Sponsored

The Analysis of Anderson Financial Strategies, LLC's Holdings & P&L

Currently, Anderson Financial Strategies, LLC holds 32 types of securities in its portfolio with a total value $181.9M. In the most recent quarter, they have increased their positions in FNY (+31.9K shares, valued at $3.3M), QGRO (+13.8K shares, valued at $1.5M), IAGG (+15.5K shares, valued at $771.9K); decreased their positions in SDVY (-30.6K shares, valued at $1.3M), FENI (-14.0K shares, valued at $548.3K), DTCR (-15.5K shares, valued at $455.1K); initiated new positions in FNY (+31.9K shares, valued at $3.3M), N/A (+416 shares, valued at $276.8K).

1M P&L

+2.2M+1.22%

3M P&L

+2.7M+1.49%

HY P&L

+13.5M+8.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A154.0M

89.8%

2Software - Application3.9M

2.3%

3Auto Parts1.6M

0.9%

Top Industries by Stock Count

1N/A20 stocks

57.1%

2Software - Application3 stocks

8.6%

3Credit Services1 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

WTV WISDOMTREE TR221.4K shares-0.50%2026-03-312026-05-15

QGRO AMERICAN CENTY ETF TR157.2K shares9.58%2026-03-312026-05-15

FENI FIDELITY COVINGTON TRUST402.0K shares-3.37%2026-03-312026-05-15

IAGG ISHARES TR242.0K shares6.83%2026-03-312026-05-15

SKOR FLEXSHARES TR225.0K shares3.33%2026-03-312026-05-15

CWB SPDR SERIES TRUST96.5K shares-3.47%2026-03-312026-05-15

HYFI AB ACTIVE ETFS INC243.7K shares3.71%2026-03-312026-05-15

USVM VICTORY PORTFOLIOS II83.4K shares-3.08%2026-03-312026-05-15

Sponsored

PFFA ETFIS SER TR I377.1K shares7.17%2026-03-312026-05-15

JPRE J P MORGAN EXCHANGE TRADED F158.2K shares1.41%2026-03-312026-05-15

XSMO INVESCO EXCHANGE TRADED FD T82.6K shares-3.32%2026-03-312026-05-15

LGOV FIRST TR EXCHANGE-TRADED FD339.2K shares1.03%2026-03-312026-05-15

EDIV SPDR INDEX SHS FDS132.4K shares1.08%2026-03-312026-05-15

HMOP HARTFORD FDS EXCHANGE TRADED130.0K shares4.03%2026-03-312026-05-15

EMCB WISDOMTREE TR60.7K shares4.47%2026-03-312026-05-15

FNY FIRST TR EXCHANGE-TRADED ALP31.9K sharesnew addition2026-03-312026-05-15

Sponsored

DTCR GLOBAL X FDS98.0K shares-13.64%2026-03-312026-05-15

FWD AB ACTIVE ETFS INC21.5K shares-4.42%2026-03-312026-05-15

MTUM ISHARES TR9.5K shares2.89%2026-03-312026-05-15

LYTS LSI INDS INC OHIO84.7K shares2.80%2026-03-312026-05-15

SDVY FIRST TR EXCHANGE TRADED FD44.7K shares-40.64%2026-03-312026-05-15

BVS BIOVENTUS INC172.9K shares-18.91%2026-03-312026-05-15

APP APPLOVIN CORP3.8K shares38.12%2026-03-312026-05-15

GT GOODYEAR TIRE & RUBR CO236.9K shares27.91%2026-03-312026-05-15

Sponsored

EBC EASTERN BANKSHARES INC80.9K shares-2.54%2026-03-312026-05-15

LYV LIVE NATION ENTERTAINMENT IN10.2K shares-9.75%2026-03-312026-05-15

RNR RENAISSANCERE HLDGS LTD5.3K shares-7.59%2026-03-312026-05-15

DBD DIEBOLD NIXDORF INC20.6K shares-14.50%2026-03-312026-05-15

GTLS CHART INDS INC7.5K shares2.38%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO1.9K shares-9.70%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC1.3K shares-5.26%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS416 sharesnew addition2026-03-312026-05-15

