Sym Financial Corp Purchases in Q2 2025

Sym Financial Corp

  • $886 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
3.79K
+ 1.48%
$243.75 - $303.93 $923K - $1.15M
259K $78.6M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
6.57K
+ 0.28%
$34.04 - $41.25 $224K - $271K
2.39M $97.9M
NVDA
Nvidia Corp

Technology
3.76K
+ 4.63%
$94.31 - $157.99 $354K - $594K
84.9K $13.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
40.3K
+ 19.75%
$55.54 - $69.09 $2.24M - $2.78M
244K $16.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
8.64K
+ 1.66%
$141.87 - $164.49 $1.23M - $1.42M
528K $86.9M
MSFT
Microsoft Corp

Technology
1.75K
+ 8.27%
$354.56 - $497.45 $621K - $871K
22.9K $11.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19.2K
+ 1.92%
$19.1 - $23.83 $367K - $458K
1.02M $24.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
56.8K
New
$32.66 - $40.75 $1.86M - $2.31M
56.8K $2.3M
AVGO
Broadcom Inc.

Technology
164
+ 0.99%
$146.29 - $275.65 $24K - $45.2K
16.7K $4.59M
JPM
Jpmorgan Chase & CO

Financial Services
3.88K
+ 62.4%
$210.28 - $289.91 $817K - $1.13M
10.1K $2.93M
CORP
Pimco Investment Grade Corp Bd

ETFs
12.3K
New
$94.14 - $97.31 $1.16M - $1.2M
12.3K $1.2M
IWS
Ishares Russell Midcap Value E

ETFs
7.14K
+ 429.34%
$110.58 - $132.14 $790K - $943K
8.8K $1.16M
SCHR
Schwab Intermediate Term Us Tr

ETFs
36.1K
+ 28.27%
$24.54 - $25.07 $885K - $904K
164K $4.1M
ORCL
Oracle Corp

Technology
2.69K
+ 69.26%
$122.82 - $218.63 $330K - $588K
6.57K $1.44M
VT
Vanguard Total World Stk Index

ETFs
1.03K
+ 1.74%
$103.16 - $128.52 $106K - $132K
60.2K $7.74M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.2K
New
$34.72 - $42.74 $630K - $776K
18.2K $775K
IVV
Ishares Core S&P 500 ETF

ETFs
1.08K
New
$498.8 - $620.9 $539K - $671K
1.08K $670K
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.36K
New
$149.76 - $186.42 $503K - $626K
3.36K $626K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11.2K
New
$51.68 - $52.76 $581K - $593K
11.2K $593K
SPY
Spdr S&P 500 ETF Trust

ETFs
686
+ 27.0%
$496.48 - $617.85 $341K - $424K
3.23K $1.99M
TSLA
Tesla, Inc.

Consumer Cyclical
1.21K
+ 41.96%
$221.86 - $362.89 $269K - $440K
4.1K $1.3M
VEA
Vanguard Ftse Developed Market

ETFs
2.8K
+ 4.54%
$45.65 - $57.01 $128K - $160K
64.6K $3.68M
GE
General Electric CO

Industrials
620
+ 9.59%
$166.81 - $257.39 $103K - $160K
7.08K $1.82M
DFAU
Dimensional ETF Tr

ETFs
2.48K
+ 2.29%
$34.04 - $42.36 $84.3K - $105K
111K $4.69M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
24.4K
+ 0.75%
$22.54 - $23.17 $551K - $566K
3.29M $75.5M
WMT
Walmart Inc.

Consumer Defensive
2.95K
+ 12.74%
$81.79 - $99.98 $241K - $295K
26.1K $2.55M
A
Agilent Technologies, Inc.

Healthcare
4.14K
+ 82.81%
$99.29 - $120.52 $411K - $499K
9.15K $1.08M
UPRO
Proshares Trust Proshares Ultr

ETFs
5.14K
New
$50.65 - $91.44 $260K - $470K
5.14K $469K
TOL
Toll Brothers, Inc.

Consumer Cyclical
3.9K
New
$90.5 - $114.3 $353K - $445K
3.9K $444K
ILMN
Illumina, Inc.

Healthcare
4.55K
New
$70.3 - $95.41 $320K - $434K
4.55K $434K
PEP
Pepsico Inc

Consumer Defensive
3.76K
+ 96.76%
$128.02 - $151.37 $482K - $569K
7.65K $1.01M
NVS
Novartis Ag

Healthcare
3.4K
New
$101.96 - $121.01 $346K - $411K
3.4K $411K
MNST
Monster Beverage Corp

Consumer Defensive
6.02K
+ 89.99%
$55.01 - $64.24 $331K - $386K
12.7K $795K
APH
Amphenol Corp

Technology
1.52K
+ 19.82%
$59.09 - $98.75 $89.8K - $150K
9.18K $906K
GOOG
Alphabet Inc.

Communication Services
1.85K
+ 91.21%
$146.58 - $180.01 $271K - $332K
3.87K $686K
JBHT
Hunt J B Transport Services Inc

Industrials
2.56K
New
$124.73 - $152.78 $320K - $392K
2.56K $368K
AMD
Advanced Micro Devices Inc

Technology
2.59K
New
$78.21 - $143.81 $203K - $373K
2.59K $367K
WING
Wingstop Inc.

Consumer Cyclical
1.09K
New
$210.24 - $381.46 $230K - $417K
1.09K $367K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
4.95K
New
$67.83 - $92.33 $336K - $457K
4.95K $359K
PSA
Public Storage

Real Estate
1.22K
New
$266.31 - $309.77 $325K - $379K
1.22K $358K
GOOGL
Alphabet Inc.

Communication Services
834
+ 8.81%
$144.7 - $178.6 $121K - $149K
10.3K $1.82M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
751
New
$328.01 - $475.68 $246K - $357K
751 $351K
EPD
Enterprise Products Partners L.P.

Energy
11.1K
New
$28.95 - $34.22 $320K - $378K
11.1K $342K
MANH
Manhattan Associates Inc

Technology
1.71K
New
$143.9 - $197.47 $247K - $338K
1.71K $338K
COF
Capital One Financial Corp

Financial Services
1.56K
New
$150.57 - $212.76 $235K - $332K
1.56K $331K
ASH
Ashland Global Holdings Inc

Basic Materials
6.42K
New
$46.53 - $57.87 $299K - $372K
6.42K $322K
LYFT
Lyft, Inc.

Technology
20.3K
New
$9.97 - $17.21 $203K - $350K
20.3K $320K
VEEV
Veeva Systems Inc

Healthcare
517
+ 17.26%
$209.39 - $289.94 $108K - $150K
3.51K $1.01M
DDOG
Datadog, Inc.

Technology
800
+ 13.41%
$87.0 - $134.33 $69.6K - $107K
6.77K $908K
Activity Summary
Buys All Purchases 258 New Holdings 100 Increased Positions 158 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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