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

Page 9 of 12

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Archer-Daniels-Midland Co

ADM|039483102

Shares:—

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$163.5M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:—

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$163.5M)

25459W847

Shares:—

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$163.5M)

Haleon plc

HLN|405552100

Shares:—

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$163.5M)

MEXICAN ECONOMIC DEVELOPMENT INC

FMX|344419106

Shares:—

Value:$9.0K

% of Portfolio:0.0% ($9.0K/$163.5M)

Shell plc

SHEL|780259305

Shares:—

Value:$8.2K

% of Portfolio:0.0% ($8.2K/$163.5M)

464288661

Shares:—

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$163.5M)

BHP Group Ltd

BHP|088606108

Shares:—

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$163.5M)

Snowflake Inc.

SNOW|833445109

Shares:—

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$163.5M)

Anheuser-Busch InBev SA/NV

BUD|03524A108

Shares:—

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$163.5M)

ALCON INC

ALC|H01301128

Shares:—

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$163.5M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:—

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$163.5M)

Doximity, Inc.

DOCS|26622P107

Shares:—

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$163.5M)

LINDE PLC

LIN|G54950103

Shares:—

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$163.5M)

Airbnb, Inc.

ABNB|009066101

Shares:—

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$163.5M)

INSULET CORP

PODD|45784P101

Shares:—

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$163.5M)

ICICI BANK LTD

IBN|45104G104

Shares:—

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$163.5M)

Atlassian Corp

TEAM|049468101

Shares:—

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$163.5M)

RIO TINTO PLC

RIO|767204100

Shares:—

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$163.5M)

CVS HEALTH Corp

CVS|126650100

Shares:—

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$163.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Archer-Daniels-Midland Co(ADMcusip039483102)	—	QoQ NEW YoY-	All Managers (Combined)	$9.6K	0.0% ($9.6K/$163.5M)	QoQ NEW(+$9.6K) YoY-
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	—	QoQ NEW YoY-	All Managers (Combined)	$9.6K	0.0% ($9.6K/$163.5M)	QoQ NEW(+$9.6K) YoY-
(cusip25459W847)✕	—	QoQ NEW YoY-	All Managers (Combined)	$9.1K	0.0% ($9.1K/$163.5M)	QoQ NEW(+$9.1K) YoY-
Haleon plc(HLNcusip405552100)	—	QoQ NEW YoY-	All Managers (Combined)	$9.1K	0.0% ($9.1K/$163.5M)	QoQ NEW(+$9.1K) YoY-
MEXICAN ECONOMIC DEVELOPMENT INC(FMXcusip344419106)	—	QoQ NEW YoY-	All Managers (Combined)	$9.0K	0.0% ($9.0K/$163.5M)	QoQ NEW(+$9.0K) YoY-
Shell plc(SHELcusip780259305)	—	QoQ NEW YoY-	All Managers (Combined)	$8.2K	0.0% ($8.2K/$163.5M)	QoQ NEW(+$8.2K) YoY-
(cusip464288661)✕	—	QoQ - YoY-	All Managers (Combined)	$8.0K	0.0% ($8.0K/$163.5M)	QoQ -99.87% (-$6.3M) YoY-
BHP Group Ltd(BHPcusip088606108)	—	QoQ NEW YoY-	All Managers (Combined)	$6.8K	0.0% ($6.8K/$163.5M)	QoQ NEW(+$6.8K) YoY-
Snowflake Inc.(SNOWcusip833445109)	—	QoQ NEW YoY-	All Managers (Combined)	$6.6K	0.0% ($6.6K/$163.5M)	QoQ NEW(+$6.6K) YoY-
Anheuser-Busch InBev SA/NV(BUDcusip03524A108)	—	QoQ NEW YoY-	All Managers (Combined)	$6.5K	0.0% ($6.5K/$163.5M)	QoQ NEW(+$6.5K) YoY-
ALCON INC(ALCcusipH01301128)	—	QoQ NEW YoY-	All Managers (Combined)	$6.4K	0.0% ($6.4K/$163.5M)	QoQ NEW(+$6.4K) YoY-
FREEPORT-MCMORAN INC(FCXcusip35671D857)	—	QoQ NEW YoY-	All Managers (Combined)	$6.2K	0.0% ($6.2K/$163.5M)	QoQ NEW(+$6.2K) YoY-
Doximity, Inc.(DOCScusip26622P107)	—	QoQ NEW YoY-	All Managers (Combined)	$6.2K	0.0% ($6.2K/$163.5M)	QoQ NEW(+$6.2K) YoY-
LINDE PLC(LINcusipG54950103)	—	QoQ - YoY-	All Managers (Combined)	$6.1K	0.0% ($6.1K/$163.5M)	QoQ +1344.63% (+$5.6K) YoY-
Airbnb, Inc.(ABNBcusip009066101)	—	QoQ NEW YoY-	All Managers (Combined)	$6.0K	0.0% ($6.0K/$163.5M)	QoQ NEW(+$6.0K) YoY-
INSULET CORP(PODDcusip45784P101)	—	QoQ NEW YoY-	All Managers (Combined)	$5.8K	0.0% ($5.8K/$163.5M)	QoQ NEW(+$5.8K) YoY-
ICICI BANK LTD(IBNcusip45104G104)	—	QoQ NEW YoY-	All Managers (Combined)	$5.8K	0.0% ($5.8K/$163.5M)	QoQ NEW(+$5.8K) YoY-
Atlassian Corp(TEAMcusip049468101)	—	QoQ NEW YoY-	All Managers (Combined)	$5.7K	0.0% ($5.7K/$163.5M)	QoQ NEW(+$5.7K) YoY-
RIO TINTO PLC(RIOcusip767204100)	—	QoQ NEW YoY-	All Managers (Combined)	$5.7K	0.0% ($5.7K/$163.5M)	QoQ NEW(+$5.7K) YoY-
CVS HEALTH Corp(CVScusip126650100)	—	QoQ - YoY-	All Managers (Combined)	$5.5K	0.0% ($5.5K/$163.5M)	QoQ -66.41% (-$10.9K) YoY-