Snowden Capital Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Snowden Capital Advisors LLC reported 1,190 stock positions worth $3.1 billion. Its top holding was Apple (AAPL) at 4.1% of the portfolio, followed by Nvidia (NVDA, 2.9%) and Microsoft (MSFT, 2.6%). Compared with Q4 2024, it opened 78 new positions, sold out of 73, added to 474 and reduced 564. The biggest buy was iShares Ibonds Dec 2030 Trea (IBTK, shares +689%) and the biggest sale Tesla (TSLA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001903055
- Portfolio Value
- $3.1B (Q1 2025)
- SEC Filing
- 0001172661-25-001894 ↗ filed May 14, 2025
Holdings Value
Holdings 1,190 stocks · $3.1B
| AAPL Apple Inc. | 4.14% | 577,405 | $128.3M | Reduce -1.7% |
| NVDA Nvidia Corp. | 2.94% | 841,278 | $91.2M | Add +2.9% |
| MSFT Microsoft Corp. | 2.60% | 214,497 | $80.5M | Add +3.6% |
| AMZN Amazon.com Inc. | 2.09% | 340,805 | $64.8M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 1.87% | 102,989 | $57.9M | Reduce -2.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.61% | 757,096 | $49.8M | Add +0.3% |
| META Meta Platforms Inc. Class A | 1.31% | 70,546 | $40.7M | Add +13.4% |
| VONG Vanguard Russell 1000 Growth | 1.21% | 404,382 | $37.5M | Reduce -4.4% |
| JPM JPMorgan Chase & Co. | 1.16% | 147,097 | $36.1M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 1.09% | 215,471 | $33.7M | Add +6.5% |
| AVGO Broadcom Inc. | 0.93% | 172,604 | $28.9M | Add +1.9% |
| TSLA Tesla Inc. | 0.92% | 109,886 | $28.5M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 0.91% | 29,830 | $28.2M | Add +15.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.87% | 57,489 | $27.0M | Add +12.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 50,421 | $26.9M | Add +2.0% |
| WMT Walmart Inc. | 0.83% | 291,537 | $25.7M | Add +8.8% |
| V Visa Inc. Class A | 0.82% | 72,196 | $25.3M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 43,352 | $24.3M | Add +4.2% |
| LLY Eli Lilly & Co. | 0.77% | 29,003 | $24.0M | Add +3.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.77% | 143,514 | $23.9M | Reduce -6.0% |
| PLTR Palantir Technologies Inc. Class A | 0.77% | 282,339 | $23.8M | Reduce -19.1% |
| ABBV Abbvie Inc. | 0.65% | 96,289 | $20.2M | Reduce -2.1% |
| PG The Procter & Gamble Co. | 0.63% | 115,400 | $19.7M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 0.63% | 37,288 | $19.5M | Reduce -7.3% |
| XOM Exxon Mobil Corp. | 0.61% | 158,423 | $18.8M | Add +1.7% |
| SPGI S&P Global Inc. | 0.60% | 36,778 | $18.7M | Reduce -15.7% |
| VIG Vanguard Dividend Apprec ETF | 0.60% | 95,120 | $18.5M | Add +0.7% |
| JNJ Johnson & Johnson | 0.55% | 103,249 | $17.1M | Add +9.3% |
| GOOGL Alphabet Inc. Class A | 0.55% | 110,719 | $17.1M | Add +2.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.52% | 244,404 | $16.2M | Add +30.4% |
| GS Goldman Sachs Group Inc. | 0.52% | 29,385 | $16.1M | Add +2.6% |
| SCHD Schwab US DVD Equity ETF | 0.52% | 571,440 | $16.0M | Add +4.2% |
| GLD SPDR Gold Shares | 0.50% | 53,471 | $15.4M | Add +13.9% |
| IVW iShares S&P 500 Growth ETF | 0.49% | 164,742 | $15.3M | Add +2.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.49% | 416,672 | $15.2M | Add +17.9% |
| QUAL iShares MSCI USA Quality Fac | 0.49% | 88,068 | $15.1M | Add +11.7% |
| HD Home Depot Inc. | 0.46% | 38,919 | $14.3M | Reduce -3.5% |
| ORCL Oracle Corp. | 0.45% | 100,456 | $14.0M | Reduce -3.4% |
| BND Vanguard Total Bond Market | 0.45% | 188,072 | $13.8M | Reduce -3.0% |
| MA Mastercard Inc. Class A | 0.44% | 25,126 | $13.8M | Reduce -0.8% |
| CMCSA Comcast Corp. Class A | 0.44% | 370,881 | $13.7M | Add +14.7% |
| ADP Automatic Data Processing | 0.44% | 44,167 | $13.6M | Reduce -5.4% |
| QCOM Qualcomm Inc. | 0.43% | 86,507 | $13.3M | Add +11.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.42% | 35,479 | $13.2M | Add +0.1% |
| AMGN Amgen Inc. | 0.41% | 40,312 | $12.6M | Add +31.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.40% | 490,280 | $12.4M | Add +5.1% |
| SCHW Schwab (charles) Corp. | 0.39% | 155,528 | $12.2M | Add +2.8% |
| CVX Chevron Corp. | 0.39% | 72,204 | $12.1M | Add +0.6% |
| PANW Palo Alto Networks Inc. | 0.38% | 68,995 | $11.8M | Add +4.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.38% | 172,925 | $11.8M | Add +0.3% |
