Snider Financial Group

13F Filings History

Latest 13F report
Q2 2024 - Aug 2, 2024
Value $
$259M
Signature - Title
Heather Bush - Chief Compliance Officer
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by Snider Financial Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Snider Financial Group reported 61 stock holdings with total value $259M as of Q2 2024. Top holdings included IVV, AGG, VIG, LLY, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 61 $259M +$35.4M -$22M +$13.4M IVV, AGG, VIG, LLY, MSFT 13F-HR 8/2/2024, 06:43 AM
Q1 2024 60 $240M +$37.1M -$27.1M +$10M AGG, IVV, VIG, LLY, MSFT 13F-HR 4/30/2024, 11:00 AM
Q4 2023 58 $217M +$6.99M -$17.5M -$10.5M AGG, VIG, IVV, MBB, XLK 13F-HR 1/22/2024, 09:25 AM
Q3 2023 57 $207M +$12.4M -$9.06M +$3.34M AGG, MBB, VIG, IVV, XLK 13F-HR 10/25/2023, 10:18 AM
Q2 2023 59 $209M +$40.7M -$28.4M +$12.3M AGG, VIG, IVV, MBB, XLK 13F-HR 7/19/2023, 02:55 PM
Q1 2023 48 $188M +$19.3M -$25.5M -$6.12M AGG, VIG, MBB, IVV, RSPT 13F-HR 4/10/2023, 02:27 PM
Q4 2022 53 $181M +$5.78M -$10.7M -$4.9M AGG, VIG, MBB, IVV, RSPT 13F-HR 2/10/2023, 05:05 PM
Q3 2022 55 $184M +$30.9M -$22.7M +$8.16M AGG, MBB, VIG, IVV, RSPT 13F-HR 11/14/2022, 12:09 PM
Q2 2022 58 $184M +$17.5M -$23.5M -$5.99M VIG, AGG, MBB, IVV, ICSH 13F-HR 8/15/2022, 08:29 AM
Q1 2022 68 $220M +$11.8M -$11.9M -$156K VIG, AGG, ICSH, IVV, MBB Restatement 5/16/2022, 05:09 PM
Q4 2021 65 $236M +$6.18M -$3.44M +$2.73M AGG, VIG, ICSH, IVV, MBB 13F-HR 1/14/2022, 07:59 PM
Q3 2021 67 $221M +$27.2M -$14.9M +$12.4M AGG, ICSH, VIG, MBB, IVV 13F-HR 11/5/2021, 02:30 PM
Q2 2021 62 $212M $0 $0 ICSH, AGG, VIG, IVV, ITOT 13F-HR 8/31/2021, 10:16 AM