Sponsored

The Analysis of Snider Financial Group's Holdings & P&L

Currently, Snider Financial Group holds 103 types of securities in its portfolio with a total value $392.8M. In the most recent quarter, they have increased their positions in RAAX (+138.9K shares, valued at $5.5M), N/A (+43.0K shares, valued at $4.3M), N/A (+5.6K shares, valued at $4.2M); decreased their positions in MBB (-63.4K shares, valued at $6.0M), N/A (-3.2K shares, valued at $2.5M), AAPL (-8.5K shares, valued at $2.5M); initiated new positions in RAAX (+138.9K shares, valued at $5.5M), MPWR (+2.9K shares, valued at $4.1M), IXC (+52.4K shares, valued at $2.6M).

1M P&L

-2.3M-0.87%

3M P&L

+11.6M+4.52%

HY P&L

+26.8M+11.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A129.0M

49.6%

2Software - Infrastructure25.5M

9.8%

3Semiconductors21.9M

8.4%

Top Industries by Stock Count

1N/A48 stocks

57.8%

2Semiconductors7 stocks

8.4%

3Aerospace & Defense4 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR71.1K shares8.47%2026-06-302026-07-14

ISHARES TR ISHARES TR246.2K shares21.14%2026-06-302026-07-14

VIG VANGUARD SPECIALIZED FUNDS87.7K shares-4.55%2026-06-302026-07-14

GOVT ISHARES TR832.8K shares13.43%2026-06-302026-07-14

MSFT MICROSOFT CORP47.7K shares30.21%2026-06-302026-07-14

LLY ELI LILLY & CO12.1K shares-1.81%2026-06-302026-07-14

AMZN AMAZON COM INC50.2K shares7.79%2026-06-302026-07-14

GOOG ALPHABET INC32.7K shares3.76%2026-06-302026-07-14

Sponsored

XLK SELECT SECTOR SPDR TR56.0K shares-8.13%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC17.8K shares23.59%2026-06-302026-07-14

RECS COLUMBIA ETF TR I225.7K shares8.67%2026-06-302026-07-14

ICSH ISHARES TR188.0K shares6.65%2026-06-302026-07-14

TSM TAIWAN SEMICONDUCTOR MANUFAC17.8K shares-3.09%2026-06-302026-07-14

SCHG SCHWAB STRATEGIC TR226.0K shares3.07%2026-06-302026-07-14

PANW PALO ALTO NETWORKS INC21.5K shares-14.44%2026-06-302026-07-14

ISHARES TR ISHARES TR71.4K shares10.14%2026-06-302026-07-14

Sponsored

NVDA NVIDIA CORPORATION33.1K shares-6.88%2026-06-302026-07-14

AAPL APPLE INC21.4K shares-28.52%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO18.0K shares1.99%2026-06-302026-07-14

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC7.7K shares-29.67%2026-06-302026-07-14

BROADCOM INC BROADCOM INC15.1K shares34.91%2026-06-302026-07-14

STIP ISHARES TR55.1K shares104.82%2026-06-302026-07-14

HEI HEICO CORP NEW15.6K shares3.93%2026-06-302026-07-14

RAAX VANECK ETF TRUST138.9K sharesnew addition2026-06-302026-07-14

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F92.4K shares11.47%2026-06-302026-07-14

TDG TRANSDIGM GROUP INC3.9K shares6.87%2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION5.2K shares0.53%2026-06-302026-07-14

SYK STRYKER CORPORATION15.3K shares4.44%2026-06-302026-07-14

SMH VANECK ETF TRUST6.7K shares-22.41%2026-06-302026-07-14

MPWR MONOLITHIC PWR SYS INC2.9K sharesnew addition2026-06-302026-07-14

S&P GLOBAL INC S&P GLOBAL INC9.8K shares29.18%2026-06-302026-07-14

VISA INC VISA INC11.5K shares5.09%2026-06-302026-07-14

Sponsored

VEEV VEEVA SYS INC22.0K shares8.27%2026-06-302026-07-14

WMT WALMART INC34.2K shares-8.30%2026-06-302026-07-14

ANET ARISTA NETWORKS INC21.2K shares21.00%2026-06-302026-07-14

ITOT ISHARES TR19.1K shares0.02%2026-06-302026-07-14

CLOUDFLARE INC CLOUDFLARE INC11.4K shares4.16%2026-06-302026-07-14

IXC ISHARES TR52.4K sharesnew addition2026-06-302026-07-14

CGMU CAPITAL GRP FIXED INCM ETF T88.9K sharesnew addition2026-06-302026-07-14

NLR VANECK ETF TRUST20.8K shares8.02%2026-06-302026-07-14

Sponsored

CTAS CINTAS CORP14.0K shares4.94%2026-06-302026-07-14

ASML ASML HLDG NV1.0K shares0.00%2026-06-302026-07-14

MBB ISHARES TR20.3K shares-75.74%2026-06-302026-07-14

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-14

XLG INVESCO EXCHANGE TRADED FD T22.6K shares7.41%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL2.7K shares-11.96%2026-06-302026-07-14