| MCD McDonald's Corp. | 0.38% | 37,623 | $11.8M | Reduce -4.3% |
| PEP Pepsico Inc. | 0.38% | 78,212 | $11.7M | Add +20.8% |
| VOO Vanguard S&P 500 ETF | 0.37% | 22,470 | $11.5M | Add +0.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.35% | 225,427 | $11.0M | Add +7.1% |
| NFLX Netflix Inc. | 0.35% | 11,525 | $10.7M | Reduce -7.0% |
| HON Honeywell International Inc. | 0.34% | 50,165 | $10.6M | Reduce -2.2% |
| VEA Vanguard Ftse Developed ETF | 0.33% | 199,580 | $10.1M | Reduce -4.8% |
| VGT Vanguard Info Tech ETF | 0.32% | 18,518 | $10.0M | Add +2.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.32% | 57,561 | $9.9M | Reduce -4.2% |
| MRK Merck & Co. Inc. | 0.32% | 107,877 | $9.8M | Reduce -6.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 38,539 | $9.6M | Reduce -2.9% |
| PM Philip Morris International | 0.30% | 58,183 | $9.3M | Reduce -2.4% |
| GTO Invesco Total Return Bond Et | 0.30% | 197,934 | $9.3M | Reduce -0.8% |
| XLF SS Financial Select Sector | 0.30% | 186,067 | $9.3M | Add +7.0% |
| AMT American Tower Corp. | 0.30% | 42,235 | $9.2M | Reduce -0.9% |
| CRM Salesforce Inc. | 0.30% | 34,214 | $9.2M | Add +1.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.30% | 97,810 | $9.2M | Reduce -0.5% |
| IVE iShares S&P 500 Value ETF | 0.30% | 48,022 | $9.2M | Add +32.3% |
| BX Blackstone Inc. | 0.29% | 64,425 | $9.0M | Reduce -8.0% |
| JEPI JPMorgan Equity Premium Inco | 0.29% | 155,872 | $8.9M | Add +19.9% |
| BLK BlackRock Inc. | 0.28% | 9,276 | $8.8M | Add +5.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.28% | 156,766 | $8.6M | Reduce -12.0% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.27% | 428,455 | $8.4M | Add +689.3% |
| MO Altria Group Inc. | 0.27% | 137,438 | $8.4M | Reduce -1.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.27% | 110,541 | $8.4M | Reduce -4.0% |
| IWF iShares Russell 1000 Growth | 0.27% | 22,944 | $8.3M | Reduce -5.1% |
| ETN Eaton Corp. PLC | 0.27% | 30,309 | $8.2M | Add +0.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.27% | 19,536 | $8.2M | Reduce -0.1% |
| IBTI iShares Ibonds Dec 2028 Term | 0.26% | 362,714 | $8.1M | Add +8.9% |
| NEE Nextera Energy Inc. | 0.26% | 113,288 | $8.0M | Reduce -39.7% |
| ACN Accenture PLC Class A | 0.25% | 25,181 | $7.9M | Reduce -2.2% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.25% | 354,014 | $7.7M | Add +2063.1% |
| IBTL iShares Ibonds Dec 2031 Term | 0.25% | 374,970 | $7.6M | Add +9.8% |
| UL Unilever PLC | 0.24% | 127,477 | $7.6M | Add +2.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.24% | 163,240 | $7.5M | Reduce -4.9% |
| IBTH iShares Ibonds Dec 2027 Term | 0.24% | 333,411 | $7.5M | Add +9.7% |
| EFV iShares MSCI Eafe Value ETF | 0.24% | 125,658 | $7.4M | Reduce -26.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.24% | 354,274 | $7.4M | Add +9.9% |
| AMD Advanced Micro Devices | 0.23% | 70,494 | $7.2M | Add +5.8% |
| UPS United Parcel Service Class B | 0.23% | 64,211 | $7.1M | Add +10.2% |
| NCDL Nuveen Churchill Direct Lend | 0.23% | 400,640 | $7.0M | Reduce -4.5% |
| FSLR First Solar Inc. | 0.23% | 55,300 | $7.0M | Add +4729.7% |
| CSCO Cisco Systems Inc. | 0.22% | 112,695 | $7.0M | Reduce -2.0% |
| MRSH Marsh & McLennan Cos | 0.22% | 28,370 | $6.9M | Add +5.7% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.22% | 136,663 | $6.9M | Add +6.8% |
| UNP Union Pacific Corp. | 0.22% | 28,920 | $6.8M | Add +5.8% |
| RTX RTX Corp. | 0.22% | 51,197 | $6.8M | Reduce -5.7% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 115,858 | $6.8M | Add +11.1% |
| FTCS First Trust Capital Strength | 0.21% | 74,006 | $6.6M | Reduce -8.0% |
| APD Air Products & Chemicals Inc. | 0.21% | 22,459 | $6.6M | Add +262.7% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $26.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | 541,086 | $13.1M | Add +3.8% |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | 257,956 | $6.2M | Reduce -53.4% |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | 195,739 | $4.9M | Reduce -1.5% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 1,615 | $2.0M | Add +2.6% |
Total filed on the 13F, all lines: $3.1B.
