Sym Financial Corp Purchases in Q1 2025

Sym Financial Corp

  • $806 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
22.7K
+ 0.34%
$28.88 - $32.4 $654K - $734K
6.67M $208M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
14.5K
+ 0.61%
$34.52 - $39.32 $501K - $570K
2.38M $90.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
182K
+ 5.9%
$22.25 - $23.0 $4.04M - $4.18M
3.26M $75M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
222K
+ 28.5%
$21.23 - $23.75 $4.72M - $5.28M
1M $21.6M
VTI
Vanguard Total Stock Market Et

ETFs
17.8K
+ 7.53%
$271.18 - $303.12 $4.84M - $5.41M
255K $70.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
11.3K
+ 15014.67%
$105.1 - $109.61 $1.18M - $1.23M
11.3K $1.23M
VOE
Vanguard Mid Cap Value Index F

ETFs
11K
+ 2.16%
$156.61 - $168.02 $1.72M - $1.85M
520K $83.4M
ISRG
Intuitive Surgical Inc

Healthcare
2.26K
New
$476.63 - $610.45 $1.08M - $1.38M
2.26K $1.12M
ABBV
Abb Vie Inc.

Healthcare
3.87K
+ 160.64%
$169.2 - $216.66 $654K - $837K
6.27K $1.31M
AMGN
Amgen Inc

Healthcare
2.09K
New
$258.59 - $327.36 $541K - $685K
2.09K $652K
AVGO
Broadcom Inc.

Technology
7.26K
+ 78.64%
$167.43 - $244.7 $1.22M - $1.78M
16.5K $2.76M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.67K
New
$77.7 - $78.94 $596K - $605K
7.67K $605K
ABT
Abbott Laboratories

Healthcare
3.93K
+ 109.32%
$111.1 - $140.22 $437K - $551K
7.53K $998K
MDT
Medtronic PLC

Healthcare
5.35K
+ 93.6%
$79.84 - $94.5 $427K - $506K
11.1K $994K
APH
Amphenol Corp

Technology
7.67K
New
$61.62 - $78.55 $472K - $602K
7.67K $502K
TYL
Tyler Technologies Inc

Technology
798
New
$553.41 - $646.74 $442K - $516K
798 $463K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.59K
+ 4.25%
$107.24 - $116.37 $171K - $185K
39.1K $4.55M
TT
Trane Technologies PLC

Industrials
1.32K
New
$332.0 - $400.86 $440K - $531K
1.32K $446K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
503
+ 23.83%
$442.66 - $534.52 $223K - $269K
2.61K $1.39M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15.8K
+ 1890.29%
$25.81 - $28.52 $407K - $450K
16.6K $457K
JNJ
Johnson & Johnson

Healthcare
1.51K
+ 18.75%
$142.06 - $167.7 $214K - $253K
9.56K $1.59M
EIX
Edison International

Utilities
5.95K
New
$50.06 - $80.01 $298K - $476K
5.95K $350K
CVS
Cvs Health Corp

Healthcare
5.1K
New
$44.22 - $68.64 $226K - $350K
5.1K $345K
TTE
Total Energies Se

Energy
4.87K
New
N/A
4.87K $334K
DVN
Devon Energy Corp

Energy
8.75K
New
$33.15 - $38.55 $290K - $337K
8.75K $327K
GE
General Electric CO

Industrials
591
+ 10.06%
$168.59 - $212.13 $99.6K - $125K
6.46K $1.29M
DHR
Danaher Corp

Healthcare
1.52K
New
$201.62 - $250.59 $306K - $381K
1.52K $311K
VEA
Vanguard Ftse Developed Market

ETFs
2.39K
+ 4.02%
$47.4 - $52.99 $113K - $126K
61.7K $3.14M
COST
Costco Wholesale Corp

Consumer Defensive
266
+ 17.4%
$890.62 - $1076.86 $237K - $286K
1.8K $1.7M
DASH
Door Dash, Inc.

Communication Services
1.63K
New
$168.37 - $213.38 $274K - $347K
1.63K $297K
ASML
Asml Holding Nv

Technology
448
New
$662.63 - $776.99 $297K - $348K
448 $296K
QCOM
Qualcomm Inc

Technology
1.8K
New
$151.94 - $175.86 $273K - $316K
1.8K $275K
PEP
Pepsico Inc

Consumer Defensive
1.85K
+ 90.31%
$142.64 - $156.42 $263K - $289K
3.89K $582K
CI
Cigna Corp

Healthcare
819
New
$274.49 - $329.0 $225K - $269K
819 $269K
HUN
Huntsman Corp

Basic Materials
17K
New
$15.79 - $18.04 $269K - $307K
17K $268K
EXEL
Exelixis, Inc.

Healthcare
7.24K
New
$32.38 - $39.16 $234K - $283K
7.24K $267K
AXS
Axis Capital Holdings LTD

Financial Services
2.6K
New
$85.54 - $100.24 $222K - $260K
2.6K $260K
HAL
Halliburton CO

Energy
9.71K
New
$24.15 - $29.9 $235K - $290K
9.71K $246K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.47K
New
$61.25 - $72.83 $212K - $252K
3.47K $245K
SNY
Sanofi

Healthcare
4.37K
New
$48.15 - $59.42 $211K - $260K
4.37K $242K
UPS
United Parcel Service Inc

Industrials
2.2K
New
$109.66 - $136.26 $241K - $300K
2.2K $241K
FCX
Freeport Mcmoran Inc

Basic Materials
6.36K
New
$34.5 - $43.01 $220K - $274K
6.36K $240K
GM
General Motors CO

Consumer Cyclical
6.25K
+ 70.29%
$45.22 - $54.92 $283K - $343K
15.1K $712K
PLTR
Palantir Technologies Inc.

Technology
2.82K
New
$64.98 - $124.62 $183K - $352K
2.82K $238K
IDXX
Idexx Laboratories Inc

Healthcare
543
+ 40.61%
$406.29 - $469.04 $221K - $255K
1.88K $789K
QDEL
Quidel Ortho Corp

Healthcare
6.72K
New
$34.78 - $47.61 $234K - $320K
6.72K $234K
UGI
Ugi Corp

Utilities
7.07K
New
$28.0 - $34.16 $198K - $241K
7.07K $233K
DKNG
Draft Kings Inc.

Consumer Cyclical
6.91K
New
$33.21 - $53.49 $229K - $369K
6.91K $229K
FMC
Fmc Corp

Basic Materials
5.42K
New
$34.54 - $56.38 $187K - $305K
5.42K $228K
Activity Summary
Buys All Purchases 202 New Holdings 61 Increased Positions 141 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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