Snider Financial Group - Q1 2022 holdings

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$220 Million is the total value of Snider Financial Group's 68 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
GLD  Spdr Gold Trust Gold Sharesetf$3,225,000
+7.3%
17,8530.0%1.47%
+15.1%
BRKA  Berkshire Hathaway Inc Cl A$1,058,000
+16.4%
20.0%0.48%
+24.6%
IBB  Ishares Biotechnology Etfetf$672,000
-14.5%
5,1570.0%0.31%
-8.1%
 General Electric Co New$278,000
-4.8%
3,0380.0%0.13%
+1.6%
COST  Costco Wholesale Corp$236,000
+1.7%
4090.0%0.11%
+9.2%
DHR  Danaher Corp$204,000
-7.3%
6960.0%0.09%0.0%
OUNZ  Vaneck Merk Gold Trust Etfetf$198,000
+7.0%
10,5320.0%0.09%
+15.4%
SAN  Banco Santander S A Adr$123,000
+0.8%
36,3410.0%0.06%
+7.7%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR/A filed 2022-05-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR10Q3 202310.2%
VANGUARD SPECIALIZED FUNDS10Q3 20238.8%
ISHARES TR10Q3 20238.4%
ISHARES TR10Q3 20237.4%
ISHARES TR10Q3 20236.6%
ALPHABET INC CL C10Q3 20234.2%
META PLATFORMS INC CL A10Q3 20234.1%
ISHARES TR10Q3 20234.8%
ISHARES TR10Q3 20233.0%
MICROSOFT CORP10Q3 20233.3%

View Snider Financial Group's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-30
13F-HR2024-01-22
13F-HR2023-10-25
13F-HR2023-07-19
13F-HR2023-04-10
13F-HR2023-02-10
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR/A2022-05-16
13F-HR2022-05-13

View Snider Financial Group's complete filings history.

All filings

View complete filings history.

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Issues

The following issues were detected while analyzing the report:

  • The reported has been restated
  • The reported has been amended

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