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Snowden Capital Advisors LLC Top Holdings and 13F Report (2025)

About Snowden Capital Advisors LLC

Investment Activity

  • Snowden Capital Advisors LLC has $3.13 billion in total holdings as of March 31, 2025.
  • Snowden Capital Advisors LLC owns shares of 1,194 different stocks, but just 289 companies or ETFs make up 80% of its holdings.
  • Approximately 6.44% of the portfolio was purchased this quarter.
  • About 5.59% of the portfolio was sold this quarter.
  • This quarter, Snowden Capital Advisors LLC has purchased 1,189 new stocks and bought additional shares in 476 stocks.
  • Snowden Capital Advisors LLC sold shares of 566 stocks and completely divested from 73 stocks this quarter.

Largest Holdings

Apple
$128,258,971
NVIDIA
$91,186,082
Microsoft
$80,520,066
Amazon.com
$64,841,559

Largest New Holdings this Quarter

536797103 - Lithia Motors
$4,497,096 Holding
084670108 - Berkshire Hathaway
$3,193,766 Holding
464287101 - iShares S&P 100 ETF
$2,073,488 Holding
33740F821 - First Trust Active Factor Large Cap ETF
$1,683,782 Holding
33738D788 - FIRST TR EXCHANGE-TRADED FD
$1,366,407 Holding

Largest Purchases this Quarter

iShares iBonds Dec 2030 Term Treasury ETF
374,171 shares (about $7.36M)
iShares iBonds Dec 2030 Term Corporate ETF
337,648 shares (about $7.33M)
First Solar
54,155 shares (about $6.85M)
Allstate
27,932 shares (about $5.81M)
Air Products and Chemicals
16,267 shares (about $4.80M)

