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CIK: 0001820681
Total reported value
$392.8M
$392.8M
61 檔
23.0%
As reported in its official Q2 2024 Form 13F filing, Snider Financial Group's tracked investment portfolio stood at $392.8M with 61 total positions.
During Q2 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 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.67% | +0.63% | +27.97% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.76% | +0.11% | -22.32% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.44% | -0.69% | -1.60% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.16% | +0.27% | +0.12% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | +0.44% | +2.54% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.50% | +0.28% | -6.00% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.44% | -0.25% | +323.16% | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 3.21% | — | +0.39% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.93% | +0.21% | -2.36% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.51% | -0.71% | +0.98% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.50% | -0.27% | +1.42% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.49% | +0.07% | +1.26% | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 2.46% | -1.91% | +0.92% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | +0.12% | -0.55% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.24% | — | +1.13% | |
| 16 | ADSK | Autodesk Inc | Stock-Tech | 1.92% | — | +41.98% | |
| 17 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.61% | — | +1.27% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.59% | -0.32% | -2.01% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.56% | +0.06% | NEW | |
| 20 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.53% | — | +0.97% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.53% | -0.23% | +1.91% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.48% | -0.03% | — | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.45% | -0.09% | — | |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.44% | -0.06% | +1.49% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | -0.18% | +1403.95% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | -0.07% | -0.66% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.30% | -0.41% | +0.70% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.21% | +0.29% | +0.14% | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.14% | +0.20% | +62.66% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | -0.01% | — | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.11% | — | +3.74% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.09% | +0.65% | +13.69% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.06% | -0.76% | EXIT | |
| 34 | TDG | Transdigm Group Inc | Stock-Industrials | 1.05% | +0.04% | +11.35% | |
| 35 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.03% | -0.08% | +3.71% | |
| 36 | HEI | Heico CORP | Stock-Industrials | 0.98% | +0.17% | +40.72% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.95% | -0.02% | -4.43% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | +0.01% | +9.36% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.86% | +0.02% | +3.36% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.78% | -0.67% | EXIT | |
| 41 | AWK | American Water Works Co Inc | Stock-Utilities | 0.66% | — | +1.28% | |
| 42 | SPGI | S&p Global Inc | Stock-Financials | 0.64% | +0.04% | +7.44% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.63% | — | +2.05% | |
| 44 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.61% | — | +1.67% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.47% | -0.05% | — | |
| 46 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.37% | — | +2.43% | |
| 47 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.33% | +0.12% | — | |
| 48 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.32% | — | — | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.32% | -0.02% | -87.44% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.30% | -0.02% | -7.02% |
According to official SEC Form 13F filings, Snider Financial Group reported a total U.S. public equity portfolio value of $392.8M across 61 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, VIG) accounted for 23.0% of total reported equity market value during Q2 2024.
During Q2 2024, Snider Financial Group's top holdings by market value included IVV (12.7%)、AGG (7.8%)、VIG (6.4%). The largest single position, IVV, represented 12.7% of total portfolio value.
In Q2 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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