Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SNS Financial Group, LLC

Quarter ended Q4 2023 · Filed October 19, 2023 · Accession 0001085146-23-003820

Total Value
$758.2M
Positions
268
Other Managers
6
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F339695,955$92.1M12.14%
2ISHARES TR464288661497,777$56.3M7.43%
3SCHWAB STRATEGIC TR8085248051,565,271$53.2M7.01%
4WISDOMTREE TRWT584,386$37.1M4.89%
5SPDR S&P 500 ETF TRSPY75,111$32.2M4.25%
6SCHWAB STRATEGIC TR808524102646,278$32.2M4.25%
7INVESCO EXCH TRD SLF IDX FDIVZ1,377,705$27.7M3.65%
8VANGUARD BD INDEX FDS921937835392,524$27.4M3.61%
9APPLE INCAAPL151,933$26.0M3.43%
10ISHARES TR464287101128,785$25.9M3.42%
11SCHWAB STRATEGIC TR808524201456,101$23.1M3.04%
12VANGUARD INTL EQUITY INDEX F922042858522,806$20.5M2.70%
13WORLD GOLD TRGLDW515,559$18.9M2.49%
14INVESCO EXCH TRD SLF IDX FDIVZ888,686$18.4M2.42%
15VANGUARD INDEX FDS922908512121,806$16.0M2.10%
16INVESCO EXCH TRD SLF IDX FDIVZ656,202$13.9M1.84%
17AMERICAN CENTY ETF TR025072877178,543$13.9M1.84%
18ISHARES TR464287465194,417$13.4M1.77%
19FIRST TR EXCHNG TRADED FD VI33740F805286,673$12.1M1.59%
20ISHARES TR464288414113,502$11.6M1.53%
21VANGUARD INDEX FDS92290873629,746$8.1M1.07%
22VANGUARD INDEX FDS92290876936,313$7.7M1.02%
23MICROSOFT CORPMSFT21,578$6.8M0.90%
24SCHWAB STRATEGIC TR808524706248,833$6.0M0.79%
25DIMENSIONAL ETF TRUST25434V401120,856$5.6M0.74%
26VANGUARD INTL EQUITY INDEX F92204274256,971$5.3M0.70%
27VANGUARD INTL EQUITY INDEX F922042775101,795$5.3M0.70%
28SCHWAB STRATEGIC TR808524839117,735$5.2M0.69%
29UNITEDHEALTH GROUP INCUNH8,090$4.1M0.54%
30VANGUARD INDEX FDS92290861125,462$4.1M0.54%
31FIRST TR MORNINGSTAR DIVID L336917109118,185$4.0M0.52%
32ISHARES TR4642872008,229$3.6M0.47%
33ISHARES TR46428770534,663$3.5M0.46%
34ISHARES TR46428723492,121$3.5M0.46%
35ISHARES TR46428825735,190$3.3M0.43%
36SCHWAB STRATEGIC TR80852479736,898$2.6M0.34%
37ISHARES TR46428765514,265$2.5M0.33%
38SPDR DOW JONES INDL AVERAGE78467X1097,340$2.5M0.33%
39BERKSHIRE HATHAWAY INC DELBRK-A6,887$2.4M0.32%
403M COMMM22,693$2.1M0.28%
41UNION PAC CORPUNP10,260$2.1M0.28%
42TESLA INCTSLA8,275$2.1M0.27%
43SELECT SECTOR SPDR TR81369Y50622,843$2.1M0.27%
44AMAZON COM INCAMZN15,762$2.0M0.26%
45DIMENSIONAL ETF TRUST25434V81577,899$2.0M0.26%
46CISCO SYS INCCSCO36,715$2.0M0.26%
47INVESCO QQQ TRIVZ5,356$1.9M0.25%
48PFIZER INCPFE56,836$1.9M0.25%
49AMGEN INCAMGN6,760$1.8M0.24%
50PACCAR INCPCAR20,957$1.8M0.23%
51VANGUARD WORLD FD92191087311,188$1.7M0.22%
52ALPHABET INCGOOG11,911$1.6M0.21%
53VANGUARD BD INDEX FDS92193781921,222$1.5M0.20%
54MERCK & CO INCMRK14,501$1.5M0.20%
55MOTOROLA SOLUTIONS INCMSI5,471$1.5M0.20%
56TRACTOR SUPPLY COTSCO7,094$1.4M0.19%
57PROCTER AND GAMBLE CO7427181099,723$1.4M0.19%
58HERSHEY COHSY6,959$1.4M0.18%
59VANGUARD TAX-MANAGED FDS92194385831,742$1.4M0.18%
60SPDR INDEX SHS FDS78463X88944,364$1.4M0.18%
