Snowden Capital Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Snowden Capital Advisors LLC reported 1,185 stock positions worth $3.2 billion. Its top holding was Apple (AAPL) at 4.6% of the portfolio, followed by Nvidia (NVDA, 3.4%) and Microsoft (MSFT, 2.7%). Compared with Q3 2024, it opened 66 new positions, sold out of 90, added to 492 and reduced 539. The biggest buy was Tesla (TSLA, shares +9%) and the biggest sale Unitedhealth (UNH, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001903055
- Portfolio Value
- $3.2B (Q4 2024)
- SEC Filing
- 0001172661-25-000945 ↗ filed Feb 14, 2025
Holdings Value
Holdings 1,185 stocks · $3.2B
| AAPL Apple Inc. | 4.62% | 587,463 | $147.1M | Reduce -5.1% |
| NVDA Nvidia Corp. | 3.45% | 817,970 | $109.8M | Reduce -2.0% |
| MSFT Microsoft Corp. | 2.74% | 207,089 | $87.3M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 2.37% | 343,796 | $75.4M | Reduce -3.5% |
| IVV iShares Core S&P 500 ETF | 1.96% | 105,796 | $62.3M | Reduce -6.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.63% | 754,502 | $52.0M | Add +16.2% |
| TSLA Tesla Inc. | 1.42% | 111,651 | $45.1M | Add +8.6% |
| VONG Vanguard Russell 1000 Growth | 1.37% | 423,067 | $43.7M | Reduce -0.2% |
| AVGO Broadcom Inc. | 1.23% | 169,477 | $39.3M | Reduce -10.3% |
| GOOG Alphabet Inc. Class C | 1.21% | 202,412 | $38.5M | Add +1.1% |
| META Meta Platforms Inc. Class A | 1.14% | 62,229 | $36.4M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 1.11% | 147,175 | $35.3M | Add +2.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.95% | 152,592 | $30.2M | Reduce -8.8% |
| PLTR Palantir Technologies Inc. Class A | 0.83% | 349,157 | $26.4M | Reduce -13.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.82% | 51,247 | $26.2M | Reduce -4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 41,619 | $24.5M | Reduce -1.4% |
| WMT Walmart Inc. | 0.76% | 268,087 | $24.3M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 0.74% | 25,729 | $23.6M | Add +2.0% |
| V Visa Inc. Class A | 0.72% | 72,656 | $23.0M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 49,411 | $22.4M | Add +3.8% |
| SPGI S&P Global Inc. | 0.68% | 43,628 | $21.7M | Add +0.7% |
| LLY Eli Lilly & Co. | 0.68% | 28,050 | $21.7M | Reduce -14.2% |
| GOOGL Alphabet Inc. Class A | 0.64% | 107,575 | $20.4M | Reduce -10.1% |
| UNH Unitedhealth Group Inc. | 0.64% | 40,202 | $20.3M | Reduce -21.8% |
| PG The Procter & Gamble Co. | 0.61% | 115,117 | $19.3M | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.58% | 94,441 | $18.5M | Add +0.2% |
| ABBV Abbvie Inc. | 0.55% | 98,336 | $17.5M | Reduce -15.6% |
| ORCL Oracle Corp. | 0.54% | 103,963 | $17.3M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.53% | 155,738 | $16.8M | Reduce -12.6% |
| GS Goldman Sachs Group Inc. | 0.51% | 28,637 | $16.4M | Reduce -20.0% |
| IVW iShares S&P 500 Growth ETF | 0.51% | 161,197 | $16.4M | Reduce -3.9% |
| HD Home Depot Inc. | 0.49% | 40,326 | $15.7M | Reduce -0.5% |
| SCHD Schwab US DVD Equity ETF | 0.47% | 548,544 | $15.0M | Add +2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.46% | 35,461 | $14.6M | Add +0.4% |
