Snider Financial Group

Snider Financial Group as of Dec. 31, 2024

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 111 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.3 $33M 57k 588.68
Ishares Tr Core Us Aggbd Et (AGG) 6.8 $22M 226k 96.90
Microsoft Corporation (MSFT) 5.8 $19M 44k 421.50
Vanguard Specialized Funds Div App Etf (VIG) 5.5 $18M 91k 195.83
Ishares Tr Us Treas Bd Etf (GOVT) 4.3 $14M 607k 22.98
Apple (AAPL) 3.6 $12M 47k 250.42
Amazon (AMZN) 3.3 $11M 48k 219.39
Select Sector Spdr Tr Technology (XLK) 2.9 $9.3M 40k 232.52
Eli Lilly & Co. (LLY) 2.8 $9.2M 12k 772.00
Alphabet Cap Stk Cl C (GOOG) 2.5 $7.9M 42k 190.44
Meta Platforms Cl A (META) 2.4 $7.6M 13k 585.53
Ishares Tr Mbs Etf (MBB) 2.0 $6.4M 70k 91.68
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.9 $6.2M 67k 92.72
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.9 $6.2M 121k 51.14
Ishares Tr Ultra Short-term (ICSH) 1.9 $6.1M 122k 50.43
Costco Wholesale Corporation (COST) 1.7 $5.6M 6.1k 916.22
Wal-Mart Stores (WMT) 1.7 $5.6M 62k 90.35
NVIDIA Corporation (NVDA) 1.5 $4.8M 36k 134.29
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.4 $4.6M 47k 98.47
JPMorgan Chase & Co. (JPM) 1.3 $4.3M 18k 239.72
Stryker Corporation (SYK) 1.3 $4.3M 12k 360.06
Ishares Tr U.s. Med Dvc Etf (IHI) 1.3 $4.1M 71k 58.35
Autodesk (ADSK) 1.3 $4.1M 14k 295.57
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $3.9M 67k 57.53
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $3.9M 138k 27.87
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.2 $3.8M 19k 197.49
TransDigm Group Incorporated (TDG) 1.1 $3.5M 2.7k 1267.41
UnitedHealth (UNH) 1.0 $3.3M 6.6k 505.83
Veeva Sys Cl A Com (VEEV) 1.0 $3.2M 15k 210.25
Visa Com Cl A (V) 1.0 $3.2M 10k 316.04
Palo Alto Networks (PANW) 1.0 $3.2M 18k 181.96
Ishares Tr Ishares Biotech (IBB) 1.0 $3.2M 24k 132.21
Crowdstrike Hldgs Cl A (CRWD) 1.0 $3.1M 9.0k 342.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $2.8M 7.1k 401.57
HEICO Corporation (HEI) 0.8 $2.7M 11k 237.74
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $2.7M 21k 128.62
S&p Global (SPGI) 0.8 $2.6M 5.3k 497.99
Ishares Tr Msci Intl Qualty (IQLT) 0.8 $2.6M 69k 37.12
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $2.5M 22k 115.22
Broadcom (AVGO) 0.8 $2.4M 11k 231.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.0M 4.5k 453.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $1.9M 33k 57.41
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $1.8M 14k 127.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.7M 33k 50.13
Vaneck Etf Trust Uranium And Nucl (NLR) 0.5 $1.5M 18k 81.34
Ishares Tr Ibonds Dec 29 (IBDU) 0.4 $1.4M 63k 22.80
Dupont De Nemours (DD) 0.4 $1.4M 18k 76.25
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.4M 2.00 680920.00
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.3M 7.0k 189.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.3M 2.3k 538.87
Bank of America Corporation (BAC) 0.4 $1.2M 28k 43.95
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.4 $1.2M 4.5k 266.71
Starbucks Corporation (SBUX) 0.3 $1.1M 12k 91.25
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.1M 6.0k 185.13
Vanguard Index Fds Value Etf (VTV) 0.3 $1.1M 6.4k 169.31
Corteva (CTVA) 0.3 $1.0M 18k 56.96
Tesla Motors (TSLA) 0.3 $962k 2.4k 403.84
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $906k 18k 49.96
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $888k 10k 88.79
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $826k 3.4k 242.18
Dow (DOW) 0.2 $749k 19k 40.13
Ishares Tr Core Msci Total (IXUS) 0.2 $738k 11k 66.14
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $736k 26k 28.67
Ge Aerospace Com New (GE) 0.2 $666k 4.0k 166.79
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $654k 6.2k 106.04
Fidelity Covington Trust Low Volity Etf (FDLO) 0.2 $604k 10k 60.59
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $604k 24k 24.99
Coca-Cola Company (KO) 0.2 $562k 9.0k 62.26
Home Depot (HD) 0.2 $559k 1.4k 389.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $546k 11k 47.82
Oracle Corporation (ORCL) 0.2 $536k 3.2k 166.65
Northrop Grumman Corporation (NOC) 0.2 $521k 1.1k 469.27
3M Company (MMM) 0.2 $506k 3.9k 129.07
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $500k 19k 27.02
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $493k 3.0k 161.77
Vanguard Index Fds Growth Etf (VUG) 0.1 $458k 1.1k 410.44
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $422k 3.3k 126.73
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $412k 10k 40.67
Ishares Msci Emerg Mrkt (EEMV) 0.1 $411k 7.1k 57.99
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $393k 4.2k 93.33
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $392k 6.7k 58.18
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $392k 3.8k 103.30
Occidental Petroleum Corporation (OXY) 0.1 $390k 7.9k 49.41
Pfizer (PFE) 0.1 $362k 14k 26.53
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $356k 6.9k 51.38
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $344k 12k 29.60
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $344k 3.9k 87.25
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $332k 1.3k 253.70
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $327k 2.5k 129.34
Fidelity Covington Trust Int Hg Div Etf (FIDI) 0.1 $325k 17k 19.50
Ishares Tr Core Total Usd (IUSB) 0.1 $320k 7.1k 45.20
Ge Vernova (GEV) 0.1 $318k 967.00 328.93
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $317k 3.6k 87.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $292k 1.5k 198.18
Ishares Tr High Yld Systm B (HYDB) 0.1 $289k 6.1k 47.01
Nextera Energy (NEE) 0.1 $287k 4.0k 71.70
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $286k 11k 26.63
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $275k 1.0k 264.18
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $267k 11k 25.30
Accenture Plc Ireland Shs Class A (ACN) 0.1 $258k 734.00 351.64
Nike CL B (NKE) 0.1 $250k 3.3k 75.66
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $246k 1.8k 137.57
Automatic Data Processing (ADP) 0.1 $234k 800.00 292.73
CSX Corporation (CSX) 0.1 $230k 7.1k 32.27
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $224k 3.0k 75.53
Abbvie (ABBV) 0.1 $222k 1.2k 177.66
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $220k 2.1k 105.50
Spdr Gold Tr Gold Shs (GLD) 0.1 $217k 896.00 242.13
General Motors Company (GM) 0.1 $205k 3.9k 53.27
Paccar (PCAR) 0.1 $204k 2.0k 104.00
Banco Santander Adr (SAN) 0.0 $113k 25k 4.56