Snider Financial Group

Snider Financial Group as of March 31, 2025

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 110 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.4 $32M 57k 561.90
Ishares Tr Core Us Aggbd Et (AGG) 7.2 $22M 224k 98.92
Vanguard Specialized Funds Div App Etf (VIG) 5.7 $18M 90k 193.99
Microsoft Corporation (MSFT) 5.3 $16M 43k 375.39
Ishares Tr Us Treas Bd Etf (GOVT) 4.6 $14M 619k 22.98
Apple (AAPL) 3.2 $9.9M 44k 222.13
Eli Lilly & Co. (LLY) 3.2 $9.8M 12k 825.89
Amazon (AMZN) 2.9 $9.1M 48k 190.26
Ishares Tr Ultra Short-term (ICSH) 2.6 $8.0M 158k 50.70
Ishares Tr Mbs Etf (MBB) 2.3 $6.9M 74k 93.78
Meta Platforms Cl A (META) 2.2 $6.7M 12k 576.36
Alphabet Cap Stk Cl C (GOOG) 2.1 $6.3M 41k 156.23
Select Sector Spdr Tr Technology (XLK) 2.0 $6.2M 30k 206.48
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.0 $6.2M 121k 51.07
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.9 $6.0M 68k 88.00
Costco Wholesale Corporation (COST) 1.8 $5.4M 5.7k 945.73
Wal-Mart Stores (WMT) 1.6 $5.1M 58k 87.79
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.5 $4.5M 50k 91.53
Stryker Corporation (SYK) 1.4 $4.5M 12k 372.25
JPMorgan Chase & Co. (JPM) 1.4 $4.3M 18k 245.29
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.3 $4.0M 70k 57.14
NVIDIA Corporation (NVDA) 1.3 $3.9M 36k 108.38
TransDigm Group Incorporated (TDG) 1.2 $3.8M 2.7k 1383.23
UnitedHealth (UNH) 1.2 $3.7M 7.1k 523.77
Ishares Tr U.s. Med Dvc Etf (IHI) 1.2 $3.6M 60k 60.19
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $3.6M 144k 25.04
Veeva Sys Cl A Com (VEEV) 1.2 $3.5M 15k 231.63
Autodesk (ADSK) 1.1 $3.5M 13k 261.80
Visa Com Cl A (V) 1.1 $3.5M 9.8k 350.48
HEICO Corporation (HEI) 1.1 $3.3M 12k 267.18
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.0 $3.1M 19k 166.00
Ishares Tr Ishares Biotech (IBB) 1.0 $3.1M 24k 127.90
Palo Alto Networks (PANW) 1.0 $3.0M 18k 170.64
Crowdstrike Hldgs Cl A (CRWD) 0.9 $2.9M 8.2k 352.56
S&p Global (SPGI) 0.9 $2.8M 5.5k 508.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $2.5M 7.0k 361.09
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $2.4M 20k 122.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.4M 4.4k 532.58
Broadcom (AVGO) 0.7 $2.2M 13k 167.43
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $2.2M 43k 49.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $2.0M 34k 60.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $1.8M 14k 128.96
Vaneck Etf Trust Uranium And Nucl (NLR) 0.5 $1.7M 23k 73.27
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.6M 2.00 798441.50
Ishares Tr Ibonds Dec 29 (IBDU) 0.5 $1.5M 64k 23.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.4M 2.5k 559.36
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $1.2M 6.5k 188.17
Dupont De Nemours (DD) 0.4 $1.2M 16k 74.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.2M 2.3k 513.94
Starbucks Corporation (SBUX) 0.4 $1.2M 12k 98.09
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.4 $1.1M 39k 28.86
Bank of America Corporation (BAC) 0.4 $1.1M 27k 41.73
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.4 $1.1M 4.4k 253.84
Corteva (CTVA) 0.3 $1.0M 17k 62.93
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.0M 6.5k 154.64
Vanguard Index Fds Value Etf (VTV) 0.3 $1.0M 5.8k 172.75
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $909k 9.7k 93.66
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $813k 18k 46.02
Ge Aerospace Com New (GE) 0.2 $768k 3.8k 200.13
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $768k 19k 39.69
Ishares Tr Core Msci Total (IXUS) 0.2 $725k 10k 69.81
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $713k 3.4k 211.47
Dow (DOW) 0.2 $664k 19k 34.92
Coca-Cola Company (KO) 0.2 $646k 9.0k 71.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $623k 1.3k 468.75
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $612k 6.3k 96.51
Tesla Motors (TSLA) 0.2 $610k 2.4k 259.16
Fidelity Covington Trust Low Volity Etf (FDLO) 0.2 $592k 9.8k 60.62
3M Company (MMM) 0.2 $575k 3.9k 146.85
Northrop Grumman Corporation (NOC) 0.2 $570k 1.1k 511.91
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $560k 22k 25.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $549k 11k 50.83
Home Depot (HD) 0.2 $494k 1.3k 366.52
Oracle Corporation (ORCL) 0.1 $442k 3.2k 139.79
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $442k 16k 27.47
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $422k 14k 29.54
Ishares Msci Emerg Mrkt (EEMV) 0.1 $413k 7.1k 58.34
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $408k 9.7k 41.85
Vanguard Index Fds Growth Etf (VUG) 0.1 $401k 1.1k 370.82
Occidental Petroleum Corporation (OXY) 0.1 $400k 8.1k 49.36
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $396k 6.7k 58.69
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $382k 3.3k 117.48
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $358k 2.2k 160.54
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $346k 6.9k 49.95
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $346k 4.1k 83.91
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $346k 3.7k 92.79
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $327k 4.2k 78.40
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $317k 11k 30.14
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $316k 1.3k 244.62
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $311k 2.5k 125.98
Spdr Gold Tr Gold Shs (GLD) 0.1 $309k 1.1k 288.14
Fidelity Covington Trust Int Hg Div Etf (FIDI) 0.1 $304k 14k 21.44
Ishares Tr Core Total Usd (IUSB) 0.1 $297k 6.4k 46.08
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $296k 11k 27.57
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $295k 1.1k 258.53
Pfizer (PFE) 0.1 $290k 11k 25.34
Nextera Energy (NEE) 0.1 $284k 4.0k 70.89
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $281k 1.5k 186.29
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $271k 3.4k 80.37
Ge Vernova (GEV) 0.1 $269k 882.00 305.31
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $261k 1.8k 146.01
Abbvie (ABBV) 0.1 $245k 1.2k 209.57
Automatic Data Processing (ADP) 0.1 $244k 800.00 305.53
Accenture Plc Ireland Shs Class A (ACN) 0.1 $211k 677.00 311.91
Nike CL B (NKE) 0.1 $210k 3.3k 63.49
CSX Corporation (CSX) 0.1 $209k 7.1k 29.43
AFLAC Incorporated (AFL) 0.1 $208k 1.9k 111.16
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $206k 2.1k 98.70
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $205k 2.9k 71.43
Banco Santander Adr (SAN) 0.1 $166k 25k 6.70