The Analysis of SNS Financial Group, LLC's Holdings

Currently, SNS Financial Group, LLC holds 197 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in BSCS (+728.1K shares, valued at $15.0M), BND (+145.3K shares, valued at $10.8M), JCPB (+141.3K shares, valued at $6.7M); decreased their positions in BSCP (-287.0K shares, valued at $5.9M), MUB (-14.6K shares, valued at $1.6M), GLDM (-10.8K shares, valued at $826.6K); initiated new positions in MP (+5.0K shares, valued at $335.4K), VTES (+3.1K shares, valued at $319.9K), SLV (+5.7K shares, valued at $243.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QUAL ISHARES TR778.6K shares0.42%2025-09-302025-11-13

SCHF SCHWAB STRATEGIC TR3.7M shares-0.06%2025-09-302025-11-13

IEI ISHARES TR602.5K shares4.84%2025-09-302025-11-13

OEF ISHARES TR213.6K shares1.88%2025-09-302025-11-13

DGRW WISDOMTREE TR699.8K shares0.13%2025-09-302025-11-13

SCHB SCHWAB STRATEGIC TR1.8M shares-1.29%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR65.3K shares-1.46%2025-09-302025-11-13

AAPL APPLE INC141.7K shares-1.01%2025-09-302025-11-13

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD1.8M shares5.52%2025-09-302025-11-13

BSCQ INVESCO EXCH TRD SLF IDX FD1.8M shares2.13%2025-09-302025-11-13

GLDM WORLD GOLD TR437.9K shares-2.41%2025-09-302025-11-13

BND VANGUARD BD INDEX FDS430.6K shares50.93%2025-09-302025-11-13

JCPB J P MORGAN EXCHANGE TRADED F659.3K shares27.27%2025-09-302025-11-13

MUB ISHARES TR271.4K shares-5.10%2025-09-302025-11-13

AVUV AMERICAN CENTY ETF TR272.5K shares4.11%2025-09-302025-11-13

VWO VANGUARD INTL EQUITY INDEX F492.9K shares-2.98%2025-09-302025-11-13

Sponsored

USMF WISDOMTREE TR439.7K shares4.27%2025-09-302025-11-13

DFCF DIMENSIONAL ETF TRUST525.1K shares29.04%2025-09-302025-11-13

SCHX SCHWAB STRATEGIC TR768.7K shares-2.68%2025-09-302025-11-13

BSCS INVESCO EXCH TRD SLF IDX FD918.1K shares383.28%2025-09-302025-11-13

BSCP INVESCO EXCH TRD SLF IDX FD725.6K shares-28.34%2025-09-302025-11-13

EFA ISHARES TR133.0K shares-3.97%2025-09-302025-11-13

MSFT MICROSOFT CORP19.7K shares-0.74%2025-09-302025-11-13

VTI VANGUARD INDEX FDS28.5K shares-1.11%2025-09-302025-11-13

Sponsored

VUG VANGUARD INDEX FDS17.5K shares-1.66%2025-09-302025-11-13

SCHZ SCHWAB STRATEGIC TR294.1K shares11.92%2025-09-302025-11-13

VT VANGUARD INTL EQUITY INDEX F41.0K shares-1.61%2025-09-302025-11-13

DFUS DIMENSIONAL ETF TRUST75.7K shares-3.79%2025-09-302025-11-13

IVV ISHARES TR8.2K shares-0.97%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL9.3K shares0.40%2025-09-302025-11-13

