Snider Financial Group

Snider Financial Group as of Sept. 30, 2024

Portfolio Holdings for Snider Financial Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.5 $34M 59k 576.82
Ishares Tr Core Us Aggbd Et (AGG) 7.8 $21M 209k 101.27
Vanguard Specialized Funds Div App Etf (VIG) 6.6 $18M 91k 198.06
Ishares Tr Us Treas Bd Etf (GOVT) 4.1 $11M 476k 23.45
Eli Lilly & Co. (LLY) 3.8 $10M 12k 885.94
Microsoft Corporation (MSFT) 3.6 $9.8M 23k 430.30
Select Sector Spdr Tr Technology (XLK) 3.3 $9.1M 40k 225.76
Meta Platforms Cl A (META) 2.7 $7.3M 13k 572.45
Apple (AAPL) 2.6 $7.0M 30k 233.00
Ishares Tr Msci Intl Qualty (IQLT) 2.6 $7.0M 168k 41.49
Alphabet Cap Stk Cl C (GOOG) 2.5 $6.8M 41k 167.19
Ishares Tr Mbs Etf (MBB) 2.4 $6.7M 70k 95.81
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.4 $6.5M 67k 96.95
Ishares Tr Blackrock Ultra (ICSH) 2.3 $6.3M 125k 50.74
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.2 $6.0M 114k 52.86
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $6.0M 52k 116.96
Amazon (AMZN) 2.1 $5.8M 31k 186.33
Costco Wholesale Corporation (COST) 1.6 $4.2M 4.8k 886.58
Stryker Corporation (SYK) 1.5 $4.2M 12k 361.27
Ishares Tr U.s. Med Dvc Etf (IHI) 1.5 $4.2M 71k 59.22
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.5 $4.2M 41k 102.58
Autodesk (ADSK) 1.5 $4.1M 15k 275.48
Wal-Mart Stores (WMT) 1.5 $4.0M 50k 80.75
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.5 $4.0M 67k 59.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $3.9M 6.7k 573.75
JPMorgan Chase & Co. (JPM) 1.4 $3.8M 18k 210.86
NVIDIA Corporation (NVDA) 1.4 $3.7M 31k 121.44
Ishares Tr Ishares Biotech (IBB) 1.3 $3.5M 24k 145.60
UnitedHealth (UNH) 1.2 $3.3M 5.6k 584.70
TransDigm Group Incorporated (TDG) 1.2 $3.2M 2.3k 1427.18
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.1 $3.1M 18k 173.67
Veeva Sys Cl A Com (VEEV) 1.1 $3.1M 15k 209.87
HEICO Corporation (HEI) 1.1 $3.0M 11k 261.48
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.1 $2.9M 101k 29.07
Palo Alto Networks (PANW) 1.1 $2.9M 8.5k 341.80
Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $2.7M 21k 125.62
Crowdstrike Hldgs Cl A (CRWD) 1.0 $2.7M 9.5k 280.47
Visa Com Cl A (V) 1.0 $2.6M 9.5k 274.95
S&p Global (SPGI) 0.9 $2.6M 5.0k 516.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $2.2M 21k 104.18
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $2.1M 41k 51.12
American Water Works (AWK) 0.7 $1.9M 13k 146.24
Otis Worldwide Corp (OTIS) 0.7 $1.9M 18k 103.94
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.4M 2.00 691180.00
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.4 $1.0M 35k 29.41
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $865k 18k 47.53
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $847k 9.3k 91.31
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $832k 3.4k 245.45
Ishares Tr Core Msci Total (IXUS) 0.3 $828k 11k 72.63
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $662k 25k 26.14
Ge Aerospace Com New (GE) 0.2 $579k 3.1k 188.58
Oracle Corporation (ORCL) 0.2 $509k 3.0k 170.40
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $504k 8.5k 59.02
Ishares Tr Core Total Usd (IUSB) 0.1 $354k 7.5k 47.12
Home Depot (HD) 0.1 $305k 753.00 405.20
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $304k 3.7k 82.94
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $267k 11k 25.39
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $229k 1.5k 154.02
Automatic Data Processing (ADP) 0.1 $221k 800.00 276.73
Spdr Gold Tr Gold Shs (GLD) 0.1 $202k 831.00 243.06
Banco Santander Adr (SAN) 0.0 $126k 25k 5.10