The Analysis of Snider Financial Group's Holdings
Currently, Snider Financial Group holds 115 types of securities in its portfolio with a total value $366.6M. In the most recent quarter, they have increased their positions in ANET (+16.3K shares, valued at $2.4M), HEI (+2.0K shares, valued at $659.8K), LLY (+832 shares, valued at $634.8K); decreased their positions in MSFT (-2.9K shares, valued at $1.5M), WMT (-7.3K shares, valued at $756.5K), AVGO (-1.9K shares, valued at $625.5K); initiated new positions in ANET (+16.3K shares, valued at $2.4M), IWB (+584 shares, valued at $213.6K), TSLA (+470 shares, valued at $209.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR59.6K shares0.36%2025-09-302025-11-07
AGG ISHARES TR233.4K shares1.64%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS93.0K shares1.07%2025-09-302025-11-07 MSFT MICROSOFT CORP38.0K shares-7.08%2025-09-302025-11-07 GOVT ISHARES TR637.2K shares1.52%2025-09-302025-11-07 AAPL APPLE INC43.5K shares-3.03%2025-09-302025-11-07 AMZN AMAZON COM INC48.7K shares1.24%2025-09-302025-11-07 GOOG ALPHABET INC43.5K shares-0.16%2025-09-302025-11-07 LLY ELI LILLY & CO13.1K shares6.78%2025-09-302025-11-07 META META PLATFORMS INC11.9K shares1.03%2025-09-302025-11-07 XLK SELECT SECTOR SPDR TR30.4K shares-1.48%2025-09-302025-11-07 ICSH ISHARES TR160.6K shares0.63%2025-09-302025-11-07 SCHG SCHWAB STRATEGIC TR251.7K shares0.72%2025-09-302025-11-07 MBB ISHARES TR75.3K shares0.67%2025-09-302025-11-07 SPYV SPDR SERIES TRUST129.2K shares2.04%2025-09-302025-11-07 NVDA NVIDIA CORPORATION37.5K shares0.59%2025-09-302025-11-07 XMHQ INVESCO EXCHANGE TRADED FD T52.0K shares1.44%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.17.3K shares-0.31%2025-09-302025-11-07 RECS COLUMBIA ETF TR I135.3K shares9.27%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD19.0K shares3.40%2025-09-302025-11-07 WMT WALMART INC50.4K shares-12.71%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW5.6K shares-3.19%2025-09-302025-11-07 SYK STRYKER CORPORATION13.0K shares6.17%2025-09-302025-11-07 CRWD CROWDSTRIKE HLDGS INC9.5K shares14.98%2025-09-302025-11-07 VEEV VEEVA SYS INC15.3K shares2.61%2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC22.2K shares9.10%2025-09-302025-11-07 HEI HEICO CORP NEW13.5K shares17.89%2025-09-302025-11-07 JEPI J P MORGAN EXCHANGE TRADED F71.4K shares0.40%2025-09-302025-11-07 ADSK AUTODESK INC12.6K shares-7.26%2025-09-302025-11-07 TDG TRANSDIGM GROUP INC3.0K shares8.83%2025-09-302025-11-07 AVGO BROADCOM INC11.4K shares-14.26%2025-09-302025-11-07 IBB ISHARES TR24.0K shares0.00%2025-09-302025-11-07 V VISA INC10.1K shares3.17%2025-09-302025-11-07 IWF ISHARES TR6.6K shares-5.62%2025-09-302025-11-07 NLR VANECK ETF TRUST22.8K shares1.50%2025-09-302025-11-07 SMH VANECK ETF TRUST8.9K shares1.71%2025-09-302025-11-07 IQLT ISHARES TR65.2K shares2.26%2025-09-302025-11-07 SPGI S&P GLOBAL INC5.9K shares5.80%2025-09-302025-11-07 ITOT ISHARES TR19.6K shares2.08%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR3.7K shares-1.37%2025-09-302025-11-07 ANET ARISTA NETWORKS INC16.3K sharesnew addition2025-09-302025-11-07 IEFA ISHARES TR26.2K shares3.95%2025-09-302025-11-07 VEU VANGUARD INTL EQUITY INDEX F31.9K shares-5.07%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL4.5K shares-4.54%2025-09-302025-11-07 VTEB VANGUARD MUN BD FDS43.8K shares-0.26%2025-09-302025-11-07 VYM VANGUARD WHITEHALL FDS14.3K shares0.00%2025-09-302025-11-07 GOOGL ALPHABET INC6.5K shares7.51%2025-09-302025-11-07 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-07 TMV DIREXION SHS ETF TR42.6K shares-14.70%2025-09-302025-11-07 IBDU ISHARES TR60.7K shares-5.69%2025-09-302025-11-07 DD DUPONT DE NEMOURS INC17.6K shares0.46%2025-09-302025-11-07 VOO VANGUARD INDEX FDS2.1K