Sym Financial Corp Incresed Positions in Q4 2024

Sym Financial Corp

  • $769 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
183
+ 15.1%
$172.07 - $207.36 $31.5K - $37.9K
1.4K $275K
GPN
Global Payments Inc

Industrials
352
+ 14.43%
$97.57 - $119.38 $34.3K - $42K
2.79K $312K
ABT
Abbott Laboratories

Healthcare
585
+ 19.44%
$111.93 - $119.39 $65.5K - $69.8K
3.6K $406K
XEL
Xcel Energy Inc

Utilities
642
+ 7.48%
$62.16 - $72.92 $39.9K - $46.8K
9.22K $622K
XLY
Select Sector Spdr Consumer Di

ETFs
112
+ 8.12%
$194.8 - $239.43 $21.8K - $26.8K
1.49K $334K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.07K
+ 97.45%
$46.94 - $51.62 $50.3K - $55.3K
2.17K $108K
ORCL
Oracle Corp

Technology
403
+ 11.29%
$165.41 - $192.43 $66.7K - $77.5K
3.97K $662K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.74K
+ 21.5%
$39.3 - $41.34 $68.3K - $71.9K
9.83K $387K
TRMB
Trimble Inc.

Technology
172
+ 4.38%
$60.21 - $75.4 $10.4K - $13K
4.1K $289K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
396
+ 293.33%
$113.92 - $127.38 $45.1K - $50.4K
531 $61K
MRK
Merck & Co., Inc.

Healthcare
728
+ 34.05%
$96.31 - $114.76 $70.1K - $83.5K
2.87K $285K
CB
Chubb LTD

Financial Services
192
+ 18.36%
$271.57 - $301.89 $52.1K - $58K
1.24K $342K
JNJ
Johnson & Johnson

Healthcare
1.11K
+ 16.04%
$143.34 - $165.86 $160K - $185K
8.05K $1.16M
CAT
Caterpillar Inc

Industrials
175
+ 19.98%
$360.37 - $416.88 $63.1K - $73K
1.05K $381K
IBB
Ishares Biotechnology ETF

ETFs
303
+ 238.58%
$131.21 - $148.85 $39.8K - $45.1K
430 $56K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
184
+ 15.5%
$174.04 - $205.27 $32K - $37.8K
1.37K $247K
HWM
Howmet Aerospace Inc.

Industrials
160
+ 7.32%
$99.72 - $120.09 $16K - $19.2K
2.35K $256K
CINF
Cincinnati Financial Corp

Financial Services
118
+ 4.82%
$132.86 - $160.16 $15.7K - $18.9K
2.57K $369K
RHI
Robert Half International Inc.

Industrials
374
+ 10.86%
$65.55 - $76.8 $24.5K - $28.7K
3.82K $268K
AMAT
Applied Materials Inc

Technology
736
+ 34.64%
$161.44 - $213.89 $119K - $157K
2.86K $465K
BCS
Barclays PLC

Financial Services
1.15K
+ 7.13%
$11.65 - $13.67 $13.4K - $15.7K
17.3K $229K
ADP
Automatic Data Processing Inc

Industrials
75
+ 10.07%
$280.08 - $307.97 $21K - $23.1K
820 $240K
ETN
Eaton Corp PLC

Industrials
100
+ 14.81%
$326.96 - $377.52 $32.7K - $37.8K
775 $257K
SNAP
Snap Inc

Communication Services
2.81K
+ 17.9%
$9.98 - $12.86 $28K - $36.1K
18.5K $199K
TRV
Travelers Companies, Inc.

Financial Services
99
+ 8.25%
$225.97 - $266.66 $22.4K - $26.4K
1.3K $312K
PCG
Pg&E Corp

Utilities
1.35K
+ 12.92%
$19.2 - $21.63 $25.8K - $29.1K
11.8K $237K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 4.97%
$442.29 - $483.08 $44.2K - $48.3K
2.11K $956K
KR
Kroger CO

Consumer Defensive
223
+ 5.71%
$55.21 - $63.3 $12.3K - $14.1K
4.13K $252K
VRT
Vertiv Holdings CO

Industrials
336
+ 15.02%
N/A
2.57K $222K
VFH
Vanguard Financial ETF

ETFs
196
+ 27.88%
$108.87 - $126.2 $21.3K - $24.7K
899 $106K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
704
+ 6.09%
$33.92 - $36.6 $23.9K - $25.8K
12.3K $424K
XLC
Select Sector Spdr Tr Communic

ETFs
225
+ 24.78%
$89.66 - $102.16 $20.2K - $23K
1.13K $109K
VO
Vanguard Mid Cap ETF

ETFs
95
+ 7.95%
$261.5 - $284.63 $24.8K - $27K
1.29K $340K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.8K
+ 289.64%
$25.93 - $105.3 $435K - $1.77M
22.6K $628K
PKG
Packaging Corp Of America

Consumer Cyclical
42
+ 3.08%
$211.98 - $248.85 $8.9K - $10.5K
1.41K $316K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
486
+ 1157.14%
$44.04 - $49.49 $21.4K - $24.1K
528 $23K
KO
Coca Cola CO

Consumer Defensive
1.55K
+ 19.66%
$61.74 - $71.71 $95.4K - $111K
9.4K $585K
WIT
Wipro LTD

Technology
17K
+ 118.49%
$3.54 - $7.24 $60.3K - $123K
31.4K $111K
FINV
Fin Volution Group

Financial Services
1.71K
+ 14.41%
$5.75 - $7.13 $9.81K - $12.2K
13.5K $91K
XLI
Industrial Sector Spdr

ETFs
176
+ 12.34%
$131.76 - $143.99 $23.2K - $25.3K
1.6K $211K
EFA
Ishares Tr Msci Eafe ETF

ETFs
273
+ 81.74%
$75.1 - $82.99 $20.5K - $22.7K
607 $45K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
203
+ 2.33%
$100.22 - $100.73 $20.3K - $20.4K
8.92K $894K
IEMG
Ishares Inc

ETFs
307
+ 2.94%
N/A
10.7K $575K
VTV
Vanguard Value ETF

ETFs
94
+ 140.3%
$168.32 - $181.87 $15.8K - $17.1K
161 $27K
XLK
Technology Sector Spdr

ETFs
26
+ 3.83%
$220.26 - $241.44 $5.73K - $6.28K
705 $163K
IWF
Ishares Russell 1000 Gr ETF

ETFs
8
+ 3.38%
$370.24 - $418.94 $2.96K - $3.35K
245 $98K
CVX
Chevron Corp

Energy
115
+ 4.21%
$141.15 - $162.53 $16.2K - $18.7K
2.84K $411K
STLD
Steel Dynamics Inc

Basic Materials
67
+ 3.41%
N/A
2.03K $199K
XLB
Select Sector Spdr Fd Material

ETFs
97
+ 87.39%
$83.8 - $97.58 $8.13K - $9.47K
208 $17K
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
Track This Portfolio

Track Sym Financial Corp Portfolio

Follow Sym Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sym Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sym Financial Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email