| QUAL iShares MSCI USA Quality Fac | 0.44% | 78,816 | $14.0M | Reduce -7.2% |
| BND Vanguard Total Bond Market | 0.44% | 193,866 | $13.9M | Reduce -2.1% |
| ADP Automatic Data Processing | 0.43% | 46,695 | $13.7M | Add +1.0% |
| JNJ Johnson & Johnson | 0.43% | 94,495 | $13.7M | Add +1.6% |
| NEE Nextera Energy Inc. | 0.42% | 187,894 | $13.5M | Reduce -1.7% |
| MA Mastercard Inc. Class A | 0.42% | 25,326 | $13.3M | Add +0.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.39% | 187,459 | $12.6M | Add +1.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.39% | 172,479 | $12.3M | Add +2.5% |
| CMCSA Comcast Corp. Class A | 0.38% | 323,274 | $12.1M | Add +0.5% |
| BX Blackstone Inc. | 0.38% | 70,003 | $12.1M | Reduce -0.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.38% | 353,273 | $12.1M | Add +1.9% |
| VOO Vanguard S&P 500 ETF | 0.38% | 22,332 | $12.0M | Add +1.1% |
| PANW Palo Alto Networks Inc. | 0.38% | 66,049 | $12.0M | Add +1.4% |
| QCOM Qualcomm Inc. | 0.37% | 77,514 | $11.9M | Reduce -25.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.36% | 466,649 | $11.6M | Add +2.5% |
| HON Honeywell International Inc. | 0.36% | 51,314 | $11.6M | Add +1.1% |
| MRK Merck & Co. Inc. | 0.36% | 115,464 | $11.6M | Reduce -8.7% |
| MCD McDonald's Corp. | 0.36% | 39,329 | $11.4M | Reduce -0.2% |
| GLD SPDR Gold Shares | 0.36% | 46,943 | $11.4M | Add +5.0% |
| CRM Salesforce Inc. | 0.35% | 33,733 | $11.3M | Add +4.3% |
| VGT Vanguard Info Tech ETF | 0.35% | 18,139 | $11.3M | Add +2.1% |
| SCHW Schwab (charles) Corp. | 0.35% | 151,360 | $11.2M | Add +2.1% |
| NFLX Netflix Inc. | 0.35% | 12,393 | $11.0M | Reduce -35.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.34% | 210,568 | $10.8M | Reduce -4.7% |
| CVX Chevron Corp. | 0.33% | 71,789 | $10.4M | Reduce -0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.32% | 60,073 | $10.2M | Reduce -12.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.32% | 104,608 | $10.1M | Add +16.8% |
| VEA Vanguard Ftse Developed ETF | 0.31% | 209,657 | $10.0M | Add +1.8% |
| ETN Eaton Corp. PLC | 0.31% | 30,138 | $10.0M | Reduce -1.6% |
| PEP Pepsico Inc. | 0.31% | 64,760 | $9.9M | Reduce -19.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.31% | 178,147 | $9.9M | Add +2.7% |
| IWF iShares Russell 1000 Growth | 0.30% | 24,176 | $9.7M | Add +6.4% |
| GTO Invesco Total Return Bond Et | 0.29% | 199,447 | $9.3M | Add +1.7% |
| ACN Accenture PLC Class A | 0.28% | 25,749 | $9.1M | Add +0.2% |
| BLK BlackRock Inc. | 0.28% | 8,827 | $9.0M | Add +1.7% |
| EFV iShares MSCI Eafe Value ETF | 0.28% | 171,194 | $9.0M | Add +2.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 39,701 | $8.7M | Reduce -26.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.27% | 98,251 | $8.7M | Reduce -1.0% |
| XLF SS Financial Select Sector | 0.26% | 173,886 | $8.4M | Add +10.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.26% | 19,547 | $8.3M | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.25% | 115,090 | $8.1M | Add +0.6% |
| AMD Advanced Micro Devices | 0.25% | 66,604 | $8.0M | Reduce -4.1% |
| AMGN Amgen Inc. | 0.25% | 30,585 | $8.0M | Reduce -20.9% |
