HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (QUAL) |
709,497 | -1,293 | $116,606 |
| QUAL | 709,497 | -1,293 | $116,606 |
| SCHWAB STRATEGIC TR |
1,591,426 | +2 | $62,097 |
| SCHF | 1,591,426 | +2 | $62,097 |
| ISHARES TR (IEI) |
486,880 | +15,765 | $56,386 |
| IEI | 486,880 | +15,765 | $56,386 |
| SCHWAB STRATEGIC TR |
779,231 | +137,873 | $47,572 |
| SCHB | 779,231 | +137,873 | $47,572 |
| WISDOMTREE TR |
597,601 | +12,165 | $45,531 |
| DGRW | 597,601 | +12,165 | $45,531 |
 SPDR S&P 500 ETF TR (SPY) |
$38,529 | ||
| SPY | 72,836 | -1,151 | $38,215 |
| Call | 600 | UNCH | $314 |
| ISHARES TR (OEF) |
135,162 | +4,835 | $33,440 |
| OEF | 135,162 | +4,835 | $33,440 |
| ISHARES TR (MUB) |
299,752 | -1,949 | $32,253 |
| MUB | 299,752 | -1,949 | $32,253 |
| INVESCO EXCH TRD SLF IDX FD |
1,543,560 | +60,889 | $31,535 |
| BSCP | 1,543,560 | +60,889 | $31,535 |
| SCHWAB STRATEGIC TR |
464,723 | -97 | $28,841 |
| SCHX | 464,723 | -97 | $28,841 |
| VANGUARD BD INDEX FDS (BND) |
372,156 | +1,454 | $27,030 |
| BND | 372,156 | +1,454 | $27,030 |
| INVESCO EXCH TRD SLF IDX FD |
1,361,276 | +1,239,129 | $26,150 |
| BSCQ | 1,361,276 | +1,239,129 | $26,150 |
| INVESCO EXCH TRD SLF IDX FD |
1,246,477 | +319,567 | $26,139 |
| BSCO | 1,246,477 | +319,567 | $26,139 |
| APPLE INC |
149,898 | -1,407 | $25,704 |
| AAPL | 149,898 | -1,407 | $25,704 |
| WORLD GOLD TR |
513,807 | -2,611 | $22,633 |
| GLDM | 513,807 | -2,611 | $22,633 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
540,294 | +6,540 | $22,568 |
| VWO | 540,294 | +6,540 | $22,568 |
| AMERICAN CENTY ETF TR (AVUV) |
200,024 | +8,056 | $18,744 |
| AVUV | 200,024 | +8,056 | $18,744 |
| ISHARES TR (EFA) |
178,266 | -8,552 | $14,236 |
| EFA | 178,266 | -8,552 | $14,236 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
299,812 | +8,695 | $13,072 |
| FIXD | 299,812 | +8,695 | $13,072 |
| VANGUARD INDEX FDS (VUG) |
27,094 | -973 | $9,326 |
| VUG | 27,094 | -973 | $9,326 |
| MICROSOFT CORP |
21,291 | -642 | $8,958 |
| MSFT | 21,291 | -642 | $8,958 |
| VANGUARD INDEX FDS (VTI) |
34,420 | -777 | $8,946 |
| VTI | 34,420 | -777 | $8,946 |
| DIMENSIONAL ETF TRUST (DFUS) |
107,883 | -3,145 | $6,147 |
| DFUS | 107,883 | -3,145 | $6,147 |
| VANGUARD BD INDEX FDS (BIV) |
76,820 | -1,011 | $5,792 |
| BIV | 76,820 | -1,011 | $5,792 |
| SCHWAB STRATEGIC TR |
225,851 | -15,665 | $5,703 |
| SCHE | 225,851 | -15,665 | $5,703 |
| SCHWAB STRATEGIC TR |
120,647 | +2,050 | $5,550 |
| SCHZ | 120,647 | +2,050 | $5,550 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
94,476 | -5,345 | $5,541 |
| VEU | 94,476 | -5,345 | $5,541 |
| VANGUARD INTL EQUITY INDEX F (VT) |
50,125 | -3,826 | $5,539 |
| VT | 50,125 | -3,826 | $5,539 |
| VANGUARD BD INDEX FDS (BSV) |
64,512 | -3,840 | $4,946 |
| BSV | 64,512 | -3,840 | $4,946 |
| WISDOMTREE TR |
108,646 | -6,072 | $4,715 |
| AGGY | 108,646 | -6,072 | $4,715 |
| VANGUARD INDEX FDS (VBR) |
23,095 | -561 | $4,431 |
| VBR | 23,095 | -561 | $4,431 |
| ISHARES TR (IVV) |
8,211 | +191 | $4,317 |
| IVV | 8,211 | +191 | $4,317 |
| UNITEDHEALTH GROUP INC |
8,275 | +122 | $4,094 |
| UNH | 8,275 | +122 | $4,094 |
| FIRST TR MORNINGSTAR DIVID L (FDL) |
103,392 | -11,669 | $3,979 |
| FDL | 103,392 | -11,669 | $3,979 |
| ISHARES TR (ACWI) |
32,448 | -1,656 | $3,573 |
| ACWI | 32,448 | -1,656 | $3,573 |
| ISHARES TR (EEM) |
79,770 | -5,282 | $3,277 |
| EEM | 79,770 | -5,282 | $3,277 |
| ISHARES TR (IJJ) |
27,569 | -6,174 | $3,261 |
| IJJ | 27,569 | -6,174 | $3,261 |
| BERKSHIRE HATHAWAY INC DEL |
$3,177 | ||
| BRK.B | 7,556 | +128 | $3,177 |
| AMAZON COM INC |
16,284 | -527 | $2,937 |
| AMZN | 16,284 | -527 | $2,937 |
| SCHWAB STRATEGIC TR |
36,379 | -458 | $2,933 |
| SCHD | 36,379 | -458 | $2,933 |
| ISHARES TR (IWM) |
11,923 | -959 | $2,507 |
| IWM | 11,923 | -959 | $2,507 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
6,254 | -520 | $2,493 |
| DIA | 6,254 | -520 | $2,493 |
| DIMENSIONAL ETF TRUST (DFSV) |
78,437 | +2,652 | $2,361 |
| DFSV | 78,437 | +2,652 | $2,361 |
| META PLATFORMS INC |
4,846 | +132 | $2,353 |
| META | 4,846 | +132 | $2,353 |
| UNION PAC CORP |
9,500 | +42 | $2,336 |
| UNP | 9,500 | +42 | $2,336 |
| INVESCO QQQ TR |
5,191 | -225 | $2,308 |
| QQQ | 5,191 | -225 | $2,308 |
| 3M CO |
19,687 | -1,454 | $2,088 |
| MMM | 19,687 | -1,454 | $2,088 |
| VANGUARD WORLD FD (MGC) |
11,143 | UNCH | $2,082 |
| MGC | 11,143 | UNCH | $2,082 |
| ALPHABET INC |
13,298 | +50 | $2,025 |
| GOOG | 13,298 | +50 | $2,025 |
| PACCAR INC |
16,199 | -1,120 | $2,007 |
| PCAR | 16,199 | -1,120 | $2,007 |
See Full List: All Stocks Held By SNS Financial Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By SNS Financial Group LLC
|
Size ($ in 1000's)
At 03/31/2024: $911,804 At 12/31/2023: $844,245 SNS Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SNS Financial Group LLC 13F filings. Link to 13F filings: SEC filings |
