Snider Financial Group

Snider Financial Group as of June 30, 2024

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 61 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.7 $33M 60k 547.23
Ishares Tr Core Us Aggbd Et (AGG) 7.8 $20M 207k 97.07
Vanguard Specialized Funds Div App Etf (VIG) 6.4 $17M 91k 182.55
Eli Lilly & Co. (LLY) 4.2 $11M 12k 905.38
Microsoft Corporation (MSFT) 3.8 $9.8M 22k 446.96
Select Sector Spdr Tr Technology (XLK) 3.5 $9.1M 40k 226.23
Ishares Tr Us Treas Bd Etf (GOVT) 3.4 $8.9M 395k 22.57
Ishares Tr Msci Intl Qualty (IQLT) 3.2 $8.3M 213k 39.05
Alphabet Cap Stk Cl C (GOOG) 2.9 $7.6M 41k 183.42
Apple (AAPL) 2.5 $6.5M 31k 210.62
Ishares Tr Blackrock Ultra (ICSH) 2.5 $6.5M 128k 50.53
Meta Platforms Cl A (META) 2.5 $6.5M 13k 504.22
Ishares Tr Mbs Etf (MBB) 2.5 $6.4M 69k 91.81
Amazon (AMZN) 2.3 $6.0M 31k 193.25
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.2 $5.8M 67k 86.61
Autodesk (ADSK) 1.9 $5.0M 20k 247.45
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.6 $4.2M 153k 27.22
Costco Wholesale Corporation (COST) 1.6 $4.1M 4.8k 850.05
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $4.0M 38k 106.66
Ishares Tr U.s. Med Dvc Etf (IHI) 1.5 $4.0M 71k 56.04
Stryker Corporation (SYK) 1.5 $4.0M 12k 340.26
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.5 $3.8M 79k 48.74
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.4 $3.7M 66k 56.68
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.4 $3.7M 38k 97.03
NVIDIA Corporation (NVDA) 1.4 $3.7M 30k 123.54
JPMorgan Chase & Co. (JPM) 1.4 $3.7M 18k 202.26
Wal-Mart Stores (WMT) 1.3 $3.4M 50k 67.71
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.2 $3.1M 18k 173.81
Crowdstrike Hldgs Cl A (CRWD) 1.1 $3.0M 7.7k 383.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.9M 5.3k 544.18
UnitedHealth (UNH) 1.1 $2.9M 5.6k 509.27
Palo Alto Networks (PANW) 1.1 $2.8M 8.4k 339.01
Ishares Tr Ishares Biotech (IBB) 1.1 $2.7M 20k 137.26
TransDigm Group Incorporated (TDG) 1.0 $2.7M 2.1k 1277.65
Veeva Sys Cl A Com (VEEV) 1.0 $2.7M 15k 183.01
HEICO Corporation (HEI) 1.0 $2.5M 11k 223.61
Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $2.5M 21k 118.78
Visa Com Cl A (V) 0.9 $2.4M 9.0k 262.47
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $2.2M 22k 100.84
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $2.0M 40k 50.11
American Water Works (AWK) 0.7 $1.7M 13k 129.16
S&p Global (SPGI) 0.6 $1.7M 3.7k 446.00
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $1.6M 16k 100.65
Otis Worldwide Corp (OTIS) 0.6 $1.6M 16k 96.26
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.2M 2.00 612241.00
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.4 $970k 34k 28.30
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $848k 3.3k 260.70
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $842k 18k 45.75
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $825k 9.8k 83.96
Ishares Tr Core Msci Total (IXUS) 0.3 $774k 12k 67.56
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $512k 20k 25.09
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $495k 8.5k 57.99
Ge Aerospace Com New (GE) 0.2 $483k 3.0k 158.97
Oracle Corporation (ORCL) 0.2 $416k 2.9k 141.20
Ishares Tr Core Total Usd (IUSB) 0.1 $329k 7.3k 45.22
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $274k 3.4k 80.13
Home Depot (HD) 0.1 $259k 753.00 344.24
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $237k 11k 22.46
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $217k 1.5k 145.75
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $208k 5.1k 40.87
Banco Santander Adr (SAN) 0.0 $114k 25k 4.63