Snider Financial Group

Snider Financial Group as of June 30, 2023

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 59 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 10.2 $21M 218k 97.95
Vanguard Specialized Funds Div App Etf (VIG) 8.1 $17M 104k 162.43
Ishares Tr Core S&p500 Etf (IVV) 7.3 $15M 34k 445.71
Ishares Tr Mbs Etf (MBB) 7.3 $15M 165k 93.26
Select Sector Spdr Tr Technology (XLK) 3.6 $7.6M 44k 173.86
Ishares Tr Msci Intl Qualty (IQLT) 3.5 $7.2M 203k 35.60
Microsoft Corporation (MSFT) 3.3 $6.9M 20k 340.53
Ishares Tr Blackrock Ultra (ICSH) 3.3 $6.9M 138k 50.30
Ishares Tr Msci Usa Min Vol (USMV) 2.7 $5.7M 77k 74.33
Alphabet Cap Stk Cl C (GOOG) 2.7 $5.6M 46k 120.97
Eli Lilly & Co. (LLY) 2.4 $4.9M 11k 468.98
Meta Platforms Cl A (META) 2.3 $4.8M 17k 286.97
Apple (AAPL) 2.2 $4.6M 24k 193.97
Boeing Company (BA) 2.1 $4.5M 21k 211.16
NVIDIA Corporation (NVDA) 2.1 $4.4M 11k 423.03
Amazon (AMZN) 1.9 $4.1M 31k 130.36
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.8 $3.8M 48k 79.79
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.8 $3.8M 38k 99.76
Ishares Tr U.s. Med Dvc Etf (IHI) 1.8 $3.7M 66k 56.46
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.7 $3.7M 75k 48.98
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.7 $3.6M 119k 29.90
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $3.5M 36k 99.65
Ishares Tr Msci Usa Value (VLUE) 1.6 $3.3M 35k 93.79
Aspen Technology (AZPN) 1.2 $2.6M 15k 167.61
JPMorgan Chase & Co. (JPM) 1.2 $2.5M 17k 145.44
Costco Wholesale Corporation (COST) 1.2 $2.5M 4.6k 538.38
Autodesk (ADSK) 1.2 $2.5M 12k 204.61
Stryker Corporation (SYK) 1.1 $2.4M 7.8k 305.09
Wal-Mart Stores (WMT) 1.1 $2.3M 15k 157.18
Seagen 1.1 $2.3M 12k 192.46
Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $2.2M 23k 97.84
Bank of America Corporation (BAC) 1.1 $2.2M 78k 28.69
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $1.9M 39k 50.22
Ishares Tr Ishares Biotech (IBB) 0.9 $1.9M 15k 126.96
Veeva Sys Cl A Com (VEEV) 0.9 $1.9M 9.6k 197.73
Ishares Tr Us Treas Bd Etf (GOVT) 0.9 $1.8M 78k 22.90
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $1.8M 24k 74.95
Ishares Tr U.s. Fin Svc Etf (IYG) 0.8 $1.8M 11k 158.00
Visa Com Cl A (V) 0.8 $1.7M 7.2k 237.48
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.8 $1.7M 36k 45.41
Netflix (NFLX) 0.6 $1.3M 2.9k 440.49
Walt Disney Company (DIS) 0.5 $1.1M 13k 89.28
Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $1.1M 7.2k 152.25
UnitedHealth (UNH) 0.5 $1.1M 2.2k 480.64
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.0M 2.00 517810.00
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.5 $944k 34k 27.77
Ishares Tr Core Msci Total (IXUS) 0.4 $824k 13k 62.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $780k 1.8k 443.17
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $590k 23k 25.37
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $537k 9.3k 57.73
Ishares Tr Core Total Usd (IUSB) 0.2 $367k 8.1k 45.47
Oracle Corporation (ORCL) 0.2 $356k 3.0k 119.09
General Electric Com New (GE) 0.2 $339k 3.1k 109.85
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $236k 3.9k 61.01
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.1 $212k 9.7k 21.91
Pepsi (PEP) 0.1 $211k 1.1k 185.22
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $204k 5.7k 35.68
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $196k 11k 18.60
Banco Santander Adr (SAN) 0.1 $125k 34k 3.71