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -1.6% | 0.92% | −0.50 |
| AAPL Apple Inc. | Reduce -1.7% | 4.14% | −0.48 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 2.09% | −0.28 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -91.7% | 0.02% | −0.21 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -6.0% | 0.77% | −0.18 |
| NEE Nextera Energy Inc. | Reduce -39.7% | 0.26% | −0.16 |
| VONG Vanguard Russell 1000 Growth | Reduce -4.4% | 1.21% | −0.16 |
| PHM Pultegroup Inc. | Reduce -89.6% | 0.02% | −0.15 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.15 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -45.5% | 0.18% | −0.13 |
| DHI D.R. Horton Inc. | Reduce -93.2% | 0.01% | −0.11 |
| TTD Trade Desk Inc./the Class A | Reduce -39.8% | 0.04% | −0.10 |
| DEO Diageo PLC-Sponsored ADR | Reduce -74.1% | 0.03% | −0.09 |
| FIXD First Trust Smith Opportunis | Reduce -47.7% | 0.11% | −0.09 |
| ORCL Oracle Corp. | Reduce -3.4% | 0.45% | −0.09 |
| BX Blackstone Inc. | Reduce -8.0% | 0.29% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -2.6% | 1.87% | −0.09 |
| HSY The Hershey Co. | Reduce -84.1% | 0.02% | −0.09 |
| EUSA iShares MSCI USA Equal Weigh | Sold out | 0.00% | −0.08 |
| SPGI S&P Global Inc. | Reduce -15.7% | 0.60% | −0.08 |
| RSP Invesco S&P 500 Equal Weight | Reduce -36.2% | 0.14% | −0.08 |
| PYPL PayPal Holdings Inc. | Reduce -11.5% | 0.14% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -19.1% | 0.77% | −0.06 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -35.0% | 0.09% | −0.06 |
| FDN First Trust DJ Internet Ind | Reduce -43.7% | 0.06% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -24.7% | 0.19% | −0.05 |
| NOW ServiceNow Inc. | Reduce -10.1% | 0.11% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -6.6% | 0.32% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -19.8% | 0.14% | −0.05 |
| EFV iShares MSCI Eafe Value ETF | Reduce -26.6% | 0.24% | −0.04 |
| CAT Caterpillar Inc. | Reduce -17.0% | 0.15% | −0.04 |
| KHC The Kraft Heinz Co. | Reduce -75.1% | 0.01% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -5.1% | 0.27% | −0.04 |
| IWB iShares Russell 1000 ETF | Reduce -76.5% | 0.01% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -14.1% | 0.10% | −0.04 |
| DECK Deckers Outdoor Corp. | Reduce -59.2% | 0.01% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -39.6% | 0.06% | −0.03 |
| FTA First Trust L C Val Alp | Reduce -21.6% | 0.14% | −0.03 |
| HD Home Depot Inc. | Reduce -3.5% | 0.46% | −0.03 |
| AXP American Express Co. | Reduce -11.5% | 0.15% | −0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -12.0% | 0.28% | −0.03 |
| ACN Accenture PLC Class A | Reduce -2.2% | 0.25% | −0.03 |
| FXH First Trust Health Care Alph | Reduce -82.4% | 0.01% | −0.03 |
| XLK SS Technology Select Sector | Reduce -7.6% | 0.16% | −0.03 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -3.8% | 0.18% | −0.03 |
| INTU Intuit Inc. | Reduce -15.5% | 0.16% | −0.03 |
| LFUS Littelfuse Inc. | Reduce -10.1% | 0.09% | −0.03 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.03 |
| MRVL Marvell Technology Inc. | Reduce -1.7% | 0.03% | −0.03 |
| SMH Vaneck Semiconductor ETF | Reduce -2.3% | 0.19% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| IBTK iShares Ibonds Dec 2030 Trea | Add +689.3% | 0.27% | +0.24 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +2063.1% | 0.25% | +0.24 |
