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Asset Manager ← All Institutions

SNS Financial Group, LLC

43 MAIN STREET SE SUITE 236, MINNEAPOLIS, MN 55414 • 612-378-7560

Q2 2025 · Filed 2025-08-06
Market Value
$1.1B
+7.2%
Holdings
204
+7
New Purchases
15
Added To
90
Closed
6
Reduced
71
Top 10 Concentration
56.6%
Turnover
10.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JCPB 2.32% 0.00% +2.32% $24M
OEF 6.07% 5.38% +0.69% $64M
DFCF 1.64% 1.08% +0.55% $17M
SCHF 7.70% 7.34% +0.36% $81M
QUAL 13.48% 13.15% +0.33% $142M
MSFT 0.94% 0.75% +0.19% $10M
AVUV 2.27% 2.08% +0.18% $24M
SCHB 4.23% 4.08% +0.15% $44M
USMF 2.06% 1.94% +0.11% $22M
SPY 3.90% 3.80% +0.11% $41M
SCHX 1.84% 1.74% +0.10% $19M
FDX 0.07% 0.00% +0.07% $788K
VUG 0.74% 0.67% +0.07% $8M
NVDA 0.19% 0.13% +0.06% $2M
META 0.32% 0.26% +0.06% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FIXD 0.00% 2.01% -2.01% $0
BSCP 1.99% 2.81% -0.82% $21M
BIV 0.04% 0.55% -0.51% $446K
AAPL 2.79% 3.27% -0.47% $29M
AGGY 0.03% 0.41% -0.38% $318K
BSV 0.05% 0.38% -0.33% $574K
MUB 2.84% 3.14% -0.30% $30M
IEI 6.51% 6.74% -0.23% $68M
BSCQ 3.20% 3.40% -0.20% $34M
GLDM 2.80% 2.93% -0.14% $29M
UNH 0.09% 0.16% -0.07% $896K
BRK-B 0.43% 0.50% -0.07% $4M
AMGN 0.05% 0.11% -0.06% $505K
SCHZ 0.58% 0.64% -0.06% $6M
FDL 0.34% 0.38% -0.04% $4M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 88.6%
Technology 5.0%
Industrials 1.7%
Healthcare 1.3%
Communication Services 1.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 54 $174M 16.6%
Large Cap 120 $747M 71.0%
Mid Cap 21 $105M 10.0%
Small Cap 8 $25M 2.4%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$306.2B
Median Market Cap
$78.5B
Avg P/E
32.2
Median P/E
25.2
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
113
# ETFs / Funds
91

