Snider Financial Group Portfolio Holdings

Snider Financial Group

  • $305 Million
  • Q1 2025

Snider Financial Group has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $305 Million distributed in 110 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 $31.8M, Ishares Core U.S. Aggregate Bo with a value of $22.1M, Vanguard Dividend Appreciation with a value of $16.5M, Microsoft Corp with a value of $16.2M, and Ishares U.S. Treasury Bond ETF with a value of $14.2M.

Examining the 13F form we can see an decrease of $14.6M in the current position value, from $320M to 305M.

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 $305 Million
ETFs: $173 Million
Technology: $45.1 Million
Healthcare: $22 Million
Financial Services: $15.9 Million
Communication Services: $14.1 Million
Consumer Cyclical: $11.5 Million
Consumer Defensive: $11.1 Million
Industrials: $9.44 Million
Other: $3.61 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $305 Million
  • Prior Value $320 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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