Snider Financial Group Top Holdings and 13F Report (2024) → Better than Bitcoin? The Biotech Stock with 46,751% Potential (From Behind the Markets) (Ad) About Snider Financial GroupInvestment ActivitySnider Financial Group has $217.02 million in total holdings as of December 31, 2023.Snider Financial Group owns shares of 58 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 3.22% of the portfolio was purchased this quarter.About 8.08% of the portfolio was sold this quarter.This quarter, Snider Financial Group has purchased 57 new stocks and bought additional shares in 34 stocks.Snider Financial Group sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $19,571,697Vanguard Dividend Appreciation ETF $15,917,098iShares Core S&P 500 ETF $15,437,440iShares MBS ETF $9,946,423Technology Select Sector SPDR Fund $8,486,642 Largest New Holdings this Quarter S&P Global $1,326,406 HoldingAmerican Water Works $1,284,923 HoldingHome Depot $221,099 HoldingJPMorgan US Value Factor ETF $209,313 HoldingSPDR Portfolio Mortgage Backed Bond ETF $201,742 Holding Largest Purchases this Quarter S&P Global 3,011 shares (about $1.33M)American Water Works 9,735 shares (about $1.28M)Veeva Systems 1,587 shares (about $305.53K)Apple 1,193 shares (about $229.69K)iShares U.S. Medical Devices ETF 4,155 shares (about $224.24K) Largest Sales this Quarter iShares MBS ETF 58,700 shares (about $5.52M)iShares Core U.S. Aggregate Bond ETF 19,115 shares (about $1.90M)Bank of America 41,428 shares (about $1.39M)Alphabet 5,658 shares (about $797.38K)iShares Core S&P 500 ETF 449 shares (about $214.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSnider Financial Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$19,571,697$1,897,163 ▼-8.8%197,1969.0%FinanceVIGVanguard Dividend Appreciation ETF$15,917,098$111,783 ▲0.7%93,4107.3%ETFIVViShares Core S&P 500 ETF$15,437,440$214,455 ▼-1.4%32,3217.1%ETFMBBiShares MBS ETF$9,946,423$5,522,498 ▼-35.7%105,7234.6%ETFXLKTechnology Select Sector SPDR Fund$8,486,642$134,736 ▼-1.6%44,0913.9%ETFMSFTMicrosoft$7,919,038$57,910 ▲0.7%21,0593.6%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$7,910,469$81,317 ▲1.0%210,6093.6%ETFSPTLSPDR Portfolio Long Term Treasury ETF$7,313,439$112,888 ▲1.6%252,0143.4%ETFICSHBlackRock Ultra Short-Term Bond ETF$6,644,350$70,202 ▲1.1%131,9373.1%ETFLLYEli Lilly and Company$6,529,294$90,353 ▼-1.4%11,2013.0%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,236,997$138,609 ▲2.3%62,5012.9%ETFUSMViShares MSCI USA Min Vol Factor ETF$6,181,427$37,298 ▲0.6%79,2192.8%ETFMETAMeta Platforms$5,827,067$105,831 ▲1.8%16,4632.7%Computer and TechnologyGOOGAlphabet$5,725,281$797,382 ▼-12.2%40,6252.6%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$5,513,456$130,190 ▲2.4%64,9642.5%ETFAAPLApple$4,910,503$229,689 ▲4.9%25,5052.3%Computer and TechnologyAMZNAmazon.com$4,825,766$158,321 ▲3.4%31,7612.2%Retail/WholesaleBABoeing$4,699,830$153,003 ▲3.4%18,0312.2%AerospaceIJRiShares Core S&P Small-Cap ETF$4,035,228$126,219 ▲3.2%37,2771.9%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$3,887,161$45,189 ▲1.2%75,6111.8%ETFIHIiShares U.S. Medical Devices ETF$3,846,752$224,245 ▲6.2%71,2761.8%ETFVLUEiShares MSCI USA Value Factor ETF$3,641,170$50,580 ▲1.4%35,9941.7%ETFAZPNAspen Technology$3,632,867$180,961 ▲5.2%16,5021.7%Computer and TechnologyADSKAutodesk$3,337,137$219,375 ▲7.0%13,7061.5%Computer and TechnologyCOSTCostco Wholesale$3,303,058$132,017 ▲4.2%5,0041.5%Consumer DefensiveJPMJPMorgan Chase & Co.$3,109,856$106,140 ▲3.5%18,2831.4%FinanceSYKStryker$2,590,669$145,240 ▲5.9%8,6511.2%MedicalWMTWalmart$2,510,892$120,445 ▲5.0%15,9271.2%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$2,270,758$49,248 ▼-2.1%21,5791.0%ETFVEEVVeeva Systems$2,223,028$305,529 ▲15.9%11,5471.0%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$2,215,361$104,827 ▲5.0%41,1471.0%ManufacturingVVisa$2,084,891$103,620 ▲5.2%8,0081.0%Business ServicesUNHUnitedHealth Group$2,046,942$91,607 ▲4.7%3,8880.9%MedicalIBBiShares Biotechnology ETF$2,037,7500.0%15,0000.9%FinanceGOVTiShares U.S. Treasury Bond ETF$2,024,916$45,458 ▲2.3%87,8870.9%ETFVTEBVanguard Tax-Exempt Bond ETF$1,986,552$12,660 ▲0.6%38,9140.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,836,154$98,888 ▼-5.1%22,1330.8%ETFNFLXNetflix$1,541,462$67,189 ▲4.6%3,1660.7%Consumer DiscretionarySMHVanEck Semiconductor ETF$1,410,175$75,195 ▲5.6%8,0640.6%ManufacturingOTISOtis Worldwide$1,391,895$109,423 ▲8.5%15,5570.6%ConstructionTDGTransDigm Group$1,391,023$85,991 ▲6.6%1,3750.6%AerospaceSPGIS&P Global$1,326,406$1,326,406 ▲New Holding3,0110.6%Business ServicesAWKAmerican Water Works$1,284,923$1,284,923 ▲New Holding9,7350.6%UtilitiesBRK.ABerkshire Hathaway$1,085,2500.0%20.5%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$985,352$8,030 ▲0.8%34,2370.5%ManufacturingIXUSiShares Core MSCI Total International Stock ETF$801,691$13,376 ▼-1.6%12,3470.4%ManufacturingSPABSPDR Portfolio Aggregate Bond ETF$549,144$34,051 ▼-5.8%21,4170.3%ETFVGSHVanguard Short-Term Treasury Index ETF$542,0610.0%9,2930.2%ETFGEGeneral Electric$393,4830.0%3,0830.2%TransportationIUSBiShares Core Total USD Bond Market ETF$352,067$14,374 ▼-3.9%7,6420.2%ManufacturingORCLOracle$310,2800.0%2,9430.1%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$240,006$390 ▼-0.2%3,6890.1%ETFHDHome Depot$221,099$221,099 ▲New Holding6380.1%Retail/WholesaleBACBank of America$219,192$1,394,883 ▼-86.4%6,5100.1%FinanceOUNZVan Eck Merk Gold Trust$210,2190.0%10,5320.1%ETFJVALJPMorgan US Value Factor ETF$209,313$209,313 ▲New Holding5,4250.1%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$201,742$201,742 ▲New Holding9,1410.1%ETFSANBanco Santander$140,321$596 ▲0.4%33,8940.1%FinanceSGENSeagen$0$2,548,134 ▼-100.0%00.0%MedicalNVDANVIDIA$0$2,298,057 ▼-100.0%00.0%Computer and TechnologyIYGiShares U.S. Financial Services ETF$0$1,739,609 ▼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$682,188 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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