Sns Financial Group, LLC Portfolio Holdings

Sns Financial Group, LLC

  • $1.04 Billion
  • Q2 2025

Sns Financial Group, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.04 Billion distributed in 300 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $142M, Schwab Strategic Tr Intl Eqty with a value of $81M, Ishares Barclays 3 7 Yr Treas with a value of $68.4M, Wisdomtree Tr Us Quality Divid with a value of $58.5M, and Ishares S&P 100 ETF with a value of $55.8M.

Examining the 13F form we can see an increase of $62.2M in the current position value, from $978M to 1.04B.

Below you can find more details about Sns Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.04 Billion
ETFs: $915 Million
Technology: $52.2 Million
Industrials: $16.9 Million
Healthcare: $12.2 Million
Communication Services: $11.4 Million
Financial Services: $10.8 Million
Consumer Cyclical: $10 Million
Consumer Defensive: $7.67 Million
Other: $4.4 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 300
  • Current Value $1.04 Billion
  • Prior Value $978 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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