Investments: Anderson Financial Strategies, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Anderson Financial Strategies, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
132.709.365 $+4.579.263 $
+15,2 %
126.338.832 $+4.083.094 $
+13,3 %
125.447.105 $+16.007.476 $
+29,4 %
115.772.000 $+12.645.286 $
+86,3 %
WisdomTree, Inc.WT25.944.713 $+1.295.359 $
+5,3 %
24.649.354 $+798.793 $
+3,3 %
23.850.561 $+1.065.561 $
+4,7 %
22.785.000 $+974.905 $
+4,5 %
FIDELITY COVINGTON TRUST15.729.125 $+7.567.599 $
+92,7 %
15.216.622 $+7.632.746 $
+100,6 %
14.615.834 $+11.215.408 $
+329,8 %
14.211.000 $+12.727.000 $
+857,6 %
SPDR SER TR10.023.856 $+2.726.296 $
+37,4 %
8.914.826 $-106.837 $
-1,2 %
8.861.036 $-689.368 $
-7,2 %
8.165.000 $+2.663.354 $
+48,4 %
J P MORGAN EXCHANGE TRADED F8.152.576 $-943.065 $
-10,4 %
9.021.663 $+192.505 $
+2,2 %
9.550.404 $+7.866.978 $
+467,3 %
8.501.000 $+2.678.000 $
+46,0 %
AB ACTIVE ETFS INC9.095.641 $+5.817.146 $
+177,4 %
8.829.158 $+2.675.615 $
+43,5 %
8.765.440 $+1.430.760 $
+19,5 %
7.927.000 $+1.264.000 $
+19,0 %
Victory Portfolios II8.646.961 $+787.563 $
+10,0 %
7.859.398 $+180.337 $
+2,3 %
7.679.061 $+474.061 $
+6,6 %
7.205.000 $+371.549 $
+5,4 %
ETFIS SER TR I8.161.526 $-1.862.330 $
-18,6 %
7.583.876 $-1.330.950 $
-14,9 %
7.334.680 $-6.876.320 $
-48,4 %
6.663.000 $-1.502.000 $
-18,4 %
FIRST TRUST PORTFOLIOS LP7.283.483 $-46.966 $
-0,6 %
7.330.449 $+281.383 $
+4,0 %
7.049.066 $+754.066 $
+12,0 %
6.295.000 $-464.506 $
-6,9 %
INVESCO EXCHANGE TRADED FD T7.297.560 $-855.016 $
-10,5 %
6.153.543 $+3.267.970 $
+113,3 %
6.098.217 $-2.667.223 $
-30,4 %
5.823.000 $-2.104.000 $
-26,5 %
Hartford Funds Exchange-Traded Trust5.071.105 $+184.154 $
+3,8 %
4.886.951 $+56.697 $
+1,2 %
4.830.254 $+4.830.254 $
MFS MUNICIPAL INCOME TRUSTMFM3.786.000 $-425.823 $
-10,1 %
FIRST TR EXCHANGE-TRADED FD1.891.831 $-13.324.791 $
-87,6 %
2.885.573 $-11.730.261 $
-80,3 %
3.400.426 $-5.460.610 $
-61,6 %
3.180.000 $-5.321.000 $
-62,6 %
FIRST TR EXCHANGE-TRADED ALP3.278.495 $+1.386.664 $
+73,3 %
Global X Funds2.882.386 $+487.895 $
+20,4 %
2.394.491 $+610.253 $
+34,2 %
1.784.238 $+80.238 $
+4,7 %
1.704.000 $+288.014 $
+20,3 %
iSHARES TRUST2.777.967 $+456.342 $
+19,7 %
2.321.625 $+40.759 $
+1,8 %
2.280.866 $+245.866 $
+12,1 %
2.035.000 $+1.931.707 $
+1.870,1 %
LSI INDUSTRIES INCLYTS2.025.081 $+515.751 $
+34,2 %
1.509.330 $-92.254 $
-5,8 %
1.601.584 $+229.584 $
+16,7 %
1.372.000 $+29.552 $
+2,2 %