Sponsored

WTV

WISDOMTREE TR

-0.50%

Shares221.4K

Event2026-03-31

Filed2026-05-15

QGRO

AMERICAN CENTY ETF TR

9.58%

Shares157.2K

Event2026-03-31

Filed2026-05-15

FENI

FIDELITY COVINGTON TRUST

-3.37%

Shares402.0K

Event2026-03-31

Filed2026-05-15

IAGG

ISHARES TR

6.83%

Shares242.0K

Event2026-03-31

Filed2026-05-15

SKOR

FLEXSHARES TR

3.33%

Shares225.0K

Event2026-03-31

Filed2026-05-15

CWB

SPDR SERIES TRUST

-3.47%

Shares96.5K

Event2026-03-31

Filed2026-05-15

HYFI

AB ACTIVE ETFS INC

3.71%

Shares243.7K

Event2026-03-31

Filed2026-05-15

USVM

VICTORY PORTFOLIOS II

-3.08%

Shares83.4K

Event2026-03-31

Filed2026-05-15

PFFA

ETFIS SER TR I

7.17%

Shares377.1K

Event2026-03-31

Filed2026-05-15

JPRE

J P MORGAN EXCHANGE TRADED F

1.41%

Shares158.2K

Event2026-03-31

Filed2026-05-15

XSMO

INVESCO EXCHANGE TRADED FD T

-3.32%

Shares82.6K

Event2026-03-31

Filed2026-05-15

LGOV

FIRST TR EXCHANGE-TRADED FD

1.03%

Shares339.2K

Event2026-03-31

Filed2026-05-15

EDIV

SPDR INDEX SHS FDS

1.08%

Shares132.4K

Event2026-03-31

Filed2026-05-15

HMOP

HARTFORD FDS EXCHANGE TRADED

4.03%

Shares130.0K

Event2026-03-31

Filed2026-05-15

EMCB

WISDOMTREE TR

4.47%

Shares60.7K

Event2026-03-31

Filed2026-05-15

FNY

FIRST TR EXCHANGE-TRADED ALP

New

Shares31.9K

Event2026-03-31

Filed2026-05-15

DTCR

GLOBAL X FDS

-13.64%

Shares98.0K

Event2026-03-31

Filed2026-05-15

FWD

AB ACTIVE ETFS INC

-4.42%

Shares21.5K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

2.89%

Shares9.5K

Event2026-03-31

Filed2026-05-15

LYTS

LSI INDS INC OHIO

2.80%

Shares84.7K

Event2026-03-31

Filed2026-05-15

SDVY

FIRST TR EXCHANGE TRADED FD

-40.64%

Shares44.7K

Event2026-03-31

Filed2026-05-15

BVS

BIOVENTUS INC

-18.91%

Shares172.9K

Event2026-03-31

Filed2026-05-15

APP

APPLOVIN CORP

38.12%

Shares3.8K

Event2026-03-31

Filed2026-05-15

GOODYEAR TIRE & RUBR CO

27.91%

Shares236.9K

Event2026-03-31

Filed2026-05-15

EBC

EASTERN BANKSHARES INC

-2.54%

Shares80.9K

Event2026-03-31

Filed2026-05-15

LYV

LIVE NATION ENTERTAINMENT IN

-9.75%

Shares10.2K

Event2026-03-31

Filed2026-05-15

RNR

RENAISSANCERE HLDGS LTD

-7.59%

Shares5.3K

Event2026-03-31

Filed2026-05-15

DBD

DIEBOLD NIXDORF INC

-14.50%

Shares20.6K

Event2026-03-31

Filed2026-05-15

GTLS

CHART INDS INC

2.38%

Shares7.5K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-9.70%

Shares1.9K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

-5.26%

Shares1.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

New

Shares416

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available