Snider Financial Group Top Holdings and 13F Report (2024) → This Apple-like Innovator is Revolutionizing Healthcare (From Wall Street Star) (Ad) About Snider Financial GroupInvestment ActivitySnider Financial Group has $239.88 million in total holdings as of March 31, 2024.Snider Financial Group owns shares of 60 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 15.48% of the portfolio was purchased this quarter.About 11.31% of the portfolio was sold this quarter.This quarter, Snider Financial Group has purchased 58 new stocks and bought additional shares in 29 stocks.Snider Financial Group sold shares of 21 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $26,120,440iShares Core S&P 500 ETF $24,643,038Vanguard Dividend Appreciation ETF $16,970,403Eli Lilly and Company $9,238,294Microsoft $8,964,583 Largest New Holdings this Quarter Invesco S&P MidCap Quality ETF $4,165,508 HoldingTaiwan Semiconductor Manufacturing $2,455,975 HoldingPalo Alto Networks $2,090,060 HoldingNVIDIA $1,808,033 HoldingHEICO $1,546,527 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 14,553 shares (about $7.65M)iShares Core U.S. Aggregate Bond ETF 69,502 shares (about $6.81M)Invesco S&P MidCap Quality ETF 37,851 shares (about $4.17M)Taiwan Semiconductor Manufacturing 18,052 shares (about $2.46M)Palo Alto Networks 7,356 shares (about $2.09M) Largest Sales this Quarter PIMCO Enhanced Short Maturity Exchange-Traded Fund 46,620 shares (about $4.69M)iShares MBS ETF 36,962 shares (about $3.42M)SPDR Portfolio Long Term Treasury ETF 100,599 shares (about $2.81M)Meta Platforms 3,815 shares (about $1.85M)Aspen Technology 3,473 shares (about $740.70K) 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$26,120,440$6,807,036 ▲35.2%266,69810.9%FinanceIVViShares Core S&P 500 ETF$24,643,038$7,650,939 ▲45.0%46,87410.3%ETFVIGVanguard Dividend Appreciation ETF$16,970,403$87,288 ▼-0.5%92,9327.1%ETFLLYEli Lilly and Company$9,238,294$524,346 ▲6.0%11,8753.9%MedicalMSFTMicrosoft$8,964,583$104,758 ▲1.2%21,3083.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$8,878,145$304,699 ▼-3.3%42,6283.7%ETFIQLTiShares MSCI Intl Quality Factor ETF$8,414,577$61,830 ▲0.7%212,1683.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$6,534,426$86,672 ▼-1.3%78,1822.7%ETFGOOGAlphabet$6,445,318$259,756 ▲4.2%42,3312.7%Computer and TechnologyICSHBlackRock Ultra Short-Term Bond ETF$6,395,692$275,047 ▼-4.1%126,4972.7%ETFMBBiShares MBS ETF$6,354,933$3,416,050 ▼-35.0%68,7612.6%ETFMETAMeta Platforms$6,141,493$1,852,451 ▼-23.2%12,6482.6%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$5,951,250$111,026 ▲1.9%66,1992.5%ETFAMZNAmazon.com$5,593,584$135,465 ▼-2.4%31,0102.3%Retail/WholesaleAAPLApple$5,234,291$860,664 ▲19.7%30,5242.2%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$4,230,523$2,810,728 ▼-39.9%151,4151.8%ETFIJRiShares Core S&P Small-Cap ETF$4,185,610$65,759 ▲1.6%37,8721.7%ETFXMHQInvesco S&P MidCap Quality ETF$4,165,508$4,165,508 ▲New Holding37,8511.7%ETFIHIiShares U.S. Medical Devices ETF$4,108,610$67,437 ▼-1.6%70,1251.7%ETFSYKStryker$4,093,026$997,042 ▲32.2%11,4371.7%MedicalVLUEiShares MSCI USA Value Factor ETF$3,977,712$79,175 ▲2.0%36,7251.7%ETFJPMJPMorgan Chase & Co.