Snowden Capital Advisors LLC

RIA/Wealth

Snowden Capital Advisors LLC is a RIA/Wealth based in New York, NY led by Robert James Mooney, reporting $7.6B in AUM as of Q3 2025 with 35% ETF concentration.

CEORobert James Mooney

Portfolio Value: $3.6B
Positions: 1,224
Top Holding: NVDA at 4.16%
Last Reported: Q3 2025

Address540 Madison Ave., 9th Floor, New York, NY, 10022, United States

Top Holdings

Largest long holdings in Snowden Capital Advisors LLC's portfolio (22.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$150.8M	4.16%	+$635.5K Bought	0.00% 808.3K shares	Q4 2016 Held for 8y 11m
2 Apple AAPL	Consumer Electronics Technology	$147.6M	4.07%	+$5.1M Bought	0.00% 579.6K shares	Q1 2016 Held for 9y 8m
3 Microsoft MSFT	Software - Infrastructure Technology	$113.2M	3.12%	+$566.1K Bought	0.00% 218.5K shares	Q1 2016 Held for 9y 8m
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$74.3M	2.05%	-$392.6K Sold	0.00% 338.6K shares	Q1 2016 Held for 9y 8m
5 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$58.9M	1.62%	-$562.5K Sold	— 751.7K shares	Q2 2021 Held for 4y 5m
6 Broadcom Inc. AVGO	Semiconductors Technology	$57.0M	1.57%	+$1.0M Bought	0.00% 172.8K shares	Q1 2017 Held for 8y 8m
7 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$56.2M	1.55%	-$1.4M Sold	0.00% 126.5K shares	Q2 2019 Held for 6y 5m
8 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$53.7M	1.48%	+$315.0K Bought	0.00% 73.1K shares	Q1 2016 Held for 9y 8m
9 iShares Core S&P 500 ETF IVV	ETF ETF	$53.4M	1.47%	+$165.3K Bought	— 79.8K shares	Q2 2016 Held for 9y 5m
10 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$52.3M	1.44%	+$1.9M Bought	0.00% 214.8K shares	Q1 2016 Held for 9y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Snowden Capital Advisors LLC's latest filing

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Market Value

$3.6B

Prior: $3.4B

Q/Q Change

+8.03%

+$269.5M

Net Flows % of MV

+0.17%

Turnover Ratio

4.9%

New Purchases

25 stocks

$12.9M

Added To

497 stocks

+$161.3M

Sold Out Of

51 stocks

$24.7M

Reduced Holdings

560 stocks

-$143.3M

Increased Positions

Position	Shares Δ	Change
1 iShares iBonds Dec 2032 Term Corporate IBDX	New	0 → 274.2K +$7.0M
2 Comfort Systems USA FIX	New	0 → 539.0 +$444.8K
3 Global X Uranium URA	New	0 → 9.2K +$437.9K
4 NUKZ Range Nuclear Renaissance NUKZ	New	0 → 5.9K +$382.0K
5 SiTime Corporation SITM	New	0 → 1.2K +$372.7K

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	28.3K → 0 −$4.9M
2 Samsara IOT	Sold	95.4K → 0 −$3.8M
3 Goose Hollow Tactical Allocation GHTA	Sold	30.0K → 0 −$915.8K
4 Global-E Online GLBE	Sold	26.8K → 0 −$898.7K
5 iShares ESG Advanced MSCI EAFE DMXF	Sold	7.7K → 0 −$576.7K

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Analytics

Portfolio insights and performance metrics for Snowden Capital Advisors LLC

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Sector Allocation

ETF

34.70%

Technology

21.50%

Financial Services

8.80%

Consumer Cyclical

6.90%

Healthcare

5.20%

Communication Services

5.10%

Industrials

5.00%

Consumer Defensive

3.90%

Energy

2.10%

Utilities

1.30%

Real Estate

1.00%

Basic Materials

0.90%

Market Cap Distribution

Mega Cap (> $200B)

35.92%

Large Cap ($10B - $200B)

21.68%

Mid Cap ($2B - $10B)

2.52%

Small Cap ($300M - $2B)

0.32%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.05%

N/A (ETF or Unknown)

39.49%

Portfolio Concentration

Top 10 Holdings %

22.54%

Top 20 Holdings %

32.55%

Top 50 Holdings %

47.13%

Top 100 Holdings %

60.2%