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CIK: 0001820681
Total reported value
$392.8M
$392.8M
110 檔
26.0%
According to the latest 13F quarterly dataset, Snider Financial Group managed an equity portfolio of $392.8M 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 20 new positions and adding to 9 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% | +0.63% | +0.71% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.20% | +0.11% | -0.86% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.70% | -0.69% | -0.42% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.25% | +0.44% | -2.85% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.62% | -0.25% | +2.03% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.21% | -0.71% | -5.04% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.17% | +0.27% | -0.52% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | +0.12% | -0.39% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.61% | -0.27% | +29.77% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 2.26% | -1.91% | +6.24% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.18% | +0.07% | -10.25% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.06% | +0.21% | -2.45% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 2.02% | +0.28% | -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% | -0.32% | -6.41% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.65% | -0.41% | -6.29% | |
| 18 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.47% | -0.06% | +6.24% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.45% | -0.23% | -0.43% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.07% | -3.77% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.30% | -0.09% | +4.24% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | -0.18% | -1.15% | |
| 23 | TDG | Transdigm Group Inc | Stock-Industrials | 1.24% | +0.04% | +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% | +0.02% | +4.21% | |
| 27 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.15% | -0.08% | -0.12% | |
| 28 | ADSK | Autodesk Inc | Stock-Tech | 1.14% | — | -3.21% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.12% | +0.01% | -3.23% | |
| 30 | HEI | Heico CORP | Stock-Industrials | 1.07% | +0.17% | +7.69% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.00% | +0.29% | -4.00% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.00% | -0.76% | EXIT | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.98% | +0.65% | +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% | -0.08% | -1.19% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.79% | -0.02% | -4.50% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.10% | -1.12% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.40% | +26.48% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.70% | -0.67% | EXIT | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.66% | -0.07% | +0.59% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.60% | -0.04% | — | |
| 43 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.54% | -0.16% | +23.68% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.52% | -0.05% | — | |
| 45 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.48% | -0.10% | +1.91% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.01% | — | |
| 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% | -0.16% | EXIT | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.06% | — | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.38% | -0.04% | -3.24% |
According to official SEC Form 13F filings, Snider Financial Group reported a total U.S. public equity portfolio value of $392.8M across 110 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, VIG) accounted for 26.0% 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 50 total portfolio adjustments, initiating 20 new buys, adding to 9 positions, trimming 5 holdings, and fully liquidating 16 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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