Snider Financial Group Portfolio Holdings

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.