61BROADRIDGE FINL SOLUTIONS IN11133T1037,590$1.4M0.18%
62ALPHABET INCGOOG10,023$1.3M0.17%
63META PLATFORMS INCMETA4,338$1.3M0.17%
64SERVICE CORP INTL81756510421,831$1.2M0.16%
65HONEYWELL INTL INC4385161066,641$1.2M0.16%
66ABBOTT LABSABLZF12,485$1.2M0.16%
67BANK NEW YORK MELLON CORP06405810027,719$1.2M0.16%
68TARGET CORPTGT10,138$1.1M0.15%
69SELECT SECTOR SPDR TR81369Y88618,905$1.1M0.15%
70CATERPILLAR INCCAT3,957$1.1M0.14%
71ABBVIE INCABBV7,242$1.1M0.14%
72THE CIGNA GROUP1255231003,761$1.1M0.14%
73UNITED PARCEL SERVICE INCUPS6,867$1.1M0.14%
74MEDTRONIC PLCMDT12,883$1.0M0.13%
75US BANCORP DELUSB-PS30,006$1.0M0.13%
76VANGUARD BD INDEX FDS92193782713,344$1.0M0.13%
77JOHNSON & JOHNSONJNJ6,366$991,5530.13%
78POLARIS INCPII9,260$964,3370.13%
79FIRST TR EXCHANGE-TRADED FD33738R60520,550$910,3650.12%
80QUALCOMM INCQCOM8,097$899,2530.12%
81ARCHER DANIELS MIDLAND COADM11,806$890,4090.12%
82VANGUARD INDEX FDS92290855311,293$862,6540.11%
83SELECT SECTOR SPDR TR81369Y8034,952$811,7820.11%
84SCHWAB STRATEGIC TR80852460719,126$792,2090.10%
85DIMENSIONAL ETF TRUST25434V79932,825$766,4640.10%
86ISHARES TR46435G4257,963$750,9840.10%
87ISHARES TR4642876223,151$743,3720.10%
88ISHARES TR46435U2189,662$731,6450.10%
89COSTCO WHSL CORP NEW22160K1051,280$723,1490.10%
90VANGUARD SPECIALIZED FUNDS9219088444,478$699,1850.09%
91SPDR SER TR78464A47422,986$673,9500.09%
92ISHARES TR4642876142,486$662,5290.09%
93ISHARES TR46429B6636,606$661,3660.09%
94WISDOMTREE TRWT15,874$658,9300.09%
95J P MORGAN EXCHANGE TRADED F46641Q33212,155$651,0220.09%
96VERIZON COMMUNICATIONS INCVZ19,684$637,9590.08%
97SPDR GOLD TRGLD3,601$617,3920.08%
98INTERNATIONAL BUSINESS MACHSINTR4,318$605,7620.08%
99MCDONALDS CORPMCD2,271$598,1980.08%
100CONAGRA BRANDS INCCAG21,315$584,4620.08%
101OTTER TAIL CORPOTTR7,459$566,2880.07%
102HOME DEPOT INCHD1,847$558,0900.07%
103SPDR SER TR78464A80510,561$554,3470.07%
104ECOLAB INCECL3,224$547,8880.07%
105ORACLE CORPORCL-PD5,146$545,0650.07%
106PEPSICO INCPEP3,182$539,1590.07%
107ISHARES TR46435U66315,344$518,3490.07%
108SPDR S&P 500 ETF TRSPY1,200$512,9760.07%
109VANGUARD INDEX FDS9229083631,267$499,4420.07%
110NUCOR CORPNUE3,154$494,7370.07%
111SPDR INDEX SHS FDS78463X7569,130$488,2730.06%
112FASTENAL COFAST8,655$472,8910.06%
113INVESCO EXCH TRD SLF IDX FDIVZ25,102$471,5490.06%
114FIRST TR EXCHNG TRADED FD VI33740F83912,658$449,1060.06%
115EXXON MOBIL CORPXOM3,755$441,4740.06%
116THERMO FISHER SCIENTIFIC INCTMO864$437,6310.06%
117ISHARES TR4642873096,216$426,6840.06%
118NETFLIX INCNFLX1,127$425,5560.06%
119ACCENTURE PLC IRELANDACN1,345$413,0630.05%
120TERADYNE INCTER4,103$412,1880.05%
121CME GROUP INCCME2,053$411,0520.05%
122GRACO INCGGG5,633$410,5340.05%
123XCEL ENERGY INCXELLL7,011$404,7990.05%
124ISHARES TR4642888024,387$396,3870.05%
125COCA COLA COKO6,605$372,7930.05%
126MGP INGREDIENTS INC NEWMGPI3,500$369,1800.05%
127AUTOMATIC DATA PROCESSING INADP1,499$362,5040.05%
