Snider Financial Group

Snider Financial Group as of Sept. 30, 2023

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 57 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 9.8 $20M 216k 94.04
Ishares Tr Mbs Etf (MBB) 7.1 $15M 164k 88.80
Vanguard Specialized Funds Div App Etf (VIG) 7.0 $14M 93k 155.38
Ishares Tr Core S&p500 Etf (IVV) 6.8 $14M 33k 429.43
Select Sector Spdr Tr Technology (XLK) 3.5 $7.3M 45k 163.93
Ishares Tr Msci Intl Qualty (IQLT) 3.4 $7.0M 208k 33.61
Microsoft Corporation (MSFT) 3.2 $6.6M 21k 315.75
Ishares Tr Blackrock Ultra (ICSH) 3.2 $6.6M 131k 50.38
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 3.1 $6.5M 248k 26.15
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 3.0 $6.1M 61k 100.14
Alphabet Cap Stk Cl C (GOOG) 3.0 $6.1M 46k 131.85
Eli Lilly & Co. (LLY) 2.9 $6.1M 11k 537.13
Ishares Tr Msci Usa Min Vol (USMV) 2.8 $5.7M 79k 72.38
Meta Platforms Cl A (META) 2.3 $4.9M 16k 300.20
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.3 $4.8M 63k 75.84
Apple (AAPL) 2.0 $4.2M 24k 171.21
Amazon (AMZN) 1.9 $3.9M 31k 127.12
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.7 $3.4M 75k 45.84
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $3.4M 36k 94.33
Boeing Company (BA) 1.6 $3.3M 17k 191.67
Ishares Tr U.s. Med Dvc Etf (IHI) 1.6 $3.3M 67k 48.50
Ishares Tr Msci Usa Value (VLUE) 1.6 $3.2M 36k 90.72
Aspen Technology (AZPN) 1.5 $3.2M 16k 204.26
Costco Wholesale Corporation (COST) 1.3 $2.7M 4.8k 564.96
Autodesk (ADSK) 1.3 $2.6M 13k 206.91
JPMorgan Chase & Co. (JPM) 1.2 $2.6M 18k 145.02
Seagen 1.2 $2.5M 12k 212.15
Wal-Mart Stores (WMT) 1.2 $2.4M 15k 159.93
NVIDIA Corporation (NVDA) 1.1 $2.3M 5.3k 434.99
Stryker Corporation (SYK) 1.1 $2.2M 8.2k 273.27
Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $2.1M 22k 94.19
Veeva Sys Cl A Com (VEEV) 1.0 $2.0M 10k 203.45
Ishares Tr Us Treas Bd Etf (GOVT) 0.9 $1.9M 86k 22.04
UnitedHealth (UNH) 0.9 $1.9M 3.7k 504.19
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $1.9M 39k 48.10
Ishares Tr Ishares Biotech (IBB) 0.9 $1.8M 15k 122.29
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.9 $1.8M 39k 45.43
Visa Com Cl A (V) 0.8 $1.8M 7.6k 230.01
Ishares Tr U.s. Fin Svc Etf (IYG) 0.8 $1.7M 11k 154.65
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $1.7M 23k 72.72
Bank of America Corporation (BAC) 0.6 $1.3M 48k 27.38
Otis Worldwide Corp (OTIS) 0.6 $1.2M 14k 80.31
Netflix (NFLX) 0.6 $1.1M 3.0k 377.60
Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $1.1M 7.6k 144.98
TransDigm Group Incorporated (TDG) 0.5 $1.1M 1.3k 843.13
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.1M 2.00 531477.00
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.4 $919k 34k 27.06
Ishares Tr Core Msci Total (IXUS) 0.4 $753k 13k 59.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $682k 1.6k 427.44
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $554k 23k 24.34
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $535k 9.3k 57.60
Ishares Tr Core Total Usd (IUSB) 0.2 $348k 8.0k 43.72
General Electric Com New (GE) 0.2 $341k 3.1k 110.55
Oracle Corporation (ORCL) 0.2 $312k 2.9k 105.92
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $219k 3.7k 59.28
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $188k 11k 17.89
Banco Santander Adr (SAN) 0.1 $127k 34k 3.76