Sym Financial Corp Incresed Positions 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
ABBV
Abb Vie Inc.

Healthcare
3.87K
+ 160.64%
$169.2 - $216.66 $654K - $837K
6.27K $1.31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.26K
+ 239.02%
$507.05 - $563.67 $640K - $711K
1.79K $919K
AVGO
Broadcom Inc.

Technology
7.26K
+ 78.64%
$167.43 - $244.7 $1.22M - $1.78M
16.5K $2.76M
MDT
Medtronic PLC

Healthcare
5.35K
+ 93.6%
$79.84 - $94.5 $427K - $506K
11.1K $994K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.59K
+ 4.25%
$107.24 - $116.37 $171K - $185K
39.1K $4.55M
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
GE
General Electric CO

Industrials
591
+ 10.06%
$168.59 - $212.13 $99.6K - $125K
6.46K $1.29M
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
PEP
Pepsico Inc

Consumer Defensive
1.85K
+ 90.31%
$142.64 - $156.42 $263K - $289K
3.89K $582K
GM
General Motors CO

Consumer Cyclical
6.25K
+ 70.29%
$45.22 - $54.92 $283K - $343K
15.1K $712K
IDXX
Idexx Laboratories Inc

Healthcare
543
+ 40.61%
$406.29 - $469.04 $221K - $255K
1.88K $789K
MSCI
Msci Inc.

Financial Services
425
+ 85.69%
$541.46 - $628.34 $230K - $267K
921 $520K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
42
+ 6.48%
$1187.71 - $1432.58 $49.9K - $60.2K
690 $988K
UNH
Unitedhealth Group Inc

Healthcare
309
+ 10.85%
$461.52 - $548.18 $143K - $169K
3.16K $1.65M
AIG
American International Group, Inc.

Financial Services
1.93K
+ 65.33%
$70.5 - $86.94 $136K - $167K
4.87K $423K
MRK
Merck & Co., Inc.

Healthcare
2.6K
+ 90.75%
$83.01 - $101.02 $216K - $263K
5.47K $490K
ADBE
Adobe Inc.

Technology
623
+ 83.4%
$377.84 - $464.11 $235K - $289K
1.37K $525K
V
Visa Inc.

Financial Services
334
+ 15.22%
$306.92 - $362.71 $103K - $121K
2.53K $885K
XOM
Exxon Mobil Corp

Energy
555
+ 5.62%
$105.44 - $118.93 $58.5K - $66K
10.4K $1.24M
SNOW
Snowflake Inc.

Technology
1.22K
+ 78.01%
$146.16 - $192.78 $179K - $236K
2.79K $408K
NFLX
Netflix Inc

Communication Services
155
+ 30.39%
$828.4 - $1058.6 $128K - $164K
665 $620K
VB
Vanguard Small Cap ETF

ETFs
758
+ 398.95%
$217.89 - $252.64 $165K - $192K
948 $210K
COP
Conocophillips

Energy
1.31K
+ 29.28%
$88.6 - $105.85 $116K - $139K
5.78K $606K
RBLX
Roblox Corp

Communication Services
2.73K
+ 52.55%
$53.77 - $75.47 $147K - $206K
7.91K $461K
TMO
Thermo Fisher Scientific Inc.

Healthcare
340
+ 43.26%
$497.6 - $606.74 $169K - $206K
1.13K $560K
TRGP
Targa Resources Corp.

Energy
39
+ 0.63%
$178.44 - $217.22 $6.96K - $8.47K
6.27K $1.26M
VRSN
Verisign Inc

Technology
234
+ 14.24%
$205.1 - $254.74 $48K - $59.6K
1.88K $476K
CVX
Chevron Corp

Energy
396
+ 13.92%
$146.71 - $167.97 $58.1K - $66.5K
3.24K $542K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
7.62K
+ 71.95%
$12.89 - $15.19 $98.2K - $116K
18.2K $270K
CSCO
Cisco Systems, Inc.

Technology
1.65K
+ 18.1%
$58.74 - $64.87 $97.2K - $107K
10.8K $666K
IBM
International Business Machines Corp

Technology
196
+ 8.53%
$217.4 - $264.74 $42.6K - $51.9K
2.5K $620K
CNC
Centene Corp

Healthcare
1.81K
+ 47.72%
$55.93 - $65.89 $101K - $119K
5.6K $339K
CME
Cme Group Inc.

Financial Services
117
+ 4.98%
$225.82 - $266.54 $26.4K - $31.2K
2.47K $653K
TRV
Travelers Companies, Inc.

Financial Services
286
+ 22.02%
$232.43 - $265.13 $66.5K - $75.8K
1.59K $419K
GRMN
Garmin LTD

Technology
437
+ 37.64%
$204.55 - $241.93 $89.4K - $106K
1.6K $346K
KLAC
Kla Corp

Technology
117
+ 22.03%
$636.62 - $777.63 $74.5K - $91K
648 $440K
HSBC
Hsbc Holdings PLC

Financial Services
1.17K
+ 24.02%
$48.68 - $61.58 $56.7K - $71.7K
6.02K $345K
PGR
Progressive Corp

Financial Services
103
+ 6.43%
$235.61 - $291.22 $24.3K - $30K
1.71K $482K
MMM
3 M CO

Industrials
199
+ 5.57%
$129.7 - $155.12 $25.8K - $30.9K
3.77K $553K
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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