Snider Financial Group

Snider Financial Group as of June 30, 2025

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 116 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.6 $37M 59k 620.90
Ishares Tr Core Us Aggbd Et (AGG) 6.6 $23M 230k 99.20
Microsoft Corporation (MSFT) 5.9 $20M 41k 497.40
Vanguard Specialized Funds Div App Etf (VIG) 5.4 $19M 92k 204.67
Ishares Tr Us Treas Bd Etf (GOVT) 4.2 $14M 628k 22.98
Amazon (AMZN) 3.0 $11M 48k 219.39
Eli Lilly & Co. (LLY) 2.8 $9.6M 12k 779.53
Apple (AAPL) 2.7 $9.2M 45k 205.17
Meta Platforms Cl A (META) 2.5 $8.7M 12k 738.07
Ishares Tr Ultra Short Dur (ICSH) 2.3 $8.1M 160k 50.71
Select Sector Spdr Tr Technology (XLK) 2.3 $7.8M 31k 253.23
Alphabet Cap Stk Cl C (GOOG) 2.2 $7.7M 44k 177.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $7.3M 250k 29.21
Ishares Tr Mbs Etf (MBB) 2.0 $7.0M 75k 93.89
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.9 $6.6M 127k 52.34
NVIDIA Corporation (NVDA) 1.7 $5.9M 37k 157.99
Costco Wholesale Corporation (COST) 1.6 $5.7M 5.7k 989.87
Wal-Mart Stores (WMT) 1.6 $5.6M 58k 97.78
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.5 $5.0M 51k 98.24
JPMorgan Chase & Co. (JPM) 1.5 $5.0M 17k 289.91
Stryker Corporation (SYK) 1.4 $4.8M 12k 395.64
Columbia Etf Tr I Resh Enhnc Cor (RECS) 1.3 $4.6M 124k 36.79
Veeva Sys Cl A Com (VEEV) 1.2 $4.3M 15k 287.98
Crowdstrike Hldgs Cl A (CRWD) 1.2 $4.2M 8.3k 509.31
TransDigm Group Incorporated (TDG) 1.2 $4.2M 2.8k 1520.80
Autodesk (ADSK) 1.2 $4.2M 14k 309.57
Palo Alto Networks (PANW) 1.2 $4.2M 20k 204.64
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.2 $4.2M 18k 226.49
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $4.0M 71k 56.85
HEICO Corporation (HEI) 1.1 $3.7M 11k 328.00
Broadcom (AVGO) 1.1 $3.7M 13k 275.65
Visa Com Cl A (V) 1.0 $3.5M 9.8k 355.06
Ishares Tr Ishares Biotech (IBB) 0.9 $3.0M 24k 126.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $3.0M 7.0k 424.59
S&p Global (SPGI) 0.8 $2.9M 5.5k 527.25
Ishares Tr Msci Intl Qualty (IQLT) 0.8 $2.8M 64k 43.22
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $2.6M 19k 135.04
Vaneck Etf Trust Uranium And Nucl (NLR) 0.7 $2.5M 22k 111.18
Vaneck Etf Trust Semiconductr Etf (SMH) 0.7 $2.4M 8.8k 278.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.3M 3.7k 617.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.3M 4.7k 485.77
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $2.3M 34k 67.22
UnitedHealth (UNH) 0.6 $2.2M 7.0k 311.98
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $2.2M 44k 49.03
Ishares Tr Core Msci Eafe (IEFA) 0.6 $2.1M 25k 83.48
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $1.9M 14k 133.31
Direxion Shs Etf Tr 20yr Tres Bear (TMV) 0.5 $1.8M 50k 36.94
Ishares Tr Ibonds Dec 29 (IBDU) 0.4 $1.5M 64k 23.33
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 728800.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.3M 2.4k 568.06
Corteva (CTVA) 0.4 $1.3M 18k 74.53
Bank of America Corporation (BAC) 0.4 $1.2M 26k 47.32
Dupont De Nemours (DD) 0.3 $1.2M 18k 68.59
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.2M 6.1k 194.22
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $1.2M 4.2k 280.88
Starbucks Corporation (SBUX) 0.3 $1.2M 13k 91.63
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 6.1k 176.24
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.0M 1.8k 551.78
Ge Aerospace Com New (GE) 0.3 $978k 3.8k 257.40
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $974k 19k 52.10
Vanguard Index Fds Value Etf (VTV) 0.3 $964k 5.5k 176.75
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $954k 10k 93.87
Ishares Tr Core Msci Total (IXUS) 0.2 $755k 9.8k 77.31
Oracle Corporation (ORCL) 0.2 $701k 3.2k 218.65
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $653k 6.5k 101.23
Coca-Cola Company (KO) 0.2 $633k 8.9k 70.75
Home Depot (HD) 0.2 $611k 1.7k 366.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $561k 9.8k 57.01
3M Company (MMM) 0.2 $550k 3.6k 152.25
Spdr Series Trust Portfolio Agrgte (SPAB) 0.2 $548k 21k 25.60
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $542k 3.9k 138.69
Dow (DOW) 0.2 $538k 20k 26.48
Fidelity Covington Trust Low Volity Etf (FDLO) 0.2 $536k 8.5k 62.80
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.2 $532k 16k 34.18
Northrop Grumman Corporation (NOC) 0.1 $511k 1.0k 499.84
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $475k 7.6k 62.64
Vanguard Index Fds Growth Etf (VUG) 0.1 $474k 1.1k 438.40
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $448k 11k 41.42
Ishares Msci Emerg Mrkt (EEMV) 0.1 $447k 7.1k 62.80
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $447k 17k 27.04
Ge Vernova (GEV) 0.1 $444k 839.00 529.21
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $407k 3.7k 109.20
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $396k 6.7k 58.78
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $376k 6.9k 54.23
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $371k 1.3k 284.36
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $366k 2.2k 164.46
Occidental Petroleum Corporation (OXY) 0.1 $342k 8.2k 42.01
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $342k 4.0k 85.57
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $336k 11k 31.89
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $333k 11k 30.14
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $328k 1.2k 279.74
Fidelity Covington Trust Int Hg Div Etf (FIDI) 0.1 $317k 14k 23.29
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $305k 3.8k 79.76
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $300k 3.1k 95.32
Pepsi (PEP) 0.1 $298k 2.3k 132.03
Pfizer (PFE) 0.1 $295k 12k 24.24
Ishares Tr Core Total Usd (IUSB) 0.1 $294k 6.3k 46.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $280k 1.4k 195.01
Spdr Gold Tr Gold Shs (GLD) 0.1 $276k 906.00 304.83
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $259k 1.9k 134.79
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $258k 2.0k 132.13
Automatic Data Processing (ADP) 0.1 $247k 800.00 308.40
Nextera Energy (NEE) 0.1 $243k 3.5k 69.42
Netflix (NFLX) 0.1 $241k 180.00 1339.13
CSX Corporation (CSX) 0.1 $238k 7.3k 32.63
Nike CL B (NKE) 0.1 $236k 3.3k 71.04
Abbvie (ABBV) 0.1 $235k 1.3k 185.60
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $230k 2.9k 80.23
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $218k 2.1k 104.98
Ishares Core Msci Emkt (IEMG) 0.1 $213k 3.6k 60.04
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $210k 1.8k 116.16
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.1 $210k 8.0k 26.12
Cisco Systems (CSCO) 0.1 $209k 3.0k 69.37
Banco Santander Adr (SAN) 0.1 $207k 25k 8.30
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $205k 4.9k 41.91
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $204k 4.8k 42.60