13F-HR filed by Snider Financial Group
Snider Financial Group filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-06, with 111 holding rows worth $322,815,426.
- Accession
- 0001951757-25-000191
- Filer
- CIK 1820681
- Filed
- 2025-02-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 111 entries on the cover page, a total value of $322,815,426 stated on the cover page (in dollars after the unit check, H1), rows summing to $322,815,426 with VALUE read as dollars as filed, 13F file number 028-21364. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 56,657 | $33,352,755 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 225,803 | $21,880,313 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 44,309 | $18,676,365 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 90,777 | $17,776,790 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 606,781 | $13,943,828 | dollars as filed | |
| Apple Inc | 037833100 | COM | 46,777 | $11,713,997 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 47,833 | $10,494,082 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 39,928 | $9,284,088 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 11,878 | $9,169,862 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 41,665 | $7,934,617 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 12,975 | $7,597,219 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 69,676 | $6,387,929 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 66,759 | $6,190,196 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 120,730 | $6,174,118 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 121,916 | $6,148,243 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 6,128 | $5,614,587 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 61,681 | $5,572,875 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 36,053 | $4,841,599 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V472 | S&P MDCP QUALITY | 46,627 | $4,591,356 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 18,143 | $4,349,156 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 12,036 | $4,333,695 | dollars as filed | |
| iShares U.S. Medical Devices ETF | 464288810 | SHS | 71,092 | $4,148,215 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 13,814 | $4,083,004 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 67,213 | $3,866,764 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 138,235 | $3,852,604 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 19,326 | $3,816,708 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 2,724 | $3,452,437 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 6,580 | $3,328,376 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 15,303 | $3,217,456 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 10,173 | $3,215,121 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 17,664 | $3,214,141 | dollars as filed | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 24,000 | $3,173,040 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 9,008 | $3,082,177 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 7,088 | $2,846,340 | dollars as filed | |
| HEICO CORP NEW COM | 422806109 | Stock | 11,438 | $2,719,273 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 20,994 | $2,700,248 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 5,298 | $2,638,353 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 68,789 | $2,553,440 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 21,928 | $2,526,567 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 10,509 | $2,436,415 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 4,473 | $2,027,521 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 33,284 | $1,910,851 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 14,261 | $1,819,561 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 33,255 | $1,667,096 | dollars as filed | |
| VANECK ETF TRUST | 92189F601 | URANI NUCLE ETF | 18,232 | $1,483,006 | dollars as filed | |
| iShares iBonds Dec. 2029 Corporate Bond ETF | 46436E205 | ETF | 62,984 | $1,436,027 | dollars as filed | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 17,930 | $1,367,184 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $1,361,840 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 7,012 | $1,327,319 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,346 | $1,264,178 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 27,649 | $1,215,178 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 4,528 | $1,207,667 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 12,177 | $1,111,130 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 5,956 | $1,102,662 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 6,445 | $1,091,183 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 18,242 | $1,039,040 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,382 | $961,947 | dollars as filed | |
| INVESCO S&P 500 TOP 50 ETF | 46137V233 | ETF | 18,139 | $906,224 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 9,996 | $887,545 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 3,411 | $826,059 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 18,670 | $749,217 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 11,160 | $738,122 | dollars as filed | |
| VANECK ETF TRUST | 92189F437 | COM | 25,658 | $735,611 | dollars as filed | |
| General Electric Company | 369604301 | COM | 3,995 | $666,315 | dollars as filed | |
| VANGUARD S&P SMALL-CAP 600 ETF | 921932828 | ETF | 6,165 | $653,737 | dollars as filed | |
| Fidelity Low Volatility Factor ETF | 316092824 | SHS | 9,967 | $603,899 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 24,152 | $603,570 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 9,022 | $561,740 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,436 | $558,607 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 11,409 | $545,590 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 3,216 | $535,937 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 1,111 | $521,360 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 3,918 | $505,713 | dollars as filed | |
| Fidelity MSCI Real Estate Index ETF | 316092857 | SHS | 18,520 | $500,397 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 3,045 | $492,590 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,116 | $458,051 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 3,326 | $421,509 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 10,119 | $411,556 | dollars as filed | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 7,086 | $410,909 | dollars as filed | |
| Vanguard S&P Small-Cap 600 Value ETF | 921932778 | SHS | 4,213 | $393,190 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 6,744 | $392,366 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 3,792 | $391,714 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 7,885 | $389,598 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 13,645 | $362,013 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092832 | DIVID ETF RISI | 6,932 | $356,161 | dollars as filed | |
| COLUMBIA ETF TR II | 19762B202 | EM CORE EX ETF | 11,618 | $343,902 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 3,940 | $343,765 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 1,308 | $331,838 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 2,528 | $326,962 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092725 | INT HG DIV ETF | 16,667 | $324,986 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 7,073 | $319,700 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 967 | $318,075 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 3,609 | $317,231 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,473 | $291,919 | dollars as filed | |
| iShares High Yield Systematic Bond ETF | 46435G250 | SHS | 6,145 | $288,876 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 3,999 | $286,722 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 10,752 | $286,326 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,040 | $274,747 | dollars as filed | |
| VanEck Merk Gold Trust | 921078101 | SHS | 10,532 | $266,460 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 734 | $258,102 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 3,298 | $249,542 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 1,788 | $245,975 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 800 | $234,184 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 7,118 | $229,682 | dollars as filed | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 2,969 | $224,249 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,248 | $221,725 | dollars as filed | |
| Vanguard S&P Mid-Cap 400 ETF | 921932885 | SHS | 2,089 | $220,390 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 896 | $216,948 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 3,850 | $205,099 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 1,961 | $203,946 | dollars as filed | |
| BANCO SANTANDER SA ADR | 05964H105 | ADR | 24,789 | $113,036 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000191 | this filing | 2025-02-06 | acceptance time not in the bulk data set |