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| Name: |
Snider Financial Group |
| City: |
BELLEVUE |
| State: |
WA |
| Zip: |
98005 |
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data |
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| Holdings
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6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
EQWM |
Invesco Russell Midcap Equa... |
18 |
New |
$103.86 |
$4,166,000 |
37,851 |
1.74% |
4,166,000 |
37,851 |
0.042 |
N/A |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
31 |
New |
$172.91 |
$2,456,000 |
18,052 |
1.02% |
2,456,000 |
18,052 |
0 |
Semiconductor - Integ... |
|
|
PANW |
Palo Alto Networks Inc |
35 |
New |
$319.66 |
$2,090,000 |
7,356 |
0.87% |
2,090,000 |
7,356 |
0.002 |
Networking & Communic... |
|
|
HEI |
Heico Corp |
43 |
New |
$226.96 |
$1,547,000 |
8,097 |
0.64% |
1,547,000 |
8,097 |
0.015 |
Aerospace/Defense Pro... |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
44 |
New |
$382.81 |
$1,521,000 |
4,745 |
0.63% |
1,521,000 |
4,745 |
0.003 |
N/A |
|
|
DSI |
iShares KLD 400 Social Index |
58 |
New |
$103.35 |
$201,000 |
1,995 |
0.08% |
201,000 |
1,995 |
0.003 |
Closed - End Fund - E... |
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