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.

Portfolio value $994 Million
ETFs: $861 Million
Technology: $56.4 Million
Healthcare: $15.5 Million
Industrials: $14.4 Million
Consumer Cyclical: $12.2 Million
Financial Services: $10.9 Million
Communication Services: $9.73 Million
Consumer Defensive: $9.25 Million
Other: $4.75 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 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
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