Snider Financial Group
Snider Financial Group is a Registered Investment Advisor operating from Washington, providing investment advisory and related services to clients nationwide.
Investment Strategy
Snider Financial Group's public filings (Form 13F) reveal a diversified equity portfolio, primarily invested in well-known, large-cap U.S. equities and broad-based equity index funds through Vanguard and similar issuers. Example holdings include Vanguard Dividend Appreciation ETF, Vanguard S&P 500 Index Fund, and major U.S. companies such as Walmart, Visa, and Veeva Systems, suggesting a focus on broad diversification, dividend growth, and core equities. However, no direct disclosures or detailed descriptions of investment philosophy beyond holdings data are available in the SEC filings or on the firm’s website.
Top Holdings
Equity Positions (116)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 10.63% | $36.9M | 59,377 | $475.40 | $620.90 | +$4.8M |
A AGG | ISHARES TR | 6.57% | $22.8M | 229,649 | $104.38 | $99.20 | +$636.7K |
M MSFT | MICROSOFT CORP | 5.87% | $20.4M | 40,915 | $353.46 | $497.41 | +$4.2M |
V VIG | VANGUARD SPECIALIZED FUNDS | 5.43% | $18.8M | 92,042 | $157.40 | $204.67 | +$1.3M |
G GOVT | ISHARES TR | 4.16% | $14.4M | 627,613 | $23.14 | $22.98 | +$192.2K |