128ISHARES TR46435U5497,994$362,1290.05%
129VISA INCV1,528$351,5430.05%
130ISHARES TR4642874733,224$338,2680.04%
131MONDELEZ INTL INC6092071054,657$325,1760.04%
132DISNEY WALT CO2546871063,795$307,5670.04%
133PUBLIC SVC ENTERPRISE GRP IN7445731065,377$305,9980.04%
134MICROSOFT CORPMSFT966$305,0150.04%
135BRISTOL-MYERS SQUIBB COCELG-RI5,217$302,7950.04%
136COMCAST CORP NEWCCZ6,798$301,4240.04%
137SELECT SECTOR SPDR TR81369Y2092,326$299,4070.04%
138SOUTHERN COSOMN4,562$295,2370.04%
139WELLS FARGO CO NEW9497461017,151$292,1900.04%
140ISHARES TR4642878043,011$285,4110.04%
141APPLE INCAAPL1,641$280,9560.04%
142VANGUARD WHITEHALL FDS9219464062,702$279,1700.04%
143SPDR SER TR78468R6554,131$278,6620.04%
144INTEL CORPINTC7,657$272,2140.04%
145DONALDSON INCDCI4,554$271,6010.04%
146ISHARES TR46435G5163,863$267,0500.04%
147EQUIFAX INCEFX1,455$266,5270.04%
148HORMEL FOODS CORPHRL6,906$262,6440.03%
149TEXAS INSTRS INC8825081041,647$261,8900.03%
150JPMORGAN CHASE & COVYLD1,791$259,7310.03%
151CHEMED CORP NEWCHE495$257,2520.03%
152SPDR S&P MIDCAP 400 ETF TRMDY556$254,7570.03%
153VANGUARD INDEX FDS9229087511,284$242,7660.03%
154NVIDIA CORPORATIONNVDA550$239,2450.03%
155SCHWAB STRATEGIC TR8085247894,326$238,3350.03%
156BOSTON SCIENTIFIC CORPBSX4,444$234,6440.03%
157MASTERCARD INCORPORATEDMA592$234,2960.03%
158ISHARES TR464287762860$233,2670.03%
159NIKE INCNKE2,318$222,4330.03%
160ISHARES TR4642871682,035$221,9920.03%
161LOCKHEED MARTIN CORPLMT538$220,0230.03%
162STARBUCKS CORPSBUX2,397$218,7750.03%
163SELECT SECTOR SPDR TR81369Y6056,445$213,7700.03%
164PHILIP MORRIS INTL INC7181721092,259$212,0750.03%
165DOLBY LABORATORIES INCDLB2,646$209,7220.03%
166VANGUARD WORLD FDS92204A504885$208,9110.03%
167CSX CORPCSX6,783$208,5780.03%
168ISHARES TR4642878792,269$203,6270.03%
169NORTHERN OIL & GAS INCNOG5,000$203,0500.03%
170VANGUARD INDEX FDS9229087441,472$203,0330.03%
171CHEVRON CORP NEWCVX1,198$201,9950.03%
172GENERAL ELECTRIC CO3696043011,782$197,1430.03%
173WALMART INCWMT1,144$182,9600.02%
174ELI LILLY & COLLY338$181,5500.02%
175FORD MTR CO DEL34537086014,054$174,5510.02%
176AMAZON COM INCAMZN1,060$134,7480.02%
177ANAVEX LIFE SCIENCES CORPAVXL20,000$131,0000.02%
178COMCAST CORP NEWCCZ2,343$103,8890.01%
179META PLATFORMS INCMETA341$102,3720.01%
180EXXON MOBIL CORPXOM833$97,9450.01%
181NVIDIA CORPORATIONNVDA220$95,6980.01%
182ALPHABET INCGOOG718$93,9580.01%
183JPMORGAN CHASE & COVYLD647$93,8280.01%
184ALPHABET INCGOOG676$89,1310.01%
185ACACIA RESH CORP00388130722,000$80,3000.01%
186BERKSHIRE HATHAWAY INC DELBRK-A222$77,7670.01%
187COSTCO WHSL CORP NEW22160K105129$72,8800.01%
188JOHNSON & JOHNSONJNJ444$69,1530.01%
189ELI LILLY & COLLY127$68,2160.01%
190CHEVRON CORP NEWCVX398$67,1110.01%
191MASTERCARD INCORPORATEDMA155$61,3670.01%
192VISA INCV259$59,5730.01%
193HOME DEPOT INCHD181$54,6910.01%
194MERCK & CO INCMRK471$48,8320.01%
195UNITEDHEALTH GROUP INCUNH96$48,4030.01%
