Sym Financial Corp Incresed Positions 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
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
META
Meta Platforms, Inc.

Communication Services
9
+ 0.12%
$484.66 - $738.09 $4.36K - $6.64K
7.4K $5.46M
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
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
PEP
Pepsico Inc

Consumer Defensive
3.76K
+ 96.76%
$128.02 - $151.37 $482K - $569K
7.65K $1.01M
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
GOOGL
Alphabet Inc.

Communication Services
834
+ 8.81%
$144.7 - $178.6 $121K - $149K
10.3K $1.82M
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
AMAT
Applied Materials Inc

Technology
1.31K
+ 64.01%
$126.95 - $183.52 $166K - $240K
3.35K $613K
PG
Procter & Gamble CO

Consumer Defensive
2.12K
+ 90.85%
$157.66 - $172.39 $334K - $365K
4.45K $708K
SNOW
Snowflake Inc.

Technology
365
+ 13.07%
$130.53 - $223.77 $47.6K - $81.7K
3.16K $706K
BKNG
Booking Holdings Inc.

Consumer Cyclical
13
+ 6.99%
$4164.15 - $5789.24 $54.1K - $75.3K
199 $1.15M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.94K
+ 31.36%
$100.04 - $100.54 $294K - $296K
12.3K $1.24M
NFLX
Netflix Inc

Communication Services
14
+ 2.11%
$855.86 - $1339.13 $12K - $18.7K
679 $909K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
709
+ 0.52%
$71.94 - $86.02 $51K - $61K
136K $11.7M
INTC
Intel Corp

Technology
12.9K
+ 126.64%
$18.13 - $22.69 $233K - $292K
23K $515K
KMX
Carmax Inc

Consumer Cyclical
4.37K
+ 169.07%
$62.27 - $82.77 $272K - $361K
6.95K $467K
DASH
Door Dash, Inc.

Communication Services
619
+ 38.02%
$163.16 - $246.51 $101K - $153K
2.25K $553K
FIX
Comfort Systems Usa Inc

Industrials
197
+ 29.8%
$296.51 - $536.21 $58.4K - $106K
858 $460K
V
Visa Inc.

Financial Services
638
+ 25.24%
$308.27 - $373.31 $197K - $238K
3.17K $1.12M
COST
Costco Wholesale Corp

Consumer Defensive
156
+ 8.69%
$908.13 - $1056.85 $142K - $165K
1.95K $1.93M
PLTR
Palantir Technologies Inc.

Technology
638
+ 22.62%
$74.01 - $144.25 $47.2K - $92K
3.46K $471K
JPIB
Jpmorgan International Bond Op

ETFs
4.14K
+ 12.24%
$47.18 - $48.62 $195K - $201K
37.9K $1.84M
CGGO
Capital Group Global Growth Eq

ETFs
5.9K
+ 72.84%
$25.31 - $32.17 $149K - $190K
14K $447K
ADBE
Adobe Inc.

Technology
532
+ 38.83%
$340.0 - $420.68 $181K - $224K
1.9K $735K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.15K
+ 57500.0%
$152.93 - $181.74 $176K - $209K
1.15K $209K
NSC
Norfolk Southern Corp

Industrials
500
+ 12.27%
$206.34 - $257.46 $103K - $129K
4.58K $1.17M
JCI
Johnson Controls International PLC

Industrials
1.18K
+ 46.82%
$71.14 - $105.62 $84.2K - $125K
3.71K $392K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.98K
+ 537.36%
$51.16 - $62.02 $152K - $185K
3.53K $218K
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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