Snider Financial Group

Snider Financial Group as of March 31, 2023

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 48 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 9.0 $17M 170k 99.64
Vanguard Specialized Funds Div App Etf (VIG) 8.5 $16M 103k 154.01
Ishares Tr Mbs Etf (MBB) 8.2 $15M 163k 94.73
Ishares Tr Core S&p500 Etf (IVV) 7.4 $14M 34k 411.08
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 4.9 $9.1M 33k 275.98
Ishares Tr Blackrock Ultra (ICSH) 4.3 $8.0M 160k 50.25
Alphabet Cap Stk Cl C (GOOG) 3.7 $6.9M 67k 104.00
Microsoft Corporation (MSFT) 3.2 $6.1M 21k 288.30
Ishares Tr Msci Usa Min Vol (USMV) 2.9 $5.4M 75k 72.74
Meta Platforms Cl A (META) 2.7 $5.0M 24k 211.94
Ishares Tr U.s. Fin Svc Etf (IYG) 2.4 $4.6M 30k 150.96
Boeing Company (BA) 2.3 $4.3M 20k 212.43
Apple (AAPL) 2.0 $3.8M 23k 164.90
Ishares Tr Msci Intl Qualty (IQLT) 2.0 $3.7M 105k 35.30
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.9 $3.6M 116k 30.88
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.9 $3.6M 48k 73.83
Ishares Tr U.s. Med Dvc Etf (IHI) 1.9 $3.5M 65k 53.98
Spdr Gold Tr Gold Shs (GLD) 1.9 $3.5M 19k 183.22
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.8 $3.4M 74k 46.49
Ishares Tr Global Energ Etf (IXC) 1.7 $3.3M 87k 37.76
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $3.3M 34k 96.70
Amazon (AMZN) 1.7 $3.1M 31k 103.29
Ishares Tr Msci Usa Value (VLUE) 1.7 $3.1M 34k 92.59
Aspen Technology (AZPN) 1.7 $3.1M 14k 228.87
Eli Lilly & Co. (LLY) 1.6 $3.0M 8.7k 343.42
Seagen 1.3 $2.4M 12k 202.47
JPMorgan Chase & Co. (JPM) 1.2 $2.3M 18k 130.31
Walt Disney Company (DIS) 1.2 $2.3M 23k 100.13
Autodesk (ADSK) 1.2 $2.3M 11k 208.16
Wal-Mart Stores (WMT) 1.1 $2.1M 15k 147.45
Bank of America Corporation (BAC) 1.1 $2.1M 75k 28.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $2.0M 39k 50.66
Ishares Tr Us Treas Bd Etf (GOVT) 1.0 $1.8M 77k 23.38
Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $1.7M 19k 90.55
Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $1.6M 11k 139.04
Netflix (NFLX) 0.8 $1.5M 4.5k 345.48
Veeva Sys Cl A Com (VEEV) 0.8 $1.5M 8.2k 183.79
Stryker Corporation (SYK) 0.8 $1.5M 5.1k 285.47
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.8 $1.4M 33k 42.75
Visa Com Cl A (V) 0.7 $1.4M 6.1k 225.46
Costco Wholesale Corporation (COST) 0.6 $1.1M 2.2k 496.87
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.5 $1.0M 36k 28.02
Ishares Tr Core Msci Total (IXUS) 0.5 $874k 14k 61.95
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $385k 15k 25.79
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.2 $379k 11k 34.06
Veracyte (VCYT) 0.1 $229k 10k 22.30
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $201k 11k 19.10
Banco Santander Adr (SAN) 0.1 $124k 34k 3.69