| AMT American Tower Corp. | 0.25% | 42,610 | $7.9M | Add +1.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.24% | 171,703 | $7.8M | Reduce -8.3% |
| IWD iShares Russell 1000 Value E | 0.24% | 40,829 | $7.6M | Reduce -0.4% |
| JEPI JPMorgan Equity Premium Inco | 0.24% | 129,967 | $7.5M | Add +6.5% |
| MO Altria Group Inc. | 0.23% | 139,065 | $7.4M | Reduce -24.4% |
| UPS United Parcel Service Class B | 0.23% | 58,249 | $7.3M | Reduce -3.2% |
| IBTI iShares Ibonds Dec 2028 Term | 0.23% | 333,096 | $7.3M | Add +13.0% |
| IBTG iShares Ibonds Dec 2026 Term | 0.23% | 319,692 | $7.3M | Add +9.4% |
| NCDL Nuveen Churchill Direct Lend | 0.23% | 419,541 | $7.3M | Add +100.0% |
| PM Philip Morris International | 0.23% | 59,607 | $7.3M | Reduce -4.3% |
| UL Unilever PLC | 0.22% | 124,829 | $7.1M | Reduce -4.8% |
| FTCS First Trust Capital Strength | 0.22% | 80,465 | $7.1M | Add +8.1% |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 39,669 | $7.0M | Add +143.8% |
| IVE iShares S&P 500 Value ETF | 0.22% | 36,303 | $6.9M | Reduce -1.9% |
| SMH Vaneck Semiconductor ETF | 0.22% | 28,526 | $6.9M | Reduce -0.1% |
| FISV Fiserv Inc. | 0.22% | 33,525 | $6.9M | Reduce -1.3% |
| ADBE Adobe Inc. | 0.22% | 15,470 | $6.9M | Reduce -10.4% |
| FTEC Fidelity MSCI Info Tech Indx | 0.21% | 36,903 | $6.8M | Add +3.5% |
| CSCO Cisco Systems Inc. | 0.21% | 115,032 | $6.8M | Add +2.8% |
| IYW iShares Ustechnology ETF | 0.21% | 42,514 | $6.8M | Reduce -6.0% |
| IBTL iShares Ibonds Dec 2031 Term | 0.21% | 341,517 | $6.8M | Add +6.0% |
| IBTH iShares Ibonds Dec 2027 Term | 0.21% | 303,963 | $6.7M | Add +9.4% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.21% | 322,442 | $6.6M | Add +4.4% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $32.8M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | 554,080 | $13.3M | Add +3.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | 521,368 | $12.5M | Add +2.2% |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | 198,739 | $5.0M | Reduce -0.3% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 1,574 | $1.9M | No change |
Total filed on the 13F, all lines: $3.2B.
Portfolio Sells Q3 2024 → Q4 2024
| UNH Unitedhealth Group Inc. | Reduce -21.8% | 0.64% | −0.27 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -55.2% | 0.13% | −0.26 |
| MPWR Monolithic Power Systems Inc. | Reduce -77.5% | 0.04% | −0.20 |
| KLAC KLA Corp. | Reduce -78.8% | 0.04% | −0.20 |
| LLY Eli Lilly & Co. | Reduce -14.2% | 0.68% | −0.19 |
| HEI Heico Corp. | Reduce -74.8% | 0.06% | −0.18 |
| IRM Iron Mountain Inc. | Reduce -72.1% | 0.06% | −0.17 |
| ACGL Arch Capital Group Ltd. | Reduce -57.4% | 0.09% | −0.16 |
| QCOM Qualcomm Inc. | Reduce -25.9% | 0.37% | −0.16 |
| WING Wingstop Inc. | Reduce -71.3% | 0.04% | −0.16 |
| URI United Rentals Inc. | Reduce -58.2% | 0.09% | −0.15 |
| POWL Powell Industries Inc. | Reduce -85.3% | 0.03% | −0.15 |
| ABBV Abbvie Inc. | Reduce -15.6% | 0.55% | −0.14 |
| AXON Axon Enterprise Inc. | Reduce -73.9% | 0.09% | −0.13 |
| FICO Fair Isaac Corp. | Reduce -73.8% | 0.05% | −0.13 |
| AMGN Amgen Inc. | Reduce -20.9% | 0.25% | −0.12 |
