13F

Investor

SNS Financial Group, LLC

CIK 0001557485 · filed 2026-04-14 · SEC filing

13F book

$1.16B

Positions

208

12 new · 7 sold

Largest name

12.9%

Ishares Tr

Est. mark

−$18.6M

Price effect on 196 names still held. Flow $18M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr780.3K$149.7M12.9%−$5.17MAdded−$1.04M
Schwab Strategic Tr3.61M$89.4M7.7%$2.57MCut$2.27M
Ishares Tr615.7K$73M6.3%−$448.3KAdded$1.69M
Ishares Tr221.7K$70.5M6.1%−$5.25MAdded−$1.79M
Wisdomtree Tr717K$63M5.4%−$1.12MAdded$45.7K
Schwab Strategic Tr1.8M$45.3M3.9%−$2.04MCut−$2.1M
Spdr S&P 500 Etf Tr61.8K$40.3M3.5%−$1.97MCut−$2.34M
J P Morgan Exchange Traded F830.8K$39.1M3.4%−$327.1KAdded$5.24M
Invesco Exch Trd Slf Idx Fd1.91M$37.6M3.2%−$209KAdded$1.69M
World Gold Tr394.9K$36.6M3.2%$2.89MCut$492.2K
Apple Inc.AAPL138.3K$35.1M3.0%−$2.49MAdded−$2.32M
Invesco Exch Trd Slf Idx Fd1.7M$34.8M3.0%−$217.9KAdded$9.4M
Vanguard Bd Index Fds451.1K$33.2M2.9%−$190.5KAdded$401K
American Centy Etf Tr267K$29.5M2.5%$2.27MCut$2.17M
Invesco Exch Trd Slf Idx Fd1.5M$29.3M2.5%−$67.6KCut−$5.95M
Ishares Tr272.4K$28.9M2.5%−$258.4KAdded$78.3K
Dimensional Etf Trust631.5K$26.7M2.3%−$189.7KAdded$2.91M
Vanguard Intl Equity Index F471.7K$25.5M2.2%$136.8KCut−$178.6K
Wisdomtree Tr452K$22.3M1.9%−$825.7KAdded−$192.4K
Schwab Strategic Tr556.3K$14.3M1.2%−$706.5KCut−$6.72M
Ishares Tr126.2K$12.3M1.1%$138.8KCut−$266.6K
Vanguard Index Fds27.3K$8.77M0.8%−$395KCut−$661.9K
Microsoft CorpMSFT20.5K$7.58M0.7%−$2.32MCut−$2.66M
Vanguard Growth Etf16.9K$7.38M0.6%−$862.7KCut−$1.06M
Vanguard Intl Equity Index F39.6K$5.48M0.5%−$108.6KCut−$178.4K
Dimensional Etf Trust75K$5.32M0.5%−$244.6KCut−$265.3K
Ishares Tr7.99K$5.22M0.4%−$253.5KCut−$259.7K
Berkshire Hathaway Inc Del9.39K$4.5M0.4%−$215.6KAdded−$120.2K
Vanguard Intl Equity Index F59.7K$4.49M0.4%$92KCut$7.67K
Schwab Us Aggregate Bond191.8K$4.45M0.4%−$28.8KCut−$2.68M
Vanguard Index Fds19.7K$4.27M0.4%$107.4KCut$11.2K
Alphabet Inc13.6K$3.89M0.3%−$365.3KCut−$482.4K
Ishares Tr27.2K$3.76M0.3%−$84.7KCut−$105.9K
First Tr Exchange-Traded Fd69.9K$3.55M0.3%$451.3KCut$318.4K
Alphabet Inc11.7K$3.37M0.3%−$297.8KCut−$408K
Amazon Com IncAMZN15.7K$3.28M0.3%−$354.9KCut−$547.1K
