Sym Financial Corp Incresed Positions in Q3 2025

Sym Financial Corp

  • $927 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
81.9K
+ 1.24%
$34.05 - $36.55 $2.79M - $2.99M
6.7M $243M
VOE
Vanguard Mid Cap Value Index F

ETFs
19.1K
+ 3.61%
$164.63 - $174.58 $3.14M - $3.33M
548K $95.6M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
41.7K
+ 1.75%
$40.12 - $43.16 $1.67M - $1.8M
2.43M $104M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
203K
+ 6.19%
$22.64 - $23.22 $4.61M - $4.72M
3.49M $80.7M
VEA
Vanguard Ftse Developed Market

ETFs
34.5K
+ 53.4%
$56.02 - $60.3 $1.93M - $2.08M
99K $5.93M
GOOGL
Alphabet Inc.

Communication Services
6.06K
+ 58.8%
$174.36 - $254.72 $1.06M - $1.54M
16.4K $3.98M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.27K
+ 0.32%
$23.82 - $25.84 $77.8K - $84.4K
1.03M $26.4M
GLD
Spdr Gold Trust

ETFs
2K
+ 123.08%
$300.96 - $355.47 $602K - $711K
3.63K $1.29M
VT
Vanguard Total World Stk Index

ETFs
1.19K
+ 1.98%
$128.41 - $138.03 $153K - $165K
61.4K $8.46M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.4K
+ 21.74%
$39.8 - $42.86 $492K - $529K
69.2K $2.96M
ORCL
Oracle Corp

Technology
338
+ 5.14%
$218.96 - $328.33 $74K - $111K
6.91K $1.94M
DFAU
Dimensional ETF Tr

ETFs
2.3K
+ 2.07%
$42.42 - $45.96 $97.4K - $106K
113K $5.17M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.81K
+ 14.14%
$134.94 - $145.86 $244K - $264K
14.6K $2.12M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.74K
+ 30.32%
$100.16 - $100.7 $374K - $376K
16.1K $1.62M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.37K
+ 14.08%
$97.75 - $100.75 $330K - $340K
27.3K $2.74M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.56K
+ 6.44%
$116.29 - $120.92 $298K - $310K
42.4K $5.08M
JNJ
Johnson & Johnson

Healthcare
306
+ 3.55%
$155.17 - $185.42 $47.5K - $56.7K
8.92K $1.65M
GOOG
Alphabet Inc.

Communication Services
326
+ 8.42%
$175.16 - $255.24 $57.1K - $83.2K
4.2K $1.02M
MU
Micron Technology Inc

Technology
1.29K
+ 58.53%
$104.88 - $168.89 $136K - $218K
3.5K $585K
CPRT
Copart Inc

Consumer Cyclical
7.15K
+ 67.75%
$44.6 - $49.97 $319K - $357K
17.7K $796K
FIX
Comfort Systems Usa Inc

Industrials
8
+ 0.93%
$521.66 - $825.18 $4.17K - $6.6K
866 $714K
APH
Amphenol Corp

Technology
82
+ 0.89%
$97.39 - $125.4 $7.99K - $10.3K
9.27K $1.15M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.12K
+ 17.18%
$42.67 - $46.91 $133K - $146K
21.3K $995K
JPIB
Jpmorgan International Bond Op

ETFs
3.95K
+ 10.41%
$48.32 - $49.13 $191K - $194K
41.9K $2.05M
NSC
Norfolk Southern Corp

Industrials
9
+ 0.2%
$259.49 - $300.41 $2.34K - $2.7K
4.58K $1.38M
WDC
Western Digital Corp

Technology
44
+ 1.25%
$63.84 - $120.06 $2.81K - $5.28K
3.56K $427K
CVX
Chevron Corp

Energy
860
+ 21.02%
$145.57 - $161.83 $125K - $139K
4.95K $768K
FDX
Fedex Corp

Industrials
712
+ 59.19%
$217.1 - $243.2 $155K - $173K
1.92K $451K
PLTR
Palantir Technologies Inc.

Technology
92
+ 2.66%
$130.68 - $186.97 $12K - $17.2K
3.55K $647K
HD
Home Depot, Inc.

Consumer Cyclical
215
+ 9.95%
$357.4 - $423.42 $76.8K - $91K
2.38K $962K
CMI
Cummins Inc

Industrials
11
+ 0.7%
$327.85 - $426.39 $3.61K - $4.69K
1.58K $666K
ECL
Ecolab Inc.

Basic Materials
499
+ 48.45%
$259.39 - $285.47 $129K - $142K
1.53K $418K
ACN
Accenture PLC

Technology
716
+ 100.7%
$232.56 - $304.78 $167K - $218K
1.43K $351K
QWLD
Spdr Index Shs Fds

ETFs
10
+ 0.04%
$132.92 - $140.43 $1.33K - $1.4K
23.6K $3.32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
157
+ 5.57%
$459.11 - $506.91 $72.1K - $79.6K
2.98K $1.5M
XEL
Xcel Energy Inc

Utilities
7
+ 0.08%
$67.56 - $80.65 $473 - $565
9.14K $737K
KLAC
Kla Corp

Technology
5
+ 0.84%
$843.9 - $1078.6 $4.22K - $5.39K
602 $649K
FHI
Federated Hermes, Inc.

Financial Services
1.33K
+ 24.85%
$44.78 - $54.1 $59.7K - $72.1K
6.7K $347K
MRK
Merck & Co., Inc.

Healthcare
822
+ 10.15%
$77.6 - $87.37 $63.8K - $71.8K
8.92K $748K
BAC
Bank Of America Corp

Financial Services
1.25K
+ 12.79%
$44.92 - $52.42 $56K - $65.3K
11K $566K
CNC
Centene Corp

Healthcare
4.94K
+ 126.49%
$25.21 - $56.65 $124K - $280K
8.84K $315K
XOM
Exxon Mobil Corp

Energy
478
+ 4.8%
$105.83 - $117.22 $50.6K - $56K
10.4K $1.18M
TMO
Thermo Fisher Scientific Inc.

Healthcare
79
+ 9.85%
$404.94 - $499.99 $32K - $39.5K
881 $427K
AMD
Advanced Micro Devices Inc

Technology
290
+ 11.19%
$134.8 - $184.42 $39.1K - $53.5K
2.88K $466K
ZTS
Zoetis Inc.

Healthcare
785
+ 47.58%
$141.13 - $159.19 $111K - $125K
2.44K $356K
PCG
Pg&E Corp

Utilities
5.32K
+ 31.24%
$13.0 - $15.73 $69.1K - $83.6K
22.3K $336K
CB
Chubb LTD

Financial Services
371
+ 20.33%
$265.99 - $289.59 $98.7K - $107K
2.2K $619K
ASML
Asml Holding Nv

Technology
9
+ 1.88%
$689.63 - $968.09 $6.21K - $8.71K
488 $472K
SAN
Banco Santander, S.A.

Financial Services
1.22K
+ 3.62%
$8.27 - $10.48 $10.1K - $12.8K
34.9K $365K
Activity Summary
Buys All Purchases 183 New Holdings 53 Increased Positions 130 Sells All Sells 147 Reductions 146 Sold out 1 Options Calls 2 Puts 0
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