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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Walmart Inc.

WMT|931142103

Shares:—

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$163.5M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:—

Value:$16.5K

% of Portfolio:0.0% ($16.5K/$163.5M)

PFIZER INC

PFE|717081103

Shares:—

Value:$16.3K

% of Portfolio:0.0% ($16.3K/$163.5M)

HUBSPOT INC

HUBS|443573100

Shares:—

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$163.5M)

Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC

FFC|338478100

Shares:—

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$163.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:—

Value:$13.6K

% of Portfolio:0.0% ($13.6K/$163.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$13.3K

% of Portfolio:0.0% ($13.3K/$163.5M)

46432F842

IEFA|46432F842

Shares:—

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$163.5M)

MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:—

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$163.5M)

SOLAREDGE TECHNOLOGIES, INC.

SEDG|83417M104

Shares:—

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$163.5M)

COMCAST CORP

CMCSA|20030N101

Shares:—

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$163.5M)

46137V480

Shares:—

Value:$12.5K

% of Portfolio:0.0% ($12.5K/$163.5M)

Johnson Controls International plc

JCI|G51502105

Shares:—

Value:$11.8K

% of Portfolio:0.0% ($11.8K/$163.5M)

78464A698

Shares:—

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$163.5M)

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

BBVA|05946K101

Shares:—

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$163.5M)

78468R739

Shares:—

Value:$10.7K

% of Portfolio:0.0% ($10.7K/$163.5M)

T-Mobile US, Inc.

TMUS|872590104

Shares:—

Value:$10.7K

% of Portfolio:0.0% ($10.7K/$163.5M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:—

Value:$10.4K

% of Portfolio:0.0% ($10.4K/$163.5M)

577125743

Shares:—

Value:$10.4K

% of Portfolio:0.0% ($10.4K/$163.5M)

45409F827

Shares:—

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$163.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	—	QoQ NEW YoY-	All Managers (Combined)	$17.6K	0.0% ($17.6K/$163.5M)	QoQ NEW(+$17.6K) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	—	QoQ NEW YoY-	All Managers (Combined)	$16.5K	0.0% ($16.5K/$163.5M)	QoQ NEW(+$16.5K) YoY-
PFIZER INC(PFEcusip717081103)	—	QoQ - YoY-	All Managers (Combined)	$16.3K	0.0% ($16.3K/$163.5M)	QoQ -4.48% (-$768) YoY-
HUBSPOT INC(HUBScusip443573100)	—	QoQ NEW YoY-	All Managers (Combined)	$13.7K	0.0% ($13.7K/$163.5M)	QoQ NEW(+$13.7K) YoY-
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC(FFCcusip338478100)	—	QoQ NEW YoY-	All Managers (Combined)	$13.7K	0.0% ($13.7K/$163.5M)	QoQ NEW(+$13.7K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	—	QoQ NEW YoY-	All Managers (Combined)	$13.6K	0.0% ($13.6K/$163.5M)	QoQ NEW(+$13.6K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ NEW YoY-	All Managers (Combined)	$13.3K	0.0% ($13.3K/$163.5M)	QoQ NEW(+$13.3K) YoY-
(IEFAcusip46432F842)	—	QoQ - YoY-	All Managers (Combined)	$13.2K	0.0% ($13.2K/$163.5M)	QoQ -31.49% (-$6.1K) YoY-
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	—	QoQ NEW YoY-	All Managers (Combined)	$12.7K	0.0% ($12.7K/$163.5M)	QoQ NEW(+$12.7K) YoY-
SOLAREDGE TECHNOLOGIES, INC.(SEDGcusip83417M104)	—	QoQ NEW YoY-	All Managers (Combined)	$12.7K	0.0% ($12.7K/$163.5M)	QoQ NEW(+$12.7K) YoY-
COMCAST CORP(CMCSAcusip20030N101)	—	QoQ NEW YoY-	All Managers (Combined)	$12.7K	0.0% ($12.7K/$163.5M)	QoQ NEW(+$12.7K) YoY-
(cusip46137V480)✕	—	QoQ - YoY-	All Managers (Combined)	$12.5K	0.0% ($12.5K/$163.5M)	QoQ -99.80% (-$6.4M) YoY-
Johnson Controls International plc(JCIcusipG51502105)	—	QoQ NEW YoY-	All Managers (Combined)	$11.8K	0.0% ($11.8K/$163.5M)	QoQ NEW(+$11.8K) YoY-
(cusip78464A698)✕	—	QoQ NEW YoY-	All Managers (Combined)	$11.4K	0.0% ($11.4K/$163.5M)	QoQ NEW(+$11.4K) YoY-
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.(BBVAcusip05946K101)	—	QoQ NEW YoY-	All Managers (Combined)	$11.0K	0.0% ($11.0K/$163.5M)	QoQ NEW(+$11.0K) YoY-
(cusip78468R739)✕	—	QoQ NEW YoY-	All Managers (Combined)	$10.7K	0.0% ($10.7K/$163.5M)	QoQ NEW(+$10.7K) YoY-
T-Mobile US, Inc.(TMUScusip872590104)	—	QoQ NEW YoY-	All Managers (Combined)	$10.7K	0.0% ($10.7K/$163.5M)	QoQ NEW(+$10.7K) YoY-
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	—	QoQ - YoY-	All Managers (Combined)	$10.4K	0.0% ($10.4K/$163.5M)	QoQ -14.02% (-$1.7K) YoY-
(cusip577125743)✕	—	QoQ - YoY-	All Managers (Combined)	$10.4K	0.0% ($10.4K/$163.5M)	QoQ -99.74% (-$4.0M) YoY-
(cusip45409F827)✕	—	QoQ NEW YoY-	All Managers (Combined)	$10.2K	0.0% ($10.2K/$163.5M)	QoQ NEW(+$10.2K) YoY-