Top Holdings (204 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QUAL 13.48% 775,373 $142M $182.82 $13M +20,271 +2.7%
2 SCHF 7.70% 3,663,182 $81M $22.10 $9M +22,535 +0.6%
3 IEI 6.51% 574,743 $68M $119.09 $2M +14,829 +2.6%
4 OEF 6.07% 209,634 $64M $304.35 $11M +14,837 +7.6%
5 DGRW 5.57% 698,845 $59M $83.74 $4M +11,839 +1.7%
6 SCHB 4.23% 1,864,325 $44M $23.83 $4M +5,856 +0.3%
7 SPY 3.90% 66,251 $41M $619.61 $4M -128 -0.2%
8 BSCQ 3.20% 1,724,593 $34M $19.52 $272K +10,438 +0.6%
9 BSCR 3.13% 1,675,353 $33M $19.65 $2M +90,014 +5.7%
10 MUB 2.84% 286,029 $30M $104.48 -$961K -6,514 -2.2%
11 GLDM 2.80% 448,756 $29M $65.52 $633K -16,093 -3.5%
12 AAPL 2.79% 143,176 $29M $205.17 -$3M -1,068 -0.7%
13 VWO 2.39% 508,043 $25M $49.46 $2M -13,042 -2.5%
14 JCPB 2.32% 518,013 $24M $47.06 +518,013 NEW
15 AVUV 2.27% 261,765 $24M $91.10 $3M +27,209 +11.6%
16 USMF 2.06% 421,751 $22M $51.26 $3M +37,457 +9.8%
17 BND 2.00% 285,273 $21M $73.63 $2M +26,390 +10.2%
18 BSCP 1.99% 1,012,601 $21M $20.68 -$7M -319,169 -24.0%
19 SCHX 1.84% 789,849 $19M $24.44 $2M +18,431 +2.4%
20 DFCF 1.64% 406,889 $17M $42.26 $7M +154,743 +61.4%
21 EFA 1.18% 138,532 $12M $89.39 $809K -3,088 -2.2%
22 MSFT 0.94% 19,835 $10M $497.40 $2M +195 +1.0%
23 VTI 0.84% 28,852 $9M $304.84 $819K -171 -0.6%
24 VUG 0.74% 17,817 $8M $438.90 $1M -20 -0.1%
25 SCHZ 0.58% 262,756 $6M $23.24 -$210K -9,963 -3.6%
26 VT 0.51% 41,641 $5M $128.52 $487K -315 -0.8%
27 DFUS 0.50% 78,721 $5M $67.02 $447K -1,125 -1.4%
28 IVV 0.49% 8,248 $5M $620.93 $767K +498 +6.4%
29 BRK-B 0.43% 9,234 $4M $485.77 -$405K +51 +0.6%
30 VEU 0.41% 64,356 $4M $67.22 $431K +152 +0.2%
31 VBR 0.39% 20,845 $4M $195.92 $174K -142 -0.7%
32 BSCS 0.37% 189,966 $4M $20.49 $621K +29,195 +18.2%
33 AMZN 0.34% 16,392 $4M $219.39 $353K -656 -3.9%
34 ACWI 0.34% 27,590 $4M $128.60 $309K -240 -0.9%
35 FDL 0.34% 84,508 $4M $41.87 -$196K -1,455 -1.7%
36 META 0.32% 4,625 $3M $738.11 $839K +157 +3.5%
37 SCHD 0.29% 115,846 $3M $26.50 $228K +14,186 +13.9%
38 QQQ 0.28% 5,390 $3M $552.23 $432K -29 -0.5%
39 MMM 0.28% 19,524 $3M $152.24 $104K -10 -0.1%
40 SCHE 0.28% 98,540 $3M $30.14 $140K -4,121 -4.0%
41 IJJ 0.28% 23,897 $3M $123.58 $82K -80 -0.3%
42 MGC 0.28% 13,092 $3M $225.47 $531K +1,071 +8.9%
43 DFSV 0.25% 90,029 $3M $29.43 -$55K -6,053 -6.3%
44 EEM 0.23% 50,503 $2M $48.24 $157K -1,655 -3.2%
45 GOOG 0.23% 13,477 $2M $177.39 $304K +117 +0.9%
46 CSCO 0.21% 32,578 $2M $69.38 $245K -80 -0.2%
47 DIA 0.21% 5,085 $2M $441.83 $121K +30 +0.6%
48 UNP 0.20% 9,157 $2M $230.08 -$28K +121 +1.3%
49 GOOGL 0.20% 11,916 $2M $176.23 $260K +20 +0.2%
50 NVDA 0.19% 12,504 $2M $158.00 $747K +1,171 +10.3%
51 IWM 0.18% 8,529 $2M $215.78 $125K -69 -0.8%
52 SPDW 0.17% 43,839 $2M $40.49 $235K +1,530 +3.6%
