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:

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81369Y209

Shares:1.8K

Value:$261.1K

% of Portfolio:0.1% ($261.1K/$307.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.2K

Value:$245.4K

% of Portfolio:0.1% ($245.4K/$307.8M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:800

Value:$244.4K

% of Portfolio:0.1% ($244.4K/$307.8M)

Accenture plc

ACN|G1151C101

Shares:677

Value:$211.2K

% of Portfolio:0.1% ($211.2K/$307.8M)

NIKE, Inc.

NKE|654106103

Shares:3.3K

Value:$210.2K

% of Portfolio:0.1% ($210.2K/$307.8M)

CSX CORP

CSX|126408103

Shares:7.1K

Value:$208.5K

% of Portfolio:0.1% ($208.5K/$307.8M)

AFLAC INC

AFL|001055102

Shares:1.9K

Value:$207.5K

% of Portfolio:0.1% ($207.5K/$307.8M)

921932885

IVOO|921932885

Shares:2.1K

Value:$206.2K

% of Portfolio:0.1% ($206.2K/$307.8M)

464288307

Shares:2.9K

Value:$205.1K

% of Portfolio:0.1% ($205.1K/$307.8M)

Banco Santander, S.A.

SAN|05964H105

Shares:24.8K

Value:$166.1K

% of Portfolio:0.1% ($166.1K/$307.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y209)✕	1.8K	QoQ 0.00% (+0) YoY NEW(+1.8K)	All Managers (Combined)	$261.1K	0.1% ($261.1K/$307.8M)	QoQ +6.13% (+$15.1K) YoY NEW(+$261.1K)
AbbVie Inc.(ABBVcusip00287Y109)	1.2K	QoQ -6.16% (-77) YoY NEW(+1.2K)	All Managers (Combined)	$245.4K	0.1% ($245.4K/$307.8M)	QoQ +10.68% (-$23.7K) YoY NEW(+$245.4K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	800	QoQ 0.00% (+0) YoY NEW(+800)	All Managers (Combined)	$244.4K	0.1% ($244.4K/$307.8M)	QoQ +4.37% (+$10.2K) YoY NEW(+$244.4K)
Accenture plc(ACNcusipG1151C101)	677	QoQ -7.76% (-57) YoY NEW(+677)	All Managers (Combined)	$211.2K	0.1% ($211.2K/$307.8M)	QoQ -18.18% (-$46.9K) YoY NEW(+$211.2K)
NIKE, Inc.(NKEcusip654106103)	3.3K	QoQ +0.39% (-13) YoY NEW(+3.3K)	All Managers (Combined)	$210.2K	0.1% ($210.2K/$307.8M)	QoQ -15.76% (-$39.3K) YoY NEW(+$210.2K)
CSX CORP(CSXcusip126408103)	7.1K	QoQ -0.47% (-34) YoY NEW(+7.1K)	All Managers (Combined)	$208.5K	0.1% ($208.5K/$307.8M)	QoQ -9.22% (-$21.2K) YoY NEW(+$208.5K)
AFLAC INC(AFLcusip001055102)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$207.5K	0.1% ($207.5K/$307.8M)	QoQ NEW(+$207.5K) YoY NEW(+$207.5K)
(IVOOcusip921932885)	2.1K	QoQ 0.00% (-0) YoY NEW(+2.1K)	All Managers (Combined)	$206.2K	0.1% ($206.2K/$307.8M)	QoQ -6.44% (-$14.2K) YoY NEW(+$206.2K)
(cusip464288307)✕	2.9K	QoQ -3.30% (-98) YoY NEW(+2.9K)	All Managers (Combined)	$205.1K	0.1% ($205.1K/$307.8M)	QoQ -8.54% (-$19.2K) YoY NEW(+$205.1K)
Banco Santander, S.A.(SANcusip05964H105)	24.8K	QoQ 0.00% (+0) YoY +1.16% (+286)	All Managers (Combined)	$166.1K	0.1% ($166.1K/$307.8M)	QoQ +46.93% (+$53.0K) YoY +40.04% (+$47.5K)