Snider Financial Group

Snider Financial Group as of Sept. 30, 2025

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 115 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.9 $40M 60k 669.30
Ishares Tr Core Us Aggbd Et (AGG) 6.4 $23M 233k 100.25
Vanguard Specialized Funds Div App Etf (VIG) 5.5 $20M 93k 215.79
Microsoft Corporation (MSFT) 5.4 $20M 38k 517.95
Ishares Tr Us Treas Bd Etf (GOVT) 4.0 $15M 637k 23.12
Apple (AAPL) 3.0 $11M 44k 254.63
Amazon (AMZN) 2.9 $11M 49k 219.57
Alphabet Cap Stk Cl C (GOOG) 2.9 $11M 44k 243.55
Eli Lilly & Co. (LLY) 2.7 $10M 13k 763.00
Meta Platforms Cl A (META) 2.4 $8.7M 12k 734.38
Select Sector Spdr Tr Technology (XLK) 2.3 $8.6M 30k 281.86
Ishares Tr Ultra Short Dur (ICSH) 2.2 $8.2M 161k 50.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $8.0M 252k 31.91
Ishares Tr Mbs Etf (MBB) 2.0 $7.2M 75k 95.15
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.0 $7.2M 129k 55.33
NVIDIA Corporation (NVDA) 1.9 $7.0M 38k 186.58
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.5 $5.5M 52k 104.96
JPMorgan Chase & Co. (JPM) 1.5 $5.5M 17k 315.43
Columbia Etf Tr I Resh Enhnc Cor (RECS) 1.5 $5.5M 135k 40.35
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.4 $5.3M 19k 279.30
Wal-Mart Stores (WMT) 1.4 $5.2M 50k 103.06
Costco Wholesale Corporation (COST) 1.4 $5.1M 5.6k 925.71
Stryker Corporation (SYK) 1.3 $4.8M 13k 369.68
Crowdstrike Hldgs Cl A (CRWD) 1.3 $4.7M 9.5k 490.38
Veeva Sys Cl A Com (VEEV) 1.2 $4.5M 15k 297.91
Palo Alto Networks (PANW) 1.2 $4.5M 22k 203.62
HEICO Corporation (HEI) 1.2 $4.3M 14k 322.82
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.1 $4.1M 71k 57.10
Autodesk (ADSK) 1.1 $4.0M 13k 317.67
TransDigm Group Incorporated (TDG) 1.1 $4.0M 3.0k 1318.08
Broadcom (AVGO) 1.0 $3.8M 11k 329.92
Ishares Tr Ishares Biotech (IBB) 0.9 $3.5M 24k 144.37
Visa Com Cl A (V) 0.9 $3.4M 10k 341.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $3.1M 6.6k 468.44
Vaneck Etf Trust Uranium And Nucl (NLR) 0.8 $3.1M 23k 135.65
Vaneck Etf Trust Semiconductr Etf (SMH) 0.8 $2.9M 8.9k 326.36
Ishares Tr Msci Intl Qualty (IQLT) 0.8 $2.9M 65k 44.19
S&p Global (SPGI) 0.8 $2.8M 5.9k 486.68
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $2.8M 20k 145.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.4M 3.7k 666.10
Arista Networks Com Shs (ANET) 0.6 $2.4M 16k 145.71
Ishares Tr Core Msci Eafe (IEFA) 0.6 $2.3M 26k 87.31
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $2.3M 32k 71.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.3M 4.5k 502.74
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $2.2M 44k 50.07
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $2.0M 14k 140.95
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.6M 6.5k 243.10
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 754200.00
Direxion Shs Etf Tr 20yr Tres Bear (TMV) 0.4 $1.5M 43k 35.04
Ishares Tr Ibonds Dec 29 (IBDU) 0.4 $1.4M 61k 23.47
Dupont De Nemours (DD) 0.4 $1.4M 18k 77.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.3M 2.1k 612.35
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $1.3M 4.2k 302.35
Bank of America Corporation (BAC) 0.3 $1.2M 24k 51.59
Corteva (CTVA) 0.3 $1.2M 18k 67.63
Ge Aerospace Com New (GE) 0.3 $1.1M 3.8k 300.79
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.1M 5.6k 203.59
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $1.1M 19k 57.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.1M 1.8k 600.44
Vanguard Index Fds Value Etf (VTV) 0.3 $1.0M 5.5k 186.49
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $989k 10k 95.14
Starbucks Corporation (SBUX) 0.3 $927k 11k 84.60
Oracle Corporation (ORCL) 0.2 $861k 3.1k 281.22
Ishares Tr Core Msci Total (IXUS) 0.2 $811k 9.8k 82.58
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $713k 6.5k 110.47
Home Depot (HD) 0.2 $676k 1.7k 405.27
Northrop Grumman Corporation (NOC) 0.2 $624k 1.0k 609.38
3M Company (MMM) 0.2 $607k 3.9k 155.18
Coca-Cola Company (KO) 0.2 $593k 8.9k 66.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $590k 9.8k 59.92
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $584k 4.1k 142.40
Spdr Series Trust Portfolio Agrgte (SPAB) 0.2 $568k 22k 25.85
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $547k 15k 36.33
Fidelity Covington Trust Low Volity Etf (FDLO) 0.1 $542k 8.2k 65.87
Vanguard Index Fds Growth Etf (VUG) 0.1 $518k 1.1k 479.61
Ge Vernova (GEV) 0.1 $490k 797.00 614.94
Dow (DOW) 0.1 $472k 21k 22.93
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $449k 3.7k 120.50
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $447k 16k 27.81
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $446k 11k 42.13
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $406k 6.9k 58.62
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $397k 6.7k 58.85
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $392k 11k 37.19
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $389k 2.2k 174.58
Ishares Msci Emerg Mrkt (EEMV) 0.1 $386k 6.0k 63.83
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $381k 4.0k 95.22
Occidental Petroleum Corporation (OXY) 0.1 $378k 8.0k 47.25
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $344k 1.2k 293.73
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $343k 10k 33.37
Fidelity Covington Trust Int Hg Div Etf (FIDI) 0.1 $333k 14k 24.47
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $330k 1.1k 293.79
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $330k 3.7k 88.65
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $328k 3.1k 104.51
Spdr Gold Tr Gold Shs (GLD) 0.1 $324k 910.00 355.47
Pepsi (PEP) 0.1 $317k 2.3k 140.46
Ishares Tr Core Total Usd (IUSB) 0.1 $307k 6.6k 46.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $300k 1.4k 208.71
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $279k 2.0k 139.17
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $273k 2.0k 139.65
Nextera Energy (NEE) 0.1 $264k 3.5k 75.49
Pfizer (PFE) 0.1 $261k 10k 25.48
Abbvie (ABBV) 0.1 $260k 1.1k 231.59
CSX Corporation (CSX) 0.1 $260k 7.3k 35.51
Banco Santander Adr (SAN) 0.1 $256k 24k 10.48
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $238k 2.9k 82.73
Automatic Data Processing (ADP) 0.1 $235k 800.00 293.50
Ishares Core Msci Emkt (IEMG) 0.1 $234k 3.5k 65.92
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $229k 2.1k 110.38
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $228k 1.8k 125.95
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $222k 4.8k 46.32
Netflix (NFLX) 0.1 $216k 180.00 1198.92
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.1 $215k 8.1k 26.62
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $214k 4.9k 43.83
Ishares Tr Rus 1000 Etf (IWB) 0.1 $214k 584.00 365.76
Tesla Motors (TSLA) 0.1 $209k 470.00 444.72