QoQ NEW YoY-	All Managers (Combined)	$89.5K	0.1% ($89.5K/$163.5M)	QoQ NEW(+$89.5K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY-	All Managers (Combined)	$89.3K	0.1% ($89.3K/$163.5M)	QoQ +457.80% (+$73.3K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	—	QoQ - YoY-	All Managers (Combined)	$77.8K	0.0% ($77.8K/$163.5M)	QoQ +19.00% (+$12.4K) YoY-
PayPal Holdings, Inc.(PYPLcusip70450Y103)	—	QoQ NEW YoY-	All Managers (Combined)	$76.1K	0.0% ($76.1K/$163.5M)	QoQ NEW(+$76.1K) YoY-
lululemon athletica inc.(LULUcusip550021109)	—	QoQ - YoY-	All Managers (Combined)	$75.6K	0.0% ($75.6K/$163.5M)	QoQ +153.37% (+$45.7K) YoY-
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	—	QoQ - YoY-	All Managers (Combined)	$75.4K	0.0% ($75.4K/$163.5M)	QoQ +38.62% (+$21.0K) YoY-
Warby Parker Inc.(WRBYcusip93403J106)	—	QoQ - YoY-	All Managers (Combined)	$72.1K	0.0% ($72.1K/$163.5M)	QoQ +4.65% (+$3.2K) YoY-
NICE Ltd.(NICEcusip653656108)	—	QoQ NEW YoY-	All Managers (Combined)	$71.7K	0.0% ($71.7K/$163.5M)	QoQ NEW(+$71.7K) YoY-
Maplebear Inc.(CARTcusip565394103)	—	QoQ - YoY-	All Managers (Combined)	$69.6K	0.0% ($69.6K/$163.5M)	QoQ +50.04% (+$23.2K) YoY-
ROKU, INC(ROKUcusip77543R102)	—	QoQ NEW YoY-	All Managers (Combined)	$68.2K	0.0% ($68.2K/$163.5M)	QoQ NEW(+$68.2K) YoY-
AMGEN INC(AMGNcusip031162100)	—	QoQ - YoY-	All Managers (Combined)	$67.6K	0.0% ($67.6K/$163.5M)	QoQ +35.09% (+$17.6K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	—	QoQ NEW YoY-	All Managers (Combined)	$60.7K	0.0% ($60.7K/$163.5M)	QoQ NEW(+$60.7K) YoY-
PINTEREST, INC.(PINScusip72352L106)	—	QoQ NEW YoY-	All Managers (Combined)	$59.6K	0.0% ($59.6K/$163.5M)	QoQ NEW(+$59.6K) YoY-
WHIRLPOOL CORP /DE/(WHRcusip963320106)	—	QoQ - YoY-	All Managers (Combined)	$58.0K	0.0% ($58.0K/$163.5M)	QoQ +6.51% (+$3.6K) YoY-