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CIK: 0001820681
Total reported value
$392.8M
$392.8M
60 檔
21.9%
In Q1 2024, Snider Financial Group's U.S. equity holdings reached a combined market value of $392.8M, distributed across 60 disclosed stock positions.
During Q1 2024, Snider Financial Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.89% | +0.11% | +35.25% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.27% | +0.63% | +45.03% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.07% | -0.69% | -0.51% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.85% | +0.27% | +6.02% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | +0.44% | +1.18% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.70% | +0.28% | -3.32% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 3.51% | — | +0.74% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.72% | -0.02% | -1.31% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.69% | +0.21% | +4.20% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.67% | -0.27% | -4.12% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 2.65% | -1.91% | -34.96% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.56% | +0.07% | -23.17% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.48% | — | +1.90% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.33% | +0.12% | -2.36% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.18% | -0.71% | +19.68% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.76% | — | -39.92% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.74% | +0.06% | NEW | |
| 18 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.74% | -0.06% | — | |
| 19 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.71% | — | -1.61% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.71% | -0.23% | +32.20% | |
| 21 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.66% | — | +2.03% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | -0.07% | +0.88% | |
| 23 | ADSK | Autodesk Inc | Stock-Tech | 1.54% | — | +3.45% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.51% | -0.32% | -1.46% | |
| 25 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.36% | -0.08% | +21.99% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.24% | -0.41% | +210.83% | |
| 27 | AZPN1USD | Aspen Technology Inc | Stock-Other | 1.16% | — | -21.05% | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.15% | -0.76% | EXIT | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.12% | — | +39.61% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.05% | -0.02% | +0.86% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.02% | +0.29% | — | |
| 32 | TDG | Transdigm Group Inc | Stock-Industrials | 0.98% | +0.04% | +38.40% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | +0.01% | +2.85% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.89% | -0.25% | +6.27% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.87% | +0.65% | — | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.83% | -0.67% | EXIT | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.83% | +0.02% | -3.02% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.80% | — | -0.03% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | -0.18% | — | |
| 40 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.67% | — | +3.86% | |
| 41 | AWK | American Water Works Co Inc | Stock-Utilities | 0.67% | — | +34.30% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.67% | — | -74.59% | |
| 43 | HEI | Heico CORP | Stock-Industrials | 0.64% | +0.17% | — | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | +0.20% | — | |
| 45 | SPGI | S&p Global Inc | Stock-Financials | 0.61% | +0.04% | +15.14% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | -0.05% | — | |
| 47 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.40% | — | -2.23% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.35% | -0.02% | -0.16% | |
| 49 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.23% | -0.02% | +0.95% | |
| 50 | GE | General Electric | Stock-Industrials | 0.22% | -0.02% | -1.46% |
According to official SEC Form 13F filings, Snider Financial Group reported a total U.S. public equity portfolio value of $392.8M across 60 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, IVV, VIG) accounted for 21.9% of total reported equity market value during Q1 2024.
During Q1 2024, Snider Financial Group's top holdings by market value included AGG (10.9%)、IVV (10.3%)、VIG (7.1%). The largest single position, AGG, represented 10.9% of total portfolio value.
In Q1 2024, Snider Financial Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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