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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$142B
$4.83 Million 1.41% of portfolio
12,206
Q2 2025 Added 1.85%
$38.7B
$4.28 Million 1.25% of portfolio
14,879
Q2 2025 Reduced 2.66%
$93.6B
$4.23 Million 1.23% of portfolio
8,298
Q2 2025 Added 0.84%
$76.5B
$4.2 Million 1.22% of portfolio
2,764
Q2 2025 Added 0.58%
$52.5B
$4.17 Million 1.21% of portfolio
20,356
Q2 2025 Added 14.82%
$17.1B
$3.75 Million 1.09% of portfolio
11,427
Q2 2025 Reduced 7.23%
$127B
$3.67 Million 1.07% of portfolio
13,300
Q2 2025 Added 0.06%
$53.1B
$3.34 Million 0.97% of portfolio
13,572
Q2 2025 Added 1.51%
$182B
$2.92 Million 0.85% of portfolio
5,535
Q2 2025 Added 1.36%
$51B
$1.3 Million 0.38% of portfolio
17,477
Q2 2025 Added 5.37%
$36B
$1.2 Million 0.35% of portfolio
17,505
Q2 2025 Added 7.09%
$108B
$1.15 Million 0.34% of portfolio
12,551
Q2 2025 Added 6.53%
$15.3B
$538,000 0.16% of portfolio
20,324
Q2 2025 Added 6.82%
$87.3B
$549,000 0.16% of portfolio
3,609
Q2 2025 Reduced 7.82%
$89.4B
$511,000 0.15% of portfolio
1,023
Q2 2025 Reduced 8.09%
$41.1B
$342,000 0.1% of portfolio
8,150
Q2 2025 Added 0.64%
$75.3B
$238,000 0.07% of portfolio
7,301
Q2 2025 Added 3.06%
$94.4B
$236,000 0.07% of portfolio
3,328
Q2 2025 Added 0.51%
$141B
$242,000 0.07% of portfolio
3,500
Q2 2025 Reduced 12.57%
$124B
$246,000 0.07% of portfolio
800
Q3 2024 New
$158B
$206,000 0.06% of portfolio
24,907
Q2 2025 Added 0.48%

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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