Anderson Financial Strategies, LLC
Follow13F filer, CIK 2018166, DAYTON, OH
Anderson Financial Strategies, LLC reported $156,372,000 across 40 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-11. Its ten largest share positions make up 67.52% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002018166-25-000005
- Period
- 2025-06-30
- Reported value
- $156M
- Holdings
- 40
- Top 10 weight
- 67.52%
- New
- 4
- Sold out
- 201
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| QGROnew | +142,255 | $15.5M |
| JPREnew | +134,307 | $6.4M |
| MTUMnew | +8,466 | $2.04M |
| EBCnew | +62,304 | $950K |
| FENIadded | +6,767 | $225K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IWYexited | -67,577 | -$14.3M |
| NUREexited | -215,554 | -$6.74M |
| JEPIexited | -35,588 | -$2.03M |
| MELIexited | -330 | -$644K |
| IAGGreduced | -11,826 | -$604K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 40 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| IWYISHARES TR | 67,577 | $14.3M | shares |
| NURENUSHARES ETF TR | 215,554 | $6.74M | shares |
| JEPIJ P MORGAN EXCHANGE TRADED F | 35,588 | $2.03M | shares |
| MELIMERCADOLIBRE INC | 330 | $644K | shares |
| SPOTSPOTIFY TECHNOLOGY S A | 1,091 | $600K | shares |
| AXONAXON ENTERPRISE INC | 1,000 | $526K | shares |
| TSLATESLA INC | 1,728 | $448K | shares |
| BKNGBOOKING HOLDINGS INC | 88 | $405K | shares |
| MCDMCDONALDS CORP | 1,254 | $392K | shares |
| EAELECTRONIC ARTS INC | 1,883 | $272K | shares |
| ASMLASML HLDG NV | 400 | $265K | shares |
| VBRVANGUARD INDEX FDS | 1,400 | $261K | shares |
| ZSZSCALER INC | 1,200 | $238K | shares |
| SNPSSYNOPSYS INC | 542 | $232K | shares |
| NVDANVIDIA CORPORATION | 2,000 | $217K | shares |
| XMCRXMFS CHARTER INCOME TR | 33,775 | $212K | shares |
| CRWDCROWDSTRIKE HLDGS INC | 584 | $206K | shares |
| ENBENBRIDGE INC | 4,444 | $197K | shares |
| IDXXIDEXX LABS INC | 468 | $197K | shares |
| VUGVANGUARD INDEX FDS | 528 | $196K | shares |
| VTVVANGUARD INDEX FDS | 1,091 | $188K | shares |
| ETVEATON VANCE TAX-MANAGED BUY- | 13,226 | $175K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 355 | $172K | shares |
| SOSOUTHERN CO | 1,795 | $165K | shares |
| GMEDGLOBUS MED INC | 2,188 | $160K | shares |
| MKCMCCORMICK & CO INC | 1,933 | $159K | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 2,600 | $159K | shares |
| MQYBLACKROCK MUNIYILD QULT FD I | 13,203 | $155K | shares |
| VOOVANGUARD INDEX FDS | 294 | $151K | shares |
| SPGSIMON PPTY GROUP INC NEW | 884 | $147K | shares |
| WMWASTE MGMT INC DEL | 632 | $146K | shares |
| ADBEADOBE INC | 376 | $144K | shares |
| NEENEXTERA ENERGY INC | 2,015 | $143K | shares |
| PGPROCTER & GAMBLE CO | 800 | $136K | shares |
| WDAYWORKDAY INC | 543 | $127K | shares |
| VGMINVESCO TR INVT GRADE MUNS | 12,635 | $126K | shares |
