Sns Financial Group, LLC Reduced Holdings in Q4 2024

Sns Financial Group, LLC

  • $969 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-54.5K
- 16.94%
$71.75 - $75.11 $3.91M - $4.09M
267K $19.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-14.3K
- 8.74%
$75.1 - $82.99 $1.07M - $1.19M
149K $11.3M
MUB
Ishares National Muni Bond ETF

ETFs
-7.18K
- 2.38%
$105.78 - $108.7 $760K - $781K
294K $31.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
-11.2K
- 13.3%
$57.29 - $63.1 $642K - $707K
73K $4.19M
VUG
Vanguard Growth ETF

ETFs
-3.41K
- 15.09%
$378.79 - $428.11 $1.29M - $1.46M
19.2K $7.87M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-12.5K
- 7.97%
$26.63 - $30.23 $333K - $379K
145K $3.85M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-13.8K
- 14.56%
$61.52 - $66.5 $848K - $917K
80.9K $5.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.24K
- 11.98%
$442.29 - $483.08 $550K - $600K
9.13K $4.14M
MSFT
Microsoft Corp

Technology
-1.04K
- 5.03%
$406.35 - $454.46 $424K - $474K
19.7K $8.31M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.26K
- 10.94%
$77.02 - $78.58 $482K - $492K
51K $3.94M
UNH
Unitedhealth Group Inc

Healthcare
-459
- 12.67%
$485.52 - $625.25 $223K - $287K
3.16K $1.6M
VT
Vanguard Total World Stk Index

ETFs
-3.48K
- 7.5%
$117.09 - $123.07 $408K - $429K
42.9K $5.04M
AMGN
Amgen Inc

Healthcare
-475
- 8.35%
$258.78 - $328.31 $123K - $156K
5.21K $1.36M
GLDM
World Gold Trust

ETFs
-7.44K
- 1.48%
$50.76 - $55.23 $378K - $411K
496K $25.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.98K
- 2.66%
$74.5 - $78.37 $148K - $155K
72.5K $5.42M
VTI
Vanguard Total Stock Market Et

ETFs
-2.17K
- 6.59%
$280.04 - $302.45 $608K - $657K
30.8K $8.93M
CVS
Cvs Health Corp

Healthcare
-2.61K
- 17.67%
$43.78 - $67.46 $114K - $176K
12.2K $546K
TGT
Target Corp

Consumer Defensive
-1.41K
- 15.53%
$121.59 - $160.69 $171K - $226K
7.65K $1.03M
CI
Cigna Corp

Healthcare
-407
- 11.38%
$265.59 - $358.58 $108K - $146K
3.17K $875K
VEA
Vanguard Ftse Developed Market

ETFs
-4.71K
- 21.1%
$47.57 - $52.44 $224K - $247K
17.6K $841K
MDT
Medtronic PLC

Healthcare
-1.72K
- 10.13%
$79.61 - $92.24 $137K - $159K
15.3K $1.22M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-2.87K
- 2.86%
$42.79 - $44.9 $123K - $129K
97.6K $4.19M
UNP
Union Pacific Corp

Industrials
-464
- 4.92%
$223.15 - $249.32 $104K - $116K
8.98K $2.05M
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.57K
- 16.72%
$49.38 - $59.52 $127K - $153K
12.8K $645K
HSY
Hershey CO

Consumer Defensive
-660
- 10.51%
$168.67 - $193.65 $111K - $128K
5.62K $952K
VZ
Verizon Communications Inc

Communication Services
-2.86K
- 10.85%
$39.6 - $45.21 $113K - $129K
23.5K $938K
PII
Polaris Inc.

Consumer Cyclical
-100
- 1.1%
$56.74 - $83.06 $5.67K - $8.31K
8.96K $516K
FDL
First Tr Morningstar Dividend

ETFs
-1.67K
- 1.82%
$39.59 - $43.95 $66.1K - $73.4K
90.1K $3.63M
XLE
Energy Sector Spdr

ETFs
-2.06K
- 10.6%
$83.32 - $97.27 $171K - $200K
17.3K $1.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.83K
- 2.62%
$567.81 - $607.81 $1.04M - $1.11M
68K $39.8M
QCOM
Qualcomm Inc

Technology
-444
- 5.35%
$150.4 - $178.04 $66.8K - $79K
7.86K $1.21M
IWM
Ishares Russell 2000 ETF

ETFs
-863
- 8.65%
$216.13 - $242.4 $187K - $209K
9.12K $2.01M
JNJ
Johnson & Johnson

Healthcare
-441
- 6.33%
$143.34 - $165.86 $63.2K - $73.1K
6.53K $943K
XLU
Utilities Sector Spdr

ETFs
-1.65K
- 15.96%
$74.89 - $82.93 $124K - $137K
8.7K $658K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-518
- 1.17%
$34.13 - $37.35 $17.7K - $19.3K
43.8K $1.5M
ACWI
Ishares Msci Acwi ETF

ETFs
-919
- 3.08%
$117.05 - $123.03 $108K - $113K
28.9K $3.4M
ORCL
Oracle Corp

Technology
-884
- 15.69%
$165.41 - $192.43 $146K - $170K
4.75K $791K
ABBV
Abb Vie Inc.

Healthcare
-116
- 1.57%
$164.99 - $203.87 $19.1K - $23.6K
7.26K $1.29M
ECL
Ecolab Inc.

Basic Materials
-93
- 1.43%
$234.32 - $261.43 $21.8K - $24.3K
6.41K $1.5M
FV
First Trust Dorsey Wright Focu

ETFs
-2.83K
- 20.41%
$57.47 - $62.82 $163K - $178K
11.1K $652K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.48K
- 5.7%
$121.89 - $135.52 $180K - $200K
24.4K $3.05M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-3.62K
- 36.44%
$42.25 - $43.54 $153K - $158K
6.31K $270K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-360
- 6.46%
$417.69 - $450.94 $150K - $162K
5.21K $2.22M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-1.51K
- 12.01%
$100.38 - $107.86 $151K - $162K
11K $1.14M
KO
Coca Cola CO

Consumer Defensive
-997
- 13.92%
$61.74 - $71.71 $61.6K - $71.5K
6.17K $383K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-3.85K
- 14.44%
$29.77 - $30.19 $114K - $116K
22.8K $680K
SCI
Service Corp International

Consumer Cyclical
-1.58K
- 8.91%
$73.36 - $88.6 $116K - $140K
16.1K $1.29M
NVDA
Nvidia Corp

Technology
-2.1K
- 15.52%
$117.0 - $148.88 $246K - $313K
11.4K $1.53M
XOM
Exxon Mobil Corp

Energy
-561
- 11.7%
$105.51 - $125.37 $59.2K - $70.3K
4.23K $455K
Activity Summary
Buys All Purchases 60 New Holdings 8 Increased Positions 52 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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