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

Currently, Snider Financial Group holds 102 types of securities in its portfolio with a total value $331.4M. In the most recent quarter, they have increased their positions in IEFA (+36.3K shares, valued at $3.3M), XLE (+37.2K shares, valued at $2.3M), NET (+11.0K shares, valued at $2.3M); decreased their positions in SPYV (-126.1K shares, valued at $7.1M), AGG (-31.5K shares, valued at $3.1M), AAPL (-11.4K shares, valued at $2.9M); initiated new positions in XLE (+37.2K shares, valued at $2.3M), NET (+11.0K shares, valued at $2.3M), CTAS (+13.3K shares, valued at $2.3M).

1M P&L

+11.7M+3.50%

3M P&L

+13.8M+4.16%

HY P&L

+17.3M+5.26%

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/A189.6M

60.8%

2Software - Infrastructure24.6M

7.9%

3Semiconductors12.4M

4.0%

Top Industries by Stock Count

1N/A57 stocks

61.3%

2Software - Infrastructure5 stocks

5.4%

3Banks - Diversified3 stocks

3.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR65.5K shares4.63%2026-03-312026-04-15

AGG ISHARES TR203.3K shares-13.43%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS91.9K shares-4.90%2026-03-312026-04-15

GOVT ISHARES TR734.2K shares7.65%2026-03-312026-04-15

MSFT MICROSOFT CORP36.6K shares0.69%2026-03-312026-04-15

LLY ELI LILLY & CO12.4K shares-2.63%2026-03-312026-04-15

AMZN AMAZON COM INC46.6K shares-5.69%2026-03-312026-04-15

ALPHABET INC ALPHABET INC31.5K shares-8.08%2026-03-312026-04-15

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ICSH ISHARES TR176.3K shares-13.83%2026-03-312026-04-15

META META PLATFORMS INC14.4K shares2.38%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR61.0K shares-0.91%2026-03-312026-04-15

RECS COLUMBIA ETF TR I207.7K shares12.37%2026-03-312026-04-15

MBB ISHARES TR83.7K shares7.13%2026-03-312026-04-15

AAPL APPLE INC30.0K shares-27.51%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR219.3K shares-10.19%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC18.4K shares-3.20%2026-03-312026-04-15

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NVDA NVIDIA CORPORATION35.6K shares-4.65%2026-03-312026-04-15

IEFA ISHARES TR64.9K shares127.37%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO17.7K shares-0.12%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION5.1K shares-8.72%2026-03-312026-04-15

SYK STRYKER CORPORATION14.6K shares-10.75%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F82.9K shares5.75%2026-03-312026-04-15

WMT WALMART INC37.3K shares-20.13%2026-03-312026-04-15

CRWD CROWDSTRIKE HLDGS INC10.9K shares10.09%2026-03-312026-04-15

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TDG TRANSDIGM GROUP INC3.6K shares4.53%2026-03-312026-04-15

HEI HEICO CORP NEW15.1K shares2.28%2026-03-312026-04-15

PANW PALO ALTO NETWORKS INC25.2K shares7.70%2026-03-312026-04-15

VEEV VEEVA SYS INC20.4K shares1.76%2026-03-312026-04-15

BROADCOM INC BROADCOM INC11.2K shares1.51%2026-03-312026-04-15

V VISA INC11.0K shares0.01%2026-03-312026-04-15

SMH VANECK ETF TRUST8.6K shares-4.14%2026-03-312026-04-15

SPGI S&P GLOBAL INC7.6K shares3.62%2026-03-312026-04-15

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STIP ISHARES TR26.9K shares6.14%2026-03-312026-04-15

FMDE FIDELITY COVINGTON TRUST75.7K shares7.44%2026-03-312026-04-15

ITOT ISHARES TR19.1K shares2.80%2026-03-312026-04-15

NLR VANECK ETF TRUST19.2K shares-12.39%2026-03-312026-04-15

IBB ISHARES TR15.0K shares-40.00%2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR37.2K sharesnew addition2026-03-312026-04-15

NET CLOUDFLARE INC11.0K sharesnew addition2026-03-312026-04-15

CTAS CINTAS CORP13.3K sharesnew addition2026-03-312026-04-15

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VTEB VANGUARD MUN BD FDS44.7K shares11.94%2026-03-312026-04-15

ARISTA NETWORKS INC ARISTA NETWORKS INC17.5K shares2.61%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.0K shares-23.98%2026-03-312026-04-15

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-15

ASML ASML HLDG NV1.0K sharesnew addition2026-03-312026-04-15

VEU VANGUARD INTL EQUITY INDEX F17.4K shares-23.59%2026-03-312026-04-15

XLG INVESCO EXCHANGE TRADED FD T21.0K shares0.06%2026-03-312026-04-15

USMV ISHARES TR11.7K shares4.75%2026-03-312026-04-15

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IWF ISHARES TR2.2K shares-37.87%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares-14.89%2026-03-312026-04-15

BAC BANK AMERICA CORP17.6K shares-13.08%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE2.9K shares-6.58%2026-03-312026-04-15