| JNJJOHNSON & JOHNSON | 750 | $124K | shares |
| ANETARISTA NETWORKS INC | 1,600 | $124K | shares |
| XGDVXGABELLI DIVID & INCOME TR | 5,080 | $123K | shares |
| UNPUNION PAC CORP | 509 | $120K | shares |
| XOMEXXON MOBIL CORP | 1,000 | $119K | shares |
| TTDTHE TRADE DESK INC | 2,000 | $109K | shares |
| VXUSVANGUARD STAR FDS | 1,688 | $105K | shares |
| VTWVVANGUARD SCOTTSDALE FDS | 743 | $98.9K | shares |
| TSCOTRACTOR SUPPLY CO | 1,780 | $98.1K | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 2,051 | $92.8K | shares |
| KDKYNDRYL HLDGS INC | 2,947 | $92.5K | shares |
| DEDEERE & CO | 193 | $90.6K | shares |
| DOCUDOCUSIGN INC | 1,112 | $90.6K | shares |
| NGGNATIONAL GRID PLC | 1,375 | $90.2K | shares |
| JKHYHENRY JACK & ASSOC INC | 490 | $89.5K | shares |
| MSFTMICROSOFT CORP | 238 | $89.3K | shares |
| GLDSPDR GOLD TR | 270 | $77.8K | shares |
| PYPLPAYPAL HLDGS INC | 1,166 | $76.1K | shares |
| LULULULULEMON ATHLETICA INC | 267 | $75.6K | shares |
| KNSLKINSALE CAP GROUP INC | 155 | $75.4K | shares |
| WRBYWARBY PARKER INC | 3,954 | $72.1K | shares |
| NICENICE LTD | 465 | $71.7K | shares |
| CARTMAPLEBEAR INC | 1,745 | $69.6K | shares |
| ROKUROKU INC | 967 | $68.2K | shares |
| AMGNAMGEN INC | 217 | $67.6K | shares |
| UNHUNITEDHEALTH GROUP INC | 116 | $60.7K | shares |
| PINSPINTEREST INC | 1,924 | $59.6K | shares |
| WHRWHIRLPOOL CORP | 644 | $58K | shares |
| FALNISHARES TR | 2,052 | $55K | shares |
| FNXFIRST TR EXCHANGE-TRADED ALP | 500 | $54.5K | shares |
| VVISA INC | 150 | $52.6K | shares |
| SCHDSCHWAB STRATEGIC TR | 1,875 | $52.4K | shares |
| VTWGVANGUARD SCOTTSDALE FDS | 280 | $52.2K | shares |
| LOWLOWES COS INC | 220 | $51.3K | shares |
| TTTRANE TECHNOLOGIES PLC | 150 | $50.5K | shares |
| VCITVANGUARD SCOTTSDALE FDS | 605 | $49.4K | shares |
| MASIMASIMO CORP | 295 | $49.1K | shares |
| UGIUGI CORP NEW | 1,466 | $48.5K | shares |
| IVVISHARES TR | 86 | $48.3K | shares |
| PFFDGLOBAL X FDS | 2,422 | $46.1K | shares |
| DEMWISDOMTREE TR | 1,088 | $45.8K | shares |
| FTSMFIRST TR EXCHANGE-TRADED FD | 750 | $44.9K | shares |
| VBVANGUARD INDEX FDS | 200 | $44.4K | shares |
| NADNUVEEN QUALITY MUNCP INCOME | 3,798 | $43.8K | shares |
| VNQVANGUARD INDEX FDS | 448 | $40.6K | shares |
| PICBINVESCO EXCH TRADED FD TR II | 1,813 | $40.3K | shares |
| ICVTISHARES TR | 461 | $38.6K | shares |
| VGITVANGUARD SCOTTSDALE FDS | 648 | $38.5K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 40 | $37.8K | shares |
| DXCMDEXCOM INC | 540 | $36.9K | shares |
| SHWSHERWIN WILLIAMS CO | 100 | $34.9K | shares |
| BLKBLACKROCK INC | 35 | $33.1K | shares |
| SLVISHARES SILVER TR | 1,000 | $31K | shares |
| GOOGLALPHABET INC | 200 | $30.9K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 60 | $29.9K | shares |