53 BK 0.17% 19,183 $2M $91.11 $123K -185 -1.0%
54 ECL 0.17% 6,450 $2M $270.10 $107K +17 +0.3%
55 ABT 0.16% 12,591 $2M $136.01 $42K
56 VIG 0.16% 7,953 $2M $205.53 $233K +729 +10.1%
57 HON 0.15% 6,846 $2M $232.88 $146K +7 +0.1%
58 NFLX 0.15% 1,167 $2M $1,339.13 $478K +4 +0.3%
59 ESGU 0.15% 11,332 $2M $135.30 $234K +675 +6.3%
60 XLE 0.15% 18,008 $2M $84.81 -$105K +541 +3.1%
61 DFIC 0.14% 48,964 $2M $31.09 $404K +8,692 +21.6%
62 MSI 0.14% 3,514 $1M $421.55 -$71K -23 -0.7%
63 COST 0.14% 1,473 $1M $989.94 $68K +3 +0.2%
64 CAT 0.14% 3,756 $1M $388.23 $202K -52 -1.4%
65 PG 0.14% 9,050 $1M $159.32 -$160K -352 -3.7%
66 BR 0.13% 5,738 $1M $243.91 -$6K -37 -0.6%
67 IWF 0.13% 3,255 $1M $424.58 $195K -31 -0.9%
68 ABBV 0.13% 7,219 $1M $185.62 -$174K -8 -0.1%
69 TSLA 0.13% 4,176 $1M $317.66 $402K +608 +17.0%
70 MDT 0.13% 14,989 $1M $87.88 -$43K -26 -0.2%
71 SUSL 0.12% 12,010 $1M $108.35 $256K +1,100 +10.1%
72 USB 0.12% 28,021 $1M $45.75 $83K -37 -0.1%
73 PCAR 0.12% 13,419 $1M $95.06 -$34K -35 -0.3%
74 TSCO 0.12% 23,668 $1M $52.77 -$86K -552 -2.3%
75 SCI 0.12% 15,262 $1M $81.40 -$14K -402 -2.6%
76 QCOM 0.11% 7,345 $1M $159.26 $64K +149 +2.1%
77 GD 0.11% 3,805 $1M $291.66 $545K +1,732 +83.5%
78 LLY 0.11% 1,418 $1M $779.30 -$33K +41 +3.0%
79 ORCL 0.10% 4,896 $1M $218.63 $392K +42 +0.9%
80 IWB 0.10% 3,151 $1M $339.57 $103K
81 CI 0.10% 3,197 $1M $330.58 $24K +57 +1.8%
82 EWX 0.10% 16,833 $1M $62.03 $317K +3,997 +31.1%
83 GLD 0.10% 3,413 $1M $304.83 $57K
84 JNJ 0.10% 6,737 $1M $152.76 -$98K -61 -0.9%
85 VZ 0.10% 23,409 $1M $43.27 -$61K -257 -1.1%
86 XLK 0.10% 3,952 $1M $253.23 $185K
87 IBM 0.09% 3,329 $981K $294.75 $156K +8 +0.2%
88 JEPI 0.09% 16,723 $951K $56.85 $30K +605 +3.8%
89 HSY 0.09% 5,430 $901K $165.96 -$11K +98 +1.8%
90 UNH 0.09% 2,873 $896K $311.97 -$646K -71 -2.4%
91 CVS 0.08% 12,788 $882K $68.98 $37K +311 +2.5%
92 VEA 0.08% 14,208 $810K $57.01 $52K -704 -4.7%
93 ESML 0.08% 19,401 $802K $41.33 $165K +2,821 +17.0%
94 SPSB 0.08% 26,446 $798K $30.19 -$299 -89 -0.3%
95 VOE 0.08% 4,785 $791K $165.32 -$138K -1,000 -17.3%
96 IVW 0.08% 7,176 $790K $110.10 $124K
97 FDX 0.07% 3,446 $788K $228.76 +3,446 NEW
98 TGT 0.07% 7,989 $788K $98.66 -$5K +389 +5.1%
99 VOO 0.07% 1,356 $773K $569.78 -$267K -666 -32.9%
100 MRK 0.07% 9,238 $739K $79.97 -$114K -181 -1.9%

New Positions

SymbolValue% Port
JCPB $24M 2.32%
FDX $788K 0.07%
KOMP $341K 0.03%
GEV $276K 0.03%
BSMR $250K 0.02%
BSMQ $250K 0.02%
MU $232K 0.02%
VGT $229K 0.02%
BMO $228K 0.02%
CEG $225K 0.02%
VXUS $224K 0.02%
BKNG $214K 0.02%
TEL $207K 0.02%
FNDX $202K 0.02%
ADBE $201K 0.02%

Sold Out Positions

SymbolValue% Port
DLB —%
CME —%
EXC —%
FIXD —%
VHT —%
CNRG —%
View SEC EDGAR Filings for SNS Financial Group, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms