13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001820681
Total reported value
$392.8M
$392.8M
111 檔
26.9%
As reported in its official Q4 2024 Form 13F filing, Snider Financial Group's tracked investment portfolio stood at $392.8M with 111 total positions.
In Q4 2024, Snider Financial Group displayed an active expansion posture, initiating 27 new positions and adding to 14 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, MSFT) accounted for 26.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
IWF
市值: $2.8M
Top Position Liquidated / Trimmed
SPY
前期市值: $3.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.33% | +0.63% | -4.03% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.78% | +0.11% | +7.88% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.79% | +0.44% | +94.97% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.51% | -0.69% | +0.26% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.32% | -0.25% | +27.47% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.63% | -0.71% | +55.89% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.25% | +0.12% | +52.80% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 2.88% | +0.28% | -0.69% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.84% | +0.27% | +1.57% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.46% | +0.21% | +2.05% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.35% | +0.07% | +1.07% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 1.98% | -1.91% | +0.13% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.92% | — | -0.15% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.91% | -0.03% | +5.58% | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.90% | -0.27% | -2.09% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.74% | -0.32% | +28.04% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.73% | -0.41% | +24.70% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | -0.18% | +17.65% | |
| 19 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.42% | -0.06% | +15.07% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | -0.07% | -0.17% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.34% | -0.23% | +2.81% | |
| 22 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.29% | — | +0.30% | |
| 23 | ADSK | Autodesk Inc | Stock-Tech | 1.26% | — | -6.78% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.20% | -0.09% | +0.35% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.19% | +0.02% | +546.59% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.18% | +0.29% | +7.16% | |
| 27 | TDG | Transdigm Group Inc | Stock-Industrials | 1.07% | +0.04% | +20.74% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | — | +16.63% | |
| 29 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.00% | -0.08% | +3.62% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.01% | +6.98% | |
| 31 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.00% | +0.65% | +108.75% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.98% | -0.76% | EXIT | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.95% | +0.20% | -5.06% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.88% | -0.08% | — | |
| 35 | HEI | Heico CORP | Stock-Industrials | 0.84% | +0.17% | +0.62% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.84% | -0.02% | -0.95% | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.82% | +0.04% | +5.60% | |
| 38 | IQLT | Ishares Msci International Q | ETF-Other | 0.79% | — | -59.16% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.78% | +0.06% | NEW | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.40% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.10% | — | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.59% | -0.07% | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | -0.04% | — | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.52% | -0.67% | EXIT | |
| 45 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.46% | -0.16% | — | |
| 46 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.44% | -0.10% | — | |
| 47 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.42% | -0.16% | EXIT | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.05% | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | -0.06% | — | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.2% | +94.97% | Add |
| 2 | AMZN | Amazon.com Inc | +1.1% | +52.80% | Add |
| 3 | AAPL | Apple Inc | +1.1% | +55.89% | Add |
| 4 | IWF | Ishares Russell 1000 Growth | +0.9% | NEW | New buy |
| 5 | AVGO | Broadcom Inc | +0.8% | NEW | New buy |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | NEW | New buy |
| 7 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | NEW | New buy |
| 8 | VYM | Vanguard High Dvd Yield ETF | +0.6% | NEW | New buy |
| 9 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.5% | NEW | New buy |
| 10 | IBDU | Ishares Ibonds Dec 2029 Term | +0.4% | NEW | New buy |
| 11 | 6D8 | Dupont De Nemours Inc | +0.4% | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | +0.4% | NEW | New buy |
| 13 | VOO | Vanguard S&p 500 ETF | +0.4% | NEW | New buy |
| 14 | BAC | Bank Of America CORP | +0.4% | NEW | New buy |
| 15 | SCHG | Schwab US Large-cap Growth | +0.4% | +546.59% | Add |
| 16 | VONE | Vanguard Russell 1000 | +0.4% | NEW | New buy |
| 17 | SBUX | Starbucks CORP | +0.3% | NEW | New buy |
| 18 | IWD | Ishares Russell 1000 Value E | +0.3% | NEW | New buy |
| 19 | VTV | Vanguard Value ETF | +0.3% | NEW | New buy |
| 20 | CTVA | Corteva Inc | +0.3% | NEW | New buy |
| 21 | TSLA | Tesla Inc | +0.3% | NEW | New buy |
| 22 | WMT | Walmart Inc | +0.3% | +24.70% | Add |
| 23 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +27.47% | Add |
| 24 | DOW | Dow Inc | +0.2% | NEW | New buy |
| 25 | VIOO | Vanguard S&p Small-cap 600 E | +0.2% | NEW | New buy |
| 26 | COST | Costco Wholesale CORP | +0.2% | +28.04% | Add |
| 27 | FDLO | Fidelity Low Volat Fact ETF | +0.2% | NEW | New buy |
| 28 | KO | Coca-cola Co/the | +0.2% | NEW | New buy |
| 29 | VEA | Vanguard Ftse Developed ETF | +0.2% | NEW | New buy |
| 30 | NOC | Northrop Grumman CORP | +0.2% | NEW | New buy |
| 31 | MMM | 3m Co | +0.2% | NEW | New buy |
| 32 | FREL | Fidelity Msci Rl Est Indx | +0.2% | NEW | New buy |
| 33 | VOE | Vanguard Mid-cap Value ETF | +0.2% | NEW | New buy |
| 34 | NVDA | Nvidia CORP | +0.1% | +17.65% | Add |
| 35 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 36 | V | Visa Inc-class A Shares | 0% | +6.98% | Add |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | +7.16% | Add |
| 38 | GOOG | Alphabet Inc-cl C | 0% | +2.05% | Add |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | -0.17% | Trim |
| 40 | XMHQ | Invesco S&p Midcap Qual ETF | -0.1% | +15.07% | Add |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | -0.3% | -18.97% | Trim |
| 42 | OTIS | Otis Worldwide CORP | -0.7% | EXIT | Sold out |
| 43 | AWK | American Water Works Co Inc | -0.7% | EXIT | Sold out |
| 44 | LLY | Eli Lilly & Co | -1% | +1.57% | Add |
| 45 | AGG | Ishares Core U.s. Aggregate | -1% | +7.88% | Add |
| 46 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -1.1% | EXIT | Sold out |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.4% | EXIT | Sold out |
| 48 | IJR | Ishares Core S&p Small-cap E | -1.4% | -57.55% | Trim |
| 49 | IQLT | Ishares Msci International Q | -1.8% | -59.16% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -2.1% | -4.03% | Trim |
According to official SEC Form 13F filings, Snider Financial Group reported a total U.S. public equity portfolio value of $392.8M across 111 disclosed positions in Q4 2024.
During Q4 2024, Snider Financial Group's top holdings by market value included IVV (10.3%)、AGG (6.8%)、MSFT (5.8%). The largest single position, IVV, represented 10.3% of total portfolio value.
In Q4 2024, Snider Financial Group made 50 total portfolio adjustments, initiating 27 new buys, adding to 14 positions, trimming 5 holdings, and fully liquidating 4 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.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.