Sym Financial Corp Incresed Positions in Q1 2025

Sym Financial Corp

  • $806 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
1.65K
+ 7.65%
$84.5 - $105.05 $139K - $173K
23.2K $2.03M
WEC
Wec Energy Group, Inc.

Utilities
125
+ 2.47%
$92.12 - $108.98 $11.5K - $13.6K
5.18K $564K
SAN
Banco Santander, S.A.

Financial Services
6.59K
+ 32.28%
$4.46 - $7.14 $29.4K - $47.1K
27K $181K
C
Citigroup Inc

Financial Services
1.1K
+ 15.37%
$67.23 - $84.63 $73.8K - $92.9K
8.24K $585K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.13K
+ 15.76%
$11.66 - $14.98 $36.5K - $46.8K
23K $313K
JPM
Jpmorgan Chase & CO

Financial Services
170
+ 2.81%
$225.19 - $279.95 $38.3K - $47.6K
6.22K $1.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.59K
+ 3.49%
$27.01 - $28.54 $43K - $45.5K
47.3K $1.32M
TPR
Tapestry, Inc.

Consumer Cyclical
441
+ 5.71%
$65.63 - $89.21 $28.9K - $39.3K
8.16K $574K
BCS
Barclays PLC

Financial Services
2.07K
+ 12.0%
$12.69 - $16.25 $26.3K - $33.7K
19.3K $297K
STLD
Steel Dynamics Inc

Basic Materials
693
+ 34.1%
N/A
2.73K $267K
MPC
Marathon Petroleum Corp

Energy
391
+ 23.96%
$134.72 - $159.03 $52.7K - $62.2K
2.02K $294K
HWM
Howmet Aerospace Inc.

Industrials
118
+ 5.03%
$110.79 - $139.39 $13.1K - $16.4K
2.46K $319K
FTNT
Fortinet, Inc.

Technology
527
+ 9.98%
$92.49 - $114.57 $48.7K - $60.4K
5.81K $559K
TLT
Ishares Barclays 20+ Year Trea

ETFs
645
+ 416.13%
$85.29 - $92.57 $55K - $59.7K
800 $72K
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 0.78%
$279.74 - $321.29 $4.76K - $5.46K
2.2K $687K
SAP
Sap Se

Technology
91
+ 7.05%
$241.4 - $293.69 $22K - $26.7K
1.38K $370K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.21K
+ 18.04%
$32.42 - $36.13 $71.8K - $80K
14.5K $477K
HUM
Humana Inc

Healthcare
163
+ 18.63%
$249.11 - $303.11 $40.6K - $49.4K
1.04K $274K
RL
Ralph Lauren Corp

Consumer Cyclical
283
+ 28.41%
$215.68 - $286.74 $61K - $81.1K
1.28K $282K
AON
Aon PLC

Financial Services
8
+ 0.67%
$348.44 - $409.32 $2.79K - $3.27K
1.2K $479K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
468
+ 5.25%
$100.32 - $100.76 $46.9K - $47.2K
9.38K $944K
DE
Deere & CO

Industrials
33
+ 4.41%
$408.57 - $509.27 $13.5K - $16.8K
781 $366K
INCY
Incyte Corp

Healthcare
1.58K
+ 29.26%
$60.0 - $75.26 $94.6K - $119K
6.96K $421K
IQLT
Ishares Msci Intl Quality Fact

ETFs
928
+ 21.58%
$36.91 - $41.03 $34.3K - $38.1K
5.23K $207K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
51
+ 5.3%
$233.07 - $290.7 $11.9K - $14.8K
1.01K $273K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
433
+ 23.12%
$69.81 - $78.9 $30.2K - $34.2K
2.31K $179K
VZ
Verizon Communications Inc

Communication Services
268
+ 4.03%
$37.81 - $46.49 $10.1K - $12.5K
6.92K $313K
WM
Waste Management Inc

Industrials
30
+ 2.31%
$200.54 - $233.78 $6.02K - $7.01K
1.33K $307K
NSC
Norfolk Southern Corp

Industrials
157
+ 4.01%
$227.69 - $259.76 $35.7K - $40.8K
4.08K $965K
FTI
Technip Fmc PLC

Energy
829
+ 11.7%
$25.3 - $32.57 $21K - $27K
7.91K $250K
LNC
Lincoln National Corp

Financial Services
400
+ 5.92%
$30.06 - $39.23 $12K - $15.7K
7.15K $256K
VLY
Valley National Bancorp

Financial Services
4.55K
+ 21.09%
$8.56 - $10.42 $38.9K - $47.4K
26.1K $232K
EVRG
Evergy, Inc.

Utilities
137
+ 3.71%
$59.9 - $69.52 $8.21K - $9.52K
3.83K $264K
MFG
Mizuho Financial Group Inc

Financial Services
1.18K
+ 2.76%
$4.83 - $6.04 $5.68K - $7.1K
43.8K $241K
JPIB
Jpmorgan International Bond Op

ETFs
214
+ 0.64%
$46.97 - $48.35 $10.1K - $10.3K
33.8K $1.62M
XEL
Xcel Energy Inc

Utilities
6
+ 0.07%
$63.37 - $72.1 $380 - $433
9.23K $653K
WFC
Wells Fargo & Company

Financial Services
311
+ 6.77%
$66.78 - $81.42 $20.8K - $25.3K
4.91K $352K
NOC
Northrop Grumman Corp

Industrials
2
+ 0.3%
$433.45 - $513.82 $867 - $1.03K
665 $340K
INTU
Intuit Inc

Technology
86
+ 5.01%
$555.63 - $630.23 $47.8K - $54.2K
1.8K $1.11M
DFIC
Dimensional ETF Tr Dimensional

ETFs
46
+ 0.33%
$25.54 - $28.79 $1.17K - $1.32K
14K $388K
CINF
Cincinnati Financial Corp

Financial Services
122
+ 4.75%
$133.67 - $147.81 $16.3K - $18K
2.69K $397K
ACWI
Ishares Msci Acwi ETF

ETFs
371
+ 2.52%
$115.16 - $124.13 $42.7K - $46.1K
15.1K $1.76M
BKR
Baker Hughes CO

Energy
259
+ 5.1%
$41.16 - $48.85 $10.7K - $12.7K
5.34K $234K
DDOG
Datadog, Inc.

Technology
2K
+ 50.5%
$98.68 - $151.89 $198K - $304K
5.97K $591K
ABNB
Airbnb, Inc.

Consumer Cyclical
541
+ 15.75%
$119.38 - $161.42 $64.6K - $87.3K
3.98K $474K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
106
+ 75.71%
$254.58 - $302.92 $27K - $32.1K
246 $62K
DNP
Dnp Select Income Fund Inc

Financial Services
244
+ 2.08%
$8.93 - $9.92 $2.18K - $2.42K
12K $118K
IWM
Ishares Russell 2000 ETF

ETFs
100
+ 37.59%
$198.1 - $229.79 $19.8K - $23K
366 $73K
SHV
Ishares Tr

ETFs
109
+ 3.01%
$110.11 - $110.51 $12K - $12K
3.73K $411K
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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