Snider Financial Group Top Holdings and 13F Report (2024) About Snider Financial GroupInvestment ActivitySnider Financial Group has $273.19 million in total holdings as of September 30, 2024.Snider Financial Group owns shares of 61 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 3.81% of the portfolio was purchased this quarter.About 3.05% of the portfolio was sold this quarter.This quarter, Snider Financial Group has purchased 61 new stocks and bought additional shares in 33 stocks.Snider Financial Group sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $34,052,713iShares Core U.S. Aggregate Bond ETF $21,196,636Vanguard Dividend Appreciation ETF $17,932,084iShares U.S. Treasury Bond ETF $11,162,962Eli Lilly and Company $10,360,225 Largest New Holdings this Quarter Automatic Data Processing $221,384 HoldingSPDR Gold Shares $201,983 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 Value ETF 35,886 shares (about $1.90M)iShares U.S. Treasury Bond ETF 80,793 shares (about $1.89M)iShares Core S&P Small-Cap ETF 13,742 shares (about $1.61M)SPDR S&P 500 ETF Trust 1,383 shares (about $793.50K)S&P Global 1,292 shares (about $667.48K) Largest Sales this Quarter iShares MSCI Intl Quality Factor ETF 44,551 shares (about $1.85M)SPDR Portfolio Long Term Treasury ETF 52,887 shares (about $1.54M)Autodesk 5,314 shares (about $1.46M)iShares Core S&P 500 ETF 950 shares (about $547.98K)iShares Ultra Short-Term Bond Active ETF 3,774 shares (about $191.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSnider Financial Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$34,052,713$547,981 ▼-1.6%59,03512.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$21,196,636$217,224 ▲1.0%209,3087.8%FinanceVIGVanguard Dividend Appreciation ETF$17,932,084$178,649 ▼-1.0%90,5396.6%ETFGOVTiShares U.S. Treasury Bond ETF$11,162,962$1,894,598 ▲20.4%476,0324.1%ETFLLYEli Lilly and Company$10,360,225$172,759 ▼-1.6%11,6943.8%MedicalMSFTMicrosoft$9,779,021$376,944 ▲4.0%22,7263.6%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$9,076,704$30,478 ▲0.3%40,2053.3%ETFMETAMeta Platforms$7,349,096$17,746 ▲0.2%12,8382.7%Computer and TechnologyAAPLApple$6,991,483$190,596 ▼-2.7%30,0062.6%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$6,988,565$1,848,418 ▼-20.9%168,4402.6%ETFGOOGAlphabet$6,826,148$83,929 ▼-1.2%40,8292.5%Computer and TechnologyMBBiShares MBS ETF$6,667,042$18,683 ▲0.3%69,5862.4%ETFMOATVanEck Morningstar Wide Moat ETF$6,481,704$8,532 ▼-0.1%66,8562.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$6,318,253$191,493 ▼-2.9%124,5222.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$6,044,610$1,896,939 ▲45.7%114,3512.2%ETFIJRiShares Core S&P Small-Cap ETF$6,041,530$1,607,254 ▲36.2%51,6552.2%ETFAMZNAmazon.com$5,832,874$86,457 ▲1.5%31,3042.1%Retail/WholesaleCOSTCostco Wholesale$4,243,188$40,783 ▼-1.0%4,7861.6%Retail/WholesaleSYKStryker$4,229,383$18,425 ▲0.4%11,7071.5%MedicalIHIiShares U.S. Medical Devices ETF$4,197,505$4,264 ▲0.1%70,8801.5%ETFXMHQInvesco S&P MidCap Quality ETF$4,156,423$215,827 ▲5.5%40,5191.5%ETFADSKAutodesk$4,082,063$1,463,901 ▼-26.4%14,8181.5%Computer and TechnologyWMTWalmart$3,994,232$31,412 ▼-0.8%49,4641.5%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$3,985,980$55,999 ▲1.4%66,9801.5%ETFSPYSPDR S&P 500 ETF Trust$3,861,907$793,495 ▲25.9%6,7311.4%FinanceJPMJPMorgan Chase & Co.$3,831,895$31,418 ▼-0.8%18,1731.4%FinanceNVDANVIDIA$3,721,422$66,792 ▲1.8%30,6441.4%Computer and TechnologyIBBiShares Biotechnology ETF$3,494,400$578,032 ▲19.8%24,0001.3%FinanceUNHUnitedHealth Group$3,298,858$6,432 ▲0.2%5,6421.2%MedicalTDGTransDigm Group$3,219,708$195,523 ▲6.5%2,2561.2%AerospaceTSMTaiwan Semiconductor Manufacturing$3,132,176$7,468 ▼-0.2%18,0351.1%Computer and TechnologyVEEVVeeva Systems$3,099,570$33,579 ▲1.1%14,7691.1%Computer and TechnologyHEIHEICO$2,972,246$7,060 ▼-0.2%11,3671.1%AerospaceSPTLSPDR Portfolio Long Term Treasury ETF$2,920,297$1,537,431 ▼-34.5%100,4571.1%ETFPANWPalo Alto Networks$2,892,312$33,838 ▲1.2%8,4621.1%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$2,662,642$49,746 ▲1.9%21,1961.0%ETFCRWDCrowdStrike$2,661,099$496,432 ▲22.9%9,4881.0%Computer and TechnologyVVisa$2,614,531$138,027 ▲5.6%9,5091.0%Business ServicesSPGIS&P Global$2,591,900$667,478 ▲34.7%5,0170.9%Business ServicesSCHGSchwab U.S. Large-Cap Growth ETF$2,227,285$84,074 ▼-3.6%21,3790.8%ETFVTEBVanguard Tax-Exempt Bond ETF$2,097,858$41,458 ▲2.0%41,0380.8%ETFAWKAmerican Water Works$1,934,660$1,901 ▼-0.1%13,2290.7%UtilitiesOTISOtis Worldwide$1,908,178$200,713 ▲11.8%18,3580.7%ConstructionBRK.ABerkshire Hathaway$1,382,3600.0%20.5%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$1,039,936$31,527 ▲3.1%35,3600.4%ManufacturingXLGInvesco S&P 500 Top 50 ETF$864,476$9,839 ▼-1.1%18,1880.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$846,955$49,944 ▼-5.6%9,2760.3%ETFSMHVanEck Semiconductor ETF$832,086$33,627 ▲4.2%3,3900.3%ManufacturingIXUSiShares Core MSCI Total International Stock ETF$827,764$4,721 ▼-0.6%11,3970.3%ManufacturingSPABSPDR Portfolio Aggregate Bond ETF$662,204$129,314 ▲24.3%25,3330.2%ETFGEGeneral Electric$578,752$5,846 ▲1.0%3,0690.2%TransportationORCLOracle$508,474$6,986 ▲1.4%2,9840.2%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$504,1490.0%8,5420.2%ETFIUSBiShares Core Total USD Bond Market ETF$354,390$11,215 ▲3.3%7,5210.1%ManufacturingHDHome Depot$305,1160.0%7530.1%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$303,477$19,823 ▲7.0%3,6590.1%ETFOUNZVan Eck Merk Gold Trust$267,4070.0%10,5320.1%ETFXLVHealth Care Select Sector SPDR Fund$229,0280.0%1,4870.1%ETFADPAutomatic Data Processing$221,384$221,384 ▲New Holding8000.1%Business ServicesGLDSPDR Gold Shares$201,983$201,983 ▲New Holding8310.1%FinanceSANBanco Santander$125,6350.0%24,6340.0%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$0$1,631,134 ▼-100.0%00.0%ETFJVALJPMorgan US Value Factor ETF$0$208,279 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
