Anderson Financial Strategies, LLC Portfolio Holdings by Sector
Anderson Financial Strategies, LLC
- $169 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
WTV QGRO IAGG SKOR CWB USVM PFFA JPRE 18 stocks |
$128 Million
88.74% of portfolio
|
11
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP SHOP NOW 3 stocks |
$2.62 Million
1.82% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GTLS ETN 2 stocks |
$2.02 Million
1.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
LYV NFLX 2 stocks |
$1.91 Million
1.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
EBC 1 stocks |
$1.61 Million
1.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LYTS 1 stocks |
$1.6 Million
1.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$1.54 Million
1.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
GT 1 stocks |
$1.32 Million
0.91% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BVS 1 stocks |
$901,277
0.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$739,955
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$681,960
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$364,486
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$316,615
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$315,690
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$275,046
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|