SNS Financial Group, LLC
Top Portfolio Positions
121 positions ·
$224,653,059 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
61,814 | $40,200,116 | 17.89% | |
| GLDM |
World Gold Trust
|
394,862 | $36,599,758 | 16.29% | |
| AAPL |
Apple Inc.
Technology
|
138,293 | $35,097,379 | 15.62% | |
| MSFT |
Microsoft Corp
Technology
|
20,469 | $7,577,009 | 3.37% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,393 | $4,501,125 | 2.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,706 | $3,366,177 | 1.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,737 | $3,277,544 | 1.46% | |
| NVDA |
Nvidia Corp
Technology
|
18,681 | $3,257,966 | 1.45% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,332 | $3,077,523 | 1.37% | |
| MMM |
3M Co
Industrials
|
20,254 | $2,941,488 | 1.31% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KBDC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,072 | 14,947 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $214,041 | 14,947 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $224,495 | 16,854 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $322,382 | 21,126 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $228,442 | 14,084 | Shares | Sole | 2025-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||