VEU VANGUARD INTL EQUITY INDEX F62.5K shares-2.90%2025-09-302025-11-13

VBR VANGUARD INDEX FDS20.2K shares-2.87%2025-09-302025-11-13

Sponsored

ACWI ISHARES TR27.5K shares-0.49%2025-09-302025-11-13

AMZN AMAZON COM INC16.7K shares1.62%2025-09-302025-11-13

FDL FIRST TR EXCHANGE-TRADED FD75.2K shares-11.06%2025-09-302025-11-13

QQQ INVESCO QQQ TR5.4K shares0.71%2025-09-302025-11-13

GOOG ALPHABET INC13.3K shares-0.99%2025-09-302025-11-13

SCHD SCHWAB STRATEGIC TR115.7K shares-0.11%2025-09-302025-11-13

META META PLATFORMS INC4.3K shares-7.78%2025-09-302025-11-13

MGC VANGUARD WORLD FD12.6K shares-3.92%2025-09-302025-11-13

Sponsored

MMM 3M CO19.5K shares-0.17%2025-09-302025-11-13

IJJ ISHARES TR22.6K shares-5.55%2025-09-302025-11-13

GOOGL ALPHABET INC11.8K shares-0.89%2025-09-302025-11-13

DFSV DIMENSIONAL ETF TRUST87.7K shares-2.55%2025-09-302025-11-13

SCHE SCHWAB STRATEGIC TR82.5K shares-16.24%2025-09-302025-11-13

EEM ISHARES TR45.7K shares-9.45%2025-09-302025-11-13

NVDA NVIDIA CORPORATION13.0K shares3.76%2025-09-302025-11-13

DIA SPDR DOW JONES INDL AVERAGE5.0K shares-1.55%2025-09-302025-11-13

Sponsored

CSCO CISCO SYS INC32.3K shares-0.79%2025-09-302025-11-13

UNP UNION PAC CORP9.1K shares-0.40%2025-09-302025-11-13

IWM ISHARES TR8.3K shares-2.12%2025-09-302025-11-13

BK BANK NEW YORK MELLON CORP18.3K shares-4.64%2025-09-302025-11-13

SPDW SPDR INDEX SHS FDS43.5K shares-0.69%2025-09-302025-11-13

TSLA TESLA INC4.2K shares0.17%2025-09-302025-11-13

CAT CATERPILLAR INC3.8K shares1.28%2025-09-302025-11-13

ECL ECOLAB INC6.3K shares-2.00%2025-09-302025-11-13

Sponsored

VIG VANGUARD SPECIALIZED FUNDS7.8K shares-2.06%2025-09-302025-11-13

ABT ABBOTT LABS12.6K shares-0.04%2025-09-302025-11-13

ABBV ABBVIE INC7.2K shares0.26%2025-09-302025-11-13

ESGU ISHARES TR11.5K shares1.55%2025-09-302025-11-13

MSI MOTOROLA SOLUTIONS INC3.5K shares0.09%2025-09-302025-11-13

XLE SELECT SECTOR SPDR TR18.0K shares0.01%2025-09-302025-11-13

EWX SPDR INDEX SHS FDS23.5K shares39.54%2025-09-302025-11-13

DFIC DIMENSIONAL ETF TRUST48.1K shares-1.76%2025-09-302025-11-13

Sponsored

IWF ISHARES TR3.3K shares1.23%2025-09-302025-11-13

HON HONEYWELL INTL INC6.9K shares0.95%2025-09-302025-11-13

MDT MEDTRONIC PLC15.0K shares0.20%2025-09-302025-11-13

NFLX NETFLIX INC1.2K shares0.26%2025-09-302025-11-13

SUSL ISHARES TR11.9K shares-0.67%2025-09-302025-11-13

PG PROCTER AND GAMBLE CO9.0K shares-0.07%2025-09-302025-11-13

ORCL ORACLE CORP4.9K shares0.29%2025-09-302025-11-13

USB US BANCORP DEL27.8K shares-0.64%2025-09-302025-11-13

Sponsored

COST COSTCO WHSL CORP NEW1.5K shares-0.68%2025-09-302025-11-13

BR BROADRIDGE FINL SOLUTIONS IN5.7K shares-1.38%2025-09-302025-11-13

TSCO TRACTOR SUPPLY CO23.4K shares-0.94%2025-09-302025-11-13

PCAR PACCAR INC13.4K shares0.10%2025-09-302025-11-13

GD GENERAL DYNAMICS CORP3.8K shares0.37%2025-09-302025-11-13

SCI SERVICE CORP INTL15.3K shares-0.08%2025-09-302025-11-13

QCOM QUALCOMM INC7.5K shares1.59%2025-09-302025-11-13

GLD SPDR GOLD TR3.4K shares-0.09%2025-09-302025-11-13

Sponsored

JNJ JOHNSON & JOHNSON6.3K shares-6.90%2025-09-302025-11-13

IWB ISHARES TR3.1K shares-0.25%2025-09-302025-11-13

LLY ELI LILLY & CO1.4K shares0.42%2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC23.5K shares0.27%2025-09-302025-11-13

HSY HERSHEY CO5.4K shares0.20%2025-09-302025-11-13

JEPI J P MORGAN EXCHANGE TRADED F17.8K shares6.28%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC2.8K shares-1.98%2025-09-302025-11-13

CVS CVS HEALTH CORP12.6K shares-1.56%2025-09-302025-11-13

Sponsored

CI THE CIGNA GROUP3.3K shares2.85%2025-09-302025-11-13

XLK SELECT SECTOR SPDR TR3.4K shares-15.18%2025-09-302025-11-13

IBM INTERNATIONAL BUSINESS MACHS3.3K shares-0.54%2025-09-302025-11-13

ESML ISHARES TR19.5K shares0.28%2025-09-302025-11-13

IVW ISHARES TR7.2K shares0.00%2025-09-302025-11-13

SPSB SPDR SERIES TRUST28.4K shares7.20%2025-09-302025-11-13

VOE VANGUARD INDEX FDS4.8K shares0.00%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS13.8K shares-2.79%2025-09-302025-11-13