Nvidia CorpNVDA18.7K$3.26M0.3%−$168KAdded$666.7K
Invesco Qqq Tr5.33K$3.08M0.3%−$197.1KAdded−$183.8K
Dimensional Etf Trust86.8K$3.04M0.3%$186.6KCut$155.8K
Schwab Strategic Tr97.9K$3.01M0.3%$318.3KCut$219.3K
Vanguard World Fd12.5K$2.96M0.3%−$185.7KCut−$193.5K
3M COMMM20.3K$2.94M0.3%−$301.3KCut−$311.5K
Ishares Tr21.8K$2.88M0.2%$19.8KCut−$22K
AbbVie Inc.ABBV13K$2.82M0.2%−$142.8KCut−$146.7K
Costco Whsl Corp New2.82K$2.81M0.2%$378.6KCut$363.1K
Caterpillar IncCAT3.97K$2.81M0.2%$496.3KAdded$713.8K
Schwab Strategic Tr82.4K$2.72M0.2%$15.7KAdded$149.4K
Ishares Tr43.7K$2.48M0.2%$90.8KCut$23.2K
Cisco Sys Inc31.8K$2.47M0.2%$17.8KCut−$29K
Meta Platforms, Inc.META4.06K$2.32M0.2%−$357KCut−$450.8K
Union Pac Corp9.13K$2.22M0.2%$101.7KAdded$136.9K
Select Sector Spdr Tr36.1K$2.21M0.2%$589.8KAdded$617.3K
Spdr Dow Jones Indl Average4.57K$2.12M0.2%−$79.6KCut−$148.9K
Spdr Index Shs Fds43.5K$1.99M0.2%$54KHeld
Ishares Tr7.91K$1.96M0.2%$14.6KCut−$78.9K
Bank New York Mellon Corp15.4K$1.83M0.2%$39.2KCut−$116.9K
Spdr Index Shs Fds27.5K$1.82M0.2%$11.1KAdded$246.4K
Ecolab Inc.ECL6.42K$1.71M0.1%$22.2KAdded$31.8K
Dimensional Etf Trust47.7K$1.69M0.1%$51KCut$36K
Vanguard Specialized Funds7.79K$1.68M0.1%−$36.8KAdded−$36.5K
Abbott LabsABT15.9K$1.63M0.1%−$350KAdded−$307.2K
Us Bancorp Del30.4K$1.59M0.1%−$40.9KCut−$138.1K
Johnson & JohnsonJNJ6.52K$1.59M0.1%$243.2KAdded$250.7K
Tesla, Inc.TSLA4.16K$1.55M0.1%−$313.8KAdded−$263.3K
Honeywell Intl Inc6.71K$1.52M0.1%$207.6KCut$144.8K
Motorola Solutions, Inc.MSI3.45K$1.5M0.1%$174.8KCut$165.5K
Spdr Gold Tr3.47K$1.49M0.1%$114.2KAdded$162.8K
Ishares Tr3.44K$1.47M0.1%−$161.6KCut−$197.5K
Ishares Tr10.2K$1.44M0.1%−$76.5KAdded−$65.3K
Eli Lilly & CoLLY1.55K$1.42M0.1%−$236.1KAdded−$216.7K
Paccar IncPCAR12.2K$1.4M0.1%$55.7KCut−$41.7K
Verizon Communications IncVZ27.8K$1.39M0.1%$216.9KAdded$460.9K
Medtronic PlcMDT15.9K$1.39M0.1%−$141.1KAdded−$58.4K
Procter And Gamble CoPG9.63K$1.39M0.1%$10.2KAdded$101.6K
J P Morgan Exchange Traded F24K$1.36M0.1%−$19.9KAdded$197.3K
J P Morgan Exchange Traded F24.2K$1.34M0.1%−$76.9KHeld
Ishares Tr11.6K$1.32M0.1%−$67.8KAdded$243.7K
General Dynamics CorpGD3.73K$1.28M0.1%$24.5KCut−$5.14K