IXUS ISHARES TR9.3K shares2.38%2026-03-312026-04-15

ALPHABET INC ALPHABET INC2.7K shares-53.37%2026-03-312026-04-15

VTV VANGUARD INDEX FDS3.9K shares-15.64%2026-03-312026-04-15

IBDU ISHARES TR33.0K shares-19.67%2026-03-312026-04-15

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CTVA CORTEVA INC8.4K shares-51.50%2026-03-312026-04-15

KO COCA COLA CO8.7K shares-0.64%2026-03-312026-04-15

VONE VANGUARD SCOTTSDALE FDS2.2K shares-4.11%2026-03-312026-04-15

VIOO VANGUARD ADMIRAL FDS INC5.6K shares-4.75%2026-03-312026-04-15

NOC NORTHROP GRUMMAN CORP944 shares0.00%2026-03-312026-04-15

IWD ISHARES TR2.9K shares-29.61%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS4.2K shares-48.32%2026-03-312026-04-15

SPAB SPDR SERIES TRUST23.4K shares1.26%2026-03-312026-04-15

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SBUX STARBUCKS CORP6.5K shares-33.90%2026-03-312026-04-15

GEV GE VERNOVA INC654 shares0.00%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T858 shares-79.85%2026-03-312026-04-15

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC11.7K shares-32.89%2026-03-312026-04-15

MMM 3M CO3.4K shares-4.63%2026-03-312026-04-15

HD HOME DEPOT INC1.4K shares-10.33%2026-03-312026-04-15

ORCL ORACLE CORP3.1K shares0.00%2026-03-312026-04-15

SPYV SPDR SERIES TRUST7.9K shares-94.14%2026-03-312026-04-15

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QNITY ELECTRONICS INC QNITY ELECTRONICS INC3.8K shares-53.88%2026-03-312026-04-15

XMHQ INVESCO EXCHANGE TRADED FD T3.7K shares-29.52%2026-03-312026-04-15

FDLO FIDELITY COVINGTON TRUST5.8K shares0.00%2026-03-312026-04-15

XCEM COLUMBIA ETF TR II8.5K shares-7.63%2026-03-312026-04-15

PEP PEPSICO INC2.2K shares3.09%2026-03-312026-04-15

SPYG SPDR SERIES TRUST3.4K shares2.51%2026-03-312026-04-15

NEE NEXTERA ENERGY INC3.5K shares0.00%2026-03-312026-04-15

SLYV SPDR SERIES TRUST3.2K shares2.74%2026-03-312026-04-15

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VOE VANGUARD INDEX FDS1.6K shares-6.28%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS4.6K shares-37.35%2026-03-312026-04-15

VUG VANGUARD INDEX FDS676 shares0.00%2026-03-312026-04-15

NULV NUSHARES ETF TR6.5K shares32.16%2026-03-312026-04-15

EAGG ISHARES TR6.1K sharesnew addition2026-03-312026-04-15

SCHE SCHWAB STRATEGIC TR8.4K shares-13.81%2026-03-312026-04-15

SAN BANCO SANTANDER SA24.0K shares-2.04%2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR1.8K shares-5.66%2026-03-312026-04-15

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IWP ISHARES TR2.1K shares-30.57%2026-03-312026-04-15

FDRR FIDELITY COVINGTON TRUST4.5K shares-28.41%2026-03-312026-04-15

DSI ISHARES TR2.2K shares19.13%2026-03-312026-04-15

FBND FIDELITY MERRIMACK STR TR5.6K shares1.46%2026-03-312026-04-15

NULG NUSHARES ETF TR2.8K sharesnew addition2026-03-312026-04-15

FIDI FIDELITY COVINGTON TRUST9.0K shares-17.12%2026-03-312026-04-15

VGSH VANGUARD SCOTTSDALE FDS4.2K shares-37.84%2026-03-312026-04-15

IVOO VANGUARD ADMIRAL FDS INC2.0K shares0.00%2026-03-312026-04-15

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UI UBIQUITI INC285 sharesnew addition2026-03-312026-04-15

IWS ISHARES TR1.5K shares-21.12%2026-03-312026-04-15

NEM NEWMONT CORP2.0K shares0.25%2026-03-312026-04-15

ESGD ISHARES TR2.3K sharesnew addition2026-03-312026-04-15

VONG VANGUARD SCOTTSDALE FDS1.9K shares18.56%2026-03-312026-04-15

CVX CHEVRON CORPORATION990 sharesnew addition2026-03-312026-04-15

IVV

ISHARES TR

4.63%

Shares65.5K

Event2026-03-31

Filed2026-04-15

AGG

ISHARES TR

-13.43%

Shares203.3K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

-4.90%

Shares91.9K

Event2026-03-31

Filed2026-04-15

GOVT

ISHARES TR

7.65%

Shares734.2K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

0.69%

Shares36.6K

Event2026-03-31

Filed2026-04-15

LLY

ELI LILLY & CO

-2.63%

Shares12.4K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-5.69%

Shares46.6K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-8.08%

Shares31.5K

Event2026-03-31

Filed2026-04-15

ICSH

ISHARES TR

-13.83%

Shares176.3K

Event2026-03-31

Filed2026-04-15