Snider-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ACN",
  "MMM",
  "ABBV",
  null,
  null,
  "VONG",
  "GOOGL",
  "AVGO",
  null,
  "SAN",
  null,
  null,
  null,
  null,
  "HD",
  "META",
  null,
  null,
  "IWS",
  "MSFT",
  "GE",
  "HEI",
  "OXY",
  "IWD",
  "ORCL",
  "NOC",
  null,
  "IWF",
  null,
  "PANW",
  "VGSH",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  null,
  "SPGI",
  "GLD",
  "SPYG",
  "SYK",
  "SBUX",
  "TDG",
  "VO",
  "VOE",
  "IVOO",
  null,
  null,
  null,
  "VIG",
  "TSM",
  null,
  null,
  null,
  "VYM",
  "DD",
  "ADSK",
  "AFL",
  "IWP",
  null,
  "AMZN",
  null,
  "VEU",
  "VUG",
  "VEA",
  null,
  "VONE",
  null,
  "VTEB",
  "VBR",
  "VOT",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "SCHG",
  null,
  null,
  null,
  "IXUS",
  null,
  "GEV",
  "SPYV",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "KO",
  "COST",
  "CTVA",
  "CRWD",
  "CSX",
  null,
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "GOOG",
  "LLY",
  "TSLA",
  "XLK",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 110
Total Value: 307760615
Accession Number: 0001951757-25-000328
Form Type: 13F-HR
CIK: snider-financial-group
Manager Name: Snider-Financial-Group

Data Enrichment

72% identified

79 identified31 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

110 positions • $307.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46641Q332

Shares:70.1K

Value:$4.0M

% of Portfolio:1.3% ($4.0M/$307.8M)

NVIDIA CORP

NVDA|67066G104

Shares:35.6K

Value:$3.9M

% of Portfolio:1.3% ($3.9M/$307.8M)

TransDigm Group INC

TDG|893641100

Shares:2.7K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$307.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:7.1K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$307.8M)

464288810

Shares:60.2K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$307.8M)

808524300

SCHG|808524300

Shares:144.1K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$307.8M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:15.3K

Value:$3.5M

% of Portfolio:1.2% ($3.5M/$307.8M)

Autodesk, Inc.

ADSK|052769106

Shares:13.4K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$307.8M)

VISA INC.

V|92826C839

Shares:9.8K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$307.8M)

HEICO CORP

HEI|422806109

Shares:12.3K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$307.8M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:18.6K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$307.8M)

464287556

Shares:24.0K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$307.8M)

Palo Alto Networks Inc

PANW|697435105

Shares:17.7K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$307.8M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:8.2K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$307.8M)

S&P Global Inc.

SPGI|78409V104

Shares:5.5K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$307.8M)

464287614

IWF|464287614

Shares:7.0K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$307.8M)

464287150

ITOT|464287150

Shares:20.1K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$307.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.4K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$307.8M)

Broadcom Inc.

AVGO|11135F101

Shares:13.3K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$307.8M)

