Snider Financial Group

Snider Financial Group as of Dec. 31, 2023

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 58 positions in its portfolio as reported in the December 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 $20M 197k 99.25
Vanguard Specialized Funds Div App Etf (VIG) 7.3 $16M 93k 170.40
Ishares Tr Core S&p500 Etf (IVV) 7.1 $15M 32k 477.63
Ishares Tr Mbs Etf (MBB) 4.6 $9.9M 106k 94.08
Select Sector Spdr Tr Technology (XLK) 3.9 $8.5M 44k 192.48
Microsoft Corporation (MSFT) 3.6 $7.9M 21k 376.04
Ishares Tr Msci Intl Qualty (IQLT) 3.6 $7.9M 211k 37.56
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 3.4 $7.3M 252k 29.02
Ishares Tr Blackrock Ultra (ICSH) 3.1 $6.6M 132k 50.36
Eli Lilly & Co. (LLY) 3.0 $6.5M 11k 582.92
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.9 $6.2M 63k 99.79
Ishares Tr Msci Usa Min Vol (USMV) 2.8 $6.2M 79k 78.03
Meta Platforms Cl A (META) 2.7 $5.8M 17k 353.95
Alphabet Cap Stk Cl C (GOOG) 2.6 $5.7M 41k 140.93
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.5 $5.5M 65k 84.87
Apple (AAPL) 2.3 $4.9M 26k 192.53
Amazon (AMZN) 2.2 $4.8M 32k 151.94
Boeing Company (BA) 2.2 $4.7M 18k 260.65
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $4.0M 37k 108.25
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.8 $3.9M 76k 51.41
Ishares Tr U.s. Med Dvc Etf (IHI) 1.8 $3.8M 71k 53.97
Ishares Tr Msci Usa Value (VLUE) 1.7 $3.6M 36k 101.16
Aspen Technology (AZPN) 1.7 $3.6M 17k 220.15
Autodesk (ADSK) 1.5 $3.3M 14k 243.48
Costco Wholesale Corporation (COST) 1.5 $3.3M 5.0k 660.08
JPMorgan Chase & Co. (JPM) 1.4 $3.1M 18k 170.10
Stryker Corporation (SYK) 1.2 $2.6M 8.7k 299.46
Wal-Mart Stores (WMT) 1.2 $2.5M 16k 157.65
Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $2.3M 22k 105.23
Veeva Sys Cl A Com (VEEV) 1.0 $2.2M 12k 192.52
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.0 $2.2M 41k 53.84
Visa Com Cl A (V) 1.0 $2.1M 8.0k 260.35
UnitedHealth (UNH) 0.9 $2.0M 3.9k 526.48
Ishares Tr Ishares Biotech (IBB) 0.9 $2.0M 15k 135.85
Ishares Tr Us Treas Bd Etf (GOVT) 0.9 $2.0M 88k 23.04
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $2.0M 39k 51.05
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $1.8M 22k 82.96
Netflix (NFLX) 0.7 $1.5M 3.2k 486.88
Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $1.4M 8.1k 174.87
Otis Worldwide Corp (OTIS) 0.6 $1.4M 16k 89.47
TransDigm Group Incorporated (TDG) 0.6 $1.4M 1.4k 1011.65
S&p Global (SPGI) 0.6 $1.3M 3.0k 440.52
American Water Works (AWK) 0.6 $1.3M 9.7k 131.99
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.1M 2.00 542625.00
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.5 $985k 34k 28.78
Ishares Tr Core Msci Total (IXUS) 0.4 $802k 12k 64.93
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $549k 21k 25.64
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $542k 9.3k 58.33
General Electric Com New (GE) 0.2 $394k 3.1k 127.63
Ishares Tr Core Total Usd (IUSB) 0.2 $352k 7.6k 46.07
Oracle Corporation (ORCL) 0.1 $310k 2.9k 105.43
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $240k 3.7k 65.06
Home Depot (HD) 0.1 $221k 638.00 346.55
Bank of America Corporation (BAC) 0.1 $219k 6.5k 33.67
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $210k 11k 19.96
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $209k 5.4k 38.58
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.1 $202k 9.1k 22.07
Banco Santander Adr (SAN) 0.1 $140k 34k 4.14