shares-10.28%2025-09-302025-11-07 VONE VANGUARD SCOTTSDALE FDS4.2K shares0.02%2025-09-302025-11-07 BAC BANK AMERICA CORP23.7K shares-8.71%2025-09-302025-11-07 CTVA CORTEVA INC17.5K shares0.21%2025-09-302025-11-07 GE GE AEROSPACE3.8K shares-0.61%2025-09-302025-11-07 IWD ISHARES TR5.6K shares-9.12%2025-09-302025-11-07 XLG INVESCO EXCHANGE TRADED FD T19.1K shares2.17%2025-09-302025-11-07 QQQ INVESCO QQQ TR1.8K shares-1.63%2025-09-302025-11-07 VTV VANGUARD INDEX FDS5.5K shares0.07%2025-09-302025-11-07 USMV ISHARES TR10.4K shares2.24%2025-09-302025-11-07 SBUX STARBUCKS CORP11.0K shares-12.75%2025-09-302025-11-07 ORCL ORACLE CORP3.1K shares-4.40%2025-09-302025-11-07 IXUS ISHARES TR9.8K shares0.65%2025-09-302025-11-07 VIOO VANGUARD ADMIRAL FDS INC6.5K shares0.00%2025-09-302025-11-07 HD HOME DEPOT INC1.7K shares0.06%2025-09-302025-11-07 NOC NORTHROP GRUMMAN CORP1.0K shares0.10%2025-09-302025-11-07 MMM 3M CO3.9K shares8.34%2025-09-302025-11-07 KO COCA COLA CO8.9K shares0.00%2025-09-302025-11-07 VEA VANGUARD TAX-MANAGED FDS9.8K shares0.05%2025-09-302025-11-07 IWP ISHARES TR4.1K shares4.97%2025-09-302025-11-07 SPAB SPDR SERIES TRUST22.0K shares2.49%2025-09-302025-11-07 XCEM COLUMBIA ETF TR II15.0K shares-3.33%2025-09-302025-11-07 FDLO FIDELITY COVINGTON TRUST8.2K shares-3.73%2025-09-302025-11-07 VUG VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-11-07 GEV GE VERNOVA INC797 shares-5.01%2025-09-302025-11-07 DOW DOW INC20.6K shares1.34%2025-09-302025-11-07 VONG VANGUARD SCOTTSDALE FDS3.7K shares0.00%2025-09-302025-11-07 FREL FIDELITY COVINGTON TRUST16.1K shares-2.61%2025-09-302025-11-07 XLRE SELECT SECTOR SPDR TR10.6K shares-2.06%2025-09-302025-11-07 FDRR FIDELITY COVINGTON TRUST6.9K shares0.00%2025-09-302025-11-07 VGSH VANGUARD SCOTTSDALE FDS6.7K shares0.00%2025-09-302025-11-07 OUNZ VANECK MERK GOLD ETF10.5K shares0.00%2025-09-302025-11-07 VOE VANGUARD INDEX FDS2.2K shares0.00%2025-09-302025-11-07 EEMV ISHARES INC6.0K shares-15.12%2025-09-302025-11-07 VIOV VANGUARD ADMIRAL FDS INC4.0K shares0.00%2025-09-302025-11-07 OXY OCCIDENTAL PETE CORP8.0K shares-1.98%2025-09-302025-11-07 VO VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-11-07 SCHE SCHWAB STRATEGIC TR10.3K shares-6.80%2025-09-302025-11-07 FIDI FIDELITY COVINGTON TRUST13.6K shares0.00%2025-09-302025-11-07 VOT VANGUARD INDEX FDS1.1K shares-13.74%2025-09-302025-11-07 SLYV SPDR SERIES TRUST3.7K shares-2.75%2025-09-302025-11-07 SPYG SPDR SERIES TRUST3.1K shares-0.32%2025-09-302025-11-07 GLD SPDR GOLD TR910 shares0.44%2025-09-302025-11-07 PEP PEPSICO INC2.3K shares0.04%2025-09-302025-11-07 IUSB ISHARES TR6.6K shares3.64%2025-09-302025-11-07 VBR VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-11-07 XLV SELECT SECTOR SPDR TR2.0K shares4.53%2025-09-302025-11-07 IWS ISHARES TR2.0K shares0.15%2025-09-302025-11-07 NEE NEXTERA ENERGY INC3.5K shares0.00%2025-09-302025-11-07 PFE PFIZER INC10.2K shares-15.94%2025-09-302025-11-07 ABBV ABBVIE INC1.1K shares-11.51%2025-09-302025-11-07 CSX CSX CORP7.3K shares0.10%2025-09-302025-11-07 SAN BANCO SANTANDER S.A.24.4K shares-2.01%2025-09-302025-11-07 IMCG ISHARES TR2.9K shares0.00%2025-09-302025-11-07 ADP AUTOMATIC DATA PROCESSING IN800 shares0.00%2025-09-302025-11-07 IEMG ISHARES INC3.5K shares-0.23%2025-09-302025-11-07 IVOO VANGUARD ADMIRAL FDS INC2.1K shares0.00%2025-09-302025-11-07 DSI ISHARES TR1.8K shares0.00%2025-09-302025-11-07 SPSM SPDR SERIES TRUST4.8K shares0.13%2025-09-302025-11-07 NFLX NETFLIX INC180 shares0.00%2025-09-302025-11-07 EELV INVESCO EXCH TRADED FD TR II8.1K shares0.44%2025-09-302025-11-07 NULV NUSHARES ETF TR4.9K shares0.00%2025-09-302025-11-07 IWB ISHARES TR584 sharesnew addition2025-09-302025-11-07 TSLA TESLA INC470 sharesnew addition2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available