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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 33.19% of Snider Financial Group's stock portfolio.
Added to shares of these 10 stocks: ICSH, SPY, QQQ, VTEB, AVGO, MBB, ANGL, NLR, GOVT, XMHQ.
Started 3 new stock positions in SPY, QQQ, AFL.
Reduced shares in these 10 stocks: IJR, XLK, IQLT, META, IHI, AAPL, MSFT, COST, WMT, HYDB.
Sold out of its positions in GM, IJR, HYDB, PCAR.
Snider Financial Group was a net seller of stock by $-4.9M.
Snider Financial Group has $308M in assets under management (AUM), dropping by -4.66%.
Central Index Key (CIK): 0001820681

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Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 110 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.4	$32M		57k	561.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.2	$22M		224k	98.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.7	$18M		90k	193.99	View chart
Microsoft Corporation (MSFT)	5.3	$16M	-2%	43k	375.39	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	4.6	$14M	+2%	619k	22.98	View chart
Apple (AAPL)	3.2	$9.9M	-5%	44k	222.13	View chart
Eli Lilly & Co. (LLY)	3.2	$9.8M		12k	825.89	View chart
Amazon (AMZN)	2.9	$9.1M		48k	190.26	View chart
Ishares Tr Ultra Short-term (ICSH)	2.6	$8.0M	+29%	158k	50.70	View chart
Ishares Tr Mbs Etf (MBB)	2.3	$6.9M	+6%	74k	93.78	View chart
Meta Platforms Cl A (META)	2.2	$6.7M	-10%	12k	576.36	View chart
Alphabet Cap Stk Cl C (GOOG)	2.1	$6.3M	-2%	41k	156.23	View chart
Select Sector Spdr Tr Technology (XLK)	2.0	$6.2M	-24%	30k	206.48	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.0	$6.2M		121k	51.07	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.9	$6.0M		68k	88.00	View chart
Costco Wholesale Corporation (COST)	1.8	$5.4M	-6%	5.7k	945.73	View chart
Wal-Mart Stores (WMT)	1.6	$5.1M	-6%	58k	87.79	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.5	$4.5M	+6%	50k	91.53	View chart
Stryker Corporation (SYK)	1.4	$4.5M		12k	372.25	View chart
JPMorgan Chase & Co. (JPM)	1.4	$4.3M	-3%	18k	245.29	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.3	$4.0M	+4%	70k	57.14	View chart
NVIDIA Corporation (NVDA)	1.3	$3.9M		36k	108.38	View chart
TransDigm Group Incorporated (TDG)	1.2	$3.8M		2.7k	1383.23	View chart
UnitedHealth (UNH)	1.2	$3.7M	+7%	7.1k	523.77	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	1.2	$3.6M	-15%	60k	60.19	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.2	$3.6M	+4%	144k	25.04	View chart
Veeva Sys Cl A Com (VEEV)	1.2	$3.5M		15k	231.63	View chart
Autodesk (ADSK)	1.1	$3.5M	-3%	13k	261.80	View chart
Visa Com Cl A (V)	1.1	$3.5M	-3%	9.8k	350.48	View chart
HEICO Corporation (HEI)	1.1	$3.3M	+7%	12k	267.18	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.0	$3.1M	-4%	19k	166.00	View chart
Ishares Tr Ishares Biotech (IBB)	1.0	$3.1M		24k	127.90	View chart
Palo Alto Networks (PANW)	1.0	$3.0M		18k	170.64	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.9	$2.9M	-8%	8.2k	352.56	View chart
S&p Global (SPGI)	0.9	$2.8M	+3%	5.5k	508.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$2.5M		7.0k	361.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$2.4M	-4%	20k	122.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.4M		4.4k	532.58	View chart
Broadcom (AVGO)	0.7	$2.2M	+26%	13k	167.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$2.2M	+30%	43k	49.62	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$2.0M		34k	60.66	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.8M		14k	128.96	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.5	$1.7M	+23%	23k	73.27	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.6M		2.00	798441.50	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.5	$1.5M		64k	23.13	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.4M	NEW	2.5k	559.36	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.2M	+9%	6.5k	188.17	View chart
Dupont De Nemours (DD)	0.4	$1.2M	-8%	16k	74.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.2M		2.3k	513.94	View chart
Starbucks Corporation (SBUX)	0.4	$1.2M	-3%	12k	98.09	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.4	$1.1M	+52%	39k	28.86	View chart