Sponsored

JPM JPMORGAN CHASE & CO.2.5K shares0.00%2025-09-302025-11-13

FDX FEDEX CORP3.3K shares-3.16%2025-09-302025-11-13

VOO VANGUARD INDEX FDS1.3K shares-5.83%2025-09-302025-11-13

MRK MERCK & CO INC9.2K shares-0.86%2025-09-302025-11-13

ADM ARCHER DANIELS MIDLAND CO12.9K shares13.90%2025-09-302025-11-13

HD HOME DEPOT INC1.9K shares-1.36%2025-09-302025-11-13

XLU SELECT SECTOR SPDR TR8.7K shares-0.29%2025-09-302025-11-13

MCD MCDONALDS CORP2.4K shares-0.08%2025-09-302025-11-13

Sponsored

TGT TARGET CORP7.5K shares-6.48%2025-09-302025-11-13

GE GE AEROSPACE2.1K shares2.60%2025-09-302025-11-13

OTTR OTTER TAIL CORP7.5K shares0.00%2025-09-302025-11-13

SCHA SCHWAB STRATEGIC TR21.7K shares-2.60%2025-09-302025-11-13

WFC WELLS FARGO CO NEW7.0K shares-0.01%2025-09-302025-11-13

BSV VANGUARD BD INDEX FDS7.3K shares0.00%2025-09-302025-11-13

FAST FASTENAL CO11.7K shares0.10%2025-09-302025-11-13

UPS UNITED PARCEL SERVICE INC6.8K shares-0.42%2025-09-302025-11-13

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD2.0K shares0.00%2025-09-302025-11-13

