Sym Financial Corp Purchases in Q3 2024

Sym Financial Corp

  • $745 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
745
New
$233.44 - $279.45 $174K - $208K
745 $206K
PCG
Pg&E Corp

Utilities
10.4K
New
$17.08 - $20.6 $178K - $214K
10.4K $205K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
233
+ 13.1%
$405.19 - $478.57 $94.4K - $112K
2.01K $925K
GLD
Spdr Gold Trust

ETFs
575
+ 26.22%
$215.56 - $246.98 $124K - $142K
2.77K $672K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.11K
+ 12.79%
$113.45 - $126.18 $126K - $140K
9.81K $1.24M
COST
Costco Wholesale Corp

Consumer Defensive
200
+ 40.49%
$801.83 - $917.05 $160K - $183K
694 $615K
KLAC
Kla Corp

Technology
279
+ 67.07%
$696.17 - $892.35 $194K - $249K
695 $537K
VRT
Vertiv Holdings CO

Industrials
2.24K
New
$86.66 - $86.66 $194K - $194K
2.24K $193K
SNAP
Snap Inc

Communication Services
15.7K
New
$8.29 - $16.84 $130K - $264K
15.7K $167K
PGR
Progressive Corp

Financial Services
415
+ 36.31%
$209.46 - $259.24 $86.9K - $108K
1.56K $395K
MA
Mastercard Inc

Financial Services
181
+ 14.93%
$429.6 - $500.99 $77.8K - $90.7K
1.39K $687K
XEL
Xcel Energy Inc

Utilities
877
+ 11.39%
$52.11 - $65.3 $45.7K - $57.3K
8.58K $560K
JPIB
Jpmorgan International Bond Op

ETFs
1.88K
+ 5.86%
$46.96 - $48.73 $88.1K - $91.5K
33.9K $1.65M
TRGP
Targa Resources Corp.

Energy
156
+ 2.58%
$127.86 - $156.46 $19.9K - $24.4K
6.2K $918K
NSC
Norfolk Southern Corp

Industrials
21
+ 0.54%
$213.75 - $259.69 $4.49K - $5.45K
3.93K $975K
KO
Coca Cola CO

Consumer Defensive
1.11K
+ 16.36%
$62.69 - $73.01 $69.3K - $80.7K
7.86K $564K
CME
Cme Group Inc.

Financial Services
460
+ 40.56%
$193.43 - $220.62 $89K - $101K
1.59K $351K
JNJ
Johnson & Johnson

Healthcare
122
+ 1.79%
$145.48 - $167.38 $17.7K - $20.4K
6.94K $1.12M
MO
Altria Group, Inc.

Consumer Defensive
1.58K
+ 18.75%
$45.95 - $54.71 $72.4K - $86.2K
9.98K $509K
FTNT
Fortinet, Inc.

Technology
706
+ 20.13%
$55.39 - $77.55 $39.1K - $54.8K
4.21K $326K
WFC
Wells Fargo & Company

Financial Services
2.22K
+ 55.15%
$51.58 - $60.97 $114K - $135K
6.24K $352K
ORCL
Oracle Corp

Technology
46
+ 1.31%
$125.9 - $170.35 $5.79K - $7.84K
3.57K $608K
MMM
3 M CO

Industrials
210
+ 8.82%
$99.69 - $139.42 $20.9K - $29.3K
2.59K $354K
MCD
Mcdonalds Corp

Consumer Cyclical
28
+ 1.37%
$245.82 - $304.51 $6.88K - $8.53K
2.07K $630K
WEC
Wec Energy Group, Inc.

Utilities
188
+ 3.83%
$77.68 - $96.19 $14.6K - $18.1K
5.09K $489K
T
At&T Inc.

Communication Services
2.01K
+ 9.54%
$18.21 - $22.28 $36.5K - $44.7K
23K $506K
IBM
International Business Machines Corp

Technology
102
+ 6.0%
$175.1 - $223.38 $17.9K - $22.8K
1.8K $398K
XOM
Exxon Mobil Corp

Energy
630
+ 4.64%
$109.72 - $119.0 $69.1K - $75K
14.2K $1.67M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.67K
New
$56.04 - $62.99 $93.7K - $105K
1.67K $102K
CB
Chubb LTD

Financial Services
250
+ 31.41%
$252.51 - $292.2 $63.1K - $73.1K
1.05K $301K
CSCO
Cisco Systems, Inc.

Technology
1.11K
+ 16.03%
$44.74 - $53.22 $49.7K - $59.1K
8.04K $427K
ABBV
Abb Vie Inc.

Healthcare
193
+ 9.15%
$163.84 - $199.33 $31.6K - $38.5K
2.3K $454K
BLK
Black Rock Inc.

Financial Services
43
+ 14.01%
$782.27 - $949.51 $33.6K - $40.8K
350 $332K
PG
Procter & Gamble CO

Consumer Defensive
411
+ 18.73%
$160.76 - $177.82 $66.1K - $73.1K
2.61K $451K
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 0.74%
$517.38 - $573.86 $9.31K - $10.3K
2.46K $1.41M
CGGO
Capital Group Global Growth Eq

ETFs
2.48K
+ 24.65%
$27.25 - $30.52 $67.6K - $75.7K
12.5K $378K
UNP
Union Pacific Corp

Industrials
252
+ 26.11%
$221.78 - $256.09 $55.9K - $64.5K
1.22K $299K
NOC
Northrop Grumman Corp

Industrials
59
+ 11.22%
$423.73 - $533.14 $25K - $31.5K
585 $308K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
120
+ 23.95%
$475.2 - $527.7 $57K - $63.3K
621 $327K
CMCSA
Comcast Corp

Communication Services
1.13K
+ 10.16%
$37.33 - $41.78 $42.3K - $47.3K
12.3K $512K
V
Visa Inc.

Financial Services
196
+ 13.11%
$253.74 - $291.56 $49.7K - $57.1K
1.69K $464K
CAT
Caterpillar Inc

Industrials
58
+ 7.09%
$316.8 - $391.12 $18.4K - $22.7K
876 $342K
AON
Aon PLC

Financial Services
5
+ 0.4%
$293.16 - $351.06 $1.47K - $1.76K
1.26K $434K
CI
Cigna Corp

Healthcare
143
+ 12.5%
$319.12 - $367.1 $45.6K - $52.5K
1.29K $445K
PKG
Packaging Corp Of America

Consumer Cyclical
87
+ 6.82%
$176.32 - $215.7 $15.3K - $18.8K
1.36K $293K
TRV
Travelers Companies, Inc.

Financial Services
122
+ 11.32%
$201.87 - $242.35 $24.6K - $29.6K
1.2K $280K
CINF
Cincinnati Financial Corp

Financial Services
131
+ 5.65%
$115.7 - $138.2 $15.2K - $18.1K
2.45K $333K
ABT
Abbott Laboratories

Healthcare
268
+ 9.77%
$100.07 - $118.13 $26.8K - $31.7K
3.01K $343K
VRSN
Verisign Inc

Technology
214
+ 18.0%
$174.18 - $190.64 $37.3K - $40.8K
1.4K $266K
Activity Summary
Buys All Purchases 145 New Holdings 38 Increased Positions 107 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sym Financial Corp Portfolio

Follow Sym Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sym Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sym Financial Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email