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
TMO
Thermo Fisher Scientific Inc.

Healthcare
-56
- 7.48%
$501.29 - $612.85 $28.1K - $34.3K
693 $360K
HD
Home Depot, Inc.

Consumer Cyclical
-179
- 8.7%
$385.02 - $431.37 $68.9K - $77.2K
1.88K $730K
V
Visa Inc.

Financial Services
-570
- 27.89%
$273.87 - $320.91 $156K - $183K
1.47K $465K
UPS
United Parcel Service Inc

Industrials
-138
- 1.95%
$122.65 - $138.35 $16.9K - $19.1K
6.95K $876K
LLY
Eli Lilly & CO

Healthcare
-21
- 3.39%
$727.2 - $932.06 $15.3K - $19.6K
599 $462K
XLV
Select Sector Spdr Fund Health

ETFs
-344
- 16.03%
$136.28 - $154.74 $46.9K - $53.2K
1.8K $247K
XLK
Technology Sector Spdr

ETFs
-473
- 10.52%
$220.26 - $241.44 $104K - $114K
4.03K $935K
ADBE
Adobe Inc.

Technology
-73
- 13.01%
$437.39 - $552.96 $31.9K - $40.4K
488 $217K
PEP
Pepsico Inc

Consumer Defensive
-86
- 2.55%
$151.29 - $176.1 $13K - $15.1K
3.29K $500K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-58
- 1.18%
$59.25 - $72.99 $3.44K - $4.23K
4.84K $289K
VBR
Vanguard Small Cap Value ETF

ETFs
-57
- 0.26%
$197.36 - $217.3 $11.2K - $12.4K
21.6K $4.29M
PFE
Pfizer Inc

Healthcare
-1.14K
- 8.07%
$24.8 - $30.19 $28.3K - $34.4K
13K $344K
PG
Procter & Gamble CO

Consumer Defensive
-56
- 0.6%
$161.05 - $179.7 $9.02K - $10.1K
9.33K $1.56M
USB
Us Bancorp \De\

Financial Services
-2.55K
- 8.07%
$43.98 - $53.66 $112K - $137K
29K $1.39M
BR
Broadridge Financial Solutions, Inc.

Technology
-571
- 8.54%
$209.64 - $236.44 $120K - $135K
6.11K $1.38M
LMT
Lockheed Martin Corp

Industrials
-16
- 3.52%
$479.66 - $614.62 $7.67K - $9.83K
438 $212K
BK
Bank Of New York Mellon Corp

Financial Services
-2.18K
- 9.21%
$70.82 - $81.87 $155K - $179K
21.5K $1.65M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-565
- 5.77%
$46.33 - $48.6 $26.2K - $27.5K
9.23K $428K
GE
General Electric CO

Industrials
-3
- 0.15%
$159.95 - $194.23 $480 - $583
2.01K $335K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-693
- 8.76%
$69.3 - $74.3 $48K - $51.5K
7.22K $515K
SO
Southern CO

Utilities
-26
- 0.58%
$81.5 - $94.15 $2.12K - $2.45K
4.43K $364K
ACN
Accenture PLC

Technology
-95
- 6.21%
$343.9 - $376.86 $32.7K - $35.8K
1.44K $505K
FAST
Fastenal CO

Industrials
-544
- 8.56%
$69.99 - $84.35 $38.1K - $45.9K
5.81K $417K
CHE
Chemed Corp

Healthcare
-2
- 0.44%
$517.44 - $613.19 $1.03K - $1.23K
453 $239K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-235
- 7.98%
$113.92 - $127.38 $26.8K - $29.9K
2.71K $312K
CME
Cme Group Inc.

Financial Services
-214
- 12.95%
$221.17 - $246.02 $47.3K - $52.6K
1.44K $333K
PCAR
Paccar Inc

Industrials
-1.04K
- 7.15%
$97.92 - $118.41 $102K - $123K
13.5K $1.41M
META
Meta Platforms, Inc.

Communication Services
-188
- 3.97%
$554.08 - $632.68 $104K - $119K
4.55K $2.68M
GGG
Graco Inc

Industrials
-180
- 4.88%
$81.45 - $92.29 $14.7K - $16.6K
3.51K $295K
VTV
Vanguard Value ETF

ETFs
-106
- 7.34%
$168.32 - $181.87 $17.8K - $19.3K
1.34K $226K
ABT
Abbott Laboratories

Healthcare
-100
- 0.79%
$111.93 - $119.39 $11.2K - $11.9K
12.5K $1.41M
WM
Waste Management Inc

Industrials
-70
- 5.37%
$201.79 - $228.46 $14.1K - $16K
1.23K $248K
VIG
Vanguard Dividend Appreciation

ETFs
-107
- 2.24%
N/A
4.68K $851K
WELL
Welltower Inc.

Real Estate
-107
- 5.08%
$123.11 - $139.3 $13.2K - $14.9K
2K $252K
MA
Mastercard Inc

Financial Services
-70
- 9.83%
$491.3 - $536.15 $34.4K - $37.5K
642 $338K
GLD
Spdr Gold Trust

ETFs
-10
- 0.29%
$236.59 - $257.5 $2.37K - $2.58K
3.41K $826K
IBM
International Business Machines Corp

Technology
-4
- 0.12%
$204.9 - $238.04 $820 - $952
3.41K $750K
TXN
Texas Instruments Inc

Technology
-21
- 1.31%
N/A
1.58K $307K
FICO
Fair Isaac Corp

Technology
-1
- 0.58%
$1911.01 - $2382.4 $1.91K - $2.38K
170 $338K
SCHW
Schwab Charles Corp

Financial Services
-340
- 10.06%
$63.31 - $82.85 $21.5K - $28.2K
3.04K $225K
PODD
Insulet Corp

Healthcare
-62
- 7.05%
$227.79 - $275.7 $14.1K - $17.1K
818 $213K
DIS
Walt Disney CO

Communication Services
-312
- 10.1%
$92.39 - $117.6 $28.8K - $36.7K
2.78K $309K
MKL
Markel Corp

Financial Services
-3
- 2.31%
$1542.01 - $1785.11 $4.63K - $5.36K
127 $219K
WMT
Walmart Inc.

Consumer Defensive
-153
- 3.51%
$79.1 - $95.7 $12.1K - $14.6K
4.2K $379K
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.21%
$873.59 - $994.69 $2.62K - $2.98K
1.44K $1.32M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-52
- 2.48%
$172.07 - $207.36 $8.95K - $10.8K
2.04K $403K
IVV
Ishares Core S&P 500 ETF

ETFs
-88
- 1.12%
$570.51 - $610.59 $50.2K - $53.7K
7.75K $4.56M
CSCO
Cisco Systems, Inc.

Technology
-2.91K
- 7.86%
$52.45 - $60.02 $153K - $175K
34.1K $2.02M
WFC
Wells Fargo & Company

Financial Services
-729
- 9.47%
$54.98 - $77.35 $40.1K - $56.4K
6.97K $489K
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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