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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922042775

VEU|922042775

Shares:33.5K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$307.8M)

921946406

VYM|921946406

Shares:14.3K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$307.8M)

92189F601

Shares:22.6K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$307.8M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$307.8M)

46436E205

Shares:64.2K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$307.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.5K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$307.8M)

464287598

IWD|464287598

Shares:6.5K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$307.8M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:16.3K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$307.8M)

922908363

VOO|922908363

Shares:2.3K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$307.8M)

STARBUCKS CORP

SBUX|855244109

Shares:11.8K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$307.8M)

92189F437

Shares:39.2K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$307.8M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:26.6K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$307.8M)

92206C730

VONE|92206C730

Shares:4.4K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$307.8M)

Corteva, Inc.

CTVA|22052L104

Shares:16.6K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$307.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:6.5K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$307.8M)

922908744

VTV|922908744

Shares:5.8K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$307.8M)

46429B697

USMV|46429B697

Shares:9.7K

Value:$909.0K

% of Portfolio:0.3% ($909.0K/$307.8M)

46137V233

Shares:17.7K

Value:$812.7K

% of Portfolio:0.3% ($812.7K/$307.8M)

GENERAL ELECTRIC CO

GE|369604301

Shares:3.8K

Value:$767.7K

% of Portfolio:0.2% ($767.7K/$307.8M)

46434V456

Shares:19.3K

Value:$767.6K

% of Portfolio:0.2% ($767.6K/$307.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEUcusip922042775)	33.5K	QoQ +0.59% (+198) YoY NEW(+33.5K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$307.8M)	QoQ +6.28% (+$120.2K) YoY NEW(+$2.0M)
(VYMcusip921946406)	14.3K	QoQ 0.00% (+0) YoY NEW(+14.3K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$307.8M)	QoQ +1.07% (+$19.5K) YoY NEW(+$1.8M)
(cusip92189F601)✕	22.6K	QoQ +23.68% (+4.3K) YoY NEW(+22.6K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$307.8M)	QoQ +11.41% (+$169.3K) YoY NEW(+$1.7M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$307.8M)	QoQ +17.25% (+$235.0K) YoY +25.84% (+$328.0K)
(cusip46436E205)✕	64.2K	QoQ +1.90% (+1.2K) YoY NEW(+64.2K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$307.8M)	QoQ +3.38% (+$48.6K) YoY NEW(+$1.5M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$307.8M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(IWDcusip464287598)	6.5K	QoQ +9.04% (+539) YoY NEW(+6.5K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$307.8M)	QoQ +10.83% (+$119.5K) YoY NEW(+$1.2M)
DuPont de Nemours, Inc.(DDcusip26614N102)	16.3K	QoQ -8.83% (-1.6K) YoY NEW(+16.3K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$307.8M)	QoQ -10.71% (-$146.5K) YoY NEW(+$1.2M)
(VOOcusip922908363)	2.3K	QoQ 0.00% (-0) YoY NEW(+2.3K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$307.8M)	QoQ -4.62% (-$58.5K) YoY NEW(+$1.2M)
STARBUCKS CORP(SBUXcusip855244109)	11.8K	QoQ -3.24% (-395) YoY NEW(+11.8K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$307.8M)	QoQ +4.01% (-$44.6K) YoY NEW(+$1.2M)
(cusip92189F437)✕	39.2K	QoQ +52.67% (+13.5K) YoY +17.02% (+5.7K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$307.8M)	QoQ +53.68% (+$394.9K) YoY +16.37% (+$159.1K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	26.6K	QoQ -3.93% (-1.1K) YoY NEW(+26.6K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$307.8M)	QoQ -8.78% (-$106.8K) YoY NEW(+$1.1M)
(VONEcusip92206C730)	4.4K	QoQ -3.64% (-165) YoY NEW(+4.4K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$307.8M)	QoQ -8.29% (-$100.2K) YoY NEW(+$1.1M)
Corteva, Inc.(CTVAcusip22052L104)	16.6K	QoQ -9.07% (-1.7K) YoY NEW(+16.6K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$307.8M)	QoQ +0.46% (-$4.8K) YoY NEW(+$1.0M)
Alphabet Inc.(GOOGLcusip02079K305)	6.5K	QoQ -6.97% (-489) YoY NEW(+6.5K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$307.8M)	QoQ -24.00% (-$318.6K) YoY NEW(+$1.0M)
(VTVcusip922908744)	5.8K	QoQ -9.94% (-641) YoY NEW(+5.8K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$307.8M)	QoQ -8.11% (-$88.6K) YoY NEW(+$1.0M)
(USMVcusip46429B697)	9.7K	QoQ -2.91% (-291) YoY -87.58% (-68.5K)	All Managers (Combined)	$909.0K	0.3% ($909.0K/$307.8M)	QoQ +2.41% (-$21.4K) YoY -86.08% (-$5.6M)
(cusip46137V233)✕	17.7K	QoQ -2.64% (-479) YoY NEW(+17.7K)	All Managers (Combined)	$812.7K	0.3% ($812.7K/$307.8M)	QoQ -10.31% (-$93.5K) YoY NEW(+$812.7K)
GENERAL ELECTRIC CO(GEcusip369604301)	3.8K	QoQ -3.97% (-159) YoY +26.26% (+798)	All Managers (Combined)	$767.7K	0.2% ($767.7K/$307.8M)	QoQ +15.21% (-$101.4K) YoY +43.96% (+$234.4K)
(cusip46434V456)✕	19.3K	QoQ -71.88% (-49.4K) YoY -90.88% (-192.8K)	All Managers (Combined)	$767.6K	0.2% ($767.6K/$307.8M)	QoQ -69.93% (-$1.8M) YoY -90.87% (-$7.6M)