$188 Million is the total value of Snider Financial Group's 48 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MGM | Exit | MGM RESORTS INTL | $0 | – | -6,100 | -100.0% | -0.11% | – |
| SKX | Exit | SKECHERS USA INC CL A | $0 | – | -5,719 | -100.0% | -0.13% | – |
| Exit | GENERAL ELECTRIC CO NEW | $0 | – | -3,038 | -100.0% | -0.14% | – | |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -838 | -100.0% | -0.16% | – |
| IUSB | Exit | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $0 | – | -8,289 | -100.0% | -0.21% | – |
| MINT | Exit | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $0 | – | -4,034 | -100.0% | -0.22% | – |
| IBB | Exit | ISHARES BIOTECHNOLOGY ETFetf | $0 | – | -5,157 | -100.0% | -0.37% | – |
| VGSH | Exit | VANGUARD SHORT TERM TREASURY ETFetf | $0 | – | -12,254 | -100.0% | -0.39% | – |
| GBIL | Exit | GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF PRICING BASKETetf | $0 | – | -7,421 | -100.0% | -0.41% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC CL A | $0 | – | -2 | -100.0% | -0.52% | – |
| BATRA | Exit | LIBERTY MEDIA CORP SER A BRAVES GROUP | $0 | – | -45,340 | -100.0% | -0.82% | – |
| GM | Exit | GENERAL MOTORS CO | $0 | – | -44,297 | -100.0% | -0.82% | – |
| F | Exit | FORD MOTOR CO NEW | $0 | – | -200,308 | -100.0% | -1.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-10
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.