Largest Sales this Quarter

iShares iBonds Dec 2026 Term Corporate ETF
296,124 shares (about $7.17M)
iShares iBonds Dec 2026 Term Treasury ETF
293,006 shares (about $6.72M)
PALANTIR TECHNOLOGIES INC
66,818 shares (about $5.64M)
NextEra Energy
74,606 shares (about $5.29M)
iShares MSCI EAFE Growth ETF
47,616 shares (about $4.76M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSnowden Capital Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$128,258,971$2,234,184 -1.7%577,4054.1%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$91,186,082$2,526,353 2.8%841,2782.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$80,520,066$2,780,890 3.6%214,4972.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$64,841,559$569,068 -0.9%340,8052.1%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$57,869,342$1,577,248 -2.7%102,9891.9%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$49,786,646$170,581 0.3%757,0961.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$40,659,802$4,793,575 13.4%70,5461.3%Computer and Technology
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$37,522,650$1,733,783 -4.4%404,3821.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$36,082,837$19,133 -0.1%147,0971.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$33,662,988$2,040,205 6.5%215,4711.1%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$28,899,094$523,554 1.8%172,6040.9%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$28,478,056$457,417 -1.6%109,8860.9%Auto/Tires/Trucks
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$28,212,501$3,878,628 15.9%29,8300.9%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$26,999,037$2,931,482 12.2%57,4890.9%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$26,853,216$537,906 2.0%50,4210.9%Finance
Walmart Inc. stock logo
WMT
Walmart
$25,662,481$2,064,181 8.7%291,5370.8%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$25,301,886$161,212 -0.6%72,1960.8%Business Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$24,321,646$972,260 4.2%43,3520.8%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$23,953,698$787,087 3.4%29,0030.8%Medical
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$23,920,839$1,513,116 -5.9%143,5140.8%Computer and Technology
PALANTIR TECHNOLOGIES INC
$23,829,412$5,639,439 -19.1%282,3390.8%CL A
AbbVie Inc. stock logo
ABBV
AbbVie
$20,174,468$428,887 -2.1%96,2890.6%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$19,666,462$48,229 0.2%115,4000.6%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$19,529,478$1,526,199 -7.2%37,2880.6%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$18,841,251$319,327 1.7%158,4230.6%Energy
S&P Global Inc. stock logo
SPGI
S&P Global
$18,686,902$3,480,485 -15.7%36,7780.6%Business Services
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$18,452,299$131,719 0.7%95,1200.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$17,122,825$1,451,764 9.3%103,2490.5%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$17,121,560$486,187 2.9%110,7190.5%Computer and Technology
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$16,213,747$3,777,728 30.4%244,4040.5%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$16,052,965$408,631 2.6%29,3850.5%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$15,977,457$640,172 4.2%571,4400.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$15,407,134$1,880,978 13.9%53,4710.5%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$15,292,999$329,082 2.2%164,7420.5%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$15,171,025$2,308,357 17.9%416,6720.5%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$15,050,001$1,581,081 11.7%88,0680.5%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$14,263,245$515,645 -3.5%38,9190.5%Retail/Wholesale
Oracle Co. stock logo
ORCL
Oracle
$14,044,753$490,314 -3.4%100,4560.4%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$13,813,864$425,569 -3.0%188,0720.4%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$13,772,085$109,624 -0.8%25,1260.4%Business Services
Comcast Co. stock logo
CMCSA
Comcast
$13,685,494$1,756,696 14.7%370,8810.4%Consumer Discretionary
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$13,562,269$776,268 -5.4%44,1670.4%Business Services
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$13,288,386$1,381,419 11.6%86,5070.4%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$13,156,271$6,675 0.1%35,4790.4%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$13,083,461$476,781 3.8%541,0860.4%ETF
Amgen Inc. stock logo
AMGN
Amgen
$12,559,105$3,030,423 31.8%40,3120.4%Medical
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$12,384,461$596,918 5.1%490,2800.4%ETF
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$12,174,713$326,271 2.8%155,5280.4%Finance
Chevron Co. stock logo
CVX
Chevron
$12,079,020$69,425 0.6%72,2040.4%Energy
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$11,773,307$502,705 4.5%68,9950.4%Computer and Technology
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$11,760,627$30,332 0.3%172,9250.4%ETF
McDonald's Co. stock logo
MCD
McDonald's
$11,752,288$532,903 -4.3%37,6230.4%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$11,727,127$2,016,996 20.8%78,2120.4%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$11,547,329$70,918 0.6%22,4700.4%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$10,991,835$724,526 7.1%225,4270.4%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$10,747,408$809,436 -7.0%11,5250.3%Consumer Discretionary
Honeywell International Inc. stock logo
HON
Honeywell International
$10,622,346$243,299 -2.2%50,1650.3%Multi-Sector Conglomerates
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$10,144,633$512,213 -4.8%199,5800.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$10,043,829$205,563 2.1%18,5180.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$9,943,149$433,926 -4.2%57,5610.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$9,771,302$687,217 -6.6%107,8770.3%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$9,582,926$288,937 -2.9%38,5390.3%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$9,313,878$227,953 -2.4%58,1830.3%Consumer Staples
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$9,289,054$71,005 -0.8%197,9340.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$9,267,980$606,734 7.0%186,0670.3%ETF
American Tower Co. stock logo
AMT
American Tower
$9,190,253$81,599 -0.9%42,2350.3%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$9,181,636$129,081 1.4%34,2140.3%Computer and Technology
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$9,160,842$41,304 -0.4%97,8100.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$9,151,965$2,233,390 32.3%48,0220.3%ETF
Blackstone Inc. stock logo
BX
Blackstone
$9,005,325$779,693 -8.0%64,4250.3%Finance
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$8,906,505$1,480,208 19.9%155,8720.3%ETF
BLACKROCK INC
$8,779,368$424,961 5.1%9,2760.3%COM
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$8,636,254$1,177,881 -12.0%156,7660.3%Manufacturing
iShares iBonds Dec 2030 Term Treasury ETF stock logo
IBTK
iShares iBonds Dec 2030 Term Treasury ETF
$8,423,425$7,356,202 689.3%428,4550.3%Manufacturing
Altria Group, Inc. stock logo
MO
Altria Group
$8,389,075$99,310 -1.2%137,4380.3%Consumer Staples
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$8,362,420$344,132 -4.0%110,5410.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$8,284,774$444,859 -5.1%22,9440.3%ETF
Eaton Co. plc stock logo
ETN
Eaton
$8,238,794$46,482 0.6%30,3090.3%Industrials
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$8,218,594$4,628 -0.1%19,5360.3%Finance
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$8,070,392$659,001 8.9%362,7140.3%Manufacturing
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$8,030,983$5,288,817 -39.7%113,2880.3%Utilities
Accenture plc stock logo
ACN
Accenture
$7,857,406$177,237 -2.2%25,1810.3%Computer and Technology
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$7,689,184$7,333,714 2,063.1%354,0140.2%ETF
iShares iBonds Dec 2031 Term Treasury ETF stock logo
IBTL
iShares iBonds Dec 2031 Term Treasury ETF
$7,623,141$680,100 9.8%374,9700.2%ETF
Unilever PLC stock logo
UL
Unilever
$7,591,251$157,688 2.1%127,4770.2%Consumer Staples
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$7,522,086$389,974 -4.9%163,2400.2%Manufacturing
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$7,475,077$660,224 9.7%333,4110.2%Manufacturing
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$7,406,258$2,683,883 -26.6%125,6580.2%ETF
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$7,351,187$660,514 9.9%354,2740.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$7,242,554$399,659 5.8%70,4940.2%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$7,062,532$655,757 10.2%64,2110.2%Transportation
NUVEEN CHURCHILL DIRECT LEND
$7,023,219$331,335 -4.5%400,6400.2%COM SHS
First Solar, Inc. stock logo
FSLR
First Solar
$6,991,579$6,846,817 4,729.7%55,3000.2%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,954,408$144,216 -2.0%112,6950.2%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$6,923,174$370,196 5.6%28,3700.2%Finance
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$6,904,223$440,030 6.8%136,6630.2%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$6,832,092$375,860 5.8%28,9200.2%Transportation
RTX Co. stock logo
RTX
RTX
$6,781,551$409,434 -5.7%51,1970.2%Aerospace
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$6,760,330$674,002 11.1%115,8580.2%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$6,633,937$578,988 -8.0%74,0060.2%ETF

Showing largest 100 holdings. View all holdings.
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