The Analysis of Anderson Financial Strategies, LLC's Holdings
Currently, Anderson Financial Strategies, LLC holds 39 types of securities in its portfolio with a total value $168.8M. In the most recent quarter, they have increased their positions in HMOP (+123.9K shares, valued at $4.8M), APP (+2.5K shares, valued at $1.8M), GTLS (+7.6K shares, valued at $1.5M); decreased their positions in FENI (-13.0K shares, valued at $457.8K), LYTS (-12.8K shares, valued at $303.3K), LYV (-1.7K shares, valued at $280.4K); initiated new positions in HMOP (+123.9K shares, valued at $4.8M), APP (+2.5K shares, valued at $1.8M), GTLS (+7.6K shares, valued at $1.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
WTV WISDOMTREE TR221.3K shares-1.07%2025-09-302025-11-05
QGRO AMERICAN CENTY ETF TR140.6K shares-1.18%2025-09-302025-11-05 FENI FIDELITY COVINGTON TRUST414.3K shares-3.04%2025-09-302025-11-05 IAGG ISHARES TR231.4K shares11.72%2025-09-302025-11-05 SKOR FLEXSHARES TR214.6K shares9.30%2025-09-302025-11-05 CWB SPDR SERIES TRUST97.9K shares-0.87%2025-09-302025-11-05 HYFI AB ACTIVE ETFS INC230.9K shares9.17%2025-09-302025-11-05 USVM VICTORY PORTFOLIOS II84.8K shares-1.24%2025-09-302025-11-05 PFFA ETFIS SER TR I337.8K shares5.62%2025-09-302025-11-05 JPRE J P MORGAN EXCHANGE TRADED F151.3K shares12.63%2025-09-302025-11-05 LGOV FIRST TR EXCHANGE-TRADED FD324.1K shares10.28%2025-09-302025-11-05 XSMO INVESCO EXCHANGE TRADED FD T82.9K shares-3.17%2025-09-302025-11-05 EDIV SPDR INDEX SHS FDS126.0K shares4.09%2025-09-302025-11-05 HMOP HARTFORD FDS EXCHANGE TRADED123.9K sharesnew addition2025-09-302025-11-05 EMCB WISDOMTREE TR55.4K shares5.72%2025-09-302025-11-05 SDVY FIRST TR EXCHANGE-TRADED FD89.4K shares-0.78%2025-09-302025-11-05 JEPQ J P MORGAN EXCHANGE TRADED F40.0K shares3.41%2025-09-302025-11-05 MTUM ISHARES TR8.9K shares5.06%2025-09-302025-11-05 APP APPLOVIN CORP2.5K sharesnew addition2025-09-302025-11-05 DTCR GLOBAL X FDS87.1K shares-4.71%2025-09-302025-11-05 REZ ISHARES TR19.8K shares9.94%2025-09-302025-11-05 EBC EASTERN BANKSHARES INC88.9K shares42.61%2025-09-302025-11-05 LYTS LSI INDS INC OHIO67.8K shares-15.92%2025-09-302025-11-05 RNR RENAISSANCERE HLDGS LTD6.1K shares9.77%2025-09-302025-11-05 GTLS CHART INDS INC7.6K sharesnew addition2025-09-302025-11-05 DBD DIEBOLD NIXDORF INC25.4K sharesnew addition2025-09-302025-11-05 LYV LIVE NATION ENTERTAINMENT IN8.7K shares-16.40%2025-09-302025-11-05 GT GOODYEAR TIRE & RUBR CO176.2K sharesnew addition2025-09-302025-11-05 BVS BIOVENTUS INC134.7K sharesnew addition2025-09-302025-11-05 AAPL APPLE INC2.9K shares0.00%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.2.2K shares0.00%2025-09-302025-11-05 ETN EATON CORP PLC1.4K shares0.00%2025-09-302025-11-05 NFLX NETFLIX INC401 shares0.00%2025-09-302025-11-05 SHOP SHOPIFY INC2.8K shares0.00%2025-09-302025-11-05 NOW SERVICENOW INC441 shares0.00%2025-09-302025-11-05 AMZN AMAZON COM INC1.7K shares0.00%2025-09-302025-11-05 GOOG ALPHABET INC1.3K shares0.00%2025-09-302025-11-05 MA MASTERCARD INCORPORATED555 shares0.00%2025-09-302025-11-05 ISRG INTUITIVE SURGICAL INC615 shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available