SNS Financial Group, LLC
SNS Financial Group, LLC, doing business as Vector Wealth Management, is a Minneapolis-based SEC-registered investment adviser founded in 2000. The firm manages approximately $1.5 billion in client assets (as of June 2025) and serves nearly 3,000 accounts, primarily focusing on high net worth individuals, as well as some pension plans, charitable organizations, and businesses. With around 19-20 employees, the firm provides comprehensive wealth management and advisory services, emphasizing tailored portfolios and individualized financial planning.
Investment Strategy
SNS Financial Group, LLC specializes in individualized wealth management and financial planning strategies, centering their approach on understanding each client's goals, objectives, and risk tolerances. The firm constructs bespoke investment portfolios and may recommend traditional securities as well as insurance products, always seeking alignment with their clients' best interests. They employ a fiduciary standard, monitor portfolios regularly, and avoid conflicts of interest through compensation structures that are decoupled from commissioned product sales. Their service includes retirement planning, advanced planning, and client education, with an emphasis on long-term growth and stability.
Top Holdings
Equity Positions (198)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QUAL | ISHARES TR | 13.48% | $141.8M | 775,373 | $112.26 | $182.82 | +$12.7M |
S SCHF | SCHWAB STRATEGIC TR | 7.70% | $81.0M | 3,663,182 | $16.18 | $22.10 | +$8.9M |
I IEI | ISHARES TR | 6.51% | $68.4M | 574,743 | $126.37 | $119.09 | +$2.3M |
O OEF | ISHARES TR | 6.07% | $63.8M | 209,634 | $230.84 | $304.35 | +$11.0M |
D DGRW | WISDOMTREE TR | 5.57% | $58.5M | 698,845 | $68.69 | $83.74 | +$3.7M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Call | $123.6K | 2 | $617.85 | $617.85 | +2 | +$123.6K |