SF

Snider Financial Group

13F
Snider Financial Group
Last update 2024-11-06 61 Stocks (2 new)
Value $273.00 Mil Turnover 4 %
Countries:
Top Holdings: IVV(12.46%)AGG(7.76%)VIG(6.56%)GOVT(4.09%)LLY(3.79%)
Portfolio Report
Summary Stock Picks Current Portfolio
Snider Financial Group Top Holdings of 2024-09-30 View Full List
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
59,035
34052.710
-1.58%
12.460
-0.20%
0.010
+2.13%
+1.15%
592844.645
 
AGG 		iShares Core U.S. Aggregate Bond ETF
209,308
21196.640
+1.04%
7.760
+0.08%
0.020
-2.50%
-0.40%
119863.624
 
VIG 		Vanguard Dividend Appreciation FTF
90,539
17932.080
-0.99%
6.560
-0.06%
0.020
-1.38%
+0.82%
86879.526
 
GOVT 		iShares U.S. Treasury Bond ETF
476,032
11162.960
+20.44%
4.090
+0.69%
0.040
-2.39%
-2.61%
29614.029
 
LLY 		Eli Lilly and Co
11,694
10360.230
-1.64%
3.790
-0.07%
0.000
-18.09%
-2.93%
676402.313
Drug Manufacturers
MSFT 		Microsoft Corp
22,726
9779.020
+4.01%
3.580
+0.14%
0.000
+2.58%
+1.07%
3173338.455
Software
XLK 		Technology Select Sector SPDR ETF
40,205
9076.700
+0.34%
3.320
+0.01%
0.010
+1.63%
+0.09%
72673.734
 
META 		Meta Platforms Inc
12,838
7349.100
+0.24%
2.690
+0.01%
0.000
+6.01%
+4.35%
1542891.658
Interactive Media
AAPL 		Apple Inc
30,006
6991.480
-2.65%
2.560
-0.07%
0.000
+1.57%
-6.09%
3492170.289
Hardware
IQLT 		iShares MSCI Intl Quality Factor ETF
168,440
6988.570
-20.92%
2.560
-0.67%
0.080
-5.56%
+1.29%
7627.287
 

Snider Financial Group's Historical Top Holdings Breakdowns

Snider Financial Group's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RYT 		RYT2023-06-30Sold Out
-4.85%
●
255.49 ($273.46) 295.8
$282.01
3.13%
Sold Out
0
-32,986
XLK 		Technology Select Sector SPDR ETF2023-06-30New Buy
+3.64%
●
143.67 ($157.25) 174.26
$232.95
48.14%
New holding
43,831
43,831
IVV 		iShares Core S&P 500 ETF2024-03-31Add
+3.19%
●
469.56 ($500.36) 525.73
$595.71
19.06%
Add 45.03%
46,874
14,553
AGG 		iShares Core U.S. Aggregate Bond ETF2024-03-31Add
+2.84%
●
96.75 ($97.87) 99.37
$96.78
-1.12%
Add 35.25%
266,698
69,502
IVV 		iShares Core S&P 500 ETF2024-06-30Add
+2.77%
●
497.53 ($525.83) 549.64
$595.71
13.29%
Add 27.97%
59,985
13,111
GOVT 		iShares U.S. Treasury Bond ETF2024-06-30Add
+2.63%
●
22.12 ($22.42) 22.75
$22.43
0.07%
Add 323.16%
395,239
301,838
MBB 		iShares MBS ETF2023-12-31Reduce
-2.52%
●
85.82 ($89.68) 94.55
$91.49
2.02%
Reduce -35.7%
105,723
-58,700
AGG 		iShares Core U.S. Aggregate Bond ETF2024-06-30Reduce
-2.43%
●
95.11 ($96.53) 97.92
$96.78
0.26%
Reduce -22.32%
207,163
-59,535
USMV 		iShares MSCI USA Min Vol Factor ETF2024-06-30Reduce
-2.38%
●
79.92 ($82.4) 84.63
$89.28
8.35%
Reduce -87.44%
9,823
-68,359
AGG 		iShares Core U.S. Aggregate Bond ETF2023-06-30Add
+2.26%
●
96.98 ($98.35) 99.76
$96.78
-1.60%
Add 28.46%
218,092
48,315

Snider Financial Group Total Holding History ($B)

To

Snider Financial Group's Asset Allocation

To

Snider Financial Group Past Portfolios

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

Top Ranked Articles

  • 1

Snider Financial Group's Hypothetical Growth since 2024-09-30

Snider Financial Group's Yearly Returns

Year Portfolio % % Excess Gain %

Snider Financial Group's Holdings Heat Map

Size field:

Snider Financial Group's Holdings Bubble Chart

Snider Financial Group News

  • 1

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