Snider Financial Group Closed Holding Positions

Snider Financial Group

$271 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
JMOM J P Morgan ETF Tr U S Momentum ETFs	Q2 2022 Filed on Aug 15, 2022	5,924	$35.14 - $44.39 $208K - $263K
AOR Ishares Tr Core Growth Allocat ETFs	Q2 2022 Filed on Aug 15, 2022	9,858	$47.07 - $54.22 $464K - $535K
IAC Iac/Inter Active Corp Communication Services	Q2 2022 Filed on Aug 15, 2022	2,151	$72.63 - $105.48 $156K - $227K
NEM Newmont Corp Basic Materials	Q2 2022 Filed on Aug 15, 2022	3,527	$59.67 - $85.42 $210K - $301K
EFG Msci Eafe Growth ETF ETFs	Q2 2022 Filed on Aug 15, 2022	9,819	$77.95 - $97.78 $765K - $960K
DHR Danaher Corp Healthcare	Q2 2022 Filed on Aug 15, 2022	696	$237.11 - $299.66 $165K - $209K
SMAR Smartsheet Inc Technology	Q2 2022 Filed on Aug 15, 2022	4,273	$27.45 - $57.45 $117K - $245K
TRUP Trupanion, Inc. Financial Services	Q2 2022 Filed on Aug 15, 2022	2,889	$51.62 - $95.52 $149K - $276K
MMM 3 M CO Industrials	Q1 2022 Filed on May 13, 2022	1,340	$140.96 - $181.02 $189K - $243K
XBI Spdr Ser Tr Spdr S&P Biotech E ETFs	Q1 2022 Filed on May 13, 2022	46,214	$81.07 - $115.44 $3.75M - $5.33M
IBM International Business Machines Corp Technology	Q4 2021 Filed on Jan 18, 2022	12,960	$115.81 - $138.25 $1.5M - $1.79M
XMLV Invesco ETF Tr Ii S&P Midcap L ETFs	Q4 2021 Filed on Jan 18, 2022	3,884	$53.05 - $58.54 $206K - $227K
WAFD Washington Federal Inc Financial Services	Q4 2021 Filed on Jan 18, 2022	9,484	$32.06 - $36.39 $304K - $345K
AOM Ishares Tr Core Moderate Alloc ETFs	Q3 2021 Filed on Nov 05, 2021	17,932	$44.74 - $45.93 $802K - $824K
General Electric CO	Q3 2021 Filed on Nov 05, 2021	24,406	N/A
TSLA Tesla, Inc. Consumer Cyclical	Q3 2021 Filed on Nov 05, 2021	700	$643.38 - $791.36 $450K - $554K

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