196CISCO SYS INCCSCO887$47,6860.01%
197PROCTER AND GAMBLE CO742718109301$43,9040.01%
198PEPSICO INCPEP253$42,8690.01%
199B2GOLD CORPBTG14,400$41,6160.01%
200ABBVIE INCABBV271$40,3960.01%
201TESLA INCTSLA158$39,5350.01%
202ACCENTURE PLC IRELANDACN125$38,3890.01%
203INTEL CORPINTC1,058$37,6120.00%
204WALMART INCWMT200$31,9860.00%
205HIVE DIGITAL TECHNOLOGIES LTHIVE10,000$30,8000.00%
206PHILIP MORRIS INTL INC718172109319$29,9460.00%
207BITFARMS LTDBITF27,400$29,3180.00%
208THERMO FISHER SCIENTIFIC INCTMO54$27,3550.00%
209ORACLE CORPORCL-PD253$26,7980.00%
210PFIZER INCPFE800$26,5360.00%
211AMGEN INCAMGN93$24,9950.00%
212COCA COLA COKO438$24,7290.00%
213SOUTHERN COSOMN377$24,4000.00%
214WELLS FARGO CO NEW949746101589$24,0670.00%
215TEXAS INSTRS INC882508104150$23,8520.00%
216INTERNATIONAL BUSINESS MACHSINTR169$23,7110.00%
217MEDTRONIC PLCMDT296$23,3940.00%
218MCDONALDS CORPMCD80$21,0760.00%
219CATERPILLAR INCCAT77$21,0210.00%
220UNION PAC CORPUNP98$19,9560.00%
221UNITED PARCEL SERVICE INCUPS122$19,0170.00%
222NETFLIX INCNFLX50$18,8800.00%
223AUTOMATIC DATA PROCESSING INADP75$18,1350.00%
224QUALCOMM INCQCOM157$17,4370.00%
225THE CIGNA GROUP12552310054$15,4480.00%
226VERIZON COMMUNICATIONS INCVZ468$15,1680.00%
227HONEYWELL INTL INC43851610682$15,1490.00%
228BROADRIDGE FINL SOLUTIONS IN11133T10384$15,1070.00%
229GENERAL ELECTRIC CO369604301131$14,4930.00%
230LOCKHEED MARTIN CORPLMT35$14,3140.00%
231PACCAR INCPCAR165$14,0290.00%
232TARGET CORPTGT124$13,7110.00%
233ABBOTT LABSABLZF139$13,4630.00%
234BOSTON SCIENTIFIC CORPBSX252$13,3060.00%
235DISNEY WALT CO254687106163$13,2120.00%
236ELECTRAMECCANICA VEHS CORP28484920520,000$13,1000.00%
237NUCOR CORPNUE83$13,0200.00%
238BRISTOL-MYERS SQUIBB COCELG-RI214$12,4210.00%
239STARBUCKS CORPSBUX132$12,0480.00%
240CSX CORPCSX372$11,4390.00%
241ECOLAB INCECL67$11,3860.00%
242HERSHEY COHSY56$11,2050.00%
243MONDELEZ INTL INC609207105160$11,1730.00%
244NIKE INCNKE114$10,9490.00%
245AMARIN CORP PLCAMRN10,200$9,3840.00%
246CME GROUP INCCME44$8,8100.00%
247FASTENAL COFAST154$8,4150.00%
2483M COMMM80$7,4900.00%
249FORD MTR CO DEL345370860578$7,1790.00%
250ARCHER DANIELS MIDLAND COADM91$6,8640.00%
251MOTOROLA SOLUTIONS INCMSI24$6,5550.00%
252XCEL ENERGY INCXELLL107$6,1710.00%
253EVOGENE LTDEVGN10,000$5,8650.00%
254TRACTOR SUPPLY COTSCO28$5,6860.00%
255BANK NEW YORK MELLON CORP064058100132$5,6300.00%
256GRACO INCGGG73$5,3210.00%
257US BANCORP DELUSB-PS154$5,1660.00%
258AIM IMMUNOTECH INCAIM10,000$4,5500.00%
259TERADYNE INCTER42$4,2200.00%
260PUBLIC SVC ENTERPRISE GRP IN74457310674$4,2120.00%
261DOLBY LABORATORIES INCDLB49$3,8840.00%
262EQUIFAX INCEFX18$3,2980.00%
263CHEMED CORP NEWCHE6$3,1190.00%
264SERVICE CORP INTL81756510449$2,8000.00%
265HORMEL FOODS CORPHRL68$2,5870.00%
266AQUABOUNTY TECHNOLOGIES INCAQB10,000$2,3900.00%
267CONAGRA BRANDS INCCAG57$1,5630.00%
268B2GOLD CORPBTG38$1100.00%