The Analysis of Snider Financial Group's Holdings
Currently, Snider Financial Group holds 108 types of securities in its portfolio with a total value $375.3M. In the most recent quarter, they have increased their positions in XLK (+31.2K shares, valued at $4.5M), STIP (+25.4K shares, valued at $2.6M), FMDE (+70.4K shares, valued at $2.6M); decreased their positions in XMHQ (-46.8K shares, valued at $4.8M), N/A (-9.2K shares, valued at $2.9M), IWF (-3.2K shares, valued at $1.5M); initiated new positions in STIP (+25.4K shares, valued at $2.6M), FMDE (+70.4K shares, valued at $2.6M), N/A (+8.3K shares, valued at $674.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR62.6K shares5.11%2025-12-312026-01-21
AGG ISHARES TR234.8K shares0.59%2025-12-312026-01-21 VIG VANGUARD SPECIALIZED FUNDS96.7K shares3.90%2025-12-312026-01-21 MSFT MICROSOFT CORP36.3K shares-4.40%2025-12-312026-01-21 GOVT ISHARES TR682.0K shares7.04%2025-12-312026-01-21 LLY ELI LILLY & CO12.7K shares-3.16%2025-12-312026-01-21 AMZN AMAZON COM INC49.4K shares1.35%2025-12-312026-01-21 AAPL APPLE INC41.3K shares-4.94%2025-12-312026-01-21 ALPHABET INC ALPHABET INC34.3K shares-21.08%2025-12-312026-01-21 ICSH ISHARES TR204.6K shares27.39%2025-12-312026-01-21 META META PLATFORMS INC14.1K shares18.57%2025-12-312026-01-21 XLK SELECT SECTOR SPDR TR61.5K shares102.62%2025-12-312026-01-21 SCHG SCHWAB STRATEGIC TR244.1K shares-3.01%2025-12-312026-01-21 SPYV SPDR SERIES TRUST134.0K shares3.66%2025-12-312026-01-21 RECS COLUMBIA ETF TR I184.8K shares36.60%2025-12-312026-01-21 MBB ISHARES TR78.1K shares3.79%2025-12-312026-01-21 NVDA NVIDIA CORPORATION37.3K shares-0.42%2025-12-312026-01-21 TSM TAIWAN SEMICONDUCTOR MFG LTD19.0K shares0.22%2025-12-312026-01-21 SYK STRYKER CORPORATION16.4K shares26.32%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.17.7K shares2.25%2025-12-312026-01-21 WMT WALMART INC46.7K shares-7.29%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW5.6K shares1.31%2025-12-312026-01-21 HEI HEICO CORP NEW14.7K shares9.24%2025-12-312026-01-21 CRWD CROWDSTRIKE HLDGS INC9.9K shares4.16%2025-12-312026-01-21 TDG TRANSDIGM GROUP INC3.5K shares15.33%2025-12-312026-01-21 JEPI J P MORGAN EXCHANGE TRADED F78.4K shares9.76%2025-12-312026-01-21 VEEV VEEVA SYS INC20.0K shares30.99%2025-12-312026-01-21 PANW PALO ALTO NETWORKS INC23.4K shares5.26%2025-12-312026-01-21 IBB ISHARES TR25.0K shares4.17%2025-12-312026-01-21 V VISA INC11.0K shares8.54%2025-12-312026-01-21 ADSK AUTODESK INC12.9K shares2.84%2025-12-312026-01-21 BROADCOM INC BROADCOM INC11.0K shares-3.29%2025-12-312026-01-21 SPGI S&P GLOBAL INC7.3K shares24.66%2025-12-312026-01-21 SMH VANECK ETF TRUST9.0K shares1.07%2025-12-312026-01-21 IQLT ISHARES TR69.3K shares6.25%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR4.3K shares16.18%2025-12-312026-01-21 ITOT ISHARES TR18.6K shares-5.00%2025-12-312026-01-21 NLR VANECK ETF TRUST21.9K shares-3.67%2025-12-312026-01-21 STIP ISHARES TR25.4K sharesnew addition2025-12-312026-01-21 FMDE FIDELITY COVINGTON TRUST70.4K sharesnew addition2025-12-312026-01-21 IEFA ISHARES TR28.5K shares8.94%2025-12-312026-01-21 VTEB VANGUARD MUN BD FDS39.9K shares-8.90%2025-12-312026-01-21 ALPHABET INC ALPHABET INC5.8K shares-11.65%2025-12-312026-01-21 VEU VANGUARD INTL EQUITY INDEX F22.8K shares-28.60%2025-12-312026-01-21 IWF ISHARES TR3.5K shares-47.71%2025-12-312026-01-21 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-21 