| LYB Lyondellbasell Indu Class A | Reduce -74.2% | 0.03% | −0.12 |
| ALSN Allison Transmission Holding | Reduce -73.3% | 0.05% | −0.11 |
| AJG Arthur J Gallagher & Co. | Reduce -75.3% | 0.04% | −0.11 |
| GILD Gilead Sciences Inc. | Reduce -67.3% | 0.06% | −0.11 |
| CAT Caterpillar Inc. | Reduce -33.4% | 0.19% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -12.6% | 0.53% | −0.10 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -58.4% | 0.06% | −0.10 |
| O Realty Income Corp. | Reduce -56.6% | 0.06% | −0.10 |
| PEP Pepsico Inc. | Reduce -19.1% | 0.31% | −0.10 |
| VZ Verizon Communications Inc. | Reduce -33.7% | 0.16% | −0.10 |
| FNF Fidelity National Financial | Reduce -73.6% | 0.03% | −0.10 |
| AMD Advanced Micro Devices | Reduce -4.1% | 0.25% | −0.09 |
| PFE Pfizer Inc. | Reduce -41.9% | 0.11% | −0.09 |
| APH Amphenol Corp. Class A | Reduce -59.1% | 0.07% | −0.09 |
| TYL Tyler Technologies Inc. | Reduce -54.7% | 0.07% | −0.09 |
| CAG Conagra Brands Inc. | Reduce -75.0% | 0.02% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -26.2% | 0.27% | −0.08 |
| RF Regions Financial Corp. | Reduce -78.8% | 0.02% | −0.08 |
| CNI Canadian Natl Railway Co. | Reduce -88.2% | 0.01% | −0.08 |
| ABR Arbor Realty Trust Inc. | Reduce -78.3% | 0.02% | −0.08 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.08 |
| BWXT BWX Technologies Inc. | Reduce -55.5% | 0.07% | −0.08 |
| DUK Duke Energy Corp. | Reduce -41.5% | 0.10% | −0.08 |
| TDG Transdigm Group Inc. | Reduce -89.1% | 0.01% | −0.07 |
| KMB Kimberly-Clark Corp. | Reduce -65.4% | 0.04% | −0.07 |
| AVAV Aerovironment Inc. | Reduce -85.4% | 0.01% | −0.07 |
| LMT Lockheed Martin Corp. | Reduce -33.6% | 0.10% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -8.7% | 0.36% | −0.07 |
| BNS Bank of Nova Scotia | Reduce -78.9% | 0.02% | −0.07 |
| DLR Digital Realty Trust Inc. | Reduce -56.0% | 0.07% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -1.7% | 0.42% | −0.06 |
| KMI Kinder Morgan Inc. | Reduce -55.7% | 0.08% | −0.06 |
| NFLX Netflix Inc. | Reduce -35.4% | 0.35% | −0.06 |
| CWEN Clearway Energy Inc. Class C | Reduce -77.7% | 0.01% | −0.06 |
Portfolio Buys Q3 2024 → Q4 2024
| TSLA Tesla Inc. | Add +8.6% | 1.42% | +0.61 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +16.2% | 1.63% | +0.31 |
| GOOG Alphabet Inc. Class C | Add +1.1% | 1.21% | +0.20 |
| JPM JPMorgan Chase & Co. | Add +2.0% | 1.11% | +0.19 |
| RSP Invesco S&P 500 Equal Weight | Add +143.8% | 0.22% | +0.13 |
| KVYO Klaviyo Inc. Class A | New | 0.13% | +0.13 |
| NCDL Nuveen Churchill Direct Lend | Add +100.0% | 0.23% | +0.11 |
| GRID First TRST Nasd Class Edg Sgiif | Add +119.7% | 0.18% | +0.10 |
| XLG Invesco S&P 500 Top 50 ETF | Add +129.8% | 0.15% | +0.09 |
| MSI Motorola Solutions Inc. | Add +217.9% | 0.13% | +0.09 |
| CRM Salesforce Inc. | Add +4.3% | 0.35% | +0.09 |
| EUSA iShares MSCI USA Equal Weigh | New | 0.08% | +0.08 |
| MTUM iShares MSCI USA Momentum Fa | Add +297.6% | 0.11% | +0.08 |
| META Meta Platforms Inc. Class A | Add +0.6% | 1.14% | +0.08 |
| COST Costco Wholesale Corp. | Add +2.0% | 0.74% | +0.07 |
