Snider Financial Group

Snider Financial Group as of Dec. 31, 2025

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 108 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.4 $43M 63k 684.94
Ishares Tr Core Us Aggbd Et (AGG) 6.2 $24M 235k 99.88
Vanguard Specialized Funds Div App Etf (VIG) 5.7 $21M 97k 219.78
Microsoft Corporation (MSFT) 4.7 $18M 36k 483.62
Ishares Tr Us Treas Bd Etf (GOVT) 4.2 $16M 682k 23.02
Eli Lilly & Co. (LLY) 3.6 $14M 13k 1074.69
Amazon (AMZN) 3.0 $11M 49k 230.82
Apple (AAPL) 3.0 $11M 41k 271.86
Alphabet Cap Stk Cl C (GOOG) 2.9 $11M 34k 313.80
Ishares Tr Ultra Short Dur (ICSH) 2.8 $10M 205k 50.58
Meta Platforms Cl A (META) 2.5 $9.3M 14k 660.10
Select Sector Spdr Tr State Street Tec (XLK) 2.4 $8.9M 62k 143.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $8.0M 244k 32.62
Spdr Series Trust State Street Spd (SPYV) 2.0 $7.6M 134k 56.81
Columbia Etf Tr I Resh Enhnc Cor (RECS) 2.0 $7.5M 185k 40.84
Ishares Tr Mbs Etf (MBB) 2.0 $7.4M 78k 95.22
NVIDIA Corporation (NVDA) 1.9 $7.0M 37k 186.50
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.5 $5.8M 19k 303.90
Stryker Corporation (SYK) 1.5 $5.8M 16k 351.46
JPMorgan Chase & Co. (JPM) 1.5 $5.7M 18k 322.22
Wal-Mart Stores (WMT) 1.4 $5.2M 47k 111.41
Costco Wholesale Corporation (COST) 1.3 $4.9M 5.6k 862.37
HEICO Corporation (HEI) 1.3 $4.8M 15k 323.59
Crowdstrike Hldgs Cl A (CRWD) 1.2 $4.7M 9.9k 468.76
TransDigm Group Incorporated (TDG) 1.2 $4.6M 3.5k 1329.91
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $4.5M 78k 57.24
Veeva Sys Cl A Com (VEEV) 1.2 $4.5M 20k 223.23
Palo Alto Networks (PANW) 1.1 $4.3M 23k 184.20
Ishares Tr Ishares Biotech (IBB) 1.1 $4.2M 25k 168.77
Visa Com Cl A (V) 1.0 $3.8M 11k 350.72
Autodesk (ADSK) 1.0 $3.8M 13k 296.01
Broadcom (AVGO) 1.0 $3.8M 11k 346.11
S&p Global (SPGI) 1.0 $3.8M 7.3k 522.57
Vaneck Etf Trust Semiconductr Etf (SMH) 0.9 $3.2M 9.0k 360.14
Ishares Tr Msci Intl Qualty (IQLT) 0.8 $3.1M 69k 45.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.9M 4.3k 681.94
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $2.8M 19k 148.69
Vaneck Etf Trust Uranium And Nucl (NLR) 0.7 $2.7M 22k 124.20
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $2.6M 25k 102.39
Fidelity Covington Trust Enhanced Mid (FMDE) 0.7 $2.6M 70k 36.38
Ishares Tr Core Msci Eafe (IEFA) 0.7 $2.6M 29k 89.46
Arista Networks Com Shs (ANET) 0.6 $2.2M 17k 131.03
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $2.0M 40k 50.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.0M 4.0k 502.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.9M 3.1k 614.35
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.8M 5.8k 312.99
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.7M 23k 73.56
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.6M 3.5k 473.30
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 754800.00
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $1.2M 21k 59.28
Corteva (CTVA) 0.3 $1.2M 17k 67.03
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.2M 8.1k 143.52
Bank of America Corporation (BAC) 0.3 $1.1M 20k 55.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.1M 1.7k 627.21
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.1M 11k 94.16
Ishares Tr Ibonds Dec 29 (IBDU) 0.3 $962k 41k 23.41
Ge Aerospace Com New (GE) 0.3 $955k 3.1k 308.03
Vanguard Index Fds Value Etf (VTV) 0.2 $889k 4.7k 190.99
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $877k 4.2k 210.34
Starbucks Corporation (SBUX) 0.2 $830k 9.9k 84.21
Ishares Tr Core Msci Total (IXUS) 0.2 $768k 9.1k 84.64
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $722k 2.3k 309.04
Dupont De Nemours (DD) 0.2 $703k 18k 40.20
Qnity Electronics Common Stock (Q) 0.2 $675k 8.3k 81.65
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $654k 5.9k 110.96
Coca-Cola Company (KO) 0.2 $612k 8.8k 69.91
Oracle Corporation (ORCL) 0.2 $597k 3.1k 194.90
Spdr Series Trust State Street Spd (SPAB) 0.2 $595k 23k 25.75
3M Company (MMM) 0.2 $574k 3.6k 160.12
Home Depot (HD) 0.1 $556k 1.6k 344.06
Northrop Grumman Corporation (NOC) 0.1 $538k 944.00 569.93
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $537k 5.2k 102.42
Dow (DOW) 0.1 $462k 20k 23.38
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $460k 7.4k 62.47
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $437k 11k 41.48
Ge Vernova (GEV) 0.1 $428k 654.00 653.62
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $405k 3.0k 136.95
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $396k 6.7k 58.73
Fidelity Covington Trust Low Volity Etf (FDLO) 0.1 $385k 5.8k 66.75
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $381k 6.2k 61.02
Spdr Gold Tr Gold Shs (GLD) 0.1 $361k 910.00 396.31
Spdr Series Trust State Street Spd (SPYG) 0.1 $357k 3.3k 106.70
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $352k 9.2k 38.36
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $335k 12k 26.89
Vanguard Index Fds Growth Etf (VUG) 0.1 $330k 676.00 487.86
Occidental Petroleum Corporation (OXY) 0.1 $326k 7.9k 41.12
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $320k 9.8k 32.75
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $308k 1.7k 177.37
Pepsi (PEP) 0.1 $302k 2.1k 143.52
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $301k 1.9k 154.80
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $296k 1.1k 279.21
Banco Santander Sa Adr (SAN) 0.1 $287k 25k 11.73
Spdr Series Trust State Street Spd (SLYV) 0.1 $286k 3.1k 90.97
Fidelity Covington Trust Int Hg Div Etf (FIDI) 0.1 $282k 11k 25.91
Nextera Energy (NEE) 0.1 $281k 3.5k 80.28
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $271k 1.9k 141.05
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $263k 2.7k 97.76
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $255k 5.5k 46.04
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $252k 5.4k 46.54
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $233k 1.8k 128.83
Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $229k 5.7k 40.35
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $220k 2.0k 111.80
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $220k 4.9k 45.05
General Motors Company (GM) 0.1 $210k 2.6k 81.33
Automatic Data Processing (ADP) 0.1 $206k 800.00 257.23
Ishares Core Msci Emkt (IEMG) 0.1 $205k 3.1k 67.22
Newmont Mining Corporation (NEM) 0.1 $201k 2.0k 99.86
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $200k 1.6k 121.75