XLG INVESCO EXCHANGE TRADED FD T21.0K shares10.13%2025-12-312026-01-21 CTVA CORTEVA INC17.4K shares-0.63%2025-12-312026-01-21 VYM VANGUARD WHITEHALL FDS8.1K shares-43.13%2025-12-312026-01-21 BAC BANK AMERICA CORP20.2K shares-14.76%2025-12-312026-01-21 USMV ISHARES TR11.2K shares7.76%2025-12-312026-01-21 IBDU ISHARES TR41.1K shares-32.29%2025-12-312026-01-21 GE AEROSPACE GE AEROSPACE3.1K shares-17.88%2025-12-312026-01-21 VTV VANGUARD INDEX FDS4.7K shares-14.70%2025-12-312026-01-21 IWD ISHARES TR4.2K shares-25.00%2025-12-312026-01-21 SBUX STARBUCKS CORP9.9K shares-9.99%2025-12-312026-01-21 IXUS ISHARES TR9.1K shares-7.57%2025-12-312026-01-21 VONE VANGUARD SCOTTSDALE FDS2.3K shares-44.50%2025-12-312026-01-21 VIOO VANGUARD ADMIRAL FDS INC5.9K shares-8.63%2025-12-312026-01-21 KO COCA COLA CO8.8K shares-2.07%2025-12-312026-01-21 ORCL ORACLE CORP3.1K shares0.00%2025-12-312026-01-21 SPAB SPDR SERIES TRUST23.1K shares5.19%2025-12-312026-01-21 MMM 3M CO3.6K shares-8.34%2025-12-312026-01-21 HD HOME DEPOT INC1.6K shares-3.06%2025-12-312026-01-21 NOC NORTHROP GRUMMAN CORP944 shares-7.81%2025-12-312026-01-21 XMHQ INVESCO EXCHANGE TRADED FD T5.2K shares-89.93%2025-12-312026-01-21 DOW DOW INC19.8K shares-4.04%2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS7.4K shares-25.23%2025-12-312026-01-21 OUNZ VANECK MERK GOLD ETF10.5K shares0.00%2025-12-312026-01-21 GEV GE VERNOVA INC654 shares-17.94%2025-12-312026-01-21 IWP ISHARES TR3.0K shares-27.79%2025-12-312026-01-21 VGSH VANGUARD SCOTTSDALE FDS6.7K shares0.00%2025-12-312026-01-21 FDLO FIDELITY COVINGTON TRUST5.8K shares-29.95%2025-12-312026-01-21 FDRR FIDELITY COVINGTON TRUST6.2K shares-9.91%2025-12-312026-01-21 GLD SPDR GOLD TR910 shares0.00%2025-12-312026-01-21 SPYG SPDR SERIES TRUST3.3K shares6.79%2025-12-312026-01-21 XCEM COLUMBIA ETF TR II9.2K shares-39.05%2025-12-312026-01-21 FREL FIDELITY COVINGTON TRUST12.4K shares-22.62%2025-12-312026-01-21 VUG VANGUARD INDEX FDS676 shares-37.41%2025-12-312026-01-21 OXY OCCIDENTAL PETE CORP7.9K shares-0.71%2025-12-312026-01-21 SCHE SCHWAB STRATEGIC TR9.8K shares-5.00%2025-12-312026-01-21 VOE VANGUARD INDEX FDS1.7K shares-22.13%2025-12-312026-01-21 PEP PEPSICO INC2.1K shares-6.95%2025-12-312026-01-21 XLV SELECT SECTOR SPDR TR1.9K shares-3.19%2025-12-312026-01-21 VOT VANGUARD INDEX FDS1.1K shares-5.60%2025-12-312026-01-21 SAN BANCO SANTANDER SA24.5K shares0.36%2025-12-312026-01-21 SLYV SPDR SERIES TRUST3.1K shares-15.50%2025-12-312026-01-21 FIDI FIDELITY COVINGTON TRUST10.9K shares-20.19%2025-12-312026-01-21 NEE NEXTERA ENERGY INC3.5K shares0.00%2025-12-312026-01-21 IWS ISHARES TR1.9K shares-1.69%2025-12-312026-01-21 VIOV VANGUARD ADMIRAL FDS INC2.7K shares-32.72%2025-12-312026-01-21 FBND FIDELITY MERRIMACK STR TR5.5K sharesnew addition2025-12-312026-01-21 IUSB ISHARES TR5.4K shares-17.72%2025-12-312026-01-21 DSI ISHARES TR1.8K shares0.00%2025-12-312026-01-21 XLRE SELECT SECTOR SPDR TR5.7K shares-46.53%2025-12-312026-01-21 IVOO VANGUARD ADMIRAL FDS INC2.0K shares-4.97%2025-12-312026-01-21 NULV NUSHARES ETF TR4.9K shares0.00%2025-12-312026-01-21 GM GENERAL MTRS CO2.6K sharesnew addition2025-12-312026-01-21 ADP AUTOMATIC DATA PROCESSING IN800 shares0.00%2025-12-312026-01-21 IEMG ISHARES INC3.1K shares-13.72%2025-12-312026-01-21 NEM NEWMONT CORP2.0K sharesnew addition2025-12-312026-01-21 VONG VANGUARD SCOTTSDALE FDS1.6K shares-55.87%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available