Sym Financial Corp Incresed Positions in Q4 2024

Sym Financial Corp

  • $769 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
138K
+ 203.32%
$58.88 - $64.8 $8.12M - $8.94M
206K $12.1M
NVDA
Nvidia Corp

Technology
46.7K
+ 185.25%
$117.0 - $148.88 $5.46M - $6.95M
71.9K $9.66M
MSFT
Microsoft Corp

Technology
14.1K
+ 172.78%
$406.35 - $454.46 $5.72M - $6.39M
22.2K $9.36M
AAPL
Apple Inc.

Technology
20.3K
+ 70.82%
$221.69 - $259.02 $4.49M - $5.25M
48.9K $12.2M
AMZN
Amazon Com Inc

Consumer Cyclical
23.3K
+ 205.22%
$180.88 - $232.93 $4.21M - $5.42M
34.6K $7.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
227K
+ 7.97%
$22.39 - $23.45 $5.09M - $5.33M
3.08M $70.8M
META
Meta Platforms, Inc.

Communication Services
4.95K
+ 195.12%
$554.08 - $632.68 $2.74M - $3.13M
7.49K $4.42M
MA
Mastercard Inc

Financial Services
3.67K
+ 263.75%
$491.3 - $536.15 $1.81M - $1.97M
5.07K $2.67M
CRM
Salesforce, Inc.

Technology
3.55K
+ 266.72%
$270.87 - $367.87 $962K - $1.31M
4.88K $1.63M
NOW
Service Now, Inc.

Technology
1K
+ 334.67%
$867.18 - $1148.42 $871K - $1.15M
1.3K $1.38M
COST
Costco Wholesale Corp

Consumer Defensive
835
+ 120.32%
$873.59 - $994.69 $729K - $831K
1.53K $1.4M
TSLA
Tesla, Inc.

Consumer Cyclical
958
+ 45.75%
$213.65 - $479.86 $205K - $460K
3.05K $1.23M
ACN
Accenture PLC

Technology
1.79K
+ 292.62%
$343.9 - $376.86 $614K - $673K
2.4K $842K
AVGO
Broadcom Inc.

Technology
224
+ 2.49%
$159.67 - $250.0 $35.8K - $56K
9.23K $2.14M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
521K
+ 201.47%
$22.01 - $66.82 $11.5M - $34.8M
780K $17.7M
WMT
Walmart Inc.

Consumer Defensive
3.5K
+ 19.41%
$79.1 - $95.7 $277K - $335K
21.5K $1.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
744
+ 30.27%
$567.81 - $607.81 $422K - $452K
3.2K $1.88M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.01K
+ 30.74%
$124.61 - $133.96 $376K - $404K
12.8K $1.65M
GOOGL
Alphabet Inc.

Communication Services
1.17K
+ 16.89%
$161.86 - $196.66 $189K - $230K
8.09K $1.53M
PFE
Pfizer Inc

Healthcare
14.5K
+ 209.02%
$24.8 - $30.19 $360K - $439K
21.5K $569K
QQQ
Invesco Qqq Trust, Series 1

ETFs
641
+ 82.28%
$481.22 - $538.17 $308K - $345K
1.42K $725K
BKNG
Booking Holdings Inc.

Consumer Cyclical
28
+ 18.06%
$4100.99 - $5300.34 $115K - $148K
183 $909K
V
Visa Inc.

Financial Services
503
+ 29.75%
$273.87 - $320.91 $138K - $161K
2.19K $693K
COP
Conocophillips

Energy
2.4K
+ 115.53%
$95.12 - $114.72 $228K - $275K
4.47K $443K
TRGP
Targa Resources Corp.

Energy
27
+ 0.44%
$150.58 - $207.69 $4.07K - $5.61K
6.23K $1.11M
CME
Cme Group Inc.

Financial Services
754
+ 47.3%
$221.17 - $246.02 $167K - $185K
2.35K $545K
GOOG
Alphabet Inc.

Communication Services
752
+ 47.78%
$163.08 - $198.16 $123K - $149K
2.33K $442K
JBL
Jabil Inc

Technology
657
+ 19.18%
$118.97 - $147.77 $78.2K - $97.1K
4.08K $587K
NFLX
Netflix Inc

Communication Services
115
+ 29.11%
$687.65 - $936.56 $79.1K - $108K
510 $454K
FTNT
Fortinet, Inc.

Technology
1.07K
+ 25.37%
$76.49 - $99.21 $81.8K - $106K
5.28K $499K
TPR
Tapestry, Inc.

Consumer Cyclical
536
+ 7.46%
$43.54 - $66.18 $23.3K - $35.5K
7.72K $504K
DIS
Walt Disney CO

Communication Services
1.1K
+ 38.67%
$92.39 - $117.6 $102K - $129K
3.94K $438K
DFAU
Dimensional ETF Tr

ETFs
1.44K
+ 1.37%
$39.27 - $42.38 $56.6K - $61.1K
107K $4.33M
ZM
Zoom Video Communications, Inc.

Technology
1.22K
+ 36.18%
$67.21 - $89.03 $81.7K - $108K
4.58K $373K
BAC
Bank Of America Corp

Financial Services
1.38K
+ 9.44%
$39.22 - $47.77 $54.1K - $65.9K
16K $702K
C
Citigroup Inc

Financial Services
994
+ 16.17%
$61.31 - $72.5 $60.9K - $72.1K
7.14K $502K
CSCO
Cisco Systems, Inc.

Technology
1.1K
+ 13.68%
$52.45 - $60.02 $57.7K - $66K
9.14K $541K
BMY
Bristol Myers Squibb CO

Healthcare
1.35K
+ 17.41%
$51.92 - $59.94 $70K - $80.8K
9.09K $514K
VGT
Vanguard Information Technolog

ETFs
71
+ 3.78%
$571.78 - $647.97 $40.6K - $46K
1.95K $1.21M
IBM
International Business Machines Corp

Technology
496
+ 27.51%
$204.9 - $238.04 $102K - $118K
2.3K $505K
MMM
3 M CO

Industrials
979
+ 37.77%
$124.74 - $137.12 $122K - $134K
3.57K $460K
FGB
First Trust Specialty Finance & Financial Opportunities Fund

Financial Services
20.3K
+ 48.23%
$4.05 - $4.36 $82K - $88.3K
62.2K $271K
DOCU
Docusign, Inc.

Technology
26
+ 0.77%
$61.42 - $106.99 $1.6K - $2.78K
3.42K $307K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
5.57K
+ 39.03%
$9.95 - $12.23 $55.4K - $68.1K
19.8K $232K
VT
Vanguard Total World Stk Index

ETFs
1.78K
+ 3.11%
$117.09 - $123.07 $209K - $219K
59K $6.94M
PYPL
Pay Pal Holdings, Inc.

Financial Services
637
+ 17.75%
$77.25 - $91.3 $49.2K - $58.2K
4.23K $360K
CFG
Citizens Financial Group Inc

Financial Services
1.29K
+ 18.49%
$39.92 - $48.46 $51.5K - $62.5K
8.27K $361K
VRSN
Verisign Inc

Technology
240
+ 17.11%
$176.68 - $206.96 $42.4K - $49.7K
1.64K $340K
T
At&T Inc.

Communication Services
2.42K
+ 10.49%
$21.22 - $23.88 $51.2K - $57.7K
25.4K $578K
Activity Summary
Buys All Purchases 243 New Holdings 101 Increased Positions 142 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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