The Analysis of Anderson Financial Strategies, LLC's Holdings
Currently, Anderson Financial Strategies, LLC holds 37 types of securities in its portfolio with a total value $172.3M. In the most recent quarter, they have increased their positions in FWD (+22.5K shares, valued at $2.3M), BVS (+78.5K shares, valued at $584.0K), DTCR (+26.4K shares, valued at $556.2K); decreased their positions in JEPQ (-10.2K shares, valued at $591.1K), SDVY (-14.1K shares, valued at $541.7K), IAGG (-4.8K shares, valued at $242.1K); initiated new positions in FWD (+22.5K shares, valued at $2.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
WTV WISDOMTREE TR222.5K shares0.55%2025-12-312026-02-24
QGRO AMERICAN CENTY ETF TR143.5K shares2.07%2025-12-312026-02-24 FENI FIDELITY COVINGTON TRUST416.0K shares0.41%2025-12-312026-02-24 IAGG ISHARES TR226.5K shares-2.09%2025-12-312026-02-24 SKOR FLEXSHARES TR217.8K shares1.47%2025-12-312026-02-24 CWB SPDR SERIES TRUST99.9K shares2.07%2025-12-312026-02-24 HYFI AB ACTIVE ETFS INC234.9K shares1.73%2025-12-312026-02-24 USVM VICTORY PORTFOLIOS II86.1K shares1.51%2025-12-312026-02-24 PFFA ETFIS SER TR I351.9K shares4.17%2025-12-312026-02-24 LGOV FIRST TR EXCHANGE-TRADED FD335.8K shares3.61%2025-12-312026-02-24 JPRE J P MORGAN EXCHANGE TRADED F156.0K shares3.15%2025-12-312026-02-24 XSMO INVESCO EXCHANGE TRADED FD T85.5K shares3.09%2025-12-312026-02-24 EDIV SPDR INDEX SHS FDS131.0K shares3.94%2025-12-312026-02-24 HMOP HARTFORD FDS EXCHANGE TRADED125.0K shares0.81%2025-12-312026-02-24 EMCB WISDOMTREE TR58.1K shares4.78%2025-12-312026-02-24 SDVY FIRST TR EXCHANGE-TRADED FD75.3K shares-15.81%2025-12-312026-02-24 DTCR GLOBAL X FDS113.5K shares30.26%2025-12-312026-02-24 FWD AB ACTIVE ETFS INC22.5K sharesnew addition2025-12-312026-02-24 MTUM ISHARES TR9.3K shares4.28%2025-12-312026-02-24 APP APPLOVIN CORP2.7K shares9.47%2025-12-312026-02-24 JEPQ J P MORGAN EXCHANGE TRADED F29.8K shares-25.43%2025-12-312026-02-24 DBD DIEBOLD NIXDORF INC24.1K shares-5.07%2025-12-312026-02-24 GT GOODYEAR TIRE & RUBR CO185.2K shares5.12%2025-12-312026-02-24 LYV LIVE NATION ENTERTAINMENT IN11.3K shares29.50%2025-12-312026-02-24 RNR RENAISSANCERE HLDGS LTD5.7K shares-5.55%2025-12-312026-02-24 BVS BIOVENTUS INC213.2K shares58.26%2025-12-312026-02-24 EBC EASTERN BANKSHARES INC83.0K shares-6.60%2025-12-312026-02-24 GTLS CHART INDS INC7.4K shares-2.56%2025-12-312026-02-24 LYTS LSI INDS INC OHIO82.4K shares21.45%2025-12-312026-02-24 AAPL APPLE INC2.9K shares0.00%2025-12-312026-02-24 JPM JPMORGAN CHASE & CO.2.1K shares-4.63%2025-12-312026-02-24 SHOP SHOPIFY INC2.8K shares0.00%2025-12-312026-02-24 ALPHABET INC ALPHABET INC1.4K shares4.85%2025-12-312026-02-24 AMZN AMAZON COM INC1.7K shares0.00%2025-12-312026-02-24 ISRG INTUITIVE SURGICAL INC615 shares0.00%2025-12-312026-02-24 MA MASTERCARD INCORPORATED564 shares1.62%2025-12-312026-02-24 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available