922907746

VTEB|922907746

Shares:43.4K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$307.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q332)✕	70.1K	QoQ +4.24% (+2.9K) YoY NEW(+70.1K)	All Managers (Combined)	$4.0M	1.3% ($4.0M/$307.8M)	QoQ +3.53% (+$136.8K) YoY NEW(+$4.0M)
NVIDIA CORP(NVDAcusip67066G104)	35.6K	QoQ -1.14% (-413) YoY +1681.10% (+33.6K)	All Managers (Combined)	$3.9M	1.3% ($3.9M/$307.8M)	QoQ -20.21% (-$978.9K) YoY +113.64% (+$2.1M)
TransDigm Group INC(TDGcusip893641100)	2.7K	QoQ +0.88% (+24) YoY +44.40% (+845)	All Managers (Combined)	$3.8M	1.2% ($3.8M/$307.8M)	QoQ +10.09% (+$348.7K) YoY +62.17% (+$1.5M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	7.1K	QoQ +7.18% (+473) YoY +29.93% (+1.6K)	All Managers (Combined)	$3.7M	1.2% ($3.7M/$307.8M)	QoQ +10.99% (+$365.8K) YoY +37.57% (+$1.0M)
(cusip464288810)✕	60.2K	QoQ -15.36% (-10.9K) YoY -14.19% (-10.0K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$307.8M)	QoQ -12.69% (-$526.5K) YoY -11.84% (-$486.9K)
(SCHGcusip808524300)	144.1K	QoQ +4.20% (-5.8K) YoY +571.09% (+122.6K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$307.8M)	QoQ -6.37% (-$245.6K) YoY +81.23% (+$1.6M)
VEEVA SYSTEMS INC(VEEVcusip922475108)	15.3K	QoQ -0.11% (-18) YoY +8.51% (+1.2K)	All Managers (Combined)	$3.5M	1.2% ($3.5M/$307.8M)	QoQ +10.03% (-$323.0K) YoY +8.48% (+$276.9K)
Autodesk, Inc.(ADSKcusip052769106)	13.4K	QoQ -3.21% (-444) YoY -5.70% (-809)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$307.8M)	QoQ -14.27% (-$582.7K) YoY -5.20% (-$192.2K)
VISA INC.(Vcusip92826C839)	9.8K	QoQ -3.23% (-329) YoY +19.52% (+1.6K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$307.8M)	QoQ +7.30% (-$235.0K) YoY +50.10% (+$1.2M)
HEICO CORP(HEIcusip422806109)	12.3K	QoQ +7.69% (+880) YoY +52.13% (+4.2K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$307.8M)	QoQ +21.03% (+$571.9K) YoY +112.81% (+$1.7M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	18.6K	QoQ -4.00% (-774) YoY +2.76% (+500)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$307.8M)	QoQ -19.31% (-$737.0K) YoY +25.39% (+$623.7K)
(cusip464287556)✕	24.0K	QoQ 0.00% (-0) YoY +19.82% (+4.0K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$307.8M)	QoQ -3.25% (-$103.4K) YoY +11.68% (+$321.1K)
Palo Alto Networks Inc(PANWcusip697435105)	17.7K	QoQ +0.36% (-65) YoY +141.01% (+10.4K)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$307.8M)	QoQ -5.87% (-$188.8K) YoY +44.74% (+$935.3K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	8.2K	QoQ -8.64% (-779) YoY +73.42% (+3.5K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$307.8M)	QoQ -5.87% (-$180.9K) YoY +90.71% (+$1.4M)
S&P Global Inc.(SPGIcusip78409V104)	5.5K	QoQ +3.07% (+163) YoY +57.51% (+2.0K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$307.8M)	QoQ +5.16% (+$136.3K) YoY +88.10% (+$1.3M)
(IWFcusip464287614)	7.0K	QoQ -1.18% (-84) YoY NEW(+7.0K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$307.8M)	QoQ -11.14% (-$317.3K) YoY NEW(+$2.5M)
(ITOTcusip464287150)	20.1K	QoQ -4.49% (-944) YoY -7.87% (-1.7K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$307.8M)	QoQ -9.40% (-$253.9K) YoY -2.51% (-$63.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.4K	QoQ -1.11% (-50) YoY NEW(+4.4K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$307.8M)	QoQ +16.18% (-$328.1K) YoY NEW(+$2.4M)
Broadcom Inc.(AVGOcusip11135F101)	13.3K	QoQ +26.48% (-2.8K) YoY NEW(+13.3K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$307.8M)	QoQ -8.65% (-$210.9K) YoY NEW(+$2.2M)
(VTEBcusip922907746)	43.4K	QoQ +30.56% (+10.2K) YoY +10.27% (+4.0K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$307.8M)	QoQ +29.23% (+$487.4K) YoY +8.14% (+$162.2K)