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Snider Financial Group

Latest statistics and disclosures from Snider Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AGG, VIG, MSFT, GOVT, and represent 32.13% of Snider Financial Group's stock portfolio.
Added to shares of these 10 stocks: ANET, HEI, LLY, CRWD, RECS, AGG, PANW, TDG, SYK, GOVT.
Started 3 new stock positions in ANET, TSLA, IWB.
Reduced shares in these 10 stocks: , MSFT, WMT, AVGO, IHI, AAPL, ADSK, TMV, NKE, .
Sold out of its positions in CSCO, IHI, NKE, UNH.
Snider Financial Group was a net buyer of stock by $192k.
Snider Financial Group has $367M in assets under management (AUM), dropping by 5.76%.
Central Index Key (CIK): 0001820681

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Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 115 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.9	$40M		60k	669.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.4	$23M		233k	100.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.5	$20M		93k	215.79	View chart
Microsoft Corporation (MSFT)	5.4	$20M	-7%	38k	517.95	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	4.0	$15M		637k	23.12	View chart
Apple (AAPL)	3.0	$11M	-3%	44k	254.63	View chart
Amazon (AMZN)	2.9	$11M		49k	219.57	View chart
Alphabet Cap Stk Cl C (GOOG)	2.9	$11M		44k	243.55	View chart
Eli Lilly & Co. (LLY)	2.7	$10M	+6%	13k	763.00	View chart
Meta Platforms Cl A (META)	2.4	$8.7M		12k	734.38	View chart
Select Sector Spdr Tr Technology (XLK)	2.3	$8.6M		30k	281.86	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.2	$8.2M		161k	50.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.2	$8.0M		252k	31.91	View chart
Ishares Tr Mbs Etf (MBB)	2.0	$7.2M		75k	95.15	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	2.0	$7.2M	+2%	129k	55.33	View chart
NVIDIA Corporation (NVDA)	1.9	$7.0M		38k	186.58	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.5	$5.5M		52k	104.96	View chart
JPMorgan Chase & Co. (JPM)	1.5	$5.5M		17k	315.43	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	1.5	$5.5M	+9%	135k	40.35	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.4	$5.3M	+3%	19k	279.30	View chart
Wal-Mart Stores (WMT)	1.4	$5.2M	-12%	50k	103.06	View chart
Costco Wholesale Corporation (COST)	1.4	$5.1M	-3%	5.6k	925.71	View chart
Stryker Corporation (SYK)	1.3	$4.8M	+6%	13k	369.68	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.3	$4.7M	+14%	9.5k	490.38	View chart
Veeva Sys Cl A Com (VEEV)	1.2	$4.5M	+2%	15k	297.91	View chart
Palo Alto Networks (PANW)	1.2	$4.5M	+9%	22k	203.62	View chart
HEICO Corporation (HEI)	1.2	$4.3M	+17%	14k	322.82	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$4.1M		71k	57.10	View chart
Autodesk (ADSK)	1.1	$4.0M	-7%	13k	317.67	View chart
TransDigm Group Incorporated (TDG)	1.1	$4.0M	+8%	3.0k	1318.08	View chart
Broadcom (AVGO)	1.0	$3.8M	-14%	11k	329.92	View chart
Ishares Tr Ishares Biotech (IBB)	0.9	$3.5M		24k	144.37	View chart
Visa Com Cl A (V)	0.9	$3.4M	+3%	10k	341.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$3.1M	-5%	6.6k	468.44	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.8	$3.1M		23k	135.65	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$2.9M		8.9k	326.36	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.8	$2.9M	+2%	65k	44.19	View chart
S&p Global (SPGI)	0.8	$2.8M	+5%	5.9k	486.68	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$2.8M	+2%	20k	145.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$2.4M		3.7k	666.10	View chart
Arista Networks Com Shs (ANET)	0.6	$2.4M	NEW	16k	145.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$2.3M	+3%	26k	87.31	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$2.3M	-5%	32k	71.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.3M	-4%	4.5k	502.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$2.2M		44k	50.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$2.0M		14k	140.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.6M	+7%	6.5k	243.10	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.5M		2.00	754200.00	View chart
Direxion Shs Etf Tr 20yr Tres Bear (TMV)	0.4	$1.5M	-14%	43k	35.04	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.4	$1.4M	-5%	61k	23.47	View chart
Dupont De Nemours (DD)	0.4	$1.4M		18k	77.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.3M	-10%	2.1k	612.35	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$1.3M		4.2k	302.35	View chart
Bank of America Corporation (BAC)	0.3	$1.2M	-8%	24k	51.59	View chart
Corteva (CTVA)	0.3	$1.2M		18k	67.63	View chart
Ge Aerospace Com New (GE)	0.3	$1.1M		3.8k	300.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.1M	-9%	5.6k	203.59	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$1.1M	+2%	19k	57.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.1M		1.8k	600.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.0M		5.5k	186.49	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$989k	+2%	10k	95.14	View chart