VEU VANGUARD INTL EQUITY INDEX F15.2K shares-12.82%2026-06-302026-07-14

USMV ISHARES TR12.7K shares8.32%2026-06-302026-07-14

Sponsored

FMDE FIDELITY COVINGTON TRUST24.1K shares-68.20%2026-06-302026-07-14

GE GE AEROSPACE2.4K shares-17.85%2026-06-302026-07-14

CBRS CEREBRAS SYSTEMS INC4.0K sharesnew addition2026-06-302026-07-14

MU MICRON TECHNOLOGY INC753 sharesnew addition2026-06-302026-07-14

BAC BANK OF AMER CORP14.9K shares-15.01%2026-06-302026-07-14

IXUS ISHARES TR8.9K shares-4.53%2026-06-302026-07-14

VOO VANGUARD INDEX FDS1.2K shares-17.63%2026-06-302026-07-14

IWF ISHARES TR6.2K shares189.17%2026-06-302026-07-14

Sponsored

GEV GE VERNOVA INC654 shares0.00%2026-06-302026-07-14

ORACLE CORP ORACLE CORP5.2K shares68.56%2026-06-302026-07-14

VIOO VANGUARD ADMIRAL FDS INC5.4K shares-4.67%2026-06-302026-07-14

CORTEVA INC CORTEVA INC8.5K shares0.21%2026-06-302026-07-14

KO COCA COLA CO8.7K shares0.00%2026-06-302026-07-14

MRVL MARVELL TECHNOLOGY INC2.3K sharesnew addition2026-06-302026-07-14

GOOGL ALPHABET INC1.9K shares-28.91%2026-06-302026-07-14

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD15.0K sharesnew addition2026-06-302026-07-14

Sponsored

IWD ISHARES TR2.8K shares-5.11%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T859 shares0.12%2026-06-302026-07-14

Q QNITY ELECTRONICS INC3.8K shares0.05%2026-06-302026-07-14

SPAB SPDR SERIES TRUST24.2K shares3.35%2026-06-302026-07-14

VYM VANGUARD WHITEHALL FDS3.6K shares-13.30%2026-06-302026-07-14

SBUX STARBUCKS CORP5.5K shares-15.79%2026-06-302026-07-14

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.2K sharesnew addition2026-06-302026-07-14

AOR ISHARES TR7.7K sharesnew addition2026-06-302026-07-14

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC3.9K sharesnew addition2026-06-302026-07-14

IBDU ISHARES TR22.8K shares-30.88%2026-06-302026-07-14

HD HOME DEPOT INC1.4K shares0.07%2026-06-302026-07-14

3M CO 3M CO3.1K shares-8.48%2026-06-302026-07-14

VONE VANGUARD SCOTTSDALE FDS1.4K shares-35.71%2026-06-302026-07-14

NOC NORTHROP GRUMMAN CORP892 shares-5.51%2026-06-302026-07-14

CRWV COREWEAVE INC4.1K sharesnew addition2026-06-302026-07-14

VTV VANGUARD INDEX FDS1.9K shares-52.25%2026-06-302026-07-14

Sponsored

SPYV SPDR SERIES TRUST6.6K shares-16.11%2026-06-302026-07-14

SPYG SPDR SERIES TRUST3.3K shares-4.19%2026-06-302026-07-14

WAFD WAFD INC10.2K sharesnew addition2026-06-302026-07-14

XCEM COLUMBIA ETF TR II6.7K shares-21.37%2026-06-302026-07-14

SLYV SPDR SERIES TRUST3.2K shares0.00%2026-06-302026-07-14

BANCO SANTANDER SA BANCO SANTANDER SA24.1K shares0.35%2026-06-302026-07-14

NULV NUSHARES ETF TR6.5K shares0.00%2026-06-302026-07-14

NULG NUSHARES ETF TR2.6K shares-5.01%2026-06-302026-07-14

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC3.5K shares0.00%2026-06-302026-07-14

