Snider Financial Group Portfolio Holdings

Snider Financial Group

  • $320 Million
  • Q4 2024

Snider Financial Group has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $320 Million distributed in 111 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 $33.4M, Ishares Core U.S. Aggregate Bo with a value of $21.9M, Microsoft Corp with a value of $18.7M, Vanguard Dividend Appreciation with a value of $16.5M, and Ishares U.S. Treasury Bond ETF with a value of $13.9M.

Examining the 13F form we can see an increase of $49.6M in the current position value, from $271M to 320M.

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 $320 Million
ETFs: $178 Million
Technology: $52 Million
Healthcare: $20.6 Million
Communication Services: $16.9 Million
Financial Services: $14.9 Million
Consumer Cyclical: $13.6 Million
Consumer Defensive: $11.7 Million
Industrials: $8.53 Million
Other: $3.83 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148B
$4.33 Million 1.35% of portfolio
12,036
Q4 2024 Added 2.81%
$72B
$3.45 Million 1.08% of portfolio
2,724
Q4 2024 Added 20.74%
$53.1B
$3.4 Million 1.06% of portfolio
13,814
Q4 2024 Reduced 6.78%
$58B
$3.21 Million 1.0% of portfolio
17,664
Q4 2024 Added 108.74%
$33.3B
$3.22 Million 1.0% of portfolio
15,303
Q4 2024 Added 3.62%
$90.6B
$3.08 Million 0.96% of portfolio
9,008
Q4 2024 Reduced 5.06%
$12.8B
$2.72 Million 0.85% of portfolio
11,438
Q4 2024 Added 0.62%
$169B
$2.64 Million 0.82% of portfolio
5,298
Q4 2024 Added 5.6%
$91.1B
$2.44 Million 0.76% of portfolio
10,509
Q4 2024 New
$38B
$1.37 Million 0.43% of portfolio
17,930
Q4 2024 New
$129B
$1.11 Million 0.35% of portfolio
12,177
Q4 2024 New
$44.8B
$1.04 Million 0.32% of portfolio
18,242
Q4 2024 New
$27.2B
$749,000 0.23% of portfolio
18,670
Q4 2024 New
$82.8B
$505,000 0.16% of portfolio
3,918
Q4 2024 New
$72.1B
$521,000 0.16% of portfolio
1,111
Q4 2024 New
$43.6B
$389,000 0.12% of portfolio
7,885
Q4 2024 New
$134B
$286,000 0.09% of portfolio
3,999
Q4 2024 New
$86.5B
$249,000 0.08% of portfolio
3,298
Q4 2024 New
$127B
$234,000 0.07% of portfolio
800
Q3 2024 New
$68.5B
$229,000 0.07% of portfolio
7,118
Q4 2024 New
$36.9B
$203,000 0.06% of portfolio
1,961
Q4 2024 New
$67.3B
$205,000 0.06% of portfolio
3,850
Q4 2024 New
$94.9B
$113,000 0.04% of portfolio
24,789
Q4 2024 Added 0.63%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $320 Million
  • Prior Value $271 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 54 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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