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CIK: 0001820681
Total reported value
$414.8M
$414.8M
110 檔
24.6%
According to the latest 13F quarterly dataset, Snider Financial Group managed an equity portfolio of $414.8M at the end of Q1 2025, spanning 110 distinct U.S. exchange-listed positions.
In Q1 2025, Snider Financial Group displayed an active expansion posture, initiating 81 new positions and adding to 16 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 | 10.42% | -0.04% | +0.71% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.20% | -0.79% | -0.86% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.70% | -0.34% | -0.42% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.25% | +1.21% | -2.85% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.62% | -0.11% | +2.03% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.21% | +0.09% | -5.04% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.17% | -0.31% | -0.52% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | +0.05% | -0.39% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.61% | -0.10% | +29.77% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 2.26% | -0.03% | +6.24% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.18% | +0.21% | -10.25% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.06% | -0.32% | -2.45% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 2.02% | -0.06% | -24.58% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.01% | -0.03% | +0.24% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.94% | — | +1.40% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.76% | -0.02% | -6.41% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.65% | -0.14% | -6.29% | |
| 18 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.47% | -0.06% | EXIT | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.45% | -0.20% | -0.43% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.05% | -3.77% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.30% | -0.01% | +4.24% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | +0.08% | -1.15% | |
| 23 | TDG | Transdigm Group Inc | Stock-Industrials | 1.24% | -0.28% | +0.88% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.20% | — | +7.19% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.18% | — | -15.36% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.17% | +0.88% | +4.21% | |
| 27 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.15% | +0.27% | -0.12% | |
| 28 | ADSK | Autodesk Inc | Stock-Tech | 1.14% | — | -3.21% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.12% | — | -3.23% | |
| 30 | HEI | Heico CORP | Stock-Industrials | 1.07% | -0.06% | +7.69% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.00% | -0.20% | -4.00% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.00% | — | — | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.98% | +0.15% | +0.37% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.94% | +0.20% | -8.65% | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 0.90% | -0.04% | +3.08% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.82% | -0.01% | -1.19% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.79% | -0.01% | -4.50% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.02% | -1.12% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | -0.06% | +26.48% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.70% | — | +30.57% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.66% | -0.03% | +0.59% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.60% | -0.03% | — | |
| 43 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.54% | -0.09% | +23.68% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.52% | -0.02% | — | |
| 45 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.48% | -0.03% | +1.91% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | — | — | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.40% | -0.02% | +9.05% | |
| 48 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.40% | — | -8.83% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.04% | — | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.38% | +0.01% | -3.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +5.5% | +0.71% | Add |
| 2 | GOVT | Ishares US Treasury Bond ETF | +3.7% | +2.03% | Add |
| 3 | AAPL | Apple Inc | +3% | -5.04% | Add |
| 4 | MSFT | Microsoft CORP | +2.7% | -2.85% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +1.9% | -0.86% | Add |
| 6 | AMZN | Amazon.com Inc | +1.4% | -0.39% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +1.2% | -3.77% | Add |
| 8 | NVDA | Nvidia CORP | +1.1% | -1.15% | Add |
| 9 | IBB | Ishares Biotechnology ETF | +0.6% | — | Add |
| 10 | VIG | Vanguard Dividend Apprec ETF | +0.4% | -0.42% | Add |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 12 | WMT | Walmart Inc | +0.1% | -6.29% | Add |
| 13 | MMM | 3m Co | +0.1% | -0.08% | Add |
| 14 | OUNZ | Vaneck Merk Gold ETF | 0% | — | Unchanged |
| 15 | TSLA | Tesla Inc | 0% | -1.13% | Add |
| 16 | SAN | Banco Santander Sa-spon Adr | 0% | — | Trim |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | +30.57% | Add |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.3% | -8.91% | Trim |
| 19 | IXUS | Ishares Core Intl Stock ETF | -0.7% | -6.94% | Trim |
| 20 | VGSH | Vanguard Short-term Treasury | -1% | — | Trim |
| 21 | IHI | Ishares U.s. Medical Devices | -1.2% | -15.36% | Add |
| 22 | GLD | Spdr Gold Shares | -1.3% | +19.53% | Trim |
| 23 | BAC | Bank Of America CORP | -1.8% | -3.93% | Trim |
| 24 | META | Meta Platforms Inc-class A | -1.9% | -10.25% | Trim |
| 25 | MBB | Ishares Mbs ETF | -2% | +6.24% | Trim |
| 26 | GOOG | Alphabet Inc-cl C | -2% | -2.45% | Add |
| 27 | USMV | Ishares Msci USA Min Vol Fac | -2.7% | -2.91% | Trim |
| 28 | ICSH | Ishares Ultra Short Duration | -4% | +29.77% | Trim |
| 29 | ITOT | Ishares Core S&p Total U.s. | -4% | -4.50% | Trim |
| 30 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | — | EXIT | Sold out |
| 32 | RSPT | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 33 | VLUE | Ishares Msci USA Value Facto | — | EXIT | Sold out |
| 34 | GBIL | Goldman Sachs Access Treasur | — | EXIT | Sold out |
| 35 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 37 | MOAT | Vaneck Morningstar Wide Moat | — | NEW | New buy |
| 38 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 39 | IJR | Ishares Core S&p Small-cap E | — | EXIT | Sold out |
| 40 | XBI | Ss Spdr S&p Biotech ETF | — | EXIT | Sold out |
| 41 | XMHQ | Invesco S&p Midcap Qual ETF | — | NEW | New buy |
| 42 | C | Citigroup Inc | — | EXIT | Sold out |
| 43 | SYK | Stryker CORP | — | NEW | New buy |
| 44 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 45 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 46 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 47 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 48 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 49 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 50 | ADSK | Autodesk Inc | — | 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 110 disclosed positions in Q1 2025.
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, VIG) accounted for 24.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
LLY
市值: $9.8M
Top Position Liquidated / Trimmed
IGSB
前期市值: $9.0M
During Q1 2025, Snider Financial Group's top holdings by market value included IVV (10.4%)、AGG (7.2%)、VIG (5.7%). The largest single position, IVV, represented 10.4% of total portfolio value.
In Q1 2025, Snider Financial Group made 141 total portfolio adjustments, initiating 81 new buys, adding to 16 positions, trimming 11 holdings, and fully liquidating 33 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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