DSI ISHARES TR2.2K shares0.00%2026-06-302026-07-14

PEP PEPSICO INC2.2K shares0.00%2026-06-302026-07-14

EAGG ISHARES TR6.1K shares0.00%2026-06-302026-07-14

XLV SELECT SECTOR SPDR TR1.8K shares0.00%2026-06-302026-07-14

SCHE SCHWAB STRATEGIC TR7.9K shares-6.51%2026-06-302026-07-14

FBND FIDELITY MERRIMACK STR TR5.9K shares4.81%2026-06-302026-07-14

IVOO VANGUARD ADMIRAL FDS INC2.0K shares0.00%2026-06-302026-07-14

Sponsored

VONG VANGUARD SCOTTSDALE FDS1.9K shares0.00%2026-06-302026-07-14

XMHQ INVESCO EXCHANGE TRADED FD T2.2K shares-40.54%2026-06-302026-07-14

VGSH VANGUARD SCOTTSDALE FDS4.2K shares0.00%2026-06-302026-07-14

AMD ADVANCED MICRO DEVICES INC397 sharesnew addition2026-06-302026-07-14

ESGD ISHARES TR2.2K shares-2.17%2026-06-302026-07-14

IJR ISHARES TR1.5K sharesnew addition2026-06-302026-07-14

CAT CATERPILLAR INC193 sharesnew addition2026-06-302026-07-14

ISHARES TR

8.47%

Shares71.1K

Event2026-06-30

Filed2026-07-14

ISHARES TR

21.14%

Shares246.2K

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

-4.55%

Shares87.7K

Event2026-06-30

Filed2026-07-14

GOVT

ISHARES TR

13.43%

Shares832.8K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

30.21%

Shares47.7K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

-1.81%

Shares12.1K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

7.79%

Shares50.2K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

3.76%

Shares32.7K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

-8.13%

Shares56.0K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

23.59%

Shares17.8K

Event2026-06-30

Filed2026-07-14

RECS

COLUMBIA ETF TR I

8.67%

Shares225.7K

Event2026-06-30

Filed2026-07-14

ICSH

ISHARES TR

6.65%

Shares188.0K

Event2026-06-30

Filed2026-07-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-3.09%

Shares17.8K

Event2026-06-30

Filed2026-07-14

SCHG

SCHWAB STRATEGIC TR

3.07%

Shares226.0K

Event2026-06-30

Filed2026-07-14

PANW

PALO ALTO NETWORKS INC

-14.44%

Shares21.5K

Event2026-06-30

Filed2026-07-14

ISHARES TR

10.14%

Shares71.4K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

-6.88%

Shares33.1K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

-28.52%

Shares21.4K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

1.99%

Shares18.0K

Event2026-06-30

Filed2026-07-14

CROWDSTRIKE HLDGS INC

-29.67%

Shares7.7K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

34.91%

Shares15.1K

Event2026-06-30

Filed2026-07-14

STIP

ISHARES TR

104.82%

Shares55.1K

Event2026-06-30

Filed2026-07-14

HEI

HEICO CORP NEW

3.93%

Shares15.6K

Event2026-06-30

Filed2026-07-14

RAAX

VANECK ETF TRUST

New

Shares138.9K

Event2026-06-30

Filed2026-07-14

JEPI

J P MORGAN EXCHANGE TRADED F

11.47%

Shares92.4K

Event2026-06-30

Filed2026-07-14

TDG

TRANSDIGM GROUP INC

6.87%

Shares3.9K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

0.53%

Shares5.2K

Event2026-06-30

Filed2026-07-14

SYK

STRYKER CORPORATION

4.44%

Shares15.3K

Event2026-06-30

Filed2026-07-14

SMH

VANECK ETF TRUST

-22.41%

Shares6.7K

Event2026-06-30

Filed2026-07-14

MPWR

MONOLITHIC PWR SYS INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-14

S&P GLOBAL INC

29.18%

Shares9.8K

Event2026-06-30

Filed2026-07-14

VISA INC

5.09%

Shares11.5K

Event2026-06-30

Filed2026-07-14

VEEV

VEEVA SYS INC

8.27%

Shares22.0K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

-8.30%

Shares34.2K

Event2026-06-30

Filed2026-07-14

ANET

ARISTA NETWORKS INC

21.00%

Shares21.2K

Event2026-06-30

Filed2026-07-14

ITOT

ISHARES TR

0.02%

Shares19.1K

Event2026-06-30

Filed2026-07-14

CLOUDFLARE INC

4.16%

Shares11.4K

Event2026-06-30

Filed2026-07-14

IXC

ISHARES TR

New

Shares52.4K

Event2026-06-30

Filed2026-07-14

CGMU

CAPITAL GRP FIXED INCM ETF T

New

Shares88.9K

Event2026-06-30

Filed2026-07-14

NLR

VANECK ETF TRUST

8.02%

Shares20.8K

Event2026-06-30

Filed2026-07-14

CTAS

CINTAS CORP

4.94%

Shares14.0K

Event2026-06-30

Filed2026-07-14

ASML

ASML HLDG NV

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

MBB

ISHARES TR

-75.74%

Shares20.3K

Event2026-06-30

Filed2026-07-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-14