Merck & Co., Inc.MRK10.5K$1.27M0.1%$143.8KAdded$258.9K
Fedex CorpFDX3.33K$1.19M0.1%$224KAdded$226.1K
Netflix IncNFLX11.7K$1.13M0.1%$27.9KAdded$33.9K
Ishares Tr3.1K$1.1M0.1%−$52.3KHeld
Tractor Supply Co23.7K$1.08M0.1%−$107.3KAdded−$63.4K
Cigna GroupCI3.99K$1.06M0.1%−$27.6KAdded$168.8K
Archer-Daniels-Midland CoADM14.6K$1.06M0.1%$214.2KAdded$248.4K
Qualcomm Inc7.89K$1.02M0.1%−$309.4KAdded−$236.5K
Spdr Series Trust32.3K$970.8K0.1%−$3.64KAdded$124.7K
Broadridge Finl Solutions In5.8K$948.7K0.1%−$337.8KAdded−$298.9K
Ishares Tr20.1K$943.1K0.1%$20.1KAdded$54.6K
Mcdonalds CorpMCD2.9K$900.5K0.1%$13.2KAdded$133.5K
Vanguard Index Fds4.79K$881.8K0.1%$33.1KHeld
Cvs Health CorpCVS12.1K$869.7K0.1%−$91.3KCut−$99.6K
Sysco CorpSYY12.1K$866K0.1%New
International Business Machs3.53K$855.1K0.1%−$176.8KAdded−$118.2K
Best Buy Co IncBBY13.1K$852.7K0.1%New
Vanguard Tax-Managed Fds13.3K$850.5K0.1%$21.4KHeld
Select Sector Spdr Tr6.36K$845.2K0.1%−$70.4KCut−$119.9K
Select Sector Spdr Tr17.5K$801.3K0.1%$54KAdded$81K
Target CorpTGT6.48K$785.5K0.1%$148.1KAdded$167.9K
Vanguard Index Fds1.29K$773.2K0.1%−$38.3KCut−$80.9K
Oracle Corp5.19K$763.8K0.1%−$242.7KAdded−$226K
Unitedhealth Group IncUNH2.74K$741.1K0.1%−$162.9KCut−$173.2K
Exxon Mobil Corp4.29K$727.3K0.1%$210.7KAdded$213.1K
Lam Research CorpLRCX3.38K$722.8K0.1%$143.1KAdded$145.3K
Southern Co7.07K$682.7K0.1%$54.6KAdded$171.2K
Jpmorgan Chase & Co.2.3K$676.3K0.1%−$64.5KCut−$81.6K
Ge Aerospace2.38K$675.4K0.1%−$51KAdded$24K
United Parcel Service IncUPS6.79K$667.7K0.1%−$5.48KAdded−$3.81K
Otter Tail CorpOTTR7.46K$654.7K0.1%$51.9KHeld
Home Depot, Inc.HD1.94K$636.4K0.1%−$29KAdded−$21.8K
Vanguard Wellington Fd6.22K$629K0.1%−$1.58KAdded$259.3K
Boston Scientific CorpBSX9.6K$602.6K0.1%−$225.1KAdded−$55.8K
Vanguard Bd Index Fds7.48K$586.7K0.1%−$2.92KAdded$11.8K
Philip Morris Intl Inc3.52K$586.5K0.1%$12.4KAdded$179.9K
Waste Mgmt Inc Del2.54K$584.6K0.1%$13.6KAdded$290.9K
Amgen IncAMGN1.66K$583.7K0.1%$40.7KCut$28.9K
Schwab Strategic Tr19.9K$578.2K0.1%$11.9KCut$4.97K
Visa Inc.V1.88K$566.7K0.0%−$72.6KAdded$41.3K
Wells Fargo Co New7.05K$561.6K0.0%−$94.5KAdded−$86.5K
