Institutional Investor · CIK 0002018166
ANDERSON FINANCIAL STRATEGIES, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
38
Total Value
$182.50M
Total Shares
3.77M
Latest Filing
Aug 20, 2026
CIK
0002018166
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 223,678 | $24.19M | 0.8006% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 111,298 | $17.36M | 0.7192% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 407,710 | $16.94M | 0.1547% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 245,169 | $11.79M | 1.6451% | SH | — | View | |
Alliance Bernstein - AB…(HYFI) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 262,229 | $9.76M | 2.9362% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 91,417 | $9.48M | 0.1501% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 81,804 | $9.03M | 0.5120% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 158,021 | $8.42M | 1.7580% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 397,868 | $8.39M | 0.3424% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 368,715 | $7.76M | 1.1769% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 77,279 | $6.74M | 0.2933% | SH | — | View | |
State Street SPDR S&P…(EDIV) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-20 | 138,195 | $5.82M | 0.4715% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 141,826 | $5.49M | 0.6966% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 65,617 | $4.34M | 4.3294% | SH | — | View | |
First Trust Mid Cap…(FNY) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 30,550 | $3.23M | 0.5079% | SH | — | View |
Bioventus Inc.(BVS) | Healthcare | Medical - Devices | 2026-06-30 | 2026-08-20 | 194,313 | $2.85M | 0.2868% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 18,685 | $2.43M | 0.1677% | SH | — | View | |
Global X - Data…(DTCR) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 84,267 | $2.39M | 0.1104% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 84,267 | $2.39M | 2.0424% | SH | — | View | |
Cars.com Inc.(CARS) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-20 | 169,632 | $2.11M | 0.3034% | SH | — | View |
| Technology | Software - Application | 2026-06-30 | 2026-08-20 | 42,965 | $2.09M | 0.1748% | SH | — | View | |
First Trust SMID Cap…(SDVY) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-20 | 45,386 | $2.00M | 0.0175% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-08-20 | 85,888 | $1.98M | 0.0372% | SH | — | View | |
Omnicom Group Inc.(OMC) | Communication Services | Advertising Agencies | 2026-06-30 | 2026-08-20 | 22,375 | $1.96M | 0.0082% | SH | — | View |
Chewy, Inc.(CHWY) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-20 | 79,853 | $1.92M | 0.0193% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 8,126 | $1.77M | 0.0000% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 8,126 | $1.77M | 0.0000% | SH | — | View |
LSI Industries Inc.(LYTS) | Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-08-20 | 70,459 | $1.70M | 0.1919% | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-08-20 | 19,652 | $1.58M | 0.0005% | SH | — | View |
| Technology | Software - Application | 2026-06-30 | 2026-08-20 | 21,808 | $1.47M | 0.0642% | SH | — | View | |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-20 | 1,862 | $665.22K | 0.0001% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-20 | 1,862 | $665.22K | 0.0001% | SH | — | View |
| Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-08-20 | 1,296 | $550.37K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 648 | $498.17K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 3,167 | $375.67K | 0.0176% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 294 | $207.83K | 0.0000% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 750 | $205.06K | 0.0000% | SH | — | View |
Johnson & Johnson(JNJ.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 750 | $205.06K | 0.0000% | SH | — | View |
Showing 1 to 38 of 38 results
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