$207 Million is the total value of Snider Financial Group's 57 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBB | ISHARES TRishares biotech | $1,834,350 | -3.7% | 15,000 | 0.0% | 0.89% | -2.6% | |
| IYG | ISHARES TRu.s. fin svc etf | $1,739,609 | -2.1% | 11,249 | 0.0% | 0.84% | -1.1% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,062,954 | +2.6% | 2 | 0.0% | 0.51% | +3.8% | |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $535,277 | -0.2% | 9,293 | 0.0% | 0.26% | +0.8% | |
| GENERAL ELECTRIC CO | $340,826 | +0.6% | 3,083 | 0.0% | 0.16% | +1.9% | ||
| OUNZ | VANECK MERK GOLD TRgold trust | $188,417 | -3.8% | 10,532 | 0.0% | 0.09% | -3.2% | |
| SAN | BANCO SANTANDER S.A.adr | $126,900 | +1.3% | 33,750 | 0.0% | 0.06% | +1.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-25
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.