SF

SNS Financial Group, LLC

13F
SNS Financial Group, LLC
Last update 2025-05-05 189 Stocks (8 new)
Value $981.00 Mil Turnover 5 %
Countries:
Top Holdings: QUAL(13.15%)SCHF(7.34%)IEI(6.74%)DGRW(5.59%)OEF(5.38%)
Summary Stock Picks Current Portfolio
SNS Financial Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QUAL
iShares MSCI USA Quality Factor ETF
755,102
129,039.3
+1.48%
13.150
+0.19%
0.260
+12.61%
+4.33%
53,585.8
 
SCHF
Schwab International Equity ETF
3,640,647
72,012.0
-0.62%
7.340
-0.04%
0.170
+14.61%
+20.68%
49,128.7
 
IEI
iShares 3-7 Year Treasury Bond ETF
559,914
66,145.4
+3.67%
6.740
+0.24%
0.410
+0.18%
+3.95%
15,255.9
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
687,006
54,864.3
+3.92%
5.590
+0.21%
0.370
+10.73%
+6.09%
16,022.3
 
OEF
iShares S&P 100 ETF
194,797
52,757.0
+11.26%
5.380
+0.54%
0.310
+18.87%
+7.04%
20,796.0
 
SCHB
Schwab U.S. Broad Market ETF
1,858,469
40,012.8
-3.88%
4.080
-0.17%
0.130
+17.02%
+6.97%
34,739.9
 
SPY
SPDR S&P 500 ETF Trust
66,379
37,244.4
-2.36%
3.800
-0.10%
0.010
+16.86%
+7.34%
643,153.0
 
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
1,714,155
33,391.7
+4.66%
3.400
+0.15%
0.790
+1.10%
+2.62%
4,244.8
 
AAPL
Apple Inc
144,244
32,040.9
-0.30%
3.270
-0.01%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
1,585,339
31,056.8
+9.89%
3.170
+0.29%
0.900
+1.08%
+3.02%
3,657.8
 

SNS Financial Group, LLC's Historical Top Holdings Breakdowns

SNS Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USMF
WisdomTree U.S. Multifactor Fund
2025-03-31
New Buy
New Buy
+1.94%
●
48.29 ($50.53) 51.95
$51.66
2.24%
New holding
384,294
384,294
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
2025-03-31
Reduce
Reduce
-0.61%
●
20.64 ($20.69) 20.73
$20.70
0.05%
Reduce -17.76%
1,331,770
-287,531
OEF
iShares S&P 100 ETF
2025-03-31
Add
Add
+0.54%
●
268.35 ($287.14) 300.35
$307.86
7.22%
Add 11.26%
194,797
19,718
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.42%
●
42.5 ($45.01) 46.71
$50.02
11.13%
Reduce -15.03%
521,085
-92,172
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+0.30%
●
40.79 ($41.67) 42.32
$42.15
1.15%
Add 37.61%
252,146
68,908
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
2025-03-31
Add
Add
+0.29%
●
19.43 ($19.52) 19.62
$19.65
0.67%
Add 9.89%
1,585,339
142,664
IEI
iShares 3-7 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.24%
●
114.57 ($116.45) 118.14
$118.08
1.40%
Add 3.67%
559,914
19,825
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-03-31
Add
Add
+0.21%
●
78 ($81.92) 84.37
$85.22
4.03%
Add 3.92%
687,006
25,895
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Reduce
Reduce
-0.20%
●
21.75 ($23.28) 24.28
$24.77
6.40%
Reduce -9.72%
771,418
-83,037
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.19%
●
168.16 ($179.03) 186.21
$184.97
3.32%
Add 1.48%
755,102
10,996

SNS Financial Group, LLC Total Holding History ($B)

To

SNS Financial Group, LLC's Asset Allocation

To

SNS Financial Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SNS Financial Group, LLC's Hypothetical Growth since 2025-03-31

SNS Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SNS Financial Group, LLC's Holdings Heat Map

Size field:

SNS Financial Group, LLC's Holdings Bubble Chart

SNS Financial Group, LLC News

  • 1

Discussions on SNS Financial Group, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.