Sns Financial Group, LLC Portfolio Holdings
Sns Financial Group, LLC
- $969 Million
- Q4 2024
Sns Financial Group, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $969 Million distributed in 284 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $133M, Schwab Strategic Tr Intl Eqty with a value of $67.8M, Ishares Barclays 3 7 Yr Treas with a value of $62.4M, Wisdomtree Tr Us Quality Divid with a value of $53.5M, and Ishares S&P 100 ETF with a value of $46.6M.
Examining the 13F form we can see an decrease of $24.9M in the current position value, from $994M to 969M.
Below you can find more details about Sns Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 284
- Current Value $969 Million
- Prior Value $994 Million
- Filing
- Period Q4 2024
- Filing Date January 31, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 8 stocks
- Additional Purchases 52 stocks
- Sold out of 0 stocks
- Reduced holdings in 110 stocks