Bank of America Corporation (BAC)	0.4	$1.1M	-3%	27k	41.73	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$1.1M	-3%	4.4k	253.84	View chart
Corteva (CTVA)	0.3	$1.0M	-9%	17k	62.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.0M	-6%	6.5k	154.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.0M	-9%	5.8k	172.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$909k	-2%	9.7k	93.66	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$813k	-2%	18k	46.02	View chart
Ge Aerospace Com New (GE)	0.2	$768k	-3%	3.8k	200.13	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$768k	-71%	19k	39.69	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$725k	-6%	10k	69.81	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$713k		3.4k	211.47	View chart
Dow (DOW)	0.2	$664k		19k	34.92	View chart
Coca-Cola Company (KO)	0.2	$646k		9.0k	71.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$623k	NEW	1.3k	468.75	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$612k	+2%	6.3k	96.51	View chart
Tesla Motors (TSLA)	0.2	$610k		2.4k	259.16	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.2	$592k	-2%	9.8k	60.62	View chart
3M Company (MMM)	0.2	$575k		3.9k	146.85	View chart
Northrop Grumman Corporation (NOC)	0.2	$570k		1.1k	511.91	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$560k	-9%	22k	25.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$549k	-5%	11k	50.83	View chart
Home Depot (HD)	0.2	$494k	-6%	1.3k	366.52	View chart
Oracle Corporation (ORCL)	0.1	$442k		3.2k	139.79	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$442k	-13%	16k	27.47	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$422k	+22%	14k	29.54	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$413k		7.1k	58.34	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$408k	-3%	9.7k	41.85	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$401k	-3%	1.1k	370.82	View chart
Occidental Petroleum Corporation (OXY)	0.1	$400k	+2%	8.1k	49.36	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$396k		6.7k	58.69	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$382k	-2%	3.3k	117.48	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$358k	-26%	2.2k	160.54	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$346k		6.9k	49.95	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$346k	-2%	4.1k	83.91	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$346k		3.7k	92.79	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$327k	+5%	4.2k	78.40	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$317k		11k	30.14	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$316k		1.3k	244.62	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$311k	-2%	2.5k	125.98	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$309k	+19%	1.1k	288.14	View chart
Fidelity Covington Trust Int Hg Div Etf (FIDI)	0.1	$304k	-15%	14k	21.44	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$297k	-8%	6.4k	46.08	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$296k		11k	27.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$295k	+9%	1.1k	258.53	View chart
Pfizer (PFE)	0.1	$290k	-16%	11k	25.34	View chart
Nextera Energy (NEE)	0.1	$284k		4.0k	70.89	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$281k	+2%	1.5k	186.29	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$271k	-6%	3.4k	80.37	View chart
Ge Vernova (GEV)	0.1	$269k	-8%	882.00	305.31	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$261k		1.8k	146.01	View chart
Abbvie (ABBV)	0.1	$245k	-6%	1.2k	209.57	View chart
Automatic Data Processing (ADP)	0.1	$244k		800.00	305.53	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$211k	-7%	677.00	311.91	View chart
Nike CL B (NKE)	0.1	$210k		3.3k	63.49	View chart
CSX Corporation (CSX)	0.1	$209k		7.1k	29.43	View chart
AFLAC Incorporated (AFL)	0.1	$208k	NEW	1.9k	111.16	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$206k		2.1k	98.70	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$205k	-3%	2.9k	71.43	View chart
Banco Santander Adr (SAN)	0.1	$166k		25k	6.70	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 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
Snider Financial Group 2021 Q4 filed Jan. 18, 2022
Snider Financial Group 2021 Q3 filed Nov. 5, 2021

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