Snider Financial Group Portfolio Holdings

Snider Financial Group

  • $271 Million
  • Q3 2024

Snider Financial Group has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $271 Million distributed in 61 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 $34.1M, Ishares Core U.S. Aggregate Bo with a value of $21.2M, Vanguard Dividend Appreciation with a value of $16.5M, Ishares U.S. Treasury Bond ETF with a value of $11.2M, and Eli Lilly & CO with a value of $10.4M.

Examining the 13F form we can see an increase of $11.5M in the current position value, from $259M to 271M.

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 $271 Million
ETFs: $166 Million
Technology: $33.3 Million
Healthcare: $21 Million
Communication Services: $14.2 Million
Financial Services: $10.5 Million
Industrials: $8.9 Million
Consumer Defensive: $8.24 Million
Consumer Cyclical: $6.14 Million
Other: $1.93 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $271 Million
  • Prior Value $259 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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