Sym Financial Corp Incresed Positions in Q3 2024

Sym Financial Corp

  • $745 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
126K
+ 112.45%
$255.18 - $283.2 $32.1M - $35.6M
237K $67.2M
DFAI
Dimensional ETF Tr

ETFs
67.1K
+ 1.08%
$28.69 - $32.06 $1.93M - $2.15M
6.3M $200M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.38K
+ 0.27%
$149.02 - $167.67 $206K - $232K
509K $85.3M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
27.5K
+ 1.26%
$35.93 - $39.59 $989K - $1.09M
2.21M $86.7M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
65.5K
+ 2.35%
$22.38 - $23.66 $1.47M - $1.55M
2.85M $66.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
39K
+ 134.97%
$58.03 - $65.37 $2.26M - $2.55M
67.8K $4.39M
VEA
Vanguard Ftse Developed Market

ETFs
46.8K
+ 371.45%
$47.6 - $53.31 $2.23M - $2.49M
59.4K $3.14M
AAPL
Apple Inc.

Technology
1.7K
+ 6.29%
$207.23 - $234.82 $351K - $398K
28.6K $6.67M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
133
+ 0.05%
$59.93 - $66.52 $7.97K - $8.85K
259K $17.2M
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.8K
+ 18.87%
$48.4 - $50.91 $523K - $550K
68.1K $3.45M
VT
Vanguard Total World Stk Index

ETFs
846
+ 1.5%
$107.72 - $119.96 $91.1K - $101K
57.3K $6.85M
AVGO
Broadcom Inc.

Technology
8.31K
+ 1186.86%
$136.27 - $1745.86 $1.13M - $14.5M
9.01K $1.55M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
544
+ 1.48%
$104.5 - $114.97 $56.8K - $62.5K
37.2K $4.26M
QWLD
Spdr Index Shs Fds

ETFs
1.18K
+ 5.25%
$117.82 - $128.91 $139K - $153K
23.7K $3.06M
META
Meta Platforms, Inc.

Communication Services
288
+ 12.79%
$453.41 - $572.44 $131K - $165K
2.54K $1.45M
DFAU
Dimensional ETF Tr

ETFs
2.2K
+ 2.13%
$35.8 - $39.69 $78.7K - $87.2K
105K $4.18M
NVDA
Nvidia Corp

Technology
2.7K
+ 11.99%
$98.91 - $134.91 $267K - $364K
25.2K $3.06M
WMT
Walmart Inc.

Consumer Defensive
614
+ 3.53%
$66.91 - $81.4 $41.1K - $50K
18K $1.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
320
+ 45.07%
$531.86 - $624.21 $170K - $200K
1.03K $637K
HD
Home Depot, Inc.

Consumer Cyclical
289
+ 17.75%
$333.64 - $405.2 $96.4K - $117K
1.92K $776K
TSLA
Tesla, Inc.

Consumer Cyclical
388
+ 22.74%
$191.76 - $263.26 $74.4K - $102K
2.09K $547K
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
PGR
Progressive Corp

Financial Services
415
+ 36.31%
$209.46 - $259.24 $86.9K - $108K
1.56K $395K
UNH
Unitedhealth Group Inc

Healthcare
165
+ 20.83%
$488.01 - $604.18 $80.5K - $99.7K
957 $559K
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
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
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
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