Snider Financial Group

Snider Financial Group as of March 31, 2024

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 60 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 10.9 $26M 267k 97.94
Ishares Tr Core S&p500 Etf (IVV) 10.3 $25M 47k 525.73
Vanguard Specialized Funds Div App Etf (VIG) 7.1 $17M 93k 182.61
Eli Lilly & Co. (LLY) 3.9 $9.2M 12k 777.96
Microsoft Corporation (MSFT) 3.7 $9.0M 21k 420.71
Select Sector Spdr Tr Technology (XLK) 3.7 $8.9M 43k 208.27
Ishares Tr Msci Intl Qualty (IQLT) 3.5 $8.4M 212k 39.66
Ishares Tr Msci Usa Min Vol (USMV) 2.7 $6.5M 78k 83.58
Alphabet Cap Stk Cl C (GOOG) 2.7 $6.4M 42k 152.26
Ishares Tr Blackrock Ultra (ICSH) 2.7 $6.4M 127k 50.56
Ishares Tr Mbs Etf (MBB) 2.6 $6.4M 69k 92.42
Meta Platforms Cl A (META) 2.6 $6.1M 13k 485.57
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.5 $6.0M 66k 89.90
Amazon (AMZN) 2.3 $5.6M 31k 180.38
Apple (AAPL) 2.2 $5.2M 31k 171.48
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.8 $4.2M 151k 27.94
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $4.2M 38k 110.52
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.7 $4.2M 38k 110.05
Ishares Tr U.s. Med Dvc Etf (IHI) 1.7 $4.1M 70k 58.59
Stryker Corporation (SYK) 1.7 $4.1M 11k 357.88
Ishares Tr Msci Usa Value (VLUE) 1.7 $4.0M 37k 108.31
JPMorgan Chase & Co. (JPM) 1.5 $3.7M 18k 200.30
Autodesk (ADSK) 1.5 $3.7M 14k 260.42
Costco Wholesale Corporation (COST) 1.5 $3.6M 4.9k 732.68
Veeva Sys Cl A Com (VEEV) 1.4 $3.3M 14k 231.69
Wal-Mart Stores (WMT) 1.2 $3.0M 50k 60.17
Aspen Technology 1.2 $2.8M 13k 213.27
Ishares Tr Ishares Biotech (IBB) 1.1 $2.7M 20k 137.22
UnitedHealth (UNH) 1.1 $2.7M 5.4k 494.71
Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $2.5M 22k 115.30
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.0 $2.5M 18k 136.05
TransDigm Group Incorporated (TDG) 1.0 $2.3M 1.9k 1231.65
Visa Com Cl A (V) 1.0 $2.3M 8.2k 279.08
Ishares Tr Us Treas Bd Etf (GOVT) 0.9 $2.1M 93k 22.77
Palo Alto Networks (PANW) 0.9 $2.1M 7.4k 284.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $2.0M 39k 50.60
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $2.0M 22k 92.72
Netflix (NFLX) 0.8 $1.9M 3.2k 607.33
NVIDIA Corporation (NVDA) 0.8 $1.8M 2.0k 903.56
Otis Worldwide Corp (OTIS) 0.7 $1.6M 16k 99.27
American Water Works (AWK) 0.7 $1.6M 13k 122.21
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $1.6M 16k 100.54
HEICO Corporation (HEI) 0.6 $1.5M 8.1k 191.00
Crowdstrike Hldgs Cl A (CRWD) 0.6 $1.5M 4.7k 320.59
S&p Global (SPGI) 0.6 $1.5M 3.5k 425.45
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.3M 2.00 634440.00
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.4 $971k 34k 29.02
Ishares Tr Core Msci Total (IXUS) 0.3 $837k 12k 67.86
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $547k 22k 25.28
General Electric Com New (GE) 0.2 $533k 3.0k 175.53
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $496k 8.5k 58.07
Oracle Corporation (ORCL) 0.2 $370k 2.9k 125.61
Ishares Tr Core Total Usd (IUSB) 0.1 $351k 7.7k 45.59
Home Depot (HD) 0.1 $295k 768.00 383.60
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $267k 3.7k 73.15
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $226k 11k 21.48
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $224k 5.4k 41.62
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $201k 2.0k 100.81
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.1 $201k 9.2k 21.72
Banco Santander Adr (SAN) 0.0 $119k 25k 4.84