Sym Financial Corp Incresed Positions in Q4 2024

Sym Financial Corp

  • $769 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
80
+ 21.56%
$78.09 - $80.04 $6.25K - $6.4K
451 $35K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.47K
+ 200.0%
$22.4 - $68.28 $123K - $374K
8.21K $190K
XLF
Financial Sector Spdr

ETFs
34
+ 2.87%
$44.89 - $51.34 $1.53K - $1.75K
1.22K $58K
LQD
Ishares Iboxx $ Investment Gra

ETFs
30
+ 66.67%
$106.56 - $113.11 $3.2K - $3.39K
75 $8K
VB
Vanguard Small Cap ETF

ETFs
10
+ 5.56%
$233.76 - $261.58 $2.34K - $2.62K
190 $45K
NOC
Northrop Grumman Corp

Industrials
78
+ 13.33%
$466.52 - $543.88 $36.4K - $42.4K
663 $311K
MCD
Mcdonalds Corp

Consumer Cyclical
113
+ 5.46%
$288.47 - $316.54 $32.6K - $35.8K
2.18K $632K
RSP
Invesco S&P 500 Equal Weight E

ETFs
11
+ 550.0%
$174.22 - $187.62 $1.92K - $2.06K
13 $2K
VBR
Vanguard Small Cap Value ETF

ETFs
11
+ 2.2%
$197.36 - $217.3 $2.17K - $2.39K
511 $101K
QUAL
Ishares Msci Usa Quality Facto

ETFs
25
+ 0.94%
$176.42 - $186.91 $4.41K - $4.67K
2.7K $480K
HD
Home Depot, Inc.

Consumer Cyclical
82
+ 4.28%
$385.02 - $431.37 $31.6K - $35.4K
2K $777K
XLV
Select Sector Spdr Fund Health

ETFs
170
+ 12.29%
$136.28 - $154.74 $23.2K - $26.3K
1.55K $213K
DFSB
Dimensional ETF Tr Dimensional
110
+ 58.2%
N/A
299 $0
Ge Vernova Inc
163
+ 14.19%
N/A
1.31K $0
BYLD
Ishares Tr Yield Optimized Bd
3.14K
+ 16.68%
N/A
21.9K $0
GAB
Gabelli Equity Trust Inc

Financial Services
384
+ 2.72%
$5.36 - $5.83 $2.06K - $2.24K
14.5K $77K
FNDX
Schwab Fundamental U S Large C

ETFs
1.93K
+ 200.0%
$23.49 - $71.77 $45.2K - $138K
2.89K $68K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
690
+ 100.0%
$22.02 - $46.16 $15.2K - $31.9K
1.38K $30K
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 0.21%
$90.42 - $94.5 $90.4 - $94.5
482 $43K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
629
+ 100.0%
$18.41 - $40.87 $11.6K - $25.7K
1.26K $23K
CMCSA
Comcast Corp

Communication Services
1.29K
+ 10.52%
$37.39 - $45.14 $48.3K - $58.3K
13.6K $509K
MXI
Ishares Global Materials ETF

ETFs
5
+ 1.74%
$77.6 - $93.04 $388 - $465
292 $22K
IYK
Ishares U.S. Consumer Staples

ETFs
10
+ 0.76%
$65.32 - $70.92 $653 - $709
1.32K $86K
PG
Procter & Gamble CO

Consumer Defensive
52
+ 2.0%
$161.05 - $179.7 $8.37K - $9.34K
2.66K $445K
XLE
Energy Sector Spdr

ETFs
90
+ 1.17%
$83.32 - $97.27 $7.5K - $8.75K
7.77K $665K
DFIC
Dimensional ETF Tr Dimensional

ETFs
759
+ 5.76%
$25.61 - $28.0 $19.4K - $21.3K
13.9K $360K
PGR
Progressive Corp

Financial Services
44
+ 2.82%
$239.6 - $268.88 $10.5K - $11.8K
1.6K $383K
DNP
Dnp Select Income Fund Inc

Financial Services
238
+ 2.07%
$8.82 - $9.96 $2.1K - $2.37K
11.7K $103K
CNC
Centene Corp

Healthcare
507
+ 15.44%
$56.71 - $73.94 $28.8K - $37.5K
3.79K $229K
ABBV
Abb Vie Inc.

Healthcare
103
+ 4.47%
$164.99 - $203.87 $17K - $21K
2.41K $427K
LMT
Lockheed Martin Corp

Industrials
23
+ 5.6%
$479.66 - $614.62 $11K - $14.1K
434 $210K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
16
+ 1.69%
$232.27 - $300.43 $3.72K - $4.81K
963 $226K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.12K
+ 96.93%
$27.54 - $83.04 $58.3K - $176K
4.3K $119K
QWLD
Spdr Index Shs Fds

ETFs
169
+ 0.71%
$123.39 - $130.49 $20.9K - $22.1K
23.9K $2.96M
SCHR
Schwab Intermediate Term Us Tr

ETFs
68.2K
+ 100.11%
$24.19 - $50.58 $1.65M - $3.45M
136K $3.31M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
309
+ 0.83%
$108.6 - $115.42 $33.6K - $35.7K
37.5K $4.09M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
28.5K
+ 166.19%
$26.93 - $84.95 $768K - $2.42M
45.7K $1.25M
LLY
Eli Lilly & CO

Healthcare
488
+ 8.42%
$727.2 - $932.06 $355K - $455K
6.28K $4.85M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
157K
+ 7.09%
$35.09 - $39.06 $5.5M - $6.12M
2.37M $83.1M
DFAI
Dimensional ETF Tr

ETFs
344K
+ 5.45%
$29.0 - $31.6 $9.97M - $10.9M
6.65M $194M
DOW
Dow Inc.

Basic Materials
3.51K
+ 0.68%
$39.1 - $55.34 $137K - $194K
518K $20.8M
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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