Snider Financial Group Portfolio Holdings

Snider Financial Group

  • $305 Million
  • Q1 2025

Snider Financial Group has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $305 Million distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.8M, Ishares Core U.S. Aggregate Bo with a value of $22.1M, Vanguard Dividend Appreciation with a value of $16.5M, Microsoft Corp with a value of $16.2M, and Ishares U.S. Treasury Bond ETF with a value of $14.2M.

Examining the 13F form we can see an decrease of $14.6M in the current position value, from $320M to 305M.

Snider Financial Group is based out at Bellevue, WA

Below you can find more details about Snider Financial Group portfolio as well as his latest detailed transactions.

Portfolio value $305 Million
ETFs: $173 Million
Technology: $45.1 Million
Healthcare: $22 Million
Financial Services: $15.9 Million
Communication Services: $14.1 Million
Consumer Cyclical: $11.5 Million
Consumer Defensive: $11.1 Million
Industrials: $9.44 Million
Other: $3.61 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.8 Million 10.42% of portfolio
57,059
Q1 2025 Added 0.71%
$0
$22.1 Million 7.23% of portfolio
223,862
Q1 2025 Reduced 0.86%
$0
$16.5 Million 5.39% of portfolio
90,395
Q1 2025 Reduced 0.42%
$0
$14.2 Million 4.65% of portfolio
619,114
Q1 2025 Added 2.03%
$0
$8.01 Million 2.62% of portfolio
158,211
Q1 2025 Added 29.77%
$0
$6.93 Million 2.27% of portfolio
74,027
Q1 2025 Added 6.24%
$0
$6.21 Million 2.03% of portfolio
30,112
Q1 2025 Reduced 24.58%
$0
$6.13 Million 2.01% of portfolio
121,015
Q1 2025 Added 0.24%
$0
$5.81 Million 1.9% of portfolio
67,692
Q1 2025 Added 1.4%
$0
$4.53 Million 1.48% of portfolio
49,537
Q1 2025 Added 6.24%
$0
$3.97 Million 1.3% of portfolio
70,065
Q1 2025 Added 4.24%
$0
$3.6 Million 1.18% of portfolio
144,051
Q1 2025 Added 4.21%
$0
$3.58 Million 1.17% of portfolio
60,172
Q1 2025 Reduced 15.36%
$0
$3.13 Million 1.02% of portfolio
24,000
Q3 2024 Added 19.82%
$0
$2.53 Million 0.83% of portfolio
7,004
Q1 2025 Reduced 1.19%
$0
$2.43 Million 0.8% of portfolio
20,050
Q1 2025 Reduced 4.5%
$0
$2.04 Million 0.67% of portfolio
33,482
Q1 2025 Added 0.59%
$0
$1.82 Million 0.6% of portfolio
14,261
Q4 2024 New
$0
$1.67 Million 0.55% of portfolio
22,550
Q1 2025 Added 23.68%
$0
$1.48 Million 0.49% of portfolio
64,185
Q1 2025 Added 1.91%
$0
$1.42 Million 0.46% of portfolio
2,532
Q1 2025 New
$0
$1.21 Million 0.4% of portfolio
6,495
Q1 2025 Added 9.05%
$0
$1.2 Million 0.39% of portfolio
2,346
Q4 2024 New
$0
$1.13 Million 0.37% of portfolio
39,173
Q1 2025 Added 52.67%
$0
$1.1 Million 0.36% of portfolio
4,363
Q1 2025 Reduced 3.64%
$0
$991,000 0.32% of portfolio
5,804
Q1 2025 Reduced 9.95%
$0
$900,000 0.29% of portfolio
9,705
Q1 2025 Reduced 2.91%
$0
$809,000 0.26% of portfolio
17,660
Q1 2025 Reduced 2.64%
$0
$774,000 0.25% of portfolio
19,341
Q1 2025 Reduced 71.88%
$0
$729,000 0.24% of portfolio
10,385
Q1 2025 Reduced 6.94%
$0
$715,000 0.23% of portfolio
3,371
Q1 2025 Reduced 1.17%
$0
$609,000 0.2% of portfolio
6,345
Q1 2025 Added 2.92%
$0
$623,000 0.2% of portfolio
1,329
Q1 2025 New
$0
$586,000 0.19% of portfolio
9,758
Q1 2025 Reduced 2.1%
$0
$553,000 0.18% of portfolio
10,793
Q1 2025 Reduced 5.4%
$0
$559,000 0.18% of portfolio
21,932
Q1 2025 Reduced 9.19%
$0
$413,000 0.14% of portfolio
7,086
Q4 2024 New
$0
$423,000 0.14% of portfolio
14,289
Q1 2025 Added 22.99%
$0
$437,000 0.14% of portfolio
16,087
Q1 2025 Reduced 13.14%
$0
$382,000 0.13% of portfolio
3,250
Q1 2025 Reduced 2.29%
$0
$395,000 0.13% of portfolio
6,744
Q4 2024 Reduced 21.05%
$0
$400,000 0.13% of portfolio
1,080
Q1 2025 Reduced 3.23%
$0
$403,000 0.13% of portfolio
9,746
Q1 2025 Reduced 3.69%
$0
$354,000 0.12% of portfolio
2,228
Q1 2025 Reduced 26.83%
$0
$344,000 0.11% of portfolio
4,125
Q1 2025 Reduced 2.09%
$0
$345,000 0.11% of portfolio
3,723
Q1 2025 Reduced 1.82%
$0
$344,000 0.11% of portfolio
6,932
Q4 2024 New
$0
$325,000 0.11% of portfolio
4,164
Q1 2025 Added 5.69%
$106B
$308,000 0.1% of portfolio
1,071
Q1 2025 Added 19.53%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $305 Million
  • Prior Value $320 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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