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CIK: 0001820681
Total reported value
$414.8M
$414.8M
111 檔
25.5%
As reported in its official Q4 2024 Form 13F filing, Snider Financial Group's tracked investment portfolio stood at $414.8M with 111 total positions.
In Q4 2024, Snider Financial Group displayed an active expansion posture, initiating 54 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | 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% | -0.04% | -4.03% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.78% | -0.79% | +7.88% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.79% | +1.21% | +94.97% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.51% | -0.34% | +0.26% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.32% | -0.11% | +27.47% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.63% | +0.09% | +55.89% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.25% | +0.05% | +52.80% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 2.88% | -0.06% | -0.69% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.84% | -0.31% | +1.57% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.46% | -0.32% | +2.05% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.35% | +0.21% | +1.07% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 1.98% | -0.03% | +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% | -0.10% | -2.09% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.74% | -0.02% | +28.04% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.73% | -0.14% | +24.70% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | +0.08% | +17.65% | |
| 19 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.42% | -0.06% | EXIT | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | -0.05% | -0.17% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.34% | -0.20% | +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% | -0.01% | +0.35% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.19% | +0.88% | +546.59% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.18% | -0.20% | +7.16% | |
| 27 | TDG | Transdigm Group Inc | Stock-Industrials | 1.07% | -0.28% | +20.74% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | — | +16.63% | |
| 29 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.00% | +0.27% | +3.62% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | — | +6.98% | |
| 31 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.00% | +0.15% | +108.75% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.98% | — | — | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.95% | +0.20% | -5.06% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.88% | -0.01% | — | |
| 35 | HEI | Heico CORP | Stock-Industrials | 0.84% | -0.06% | +0.62% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.84% | -0.01% | -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% | -0.01% | -57.55% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | -0.06% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.02% | — | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.59% | -0.03% | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | -0.03% | — | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.52% | — | -18.97% | |
| 45 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.46% | -0.09% | — | |
| 46 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.44% | -0.03% | — | |
| 47 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.42% | — | — | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.02% | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | -0.02% | — | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.04% | — |
| # | 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 | IWP | Ishares Russell Mid-cap Grow | +0.1% | NEW | New buy |
| 37 | XLRE | Ss Real Estate Select Sector | +0.1% | NEW | New buy |
| 38 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.1% | NEW | New buy |
| 39 | VIOV | Vanguard S&p Small-cap 600 V | +0.1% | NEW | New buy |
| 40 | VONG | Vanguard Russell 1000 Growth | +0.1% | NEW | New buy |
| 41 | OXY | Occidental Petroleum CORP | +0.1% | NEW | New buy |
| 42 | PFE | Pfizer Inc | +0.1% | NEW | New buy |
| 43 | FDRR | Fidelity Div ETF Rise Rates | +0.1% | NEW | New buy |
| 44 | XCEM | Columbia Em Core Ex-china | +0.1% | NEW | New buy |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.1% | NEW | New buy |
| 46 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | NEW | New buy |
| 47 | IWS | Ishares Russell Mid-cap Valu | +0.1% | NEW | New buy |
| 48 | FIDI | Fidelity Intl Hi Div ETF | +0.1% | NEW | New buy |
| 49 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 50 | VBR | Vanguard Small-cap Value ETF | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Snider Financial Group reported a total U.S. public equity portfolio value of $414.8M across 111 disclosed positions in Q4 2024.
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.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, MSFT) accounted for 25.5% 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
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 111 total portfolio adjustments, initiating 54 new buys, adding to 35 positions, trimming 18 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.
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