Snider Financial Group Portfolio Holdings

Snider Financial Group

  • $343 Million
  • Q2 2025

Snider Financial Group has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $343 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $36.9M, Ishares Core U.S. Aggregate Bo with a value of $22.8M, Microsoft Corp with a value of $20.4M, Vanguard Dividend Appreciation with a value of $16.8M, and Ishares U.S. Treasury Bond ETF with a value of $14.4M.

Examining the 13F form we can see an increase of $37.7M in the current position value, from $305M to 343M.

Snider Financial Group is based out at Bellevue, WA

Below you can find more details about Snider Financial Group portfolio as well as his latest detailed transactions.

Portfolio value $343 Million
ETFs: $193 Million
Technology: $55.9 Million
Healthcare: $21.4 Million
Communication Services: $17.7 Million
Financial Services: $16.6 Million
Consumer Cyclical: $12.6 Million
Consumer Defensive: $12.3 Million
Industrials: $10.5 Million
Other: $3.62 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.9 Million 10.74% of portfolio
59,377
Q2 2025 Added 4.06%
$0
$22.8 Million 6.64% of portfolio
229,649
Q2 2025 Added 2.59%
$3.86T
$20.4 Million 5.93% of portfolio
40,915
Q2 2025 Reduced 4.95%
$0
$16.8 Million 4.88% of portfolio
92,042
Q2 2025 Added 1.82%
$0
$14.4 Million 4.2% of portfolio
627,613
Q2 2025 Added 1.37%
$2.26T
$10.6 Million 3.08% of portfolio
48,138
Q2 2025 Added 1.03%
$760B
$9.56 Million 2.79% of portfolio
12,266
Q2 2025 Added 3.81%
$4.22T
$9.2 Million 2.68% of portfolio
44,826
Q2 2025 Added 0.91%
$1.65T
$8.68 Million 2.53% of portfolio
11,766
Q2 2025 Added 1.04%
$0
$8.09 Million 2.36% of portfolio
159,612
Q2 2025 Added 0.89%
$0
$7.81 Million 2.27% of portfolio
30,823
Q2 2025 Added 2.36%
$1.53T
$7.72 Million 2.25% of portfolio
43,529
Q2 2025 Added 7.1%
$0
$7.3 Million 2.13% of portfolio
249,920
Q2 2025 Added 73.49%
$0
$7.02 Million 2.05% of portfolio
74,766
Q2 2025 Added 1.0%
$0
$6.63 Million 1.93% of portfolio
126,662
Q2 2025 Added 4.67%
$451B
$5.88 Million 1.71% of portfolio
37,246
Q2 2025 Added 4.51%
$288B
$5.65 Million 1.65% of portfolio
57,761
Q2 2025 Reduced 0.07%
$871B
$5.03 Million 1.47% of portfolio
17,364
Q2 2025 Reduced 0.54%
$0
$5.04 Million 1.47% of portfolio
51,284
Q2 2025 Added 3.53%
$144B
$4.83 Million 1.41% of portfolio
12,206
Q2 2025 Added 1.85%
$0
$4.56 Million 1.33% of portfolio
123,818
Q2 2025 New
$40.7B
$4.28 Million 1.25% of portfolio
14,879
Q2 2025 Reduced 2.66%
$108B
$4.23 Million 1.23% of portfolio
8,298
Q2 2025 Added 0.84%
$72.1B
$4.2 Million 1.22% of portfolio
2,764
Q2 2025 Added 0.58%
$64.2B
$4.17 Million 1.21% of portfolio
20,356
Q2 2025 Added 14.82%
$1.53T
$4.15 Million 1.21% of portfolio
18,330
Q2 2025 Reduced 1.2%
$0
$4.04 Million 1.18% of portfolio
71,127
Q2 2025 Added 1.52%
$17.2B
$3.75 Million 1.09% of portfolio
11,427
Q2 2025 Reduced 7.23%
$139B
$3.67 Million 1.07% of portfolio
13,300
Q2 2025 Added 0.06%
$568B
$3.48 Million 1.01% of portfolio
9,790
Q2 2025 Reduced 0.55%
$53.1B
$3.34 Million 0.97% of portfolio
13,572
Q2 2025 Added 1.51%
$0
$3.04 Million 0.88% of portfolio
24,000
Q3 2024 Added 19.82%
$0
$2.98 Million 0.87% of portfolio
7,015
Q2 2025 Added 0.16%
$158B
$2.92 Million 0.85% of portfolio
5,535
Q2 2025 Added 1.36%
$0
$2.76 Million 0.8% of portfolio
63,751
Q2 2025 Added 229.62%
$0
$2.59 Million 0.75% of portfolio
19,160
Q2 2025 Reduced 4.44%
$0
$2.49 Million 0.73% of portfolio
22,438
Q2 2025 Reduced 0.5%
$0
$2.45 Million 0.71% of portfolio
8,768
Q2 2025 Added 160.1%
$0
$2.3 Million 0.67% of portfolio
3,717
Q2 2025 Added 46.8%
$646B
$2.29 Million 0.67% of portfolio
4,712
Q2 2025 Added 6.53%
$0
$2.26 Million 0.66% of portfolio
33,589
Q2 2025 Added 0.32%
$342B
$2.19 Million 0.64% of portfolio
7,024
Q2 2025 Reduced 0.41%
$0
$2.15 Million 0.63% of portfolio
43,916
Q2 2025 Added 1.14%
$0
$2.1 Million 0.61% of portfolio
25,188
Q2 2025 New
$0
$1.9 Million 0.55% of portfolio
14,271
Q2 2025 Added 0.07%
$0
$1.85 Million 0.54% of portfolio
50,000
Q2 2025 New
$0
$1.5 Million 0.44% of portfolio
64,369
Q2 2025 Added 0.29%
$442B
$1.46 Million 0.42% of portfolio
2
Q2 2023 New
$0
$1.34 Million 0.39% of portfolio
2,355
Q2 2025 Added 0.38%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $343 Million
  • Prior Value $305 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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