Broadcom Inc.AVGO1.78K$550.7K0.0%−$52.3KAdded$55.4K
Pepsico IncPEP3.53K$548.6K0.0%$36.4KAdded$44.3K
Taiwan Semiconductor Mfg Ltd1.62K$548.3K0.0%$55.4KCut$55.1K
Lockheed Martin CorpLMT886$535.5K0.0%New
Walmart Inc.WMT4.16K$518.3K0.0%$53.3KAdded$64.9K
Xcel Energy Inc6.47K$517.9K0.0%$35KAdded$51.8K
Ishares Tr3.91K$516.2K0.0%−$28.3KCut−$34K
Ishares Tr5.39K$515.9K0.0%$2.81KAdded$12.3K
Ishares Tr3.74K$507.3K0.0%$52.7KCut$36.3K
Fastenal CoFAST10.7K$497.5K0.0%$67.2KCut$32.2K
Micron Technology IncMU1.44K$486.1K0.0%$75.5KCut$38.1K
Chevron Corp NewCVX2.32K$480.4K0.0%$126.1KAdded$127.7K
Coca Cola CoKO6.18K$473K0.0%$38KAdded$75.2K
Vanguard Bd Index Fds6.12K$472.4K0.0%−$3.84KAdded$45.2K
GE Vernova Inc.GEV536$468.2K0.0%$113.9KAdded$129.6K
Vanguard World Fd2.33K$460.7K0.0%$29.5KAdded$44.3K
Polaris Inc.PII8.38K$456.7K0.0%−$73.2KAdded−$72.1K
First Tr Exchange Traded Fd7.49K$452.9K0.0%−$18.6KCut−$67.2K
Deere & CoDE787$444.6K0.0%$76.8KCut$67.9K
Ishares Bitcoin Trust EtfIBIT11.6K$444.1K0.0%−$114.1KAdded−$60.3K
Spdr Series Trust5.6K$442.9K0.0%−$19.3KCut−$41.8K
Mastercard IncMA884$441.5K0.0%−$46.4KAdded$71.5K
Advanced Micro Devices IncAMD2.14K$434.5K0.0%−$22.6KAdded−$16.1K
Invesco Exch Trd Slf Idx Fd22.7K$424.2K0.0%−$2.92KAdded$110K
Global X Fds9K$420.1K0.0%−$38.1KCut−$93.9K
RTX CorpRTX2.18K$420.1K0.0%$20.7KCut$20.5K
Graco IncGGG4.91K$415.9K0.0%$13.2KCut−$64.8K
Ishares Silver Tr6.06K$413.1K0.0%$22.6KCut$15K
Invesco Exch Trd Slf Idx Fd17.5K$413.1K0.0%−$195Held
Ishares Tr8.65K$411.5K0.0%−$2.08KAdded$78.9K
Welltower Inc.WELL2.02K$399.6K0.0%$24.2KAdded$28.4K
Bank America Corp7.66K$373.4K0.0%−$47.5KAdded−$44.5K
Spdr Series Trust6.26K$366.4K0.0%−$7.85KHeld
Ishares Tr3.23K$365.6K0.0%−$32.8KCut−$34K
Altria Group, Inc.MO5.45K$365.1K0.0%$30KAdded$153.3K
Pfizer IncPFE12.7K$355.6K0.0%$40.2KAdded$40.7K
Spdr S&P Midcap 400 Etf Tr573$354.3K0.0%$7.34KCut$6.13K
Nextera Energy Inc3.8K$352.6K0.0%$32.6KAdded$144.8K
Boeing Co1.75K$348.2K0.0%−$31.3KAdded−$28K
Tjx Cos Inc New2.16K$344.8K0.0%$12.8KAdded$21K
Solventum CorpSOLV5.17K$337.5K0.0%−$72.1KCut−$78.9K
Emerson Elec Co2.56K$335.3K0.0%−$3.64KAdded$51.3K
InterDigital, Inc.IDCC1.09K$329.8K0.0%−$16.4KAdded$11.4K
