Long-term investor
Snider Financial Group @sniderfinancialgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001820681).
Record
- Tracked since 2025-06-30 (434 days), 103 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months +5.8% · 1 year +11.9% · all +11.9%
- Max drawdown -5.3% · Sharpe 0.48 · win rate 53% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 13.6% · long · since 2025-06-30
- AGG · 6.2% · long · since 2025-06-30
- VIG · 5.3% · long · since 2025-06-30
- GOVT · 4.8% · long · since 2025-06-30
- MSFT · 4.5% · long · since 2025-06-30
- LLY · 3.7% · long · since 2025-06-30
- AMZN · 3.0% · long · since 2025-06-30
- GOOG · 2.9% · long · since 2025-06-30
- XLK · 2.7% · long · since 2025-06-30
- META · 2.6% · long · since 2025-06-30
- RECS · 2.5% · long · since 2025-06-30
- ICSH · 2.4% · long · since 2025-06-30