AVGO BROADCOM INC1.7K shares8.41%2025-09-302025-11-13

IBIT ISHARES BITCOIN TRUST ETF8.4K shares4.48%2025-09-302025-11-13

SUSA ISHARES TR3.9K shares-0.53%2025-09-302025-11-13

XEL XCEL ENERGY INC6.6K shares0.14%2025-09-302025-11-13

FV FIRST TR EXCHANGE TRADED FD8.3K shares0.00%2025-09-302025-11-13

V VISA INC1.5K shares-0.13%2025-09-302025-11-13

GGG GRACO INC5.9K shares66.73%2025-09-302025-11-13

Sponsored

AMGN AMGEN INC1.7K shares-3.27%2025-09-302025-11-13

PII POLARIS INC8.5K shares-2.31%2025-09-302025-11-13

XOM EXXON MOBIL CORP4.4K shares-4.09%2025-09-302025-11-13

AIQ GLOBAL X FDS9.8K shares28.79%2025-09-302025-11-13

SPTM SPDR SERIES TRUST5.9K shares-9.34%2025-09-302025-11-13

PEP PEPSICO INC3.4K shares4.23%2025-09-302025-11-13

BSX BOSTON SCIENTIFIC CORP4.7K shares0.02%2025-09-302025-11-13

GBTC GRAYSCALE BITCOIN TRUST ETF5.1K shares0.00%2025-09-302025-11-13

Sponsored

LRCX LAM RESEARCH CORP3.4K shares0.53%2025-09-302025-11-13

ESGD ISHARES TR4.8K shares3.71%2025-09-302025-11-13

HDV ISHARES TR3.6K shares-12.38%2025-09-302025-11-13

WMT WALMART INC4.2K shares-3.99%2025-09-302025-11-13

BIV VANGUARD BD INDEX FDS5.5K shares-4.94%2025-09-302025-11-13

VPU VANGUARD WORLD FD2.3K shares-0.88%2025-09-302025-11-13

SO SOUTHERN CO4.5K shares0.67%2025-09-302025-11-13

PM PHILIP MORRIS INTL INC2.6K shares-0.23%2025-09-302025-11-13

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.00%2025-09-302025-11-13

EAGG ISHARES TR8.4K shares-0.82%2025-09-302025-11-13

BAC BANK AMERICA CORP7.7K shares-0.35%2025-09-302025-11-13

RTX RTX CORPORATION2.4K shares0.94%2025-09-302025-11-13

KOMP SPDR SERIES TRUST6.3K shares0.00%2025-09-302025-11-13

EFX EQUIFAX INC1.5K shares0.33%2025-09-302025-11-13

KO COCA COLA CO5.8K shares-1.52%2025-09-302025-11-13

MA MASTERCARD INCORPORATED669 shares-0.15%2025-09-302025-11-13

Sponsored

DIS DISNEY WALT CO3.3K shares-1.98%2025-09-302025-11-13

DCI DONALDSON INC4.6K shares0.00%2025-09-302025-11-13

PFE PFIZER INC14.4K shares-1.34%2025-09-302025-11-13

DE DEERE & CO790 shares-1.00%2025-09-302025-11-13

WELL WELLTOWER INC2.0K shares0.00%2025-09-302025-11-13

IDCC INTERDIGITAL INC1.0K shares0.00%2025-09-302025-11-13

MDY SPDR S&P MIDCAP 400 ETF TR575 shares0.00%2025-09-302025-11-13

AMD ADVANCED MICRO DEVICES INC2.1K shares4.44%2025-09-302025-11-13

Sponsored

CVX CHEVRON CORP NEW2.2K shares48.78%2025-09-302025-11-13

ACN ACCENTURE PLC IRELAND1.4K shares-5.42%2025-09-302025-11-13

MP MP MATERIALS CORP5.0K sharesnew addition2025-09-302025-11-13

IJR ISHARES TR2.8K shares0.00%2025-09-302025-11-13

SOLV SOLVENTUM CORP4.4K shares-0.22%2025-09-302025-11-13

AGGY WISDOMTREE TR7.3K shares0.00%2025-09-302025-11-13

GEV GE VERNOVA INC524 shares0.38%2025-09-302025-11-13

XLF SELECT SECTOR SPDR TR6.0K shares0.00%2025-09-302025-11-13

Sponsored

VTES VANGUARD WELLINGTON FD3.1K sharesnew addition2025-09-302025-11-13

ETN EATON CORP PLC854 shares-0.23%2025-09-302025-11-13

MDLZ MONDELEZ INTL INC5.0K shares-1.20%2025-09-302025-11-13

TJX TJX COS INC NEW2.1K shares-0.09%2025-09-302025-11-13

BA BOEING CO1.4K shares0.92%2025-09-302025-11-13

SCHW SCHWAB CHARLES CORP3.2K shares0.74%2025-09-302025-11-13

DFSU DIMENSIONAL ETF TRUST7.0K shares-2.32%2025-09-302025-11-13

WM WASTE MGMT INC DEL1.3K shares8.39%2025-09-302025-11-13

Sponsored

VYM VANGUARD WHITEHALL FDS2.1K shares0.29%2025-09-302025-11-13

DVY ISHARES TR2.0K shares0.44%2025-09-302025-11-13

XLV SELECT SECTOR SPDR TR2.0K shares7.63%2025-09-302025-11-13

EMR EMERSON ELEC CO2.2K shares0.47%2025-09-302025-11-13

TXN TEXAS INSTRS INC1.5K shares-3.04%2025-09-302025-11-13

CSX CSX CORP7.9K shares0.38%2025-09-302025-11-13

TEL TE CONNECTIVITY PLC1.2K shares0.73%2025-09-302025-11-13

TMO THERMO FISHER SCIENTIFIC INC555 shares-9.90%2025-09-302025-11-13

Sponsored

BMO BANK MONTREAL QUE2.1K shares0.00%2025-09-302025-11-13

MU MICRON TECHNOLOGY INC1.6K shares-15.51%2025-09-302025-11-13

PODD INSULET CORP834 shares0.36%2025-09-302025-11-13

IWS ISHARES TR1.8K shares-3.73%2025-09-302025-11-13

BSMR INVESCO EXCH TRD SLF IDX FD10.7K shares0.00%2025-09-302025-11-13

BSMQ INVESCO EXCH TRD SLF IDX FD10.6K shares0.00%2025-09-302025-11-13

FICO FAIR ISAAC CORP166 shares-0.60%2025-09-302025-11-13

MO ALTRIA GROUP INC3.7K shares0.19%2025-09-302025-11-13

Sponsored

SLV ISHARES SILVER TR5.7K sharesnew addition2025-09-302025-11-13

CMCSA COMCAST CORP NEW7.7K shares-5.96%2025-09-302025-11-13

VXUS VANGUARD STAR FDS3.3K shares0.12%2025-09-302025-11-13

VGT VANGUARD WORLD FD315 shares-8.70%2025-09-302025-11-13

KBDC KAYNE ANDERSON BDC INC16.9K shares-20.22%2025-09-302025-11-13

CEG CONSTELLATION ENERGY CORP699 shares0.43%2025-09-302025-11-13

LOW LOWES COS INC913 shares0.11%2025-09-302025-11-13

IWD ISHARES TR1.1K shares0.00%2025-09-302025-11-13

Sponsored

FNDX SCHWAB STRATEGIC TR8.2K shares0.00%2025-09-302025-11-13

EXC EXELON CORP4.6K sharesnew addition2025-09-302025-11-13

NEE NEXTERA ENERGY INC2.7K sharesnew addition2025-09-302025-11-13

F FORD MTR CO14.4K shares-10.12%2025-09-302025-11-13

ACTG ACACIA RESH CORP22.0K shares0.00%2025-09-302025-11-13

Call Option Holdings

SPY Call CallSPDR S&P 500 ETF TR200 shares0.00%2025-09-302025-11-13

Put Option Holdings

No put option holdings data available