XLG

INVESCO EXCHANGE TRADED FD T

7.41%

Shares22.6K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

-11.96%

Shares2.7K

Event2026-06-30

Filed2026-07-14

VEU

VANGUARD INTL EQUITY INDEX F

-12.82%

Shares15.2K

Event2026-06-30

Filed2026-07-14

USMV

ISHARES TR

8.32%

Shares12.7K

Event2026-06-30

Filed2026-07-14

FMDE

FIDELITY COVINGTON TRUST

-68.20%

Shares24.1K

Event2026-06-30

Filed2026-07-14

GE AEROSPACE

-17.85%

Shares2.4K

Event2026-06-30

Filed2026-07-14

CBRS

CEREBRAS SYSTEMS INC

New

Shares4.0K

Event2026-06-30

Filed2026-07-14

MICRON TECHNOLOGY INC

New

Shares753

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP

-15.01%

Shares14.9K

Event2026-06-30

Filed2026-07-14

IXUS

ISHARES TR

-4.53%

Shares8.9K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

-17.63%

Shares1.2K

Event2026-06-30

Filed2026-07-14

IWF

ISHARES TR

189.17%

Shares6.2K

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

0.00%

Shares654

Event2026-06-30

Filed2026-07-14

ORACLE CORP

68.56%

Shares5.2K

Event2026-06-30

Filed2026-07-14

VIOO

VANGUARD ADMIRAL FDS INC

-4.67%

Shares5.4K

Event2026-06-30

Filed2026-07-14

CORTEVA INC

0.21%

Shares8.5K

Event2026-06-30

Filed2026-07-14

COCA COLA CO

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-14

MRVL

MARVELL TECHNOLOGY INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

-28.91%

Shares1.9K

Event2026-06-30

Filed2026-07-14

ASE TECHNOLOGY HLDG CO LTD

New

Shares15.0K

Event2026-06-30

Filed2026-07-14

IWD

ISHARES TR

-5.11%

Shares2.8K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

0.12%

Shares859

Event2026-06-30

Filed2026-07-14

QNITY ELECTRONICS INC

0.05%

Shares3.8K

Event2026-06-30

Filed2026-07-14

SPAB

SPDR SERIES TRUST

3.35%

Shares24.2K

Event2026-06-30

Filed2026-07-14

VYM

VANGUARD WHITEHALL FDS

-13.30%

Shares3.6K

Event2026-06-30

Filed2026-07-14

SBUX

STARBUCKS CORP

-15.79%

Shares5.5K

Event2026-06-30

Filed2026-07-14

SPACE EXPLORATION TECHN CORP

New

Shares3.2K

Event2026-06-30

Filed2026-07-14

AOR

ISHARES TR

New

Shares7.7K

Event2026-06-30

Filed2026-07-14

DUPONT DE NEMOURS INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-14

IBDU

ISHARES TR

-30.88%

Shares22.8K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-14

3M CO

-8.48%

Shares3.1K

Event2026-06-30

Filed2026-07-14

VONE

VANGUARD SCOTTSDALE FDS

-35.71%

Shares1.4K

Event2026-06-30

Filed2026-07-14

NOC

NORTHROP GRUMMAN CORP

-5.51%

Shares892

Event2026-06-30

Filed2026-07-14

CRWV

COREWEAVE INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-14

VTV

VANGUARD INDEX FDS

-52.25%

Shares1.9K

Event2026-06-30

Filed2026-07-14

SPYV

SPDR SERIES TRUST

-16.11%

Shares6.6K

Event2026-06-30

Filed2026-07-14

SPYG

SPDR SERIES TRUST

-4.19%

Shares3.3K

Event2026-06-30

Filed2026-07-14

WAFD

WAFD INC

New

Shares10.2K

Event2026-06-30

Filed2026-07-14

XCEM

COLUMBIA ETF TR II

-21.37%

Shares6.7K

Event2026-06-30

Filed2026-07-14

SLYV

SPDR SERIES TRUST

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-14

BANCO SANTANDER SA

0.35%

Shares24.1K

Event2026-06-30

Filed2026-07-14

NULV

NUSHARES ETF TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-14

NULG

NUSHARES ETF TR

-5.01%

Shares2.6K

Event2026-06-30

Filed2026-07-14

NEXTERA ENERGY INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-14

DSI

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-14

EAGG

ISHARES TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-14

XLV

SELECT SECTOR SPDR TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-14

SCHE

SCHWAB STRATEGIC TR

-6.51%

Shares7.9K

Event2026-06-30

Filed2026-07-14

FBND

FIDELITY MERRIMACK STR TR

4.81%

Shares5.9K

Event2026-06-30

Filed2026-07-14

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-14

XMHQ

INVESCO EXCHANGE TRADED FD T

-40.54%

Shares2.2K

Event2026-06-30

Filed2026-07-14

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

New

Shares397

Event2026-06-30

Filed2026-07-14

ESGD

ISHARES TR

-2.17%

Shares2.2K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

New

Shares193

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available