Snider Financial Group Portfolio Holdings by Sector
Snider Financial Group
- $240 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AGG IVV VIG XLK IQLT USMV ICSH MBB 30 stocks |
$148,201
61.79% of portfolio
|
  15  
|
  14  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PANW CRWD ORCL 4 stocks |
$12,944
5.4% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$12,586
5.25% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$9,238
3.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$6,590
2.75% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
ADSK AZPN 2 stocks |
$6,470
2.7% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$5,593
2.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,234
2.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM NVDA 2 stocks |
$4,263
1.78% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK 1 stocks |
$4,092
1.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
TDG HEI 2 stocks |
$3,889
1.62% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM SAN 2 stocks |
$3,812
1.59% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV 1 stocks |
$3,263
1.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$2,685
1.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$2,298
0.96% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
OTIS GE 2 stocks |
$2,136
0.89% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$1,922
0.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$1,597
0.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$1,475
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$1,268
0.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$294
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|