| SCHFSCHWAB STRATEGIC TR | 1,432 | $28.3K | shares |
| BXBLACKSTONE INC | 200 | $28K | shares |
| DRNDIREXION SHARES ETF TRUST | 2,827 | $24.8K | shares |
| MRKMERCK & CO INC | 250 | $22.4K | shares |
| PFFISHARES TR | 700 | $21.5K | shares |
| SMCISUPER MICRO COMPUTER INC | 158 | $21.2K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 120 | $19.9K | shares |
| LMBSFIRST TR EXCHANGE-TRADED FD | 400 | $19.7K | shares |
| VWOBVANGUARD WHITEHALL FDS | 306 | $19.6K | shares |
| ADSKAUTODESK INC | 73 | $19.1K | shares |
| PEPPEPSICO INC | 125 | $18.7K | shares |
| TELTE CONNECTIVITY PLC | 126 | $17.8K | shares |
| SAPSAP SE | 66 | $17.8K | shares |
| WMTWALMART INC | 200 | $17.6K | shares |
| UPSUNITED PARCEL SVCS INC | 150 | $16.5K | shares |
| PFEPFIZER INC | 645 | $16.3K | shares |
| HUBSHUBSPOT INC | 24 | $13.7K | shares |
| XFFCXFLAHERTY & CRUMRIN PFD & INM | 943 | $13.7K | shares |
| ABBVABBVIE INC | 65 | $13.6K | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 25 | $13.3K | shares |
| IEFAISHARES TR | 175 | $13.2K | shares |
| MFCMANULIFE FINL CORP | 408 | $12.7K | shares |
| SEDGSOLAREDGE TECHNOLOGIES INC | 786 | $12.7K | shares |
| CMCSACOMCAST CORP NEW | 343 | $12.7K | shares |
| XSVMINVESCO EXCHANGE TRADED FD T | 249 | $12.5K | shares |
| JCIJOHNSON CONTROLS INTERNATION | 147 | $11.8K | shares |
| KRESPDR SERIES TRUST | 200 | $11.4K | shares |
| BBVABANCO BILBAO VIZCAYA ARGENTA | 808 | $11K | shares |
| SHMSPDR SERIES TRUST | 225 | $10.7K | shares |
| TMUST-MOBILE US INC | 40 | $10.7K | shares |
| VLOVALERO ENERGY CORP | 79 | $10.4K | shares |
| MEMSMATTHEWS ASIA FDS | 446 | $10.4K | shares |
| MMITNYLIM ACTIVE ETF TR | 425 | $10.2K | shares |
| ADMARCHER DANIELS MIDLAND CO | 200 | $9.6K | shares |
| LHXL3HARRIS TECHNOLOGIES INC | 46 | $9.56K | shares |
| TNADIREXION SHARES ETF TRUST | 315 | $9.14K | shares |
| HLNHALEON PLC | 882 | $9.08K | shares |
| FMXFOMENTO ECONOMICO MEXICANO S | 92 | $9.02K | shares |
| SHELSHELL PLC | 112 | $8.21K | shares |
| IEIISHARES TR | 68 | $8.03K | shares |
| BHPBHP BILLITON LIMITED | 140 | $6.8K | shares |
| SNOWSNOWFLAKE INC | 45 | $6.6K | shares |
| BUDANHEUSER BUSCH INBEV SA NV | 102 | $6.5K | shares |
| ALCALCON AG | 67 | $6.36K | shares |
| FCXFREEPORT MCMORAN INC | 165 | $6.25K | shares |
| DOCSDOXIMITY INC | 106 | $6.15K | shares |
| LINLINDE PLC | 13 | $6.05K | shares |
| ABNBAIRBNB INC | 50 | $5.97K | shares |
| PODDINSULET CORP | 22 | $5.78K | shares |
| IBNICICI BK LTD | 183 | $5.77K | shares |
| TEAMATLASSIAN CORPORATION | 27 | $5.73K | shares |
| RIORIO TINTO PLC | 95 | $5.71K | shares |
| CVSCVS HEALTH CORP | 81 | $5.49K | shares |
| BIIBBIOGEN INC | 40 | $5.47K | shares |
| DLBDOLBY LABORATORIES INC | 68 | $5.46K | shares |
| STXSEAGATE TECHNOLOGY HLDNGS PL | 62 | $5.23K | shares |