| SCHW Schwab (charles) Corp. | Add +2.1% | 0.35% | +0.06 |
| SHV iShares 0-1 Year Treasury Bo | Add +383.5% | 0.08% | +0.06 |
| SAP Sap SE-Sponsored ADR | Add +185.2% | 0.08% | +0.05 |
| TDVI FT Vest Technology Dividend | New | 0.05% | +0.05 |
| SDVD FT Vest Smid Rising Dividend | Add +76.1% | 0.12% | +0.05 |
| XLF SS Financial Select Sector | Add +10.9% | 0.26% | +0.05 |
| FTGS First Trust Grwth Strgth ETF | Add +75.5% | 0.11% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.4% | 0.46% | +0.05 |
| HON Honeywell International Inc. | Add +1.1% | 0.36% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +6.4% | 0.30% | +0.05 |
| IWB iShares Russell 1000 ETF | New | 0.05% | +0.05 |
| ADP Automatic Data Processing | Add +1.0% | 0.43% | +0.04 |
| MA Mastercard Inc. Class A | Add +0.5% | 0.42% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.8% | 0.70% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +13.8% | 0.14% | +0.04 |
| SMCI Super Micro Computer Inc. | New | 0.04% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +1.4% | 0.38% | +0.04 |
| VGT Vanguard Info Tech ETF | Add +2.1% | 0.35% | +0.04 |
| KRE SS SPDR S&P Regional Bank | New | 0.04% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | New | 0.04% | +0.04 |
| BLK BlackRock Inc. | Add +1.7% | 0.28% | +0.04 |
| ALAB Astera Labs Inc. | New | 0.04% | +0.04 |
| CSCO Cisco Systems Inc. | Add +2.8% | 0.21% | +0.03 |
| TSLR Granitesh 2X LNG Tsla ETF | Add +57.6% | 0.05% | +0.03 |
| MDY State Street SPDR S&P Midcap | Add +29.1% | 0.13% | +0.03 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +2.5% | 0.39% | +0.03 |
| DRI Darden Restaurants Inc. | Add +378.9% | 0.04% | +0.03 |
| GLD SPDR Gold Shares | Add +5.0% | 0.36% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +14.3% | 0.18% | +0.03 |
| IBTI iShares Ibonds Dec 2028 Term | Add +13.0% | 0.23% | +0.03 |
| EFG iShares MSCI Eafe Growth ETF | Add +16.8% | 0.32% | +0.03 |
| ARKK ARK Innovation ETF | New | 0.03% | +0.03 |
| FTEC Fidelity MSCI Info Tech Indx | Add +3.5% | 0.21% | +0.03 |
| TROW T Rowe Price Group Inc. | New | 0.03% | +0.03 |
| FBT First Trust Nyse Arca Biotec | Add +307.9% | 0.04% | +0.03 |
Notes & Other Activity Q3 2024 → Q4 2024
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +3.9% | 554,080 | $13.3M |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +2.2% | 521,368 | $12.5M |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Reduce -0.3% | 198,739 | $5.0M |
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | Sold out | 73,835 | $1.9Mbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,328 | $4.2B | AAPL, NVDA, MSFT, AMZN, IVV |
| Q1 2026 | 1,274 | $3.7B | AAPL, NVDA, MSFT, AMZN, IVV |
| Q4 2025 | 1,259 | $3.9B | AAPL, NVDA, MSFT, AMZN, GOOG |
| Q3 2025 | 1,231 | $3.6B | NVDA, AAPL, MSFT, AMZN, SPYM |
| Q2 2025 | 1,197 | $3.4B | NVDA, AAPL, MSFT, AMZN, SPYM |
| Q1 2025 | 1,190 | $3.1B | AAPL, NVDA, MSFT, AMZN, IVV |
| Q4 2024 | 1,185 | $3.2B | AAPL, NVDA, MSFT, AMZN, IVV |
| Q3 2024 | 1,209 | $3.3B | AAPL, NVDA, MSFT, AMZN, IVV |
| Q2 2024 | 1,179 | $3.3B | AAPL, NVDA, MSFT, AMZN, IVV |
| Q1 2024 | 1,162 | $3.2B | AAPL, MSFT, NVDA, IVV, AMZN |