Anderson Financial Strategies, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002018166

Type: FundHoldings: 237Value: $163.5MLatest: 2025Q1

Anderson Financial Strategies, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 237 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 12

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97717W547

Shares:—

Value:$18.3M

% of Portfolio:11.2% ($18.3M/$163.5M)

464289438

Shares:—

Value:$14.3M

% of Portfolio:8.7% ($14.3M/$163.5M)

31609A404

Shares:—

Value:$12.5M

% of Portfolio:7.7% ($12.5M/$163.5M)

46435G672

Shares:—

Value:$10.9M

% of Portfolio:6.7% ($10.9M/$163.5M)

33939L761

Shares:—

Value:$9.9M

% of Portfolio:6.1% ($9.9M/$163.5M)

00039J608

Shares:—

Value:$7.9M

% of Portfolio:4.9% ($7.9M/$163.5M)

78464A359

Shares:—

Value:$7.9M

% of Portfolio:4.8% ($7.9M/$163.5M)

92647N568

Shares:—

Value:$6.8M

% of Portfolio:4.2% ($6.8M/$163.5M)

67092P706

Shares:—

Value:$6.7M

% of Portfolio:4.1% ($6.7M/$163.5M)

33738D606

Shares:—

Value:$6.7M

% of Portfolio:4.1% ($6.7M/$163.5M)

26923G822

Shares:—

Value:$6.6M

% of Portfolio:4.0% ($6.6M/$163.5M)

46137V498

Shares:—

Value:$5.5M

% of Portfolio:3.4% ($5.5M/$163.5M)

MFS MUNICIPAL INCOME TRUST

MFM|552738106

Shares:—

Value:$4.2M

% of Portfolio:2.6% ($4.2M/$163.5M)

78463X533

Shares:—

Value:$4.2M

% of Portfolio:2.6% ($4.2M/$163.5M)

97717X784

Shares:—

Value:$3.5M

% of Portfolio:2.1% ($3.5M/$163.5M)

33741X102

Shares:—

Value:$3.1M

% of Portfolio:1.9% ($3.1M/$163.5M)

46641Q332

Shares:—

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$163.5M)

46654Q203

Shares:—

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$163.5M)

Live Nation Entertainment, Inc.

LYV|538034109

Shares:—

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$163.5M)

464288562

Shares:—

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$163.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717W547)✕	—	QoQ - YoY-	All Managers (Combined)	$18.3M	11.2% ($18.3M/$163.5M)	QoQ +5.46% (+$948.2K) YoY-
(cusip464289438)✕	—	QoQ - YoY-	All Managers (Combined)	$14.3M	8.7% ($14.3M/$163.5M)	QoQ +2.39% (+$333.8K) YoY-
(cusip31609A404)✕	—	QoQ NEW YoY-	All Managers (Combined)	$12.5M	7.7% ($12.5M/$163.5M)	QoQ NEW(+$12.5M) YoY-
(cusip46435G672)✕	—	QoQ - YoY-	All Managers (Combined)	$10.9M	6.7% ($10.9M/$163.5M)	QoQ +3.19% (+$339.2K) YoY-
(cusip33939L761)✕	—	QoQ - YoY-	All Managers (Combined)	$9.9M	6.1% ($9.9M/$163.5M)	QoQ +11.21% (+$1.0M) YoY-
(cusip00039J608)✕	—	QoQ - YoY-	All Managers (Combined)	$7.9M	4.9% ($7.9M/$163.5M)	QoQ -7.17% (-$613.9K) YoY-
(cusip78464A359)✕	—	QoQ - YoY-	All Managers (Combined)	$7.9M	4.8% ($7.9M/$163.5M)	QoQ +0.04% (+$3.3K) YoY-
(cusip92647N568)✕	—	QoQ NEW YoY-	All Managers (Combined)	$6.8M	4.2% ($6.8M/$163.5M)	QoQ NEW(+$6.8M) YoY-
(cusip67092P706)✕	—	QoQ - YoY-	All Managers (Combined)	$6.7M	4.1% ($6.7M/$163.5M)	QoQ -4.63% (-$327.7K) YoY-
(cusip33738D606)✕	—	QoQ NEW YoY-	All Managers (Combined)	$6.7M	4.1% ($6.7M/$163.5M)	QoQ NEW(+$6.7M) YoY-
(cusip26923G822)✕	—	QoQ - YoY-	All Managers (Combined)	$6.6M	4.0% ($6.6M/$163.5M)	QoQ -8.82% (-$635.6K) YoY-
(cusip46137V498)✕	—	QoQ - YoY-	All Managers (Combined)	$5.5M	3.4% ($5.5M/$163.5M)	QoQ +9.24% (+$464.3K) YoY-
MFS MUNICIPAL INCOME TRUST(MFMcusip552738106)	—	QoQ - YoY-	All Managers (Combined)	$4.2M	2.6% ($4.2M/$163.5M)	QoQ -1.78% (-$76.4K) YoY-
(cusip78463X533)✕	—	QoQ - YoY-	All Managers (Combined)	$4.2M	2.6% ($4.2M/$163.5M)	QoQ -2.18% (-$94.0K) YoY-
(cusip97717X784)✕	—	QoQ - YoY-	All Managers (Combined)	$3.5M	2.1% ($3.5M/$163.5M)	QoQ -5.36% (-$197.5K) YoY-
(cusip33741X102)✕	—	QoQ - YoY-	All Managers (Combined)	$3.1M	1.9% ($3.1M/$163.5M)	QoQ +95.50% (+$1.5M) YoY-
(cusip46641Q332)✕	—	QoQ - YoY-	All Managers (Combined)	$2.0M	1.2% ($2.0M/$163.5M)	QoQ +5351210.52% (+$2.0M) YoY-
(cusip46654Q203)✕	—	QoQ - YoY-	All Managers (Combined)	$2.0M	1.2% ($2.0M/$163.5M)	QoQ +880847.34% (+$2.0M) YoY-
Live Nation Entertainment, Inc.(LYVcusip538034109)	—	QoQ - YoY-	All Managers (Combined)	$1.8M	1.1% ($1.8M/$163.5M)	QoQ +27.97% (+$387.6K) YoY-
(cusip464288562)✕	—	QoQ - YoY-	All Managers (Combined)	$1.6M	1.0% ($1.6M/$163.5M)	QoQ +9.23% (+$132.7K) YoY-