Sns Financial Group, LLC Portfolio Holdings
Sns Financial Group, LLC
- $994 Million
- Q3 2024
Sns Financial Group, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $994 Million distributed in 293 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 $128M, Schwab Strategic Tr Intl Eqty with a value of $69.1M, Ishares Barclays 3 7 Yr Treas with a value of $62.1M, Wisdomtree Tr Us Quality Divid with a value of $53.3M, and Schwab Strategic Tr Us Broad M with a value of $50.1M.
Examining the 13F form we can see an increase of $64.8M in the current position value, from $929M to 994M.
Below you can find more details about Sns Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 293
- Current Value $994 Million
- Prior Value $929 Million
- Filing
- Period Q3 2024
- Filing Date October 31, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 12 stocks
- Additional Purchases 54 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks