$236 Million is the total value of Snider Financial Group's 65 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GBIL | GOLDMAN SACHS ETF TRacces treasury | $7,868,000 | -0.0% | 78,643 | 0.0% | 3.34% | -2.7% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $909,000 | +5.0% | 2 | 0.0% | 0.39% | +2.4% | |
| IBB | ISHARES TRishares biotech | $786,000 | -4.5% | 5,157 | 0.0% | 0.33% | -7.2% | |
| GENERAL ELECTRIC CO | $292,000 | -8.5% | 3,038 | 0.0% | 0.12% | -10.8% | ||
| MMM | 3M CO | $238,000 | -0.4% | 1,340 | 0.0% | 0.10% | -2.9% | |
| COST | COSTCO WHSL CORP NEW | $232,000 | +15.4% | 409 | 0.0% | 0.10% | +11.4% | |
| OUNZ | VANECK MERK GOLD TRgold trust | $185,000 | +1.1% | 10,532 | 0.0% | 0.08% | -2.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 10 | Q3 2023 | 10.2% |
| VANGUARD SPECIALIZED FUNDS | 10 | Q3 2023 | 8.8% |
| ISHARES TR | 10 | Q3 2023 | 8.4% |
| ISHARES TR | 10 | Q3 2023 | 7.4% |
| ISHARES TR | 10 | Q3 2023 | 6.6% |
| ALPHABET INC CL C | 10 | Q3 2023 | 4.2% |
| META PLATFORMS INC CL A | 10 | Q3 2023 | 4.1% |
| ISHARES TR | 10 | Q3 2023 | 4.8% |
| ISHARES TR | 10 | Q3 2023 | 3.0% |
| MICROSOFT CORP | 10 | Q3 2023 | 3.3% |
View Snider Financial Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR/A | 2022-05-16 |
| 13F-HR | 2022-05-13 |
View Snider Financial Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.