Lowes Cos Inc1.36K$322K0.0%−$6.35KAdded$8.06K
Ishares Tr2.56K$318.1K0.0%$10.6KCut$9.01K
Wisdomtree Tr7.29K$316.8K0.0%−$4.37KHeld
Ishares Tr2.06K$312.1K0.0%$21.2KAdded$22.2K
Ishares Tr1.46K$311.1K0.0%$4.85KHeld
Hershey CoHSY1.49K$309K0.0%$38.4KCut−$644.6K
Vanguard Whitehall Fds2.05K$304.2K0.0%$9.49KAdded$10.2K
Eaton Corp PlcETN850$304K0.0%$33.2KAdded$34.2K
Csx CorpCSX7.28K$298.8K0.0%$34.9KCut$17.4K
Dimensional Etf Trust7.25K$298.1K0.0%−$16.7KAdded−$11.7K
Texas Instrs Inc1.52K$294.7K0.0%$31KAdded$33.9K
Mondelez Intl Inc5K$291K0.0%$18.7KAdded$25K
Schwab Charles Corp3.05K$286.9K0.0%−$18.1KCut−$25.1K
Select Sector Spdr Tr1.93K$282.3K0.0%−$15.8KCut−$34.3K
Vanguard Index Fds1.06K$278.7K0.0%New
Service Corp Intl3.37K$277.7K0.0%$15.3KCut−$601.3K
Bank Montreal Que2.05K$277.2K0.0%$11.3KAdded$13.4K
Select Sector Spdr Tr5.59K$276K0.0%−$30.2KCut−$43.1K
Grayscale Bitcoin Trust EtfGBTC5.21K$274.9K0.0%−$79.8KAdded−$74.8K
Disney Walt Co2.82K$271.7K0.0%−$51.1KCut−$58.4K
Equifax IncEFX1.5K$270.6K0.0%−$55.5KCut−$57.6K
Thermo Fisher Scientific Inc.TMO545$268.1K0.0%−$47.9KCut−$72.8K
Schwab Strategic Tr9.55K$266K0.0%$6.11KHeld
Ishares Tr1.81K$263.5K0.0%$8.48KHeld
Flexshares Tr3.33K$263K0.0%New
DONALDSON Co INCDCI3.1K$262.8K0.0%−$11.7KCut−$141K
Accenture Plc Ireland1.3K$257K0.0%−$90.7KCut−$104.1K
Te Connectivity PlcTEL1.23K$256.1K0.0%−$22.6KAdded−$22.4K
At&T Inc8.68K$251.5K0.0%New
Invesco Exch Trd Slf Idx Fd10.6K$250.9K0.0%−$212Held
Applied Matls Inc730$249.5K0.0%New
Vanguard Star Fds3.21K$247.9K0.0%$5.35KCut$1.65K
Mp Materials Corp5K$241.3K0.0%−$11.3KHeld
Automatic Data Processing In1.17K$239.7K0.0%−$63.2KCut−$80K
Stryker CorpSYK708$233.3K0.0%New
Exelon CorpEXC4.57K$223.8K0.0%New
Vanguard World Fd315$219.9K0.0%−$17.6KHeld
American Elec Pwr Co Inc1.66K$217.3K0.0%New
Kayne Anderson BDC, Inc.KBDC14.9K$211.1K0.0%−$8.97KHeld
Citigroup Inc1.84K$208.2K0.0%−$5.95KAdded−$3.34K
Vanguard Index Fds1.06K$208K0.0%$5.52KHeld
Vanguard World Fd750$204.4K0.0%−$11.6KHeld
Caseys Gen Stores Inc281$204.2K0.0%New
Mastec IncMTZ631$203K0.0%New
Ford Mtr Co14.2K$164K0.0%−$22.5KCut−$22.9K
Acacia Resh Corp22K$105.8K0.0%$23.5KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.