| FSLR First Solar Inc. | Add +4729.7% | 0.23% | +0.22 |
| ALL Allstate Corp. | Add +908.1% | 0.21% | +0.19 |
| COST Costco Wholesale Corp. | Add +15.9% | 0.91% | +0.17 |
| META Meta Platforms Inc. Class A | Add +13.4% | 1.31% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.0% | 0.87% | +0.16 |
| APD Air Products & Chemicals Inc. | Add +262.7% | 0.21% | +0.16 |
| AMGN Amgen Inc. | Add +31.8% | 0.41% | +0.15 |
| LAD Lithia Motors Inc. | New | 0.15% | +0.15 |
| GLD SPDR Gold Shares | Add +13.9% | 0.50% | +0.14 |
| SPHQ Invesco S&P 500 Quality ETF | Add +30.4% | 0.52% | +0.13 |
| JNJ Johnson & Johnson | Add +9.3% | 0.55% | +0.12 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +17.9% | 0.49% | +0.11 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.10% | +0.10 |
| CVS CVS Health Corp. | Add +41.9% | 0.19% | +0.10 |
| MCO Moody's Corp. | Add +474.0% | 0.12% | +0.10 |
| LLY Eli Lilly & Co. | Add +3.4% | 0.77% | +0.09 |
| CEG Constellation Energy | Add +768.2% | 0.11% | +0.09 |
| XOM Exxon Mobil Corp. | Add +1.7% | 0.61% | +0.08 |
| IVE iShares S&P 500 Value ETF | Add +32.3% | 0.30% | +0.08 |
| VST Vistra Corp. | Add +335.1% | 0.10% | +0.07 |
| OEF iShares S&P 100 ETF | New | 0.07% | +0.07 |
| PEP Pepsico Inc. | Add +20.8% | 0.38% | +0.07 |
| WMT Walmart Inc. | Add +8.8% | 0.83% | +0.07 |
| CVX Chevron Corp. | Add +0.6% | 0.39% | +0.06 |
| AMAT Applied Materials Inc. | Add +115.1% | 0.13% | +0.06 |
| SLV iShares Silver Trust | Add +91.3% | 0.11% | +0.06 |
| CMCSA Comcast Corp. Class A | Add +14.7% | 0.44% | +0.06 |
| T AT&T Inc. | Add +25.6% | 0.15% | +0.06 |
| QCOM Qualcomm Inc. | Add +11.6% | 0.43% | +0.06 |
| AFLG First Trust Active Factor La | New | 0.05% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +19.9% | 0.29% | +0.05 |
| AEP American Electric Power | Add +51.5% | 0.11% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +12.2% | 0.87% | +0.05 |
| MDT Medtronic PLC | Add +24.5% | 0.16% | +0.05 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +405.6% | 0.06% | +0.05 |
| GNTX Gentex Corp. | Add +66.9% | 0.17% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +21.9% | 0.19% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +4.2% | 0.52% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | Add +11.7% | 0.49% | +0.04 |
| MRSH Marsh & McLennan Cos | Add +5.7% | 0.22% | +0.04 |
| FTCB FT Core Investment Grade ETF | New | 0.04% | +0.04 |
| GRNY Fundstr Gran SH US LRG Cap | Add +219.1% | 0.06% | +0.04 |
| KVUE Kenvue Inc. | Add +11.1% | 0.19% | +0.04 |
| AMLP Alerian MLP ETF | Add +265.6% | 0.06% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +2.8% | 0.39% | +0.04 |
| VGK Vanguard Ftse Europe ETF | Add +334.9% | 0.05% | +0.04 |
| EPD Enterprise Products Partners | Add +11.8% | 0.19% | +0.04 |
| YUM Yum! Brands Inc. | Add +2.3% | 0.20% | +0.04 |
Notes & Other Activity Q4 2024 → Q1 2025
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +3.8% | 541,086 | $13.1M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Reduce -53.4% | 257,956 | $6.2M |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Reduce -1.5% | 195,739 | $4.9M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +2.6% | 1,615 | $2.0M |
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 |