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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COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:—

Value:$37.8K

% of Portfolio:0.0% ($37.8K/$163.5M)

DEXCOM INC

DXCM|252131107

Shares:—

Value:$36.9K

% of Portfolio:0.0% ($36.9K/$163.5M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:—

Value:$34.9K

% of Portfolio:0.0% ($34.9K/$163.5M)

BlackRock, Inc.

BLK|09290D101

Shares:—

Value:$33.1K

% of Portfolio:0.0% ($33.1K/$163.5M)

46428Q109

Shares:—

Value:$31.0K

% of Portfolio:0.0% ($31.0K/$163.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:—

Value:$30.9K

% of Portfolio:0.0% ($30.9K/$163.5M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:—

Value:$29.9K

% of Portfolio:0.0% ($29.9K/$163.5M)

808524805

SCHF|808524805

Shares:—

Value:$28.3K

% of Portfolio:0.0% ($28.3K/$163.5M)

Blackstone Inc.

BX|09260D107

Shares:—

Value:$28.0K

% of Portfolio:0.0% ($28.0K/$163.5M)

25459W755

Shares:—

Value:$24.8K

% of Portfolio:0.0% ($24.8K/$163.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:—

Value:$22.4K

% of Portfolio:0.0% ($22.4K/$163.5M)

464288687

Shares:—

Value:$21.5K

% of Portfolio:0.0% ($21.5K/$163.5M)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:—

Value:$21.2K

% of Portfolio:0.0% ($21.2K/$163.5M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:—

Value:$19.9K

% of Portfolio:0.0% ($19.9K/$163.5M)

33739Q200

Shares:—

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$163.5M)

921946885

Shares:—

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$163.5M)

Autodesk, Inc.

ADSK|052769106

Shares:—

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$163.5M)

PEPSICO INC

PEP|713448108

Shares:—

Value:$18.7K

% of Portfolio:0.0% ($18.7K/$163.5M)

TE Connectivity plc

TEL|G87052109

Shares:—

Value:$17.8K

% of Portfolio:0.0% ($17.8K/$163.5M)

SAP SE

SAP|803054204

Shares:—

Value:$17.8K

% of Portfolio:0.0% ($17.8K/$163.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	—	QoQ - YoY-	All Managers (Combined)	$37.8K	0.0% ($37.8K/$163.5M)	QoQ +932.22% (+$34.2K) YoY-
DEXCOM INC(DXCMcusip252131107)	—	QoQ NEW YoY-	All Managers (Combined)	$36.9K	0.0% ($36.9K/$163.5M)	QoQ NEW(+$36.9K) YoY-
SHERWIN WILLIAMS CO(SHWcusip824348106)	—	QoQ NEW YoY-	All Managers (Combined)	$34.9K	0.0% ($34.9K/$163.5M)	QoQ NEW(+$34.9K) YoY-
BlackRock, Inc.(BLKcusip09290D101)	—	QoQ NEW YoY-	All Managers (Combined)	$33.1K	0.0% ($33.1K/$163.5M)	QoQ NEW(+$33.1K) YoY-
(cusip46428Q109)✕	—	QoQ - YoY-	All Managers (Combined)	$31.0K	0.0% ($31.0K/$163.5M)	QoQ +17.69% (+$4.7K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	—	QoQ - YoY-	All Managers (Combined)	$30.9K	0.0% ($30.9K/$163.5M)	QoQ -37.37% (-$18.5K) YoY-
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	—	QoQ NEW YoY-	All Managers (Combined)	$29.9K	0.0% ($29.9K/$163.5M)	QoQ NEW(+$29.9K) YoY-
(SCHFcusip808524805)	—	QoQ - YoY-	All Managers (Combined)	$28.3K	0.0% ($28.3K/$163.5M)	QoQ -99.76% (-$12.2M) YoY-
Blackstone Inc.(BXcusip09260D107)	—	QoQ NEW YoY-	All Managers (Combined)	$28.0K	0.0% ($28.0K/$163.5M)	QoQ NEW(+$28.0K) YoY-
(cusip25459W755)✕	—	QoQ NEW YoY-	All Managers (Combined)	$24.8K	0.0% ($24.8K/$163.5M)	QoQ NEW(+$24.8K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	—	QoQ NEW YoY-	All Managers (Combined)	$22.4K	0.0% ($22.4K/$163.5M)	QoQ NEW(+$22.4K) YoY-
(cusip464288687)✕	—	QoQ NEW YoY-	All Managers (Combined)	$21.5K	0.0% ($21.5K/$163.5M)	QoQ NEW(+$21.5K) YoY-
Super Micro Computer, Inc.(SMCIcusip86800U302)	—	QoQ NEW YoY-	All Managers (Combined)	$21.2K	0.0% ($21.2K/$163.5M)	QoQ NEW(+$21.2K) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	—	QoQ NEW YoY-	All Managers (Combined)	$19.9K	0.0% ($19.9K/$163.5M)	QoQ NEW(+$19.9K) YoY-
(cusip33739Q200)✕	—	QoQ NEW YoY-	All Managers (Combined)	$19.7K	0.0% ($19.7K/$163.5M)	QoQ NEW(+$19.7K) YoY-
(cusip921946885)✕	—	QoQ NEW YoY-	All Managers (Combined)	$19.6K	0.0% ($19.6K/$163.5M)	QoQ NEW(+$19.6K) YoY-
Autodesk, Inc.(ADSKcusip052769106)	—	QoQ NEW YoY-	All Managers (Combined)	$19.1K	0.0% ($19.1K/$163.5M)	QoQ NEW(+$19.1K) YoY-
PEPSICO INC(PEPcusip713448108)	—	QoQ NEW YoY-	All Managers (Combined)	$18.7K	0.0% ($18.7K/$163.5M)	QoQ NEW(+$18.7K) YoY-
TE Connectivity plc(TELcusipG87052109)	—	QoQ NEW YoY-	All Managers (Combined)	$17.8K	0.0% ($17.8K/$163.5M)	QoQ NEW(+$17.8K) YoY-
SAP SE(SAPcusip803054204)	—	QoQ NEW YoY-	All Managers (Combined)	$17.8K	0.0% ($17.8K/$163.5M)	QoQ NEW(+$17.8K) YoY-