Portfolio (Quarterly)
Guide ↗
Snider Financial Group
· CIK 0001820681| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ADSK | AUTODESK INC | Technology | 12,944 | $3.8M | 1.02% | SOLD |
| 2 | — | ISHARES TR | — | 69,269 | $3.1M | 0.84% | SOLD |
| 3 | QQQ | INVESCO QQQ TR | Financial Services | 3,101 | $1.9M | 0.51% | SOLD |
| 4 | DOW | DOW INC | Basic Materials | 19,764 | $462K | 0.12% | SOLD |
| 5 | OUNZ | VANECK MERK GOLD ETF | Financial Services | 10,532 | $437K | 0.12% | SOLD |
| 6 | GLD | SPDR GOLD TR | Financial Services | 910 | $361K | 0.10% | SOLD |
| 7 | FREL | FIDELITY COVINGTON TRUST | — | 12,449 | $335K | 0.09% | SOLD |
| 8 | OXY | OCCIDENTAL PETE CORP | Energy | 7,932 | $326K | 0.09% | SOLD |
| 9 | VOT | VANGUARD INDEX FDS | — | 1,061 | $296K | 0.08% | SOLD |
| 10 | VIOV | VANGUARD ADMIRAL FDS INC | — | 2,689 | $263K | 0.07% | SOLD |
| 11 | IUSB | ISHARES TR | — | 5,414 | $252K | 0.07% | SOLD |
| 12 | XLRE | SELECT SECTOR SPDR TR | — | 5,665 | $229K | 0.06% | SOLD |
| 13 | GM | GENERAL MTRS CO | Consumer Cyclical | 2,585 | $210K | 0.06% | SOLD |
| 14 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 800 | $206K | 0.06% | SOLD |
| 15 | IEMG | ISHARES INC | — | 3,056 | $205K | 0.06% | SOLD |
Sector Allocation
Technology
37.3%
Healthcare
14.1%
Communication Services
12.9%
Financial Services
9.6%
Industrials
9.0%
Consumer Cyclical
7.7%
Consumer Defensive
7.7%
Basic Materials
1.0%
Utilities
0.6%
Energy
0.1%