| AVGOBROADCOM INC | 28 | $4.67K | shares |
| QQQMINVESCO EXCH TRADED FD TR II | 24 | $4.63K | shares |
| IJRISHARES TR | 44 | $4.6K | shares |
| HDBHDFC BANK LTD | 66 | $4.38K | shares |
| CRLCHARLES RIV LABS INTL INC | 29 | $4.37K | shares |
| GHGUARDANT HEALTH INC | 99 | $4.21K | shares |
| BDCBELDEN INC | 42 | $4.21K | shares |
| THSTREEHOUSE FOODS INC | 152 | $4.12K | shares |
| EMXCISHARES INC | 74 | $4.08K | shares |
| SPHQINVESCO EXCHANGE TRADED FD T | 60 | $3.98K | shares |
| DISDISNEY WALT CO | 34 | $3.86K | shares |
| CNICANADIAN NATL RY CO | 38 | $3.7K | shares |
| ABEVAMBEV SA | 1,576 | $3.67K | shares |
| IONSIONIS PHARMACEUTICALS INC | 121 | $3.65K | shares |
| IVEISHARES TR | 18 | $3.43K | shares |
| BAPCREDICORP LTD | 18 | $3.35K | shares |
| TJXTJX COS INC NEW | 27 | $3.27K | shares |
| DEODIAGEO PLC | 31 | $3.25K | shares |
| FWONKLIBERTY MEDIA CORP DEL | 35 | $3.19K | shares |
| IJHISHARES TR | 50 | $2.92K | shares |
| DFATDIMENSIONAL ETF TRUST | 55 | $2.83K | shares |
| ACNACCENTURE PLC IRELAND | 9 | $2.7K | shares |
| TKOTKO GROUP HOLDINGS INC | 17 | $2.6K | shares |
| GMABGENMAB A/S | 129 | $2.52K | shares |
| ETSYETSY INC | 52 | $2.45K | shares |
| TLKTELEKOMUNIKASI IND | 164 | $2.42K | shares |
| MTCHMATCH GROUP INC NEW | 73 | $2.27K | shares |
| CALFPACER FDS TR | 60 | $2.25K | shares |
| XPXP INC | 150 | $2.06K | shares |
| EWJISHARES INC | 30 | $2.06K | shares |
| WDCWESTERN DIGITAL CORP | 49 | $1.99K | shares |
| WBDWARNER BROS DISCOVERY INC | 180 | $1.93K | shares |
| XLKSELECT SECTOR SPDR TR | 9 | $1.86K | shares |
| GMEGAMESTOP CORP | 80 | $1.79K | shares |
| SBUXSTARBUCKS CORP | 17 | $1.64K | shares |
| KBWYINVESCO EXCH TRADED FD TR II | 95 | $1.58K | shares |
| LBRDKLIBERTY BROADBAND CORP | 18 | $1.57K | shares |
| CTASCINTAS CORP | 6 | $1.33K | shares |
| XLVSELECT SECTOR SPDR TR | 9 | $1.31K | shares |
| VEAVANGUARD TAX-MANAGED FDS | 25 | $1.27K | shares |
| XLFSELECT SECTOR SPDR TR | 24 | $1.2K | shares |
| NBISNEBIUS GROUP N.V. | 61 | $1.16K | shares |
| PCTYPAYLOCITY HLDG CORP | 6 | $1.13K | shares |
| XLESELECT SECTOR SPDR TR | 11 | $1.03K | shares |
| VTRSVIATRIS INC | 80 | $697 | shares |
| FWONALIBERTY MEDIA CORP DEL | 8 | $652 | shares |
| WOLFSPEED INCWOLFSPEED INC | 115 | $352 | shares |
| WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC | 19 | $212 | shares |
| XRXXEROX HOLDINGS CORP | 39 | $188 | shares |
| IMCGISHARES TR | 1 | $71 | shares |
| ISTBISHARES TR | 1 | $48 | shares |
| FBNDFIDELITY MERRIMACK STR TR | 1 | $46 | shares |
| QQQJINVESCO EXCH TRADED FD TR II | 1 | $29 | shares |
| STLASTELLANTIS N.V | 1 | $11 | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002018166-25-000005 | base | 2025-08-11 | acceptance time not in the bulk data set |