$3,694,127$32,048 ▲0.9%18,4431.5%FinanceADSKAutodesk$3,692,495$123,179 ▲3.5%14,1791.5%Computer and TechnologyCOSTCostco Wholesale$3,612,826$53,485 ▼-1.5%4,9311.5%Retail/WholesaleVEEVVeeva Systems$3,263,585$588,261 ▲22.0%14,0861.4%Computer and TechnologyWMTWalmart$2,978,796$2,020,462 ▲210.8%49,5061.2%Retail/WholesaleAZPNAspen Technology$2,778,736$740,698 ▼-21.0%13,0291.2%Computer and TechnologyIBBiShares Biotechnology ETF$2,748,517$690,217 ▲33.5%20,0301.1%FinanceUNHUnitedHealth Group$2,685,274$761,850 ▲39.6%5,4281.1%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$2,509,504$21,446 ▲0.9%21,7651.0%ETFTSMTaiwan Semiconductor Manufacturing$2,455,975$2,455,975 ▲New Holding18,0521.0%Computer and TechnologyTDGTransDigm Group$2,343,823$650,309 ▲38.4%1,9031.0%AerospaceVVisa$2,298,519$63,631 ▲2.8%8,2361.0%Business ServicesGOVTiShares U.S. Treasury Bond ETF$2,126,734$125,553 ▲6.3%93,4010.9%ETFPANWPalo Alto Networks$2,090,060$2,090,060 ▲New Holding7,3560.9%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,992,277$23,225 ▲1.2%39,3730.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,990,235$61,937 ▼-3.0%21,4650.8%ETFNFLXNetflix$1,922,199$607 ▼0.0%3,1650.8%Consumer DiscretionaryNVDANVIDIA$1,808,033$1,808,033 ▲New Holding2,0010.8%Computer and TechnologyOTISOtis Worldwide$1,603,927$59,563 ▲3.9%16,1570.7%ConstructionAWKAmerican Water Works$1,597,786$408,062 ▲34.3%13,0740.7%UtilitiesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,596,676$4,687,176 ▼-74.6%15,8810.7%ETFHEIHEICO$1,546,527$1,546,527 ▲New Holding8,0970.6%AerospaceCRWDCrowdStrike$1,521,200$1,521,200 ▲New Holding4,7450.6%Computer and TechnologySPGIS&P Global$1,475,040$194,006 ▲15.1%3,4670.6%Business ServicesBRK.ABerkshire Hathaway$1,268,8800.0%20.5%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$971,444$22,113 ▼-2.2%33,4750.4%ManufacturingIXUSiShares Core MSCI Total International Stock ETF$836,510$1,357 ▼-0.2%12,3270.3%ManufacturingSPABSPDR Portfolio Aggregate Bond ETF$546,566$5,132 ▲0.9%21,6200.2%ETFGEGeneral Electric$533,260$7,899 ▼-1.5%3,0380.2%TransportationVGSHVanguard Short-Term Treasury Index ETF$496,034$43,611 ▼-8.1%8,5420.2%ETFORCLOracle$369,6700.0%2,9430.2%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$350,861$2,462 ▲0.7%7,6960.1%ManufacturingHDHome Depot$294,605$49,868 ▲20.4%7680.1%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$267,290$2,560 ▼-0.9%3,6540.1%ETFOUNZVan Eck Merk Gold Trust$226,2270.0%10,5320.1%ETFJVALJPMorgan US Value Factor ETF$223,778$1,998 ▼-0.9%5,3770.1%ETFDSIiShares MSCI KLD 400 Social ETF$201,116$201,116 ▲New Holding1,9950.1%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$200,649$2,107 ▲1.1%9,2380.1%ETFSANBanco Santander$118,595$45,453 ▼-27.7%24,5030.0%FinanceBABoeing$0$4,699,830 ▼-100.0%00.0%AerospaceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$0$3,887,161 ▼-100.0%00.0%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$0$2,215,361 ▼-100.0%00.0%ManufacturingSMHVanEck Semiconductor ETF$0$1,410,175 ▼-100.0%00.0%ManufacturingBACBank of America$0$219,192 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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