Starbucks Corporation (SBUX)	0.3	$927k	-12%	11k	84.60	View chart
Oracle Corporation (ORCL)	0.2	$861k	-4%	3.1k	281.22	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$811k		9.8k	82.58	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$713k		6.5k	110.47	View chart
Home Depot (HD)	0.2	$676k		1.7k	405.27	View chart
Northrop Grumman Corporation (NOC)	0.2	$624k		1.0k	609.38	View chart
3M Company (MMM)	0.2	$607k	+8%	3.9k	155.18	View chart
Coca-Cola Company (KO)	0.2	$593k		8.9k	66.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$590k		9.8k	59.92	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$584k	+4%	4.1k	142.40	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$568k	+2%	22k	25.85	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$547k	-3%	15k	36.33	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$542k	-3%	8.2k	65.87	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$518k		1.1k	479.61	View chart
Ge Vernova (GEV)	0.1	$490k	-5%	797.00	614.94	View chart
Dow (DOW)	0.1	$472k		21k	22.93	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$449k		3.7k	120.50	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$447k	-2%	16k	27.81	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$446k	-2%	11k	42.13	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$406k		6.9k	58.62	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$397k		6.7k	58.85	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$392k		11k	37.19	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$389k		2.2k	174.58	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$386k	-15%	6.0k	63.83	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$381k		4.0k	95.22	View chart
Occidental Petroleum Corporation (OXY)	0.1	$378k		8.0k	47.25	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$344k		1.2k	293.73	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$343k	-6%	10k	33.37	View chart
Fidelity Covington Trust Int Hg Div Etf (FIDI)	0.1	$333k		14k	24.47	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$330k	-13%	1.1k	293.79	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$330k	-2%	3.7k	88.65	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$328k		3.1k	104.51	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$324k		910.00	355.47	View chart
Pepsi (PEP)	0.1	$317k		2.3k	140.46	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$307k	+3%	6.6k	46.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$300k		1.4k	208.71	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$279k	+4%	2.0k	139.17	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$273k		2.0k	139.65	View chart
Nextera Energy (NEE)	0.1	$264k		3.5k	75.49	View chart
Pfizer (PFE)	0.1	$261k	-15%	10k	25.48	View chart
Abbvie (ABBV)	0.1	$260k	-11%	1.1k	231.59	View chart
CSX Corporation (CSX)	0.1	$260k		7.3k	35.51	View chart
Banco Santander Adr (SAN)	0.1	$256k	-2%	24k	10.48	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$238k		2.9k	82.73	View chart
Automatic Data Processing (ADP)	0.1	$235k		800.00	293.50	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$234k		3.5k	65.92	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$229k		2.1k	110.38	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$228k		1.8k	125.95	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$222k		4.8k	46.32	View chart
Netflix (NFLX)	0.1	$216k		180.00	1198.92	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$215k		8.1k	26.62	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$214k		4.9k	43.83	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$214k	NEW	584.00	365.76	View chart
Tesla Motors (TSLA)	0.1	$209k	NEW	470.00	444.72	View chart

Past Filings by Snider Financial Group

SEC 13F filings are viewable for Snider Financial Group going back to 2021

Snider Financial Group 2025 Q3 filed Nov. 7, 2025
Snider Financial Group 2025 Q2 filed Aug. 5, 2025
Snider Financial Group 2025 Q1 filed April 11, 2025
Snider Financial Group 2024 Q4 filed Feb. 6, 2025
Snider Financial Group 2024 Q3 filed Nov. 6, 2024
Snider Financial Group 2024 Q2 filed Aug. 2, 2024
Snider Financial Group 2024 Q1 filed April 30, 2024
Snider Financial Group 2023 Q4 filed Jan. 22, 2024
Snider Financial Group 2023 Q3 filed Oct. 25, 2023
Snider Financial Group 2023 Q2 filed July 19, 2023
Snider Financial Group 2023 Q1 filed April 10, 2023
Snider Financial Group 2022 Q4 filed Feb. 10, 2023
Snider Financial Group 2022 Q3 filed Nov. 14, 2022
Snider Financial Group 2022 Q2 filed Aug. 15, 2022
Snider Financial Group 2022 Q1 restated filed May 16, 2022
Snider Financial Group 2022 Q1 filed May 13, 2022

View all past filings

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