SF
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Snider Financial Group13F | |
| Snider Financial Group | |
| Last update 2025-04-11 | 110 Stocks (3 new) |
| Value $308.00 Mil | Turnover 3 % |
Snider Financial Group Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 57,059 | 32,061.6 | +0.71% | 10.420 | +0.07% | 0.010 | +18.24% | +8.37% | 638,843.6 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 223,862 | 22,144.5 | -0.86% | 7.200 | -0.06% | 0.020 | +1.69% | +3.53% | 128,204.3 | ||
VIG | Vanguard Dividend Appreciation FTF | 90,395 | 17,535.7 | -0.42% | 5.700 | -0.02% | 0.020 | +12.23% | +7.01% | 90,016.8 | ||
MSFT | Microsoft Corp | 43,046 | 16,159.2 | -2.85% | 5.250 | -0.17% | 0.000 | +35.01% | +20.16% | 3,750,090.0 | Software | |
GOVT | iShares U.S. Treasury Bond ETF | 619,114 | 14,230.3 | +2.03% | 4.620 | +0.09% | 0.050 | +0.87% | +0.83% | 27,474.0 | ||
AAPL | Apple Inc | 44,421 | 9,867.2 | -5.04% | 3.210 | -0.18% | 0.000 | +4.50% | -14.53% | 3,189,097.6 | Hardware | |
LLY | Eli Lilly and Co | 11,816 | 9,758.7 | -0.52% | 3.170 | -0.01% | 0.000 | -3.96% | +3.36% | 713,637.0 | Drug Manufacturers | |
AMZN | Amazon.com Inc | 47,647 | 9,065.3 | -0.39% | 2.950 | -0.01% | 0.000 | +26.14% | +3.84% | 2,418,458.2 | Retail - Cyclical | |
ICSH |
iShares Ultra Short-Term Bond Active ETF
iShares Ultra Short-Term Bond Active ETF
| 158,211 | 8,021.3 | +29.77% | 2.610 | +0.60% | 0.140 | +1.30% | +2.79% | 5,964.9 | ||
MBB | iShares MBS ETF | 74,027 | 6,942.2 | +6.24% | 2.260 | +0.13% | 0.020 | +1.38% | +3.25% | 38,974.7 |
Snider Financial Group's Historical Top Holdings Breakdowns
Snider Financial Group's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Sold Out Sold Out | -0.78% | 102.49 ($112.84) 119.96 | $113.91 | 0.95% | Sold Out | 0 | -21,928 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Reduce Reduce | -0.71% | 206.38 ($226.74) 242.18 | $259.79 | 14.58% | Reduce -24.58% | 30,112 | -9,816 | |
ICSH |
iShares Ultra Short-Term Bond Active ETF
iShares Ultra Short-Term Bond Active ETF
| 2025-03-31 | Add Add | +0.60% | 50.44 ($50.57) 50.7 | $50.66 | 0.18% | Add 29.77% | 158,211 | 36,295 | |
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 2025-03-31 | Reduce Reduce | -0.57% | 36.91 ($39.42) 41.03 | $43.65 | 10.72% | Reduce -71.88% | 19,341 | -49,448 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | New Buy New Buy | +0.46% | 551.42 ($587.78) 612.93 | $632.34 | 7.58% | New holding | 2,532 | 2,532 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.24% | 576.36 ($645.17) 736.67 | $712.86 | 10.49% | Reduce -10.25% | 11,645 | -1,330 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | New Buy New Buy | +0.20% | 468.34 ($508.07) 539.52 | $562.26 | 10.67% | New holding | 1,329 | 1,329 | |
IHI | iShares U.S. Medical Devices ETF | 2025-03-31 | Reduce Reduce | -0.20% | 58.32 ($62.11) 65.09 | $60.47 | -2.64% | Reduce -15.36% | 60,172 | -10,920 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.18% | 209.68 ($231.67) 247.1 | $213.52 | -7.83% | Reduce -5.04% | 44,421 | -2,356 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.17% | 375.39 ($407.71) 447.2 | $504.55 | 23.75% | Reduce -2.85% | 43,046 | -1,263 |
Snider Financial Group Total Holding History ($B)
Snider Financial Group's Asset Allocation
Snider Financial Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Snider Financial Group's Hypothetical Growth since 2025-03-31
Snider Financial Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Snider Financial Group's Holdings Heat Map
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Snider Financial Group's Holdings Bubble Chart
Snider Financial Group News
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