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Size ($ in 1000's)
At 12/31/2023: $217,020
At 09/30/2023: $206,848
Snider Financial Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Snider Financial Group 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Snider Financial Group top holdings by largest position size, as per the latest 13f filing made by Snider Financial Group.
In the Snider Financial Group-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Snider Financial Group in that top holding, then the share count change between reporting periods, and finally the Snider Financial Group top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (AGG) |
197,196 |
-19,115 |
$19,572 | | AGG | 197,196 | -19,115 | $19,572 | | VANGUARD SPECIALIZED FUNDS (VIG) |
93,410 |
+656 |
$15,917 | | VIG | 93,410 | +656 | $15,917 | | ISHARES TR (IVV) |
32,321 |
-449 |
$15,437 | | IVV | 32,321 | -449 | $15,437 | | ISHARES TR (MBB) |
105,723 |
-58,700 |
$9,946 | | MBB | 105,723 | -58,700 | $9,946 | | SELECT SECTOR SPDR TR (XLK) |
44,091 |
-700 |
$8,487 | | XLK | 44,091 | -700 | $8,487 | | MICROSOFT CORP |
21,059 |
+154 |
$7,919 | | MSFT | 21,059 | +154 | $7,919 | | ISHARES TR (IQLT) |
210,609 |
+2,165 |
$7,910 | | IQLT | 210,609 | +2,165 | $7,910 | | SPDR SER TR (SPTL) |
252,014 |
+3,890 |
$7,313 | | SPTL | 252,014 | +3,890 | $7,313 | | ISHARES TR (ICSH) |
131,937 |
+1,394 |
$6,644 | | ICSH | 131,937 | +1,394 | $6,644 | | ELI LILLY & CO |
11,201 |
-155 |
$6,529 | | LLY | 11,201 | -155 | $6,529 | | PIMCO ETF TR (MINT) |
62,501 |
+1,389 |
$6,237 | | MINT | 62,501 | +1,389 | $6,237 | | ISHARES TR (USMV) |
79,219 |
+478 |
$6,181 | | USMV | 79,219 | +478 | $6,181 | | META PLATFORMS INC |
16,463 |
+299 |
$5,827 | | META | 16,463 | +299 | $5,827 | | ALPHABET INC |
40,625 |
-5,658 |
$5,725 | | GOOG | 40,625 | -5,658 | $5,725 | | VANECK ETF TRUST (MOAT) |
64,964 |
+1,534 |
$5,513 | | MOAT | 64,964 | +1,534 | $5,513 | | APPLE INC |
25,505 |
+1,193 |
$4,911 | | AAPL | 25,505 | +1,193 | $4,911 | | AMAZON COM INC |
31,761 |
+1,042 |
$4,826 | | AMZN | 31,761 | +1,042 | $4,826 | | BOEING CO |
18,031 |
+587 |
$4,700 | | BA | 18,031 | +587 | $4,700 | | ISHARES TR (IJR) |
37,277 |
+1,166 |
$4,035 | | IJR | 37,277 | +1,166 | $4,035 | | INVESCO EXCH TRD SLF IDX FD |
75,611 |
+879 |
$3,887 | | OMFL | 75,611 | +879 | $3,887 | | ISHARES TR (IHI) |
71,276 |
+4,155 |
$3,847 | | IHI | 71,276 | +4,155 | $3,847 | | ISHARES TR (VLUE) |
35,994 |
+500 |
$3,641 | | VLUE | 35,994 | +500 | $3,641 | | ASPEN TECHNOLOGY INC |
16,502 |
+822 |
$3,633 | | AZPN | 16,502 | +822 | $3,633 | | AUTODESK INC |
13,706 |
+901 |
$3,337 | | ADSK | 13,706 | +901 | $3,337 | | COSTCO WHSL CORP NEW |
5,004 |
+200 |
$3,303 | | COST | 5,004 | +200 | $3,303 | | JPMORGAN CHASE & CO |
18,283 |
+624 |
$3,110 | | JPM | 18,283 | +624 | $3,110 | | STRYKER CORPORATION |
8,651 |
+485 |
$2,591 | | SYK | 8,651 | +485 | $2,591 | | WALMART INC |
15,927 |
+764 |
$2,511 | | WMT | 15,927 | +764 | $2,511 | | ISHARES TR (ITOT) |
21,579 |
-468 |
$2,271 | | ITOT | 21,579 | -468 | $2,271 | | VEEVA SYS INC |
11,547 |
+1,587 |
$2,223 | | VEEV | 11,547 | +1,587 | $2,223 | | FIRST TR EXCHANGE TRADED FD (CIBR) |
41,147 |
+1,947 |
$2,215 | | CIBR | 41,147 | +1,947 | $2,215 | | VISA INC |
8,008 |
+398 |
$2,085 | | V | 8,008 | +398 | $2,085 | | UNITEDHEALTH GROUP INC |
3,888 |
+174 |
$2,047 | | UNH | 3,888 | +174 | $2,047 | | ISHARES TR (IBB) |
15,000 |
UNCH |
$2,038 | | IBB | 15,000 | UNCH | $2,038 | | ISHARES TR (GOVT) |
87,887 |
+1,973 |
$2,025 | | GOVT | 87,887 | +1,973 | $2,025 | | VANGUARD MUN BD FDS (VTEB) |
38,914 |
+248 |
$1,987 | | VTEB | 38,914 | +248 | $1,987 | | SCHWAB STRATEGIC TR |
22,133 |
-1,192 |
$1,836 | | SCHG | 22,133 | -1,192 | $1,836 | | NETFLIX INC |
3,166 |
+138 |
$1,541 | | NFLX | 3,166 | +138 | $1,541 | | VANECK ETF TRUST (SMH) |
8,064 |
+430 |
$1,410 | | SMH | 8,064 | +430 | $1,410 | | OTIS WORLDWIDE CORP |
15,557 |
+1,223 |
$1,392 | | OTIS | 15,557 | +1,223 | $1,392 | | TRANSDIGM GROUP INC |
1,375 |
+85 |
$1,391 | | TDG | 1,375 | +85 | $1,391 | | S&P GLOBAL INC |
3,011 |
+3,011 |
$1,326 | | SPGI | 3,011 | +3,011 | $1,326 | | AMERICAN WTR WKS CO INC NEW |
9,735 |
+9,735 |
$1,285 | | AWK | 9,735 | +9,735 | $1,285 |  BERKSHIRE HATHAWAY INC DEL |
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$1,085 | | BRK.A | 2 | UNCH | $1,085 | | VANECK ETF TRUST (ANGL) |
34,237 |
+279 |
$985 | | ANGL | 34,237 | +279 | $985 | | ISHARES TR (IXUS) |
12,347 |
-206 |
$802 | | IXUS | 12,347 | -206 | $802 | | SPDR SER TR (SPAB) |
21,417 |
-1,328 |
$549 | | SPAB | 21,417 | -1,328 | $549 | | VANGUARD SCOTTSDALE FDS (VGSH) |
9,293 |
UNCH |
$542 | | VGSH | 9,293 | UNCH | $542 | | GENERAL ELECTRIC CO |
3,083 |
UNCH |
$393 | | GE | 3,083 | UNCH | $393 | | ISHARES TR (IUSB) |
7,642 |
-312 |
$352 | | IUSB | 7,642 | -312 | $352 |
See Full List: All Stocks Held By Snider Financial Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Snider Financial Group
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