Bioventus Inc.BVS1.846.572 $+260.304 $
+16,4 %
1.586.268 $+684.991 $
+76,0 %
901.277 $+901.277 $
AppLovin CorpAPP1.808.690 $-36.903 $
-2,0 %
1.845.593 $+47.806 $
+2,7 %
1.797.787 $+1.797.787 $
XPO, Inc.XPO1.751.000 $+384.433 $
+28,1 %
ISHARES TR1.683.426 $-4.414.791 $
-72,4 %
1.484.000 $-1.696.000 $
-53,3 %
GOODYEAR TIRE & RUBBER CO /OH/GT1.677.018 $+54.841 $
+3,4 %
1.622.177 $+304.530 $
+23,1 %
1.317.647 $+1.317.647 $
Eastern Bankshares, Inc.EBC1.638.629 $+109.179 $
+7,1 %
1.529.450 $-83.232 $
-5,2 %
1.612.682 $+662.682 $
+69,8 %
950.000 $+950.000 $
DIEBOLD NIXDORF, IncDBD1.595.412 $-38.565 $
-2,4 %
1.633.977 $+188.038 $
+13,0 %
1.445.939 $+1.445.939 $
Live Nation Entertainment, Inc.LYV1.607.669 $-6.429 $
-0,4 %
1.614.098 $+184.838 $
+12,9 %
1.429.260 $-153.740 $
-9,7 %
1.583.000 $-190.015 $
-10,7 %
RENAISSANCERE HOLDINGS LTDRNR1.599.302 $-11.745 $
-0,7 %
1.611.047 $+70.454 $
+4,6 %
1.540.593 $+197.593 $
+14,7 %
1.343.000 $-3.640 $
-0,3 %
BREAD FINANCIAL HOLDINGS, INC.BFH1.578.000 $+196.583 $
+14,2 %
CHART INDUSTRIES INCGTLS1.565.189 $+47.542 $
+3,1 %
1.517.647 $+6.114 $
+0,4 %
1.511.533 $+1.511.533 $
FORD MOTOR COF1.435.000 $+19.698 $
+1,4 %
Expedia Group, Inc.EXPE1.411.000 $+6.646 $
+0,5 %
Apple Inc.AAPL790.025 $+50.070 $
+6,8 %
739.955 $+143.955 $
+24,2 %
596.000 $-49.510 $
-7,7 %
JPMORGAN CHASE & COJPM576.103 $-88.315 $
-13,3 %
664.418 $-17.542 $
-2,6 %
681.960 $+54.960 $
+8,8 %
627.000 $+96.661 $
+18,2 %
NETFLIX INCNFLX480.767 $-56.233 $
-10,5 %
537.000 $+163.055 $
+43,6 %
Eaton Corp plcETN532.475 $+96.753 $
+22,2 %
435.722 $-73.632 $
-14,5 %
509.354 $+23.354 $
+4,8 %
486.000 $+116.039 $
+31,4 %
ServiceNow, Inc.NOW405.610 $-47.390 $
-10,5 %
453.000 $+102.104 $
+29,1 %
SHOPIFY INC.SHOP450.394 $+34.583 $
+8,3 %
415.811 $+92.811 $
+28,7 %
323.000 $+55.847 $
+20,9 %
Alphabet Inc.GOOGL427.709 $+111.094 $
+35,1 %
316.615 $+85.615 $
+37,1 %
231.000 $-315.487 $
-57,7 %
AMAZON COM INCAMZN383.161 $+18.675 $
+5,1 %
364.486 $+486 $
+0,1 %
364.000 $+48.168 $
+15,3 %
INTUITIVE SURGICAL INCISRG348.311 $+73.265 $
+26,6 %
275.046 $-58.954 $
-17,7 %
334.000 $-297.469 $
-47,1 %
Commercial Vehicle Group, Inc.CVGI322.000 $-60.372 $
-15,8 %
Mastercard IncMA321.976 $+6.286 $
+2,0 %
315.690 $+3.690 $
+1,2 %
312.000 $+7.793 $
+2,6 %
132.709.365 $+4.579.263 $
+15,2 %
126.338.832 $+4.083.094 $
+13,3 %
125.447.105 $+16.007.476 $
+29,4 %
115.772.000 $+12.645.286 $
+86,3 %
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