Sym Financial Corp Incresed Positions in Q2 2025

Sym Financial Corp

  • $886 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
110
+ 23.16%
$430.82 - $486.45 $47.4K - $53.5K
585 $270K
PCG
Pg&E Corp

Utilities
6.48K
+ 61.46%
$13.55 - $17.87 $87.8K - $116K
17K $237K
STLD
Steel Dynamics Inc

Basic Materials
564
+ 20.7%
N/A
3.29K $322K
ZM
Zoom Video Communications, Inc.

Technology
415
+ 9.14%
$66.7 - $84.62 $27.7K - $35.1K
4.96K $386K
PYPL
Pay Pal Holdings, Inc.

Financial Services
104
+ 2.31%
$57.41 - $74.81 $5.97K - $7.78K
4.61K $342K
LKFN
Lakeland Financial Corp

Financial Services
148
+ 0.75%
$51.45 - $61.84 $7.61K - $9.15K
19.8K $1.22M
NTNX
Nutanix, Inc.

Technology
320
+ 10.37%
$58.17 - $83.07 $18.6K - $26.6K
3.41K $260K
T
At&T Inc.

Communication Services
926
+ 3.68%
$26.33 - $28.94 $24.4K - $26.8K
26.1K $754K
CVX
Chevron Corp

Energy
851
+ 26.27%
$133.73 - $168.51 $114K - $143K
4.09K $585K
AXS
Axis Capital Holdings LTD

Financial Services
325
+ 12.51%
$87.23 - $106.93 $28.3K - $34.8K
2.92K $303K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.22K
+ 114.82%
$26.66 - $33.09 $32.6K - $40.5K
2.29K $75K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.89K
+ 10.39%
$13.71 - $15.46 $25.9K - $29.2K
20.1K $310K
ZTS
Zoetis Inc.

Healthcare
330
+ 25.0%
$144.41 - $170.3 $47.7K - $56.2K
1.65K $257K
DVN
Devon Energy Corp

Energy
2.69K
+ 30.77%
$26.8 - $37.92 $72.1K - $102K
11.4K $363K
CME
Cme Group Inc.

Financial Services
33
+ 1.34%
$252.37 - $290.71 $8.33K - $9.59K
2.5K $688K
TYL
Tyler Technologies Inc

Technology
40
+ 5.01%
$521.68 - $592.84 $20.9K - $23.7K
838 $496K
DFIV
Dimensional ETF Tr

ETFs
552
+ 89.61%
$34.67 - $43.21 $19.1K - $23.9K
1.17K $50K
UGI
Ugi Corp

Utilities
28
+ 0.4%
$30.18 - $36.59 $845 - $1.02K
7.09K $258K
KR
Kroger CO

Consumer Defensive
127
+ 3.08%
$64.62 - $74.0 $8.21K - $9.4K
4.25K $304K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3
+ 0.04%
$23.4 - $29.68 $70.2 - $89
7.59K $225K
FHI
Federated Hermes, Inc.

Financial Services
108
+ 2.05%
$35.85 - $44.32 $3.87K - $4.79K
5.36K $237K
TRV
Travelers Companies, Inc.

Financial Services
56
+ 3.53%
$233.83 - $276.34 $13.1K - $15.5K
1.64K $439K
ADP
Automatic Data Processing Inc

Industrials
56
+ 6.98%
$276.76 - $326.81 $15.5K - $18.3K
858 $264K
LYG
Lloyds Banking Group PLC

Financial Services
3.14K
+ 30.14%
$3.32 - $4.29 $10.4K - $13.5K
13.6K $57K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
183
+ 9.49%
$30.25 - $38.85 $5.54K - $7.11K
2.11K $81K
CNXC
Concentrix Corp

Technology
499
+ 12.4%
$45.73 - $57.88 $22.8K - $28.9K
4.52K $238K
SCHP
Schwab Strategic Us Tips ETF

ETFs
404
+ 1303.23%
$26.18 - $26.93 $10.6K - $10.9K
435 $11K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17
+ 0.4%
$22.92 - $28.05 $390 - $477
4.32K $121K
WIT
Wipro LTD

Technology
2.77K
+ 13.13%
$2.7 - $3.09 $7.47K - $8.55K
23.9K $72K
EVRG
Evergy, Inc.

Utilities
111
+ 2.9%
$64.06 - $69.64 $7.11K - $7.73K
3.94K $271K
WST
West Pharmaceutical Services Inc

Healthcare
50
+ 5.12%
$190.39 - $227.7 $9.52K - $11.4K
1.03K $224K
GAB
Gabelli Equity Trust Inc

Financial Services
291
+ 2.6%
$4.97 - $5.87 $1.45K - $1.71K
11.5K $66K
VZ
Verizon Communications Inc

Communication Services
410
+ 5.92%
$41.67 - $45.62 $17.1K - $18.7K
7.33K $317K
NOK
Nokia Corp

Technology
900
+ 8.48%
$4.65 - $5.43 $4.19K - $4.89K
11.5K $59K
MXI
Ishares Global Materials ETF

ETFs
4
+ 1.37%
$71.63 - $86.87 $287 - $347
296 $25K
DNP
Dnp Select Income Fund Inc

Financial Services
245
+ 2.04%
$8.89 - $9.88 $2.18K - $2.42K
12.2K $119K
TXN
Texas Instruments Inc

Technology
3
+ 0.2%
N/A
1.51K $293K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3
+ 0.07%
$50.36 - $50.68 $151 - $152
4.25K $215K
Blackrock Inc
14
+ 3.52%
N/A
412 $0
Ge Vernova Inc
57
+ 3.54%
N/A
1.67K $0
Natwest Group PLC
15
+ 0.07%
N/A
22.9K $0
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 0.2%
$89.87 - $92.93 $89.9 - $92.9
508 $46K
Linde PLC
70
+ 4.91%
N/A
1.5K $0
IYK
Ishares U.S. Consumer Staples

ETFs
8
+ 0.6%
$67.29 - $72.42 $538 - $579
1.34K $94K
VHT
Vanguard Health Care ETF

ETFs
1
+ 1.89%
$236.71 - $261.92 $237 - $262
54 $13K
WM
Waste Management Inc

Industrials
5
+ 0.38%
$216.47 - $242.1 $1.08K - $1.21K
1.33K $304K
PGR
Progressive Corp

Financial Services
78
+ 4.57%
$255.27 - $288.74 $19.9K - $22.5K
1.78K $475K
WEC
Wec Energy Group, Inc.

Utilities
143
+ 2.76%
$102.24 - $109.76 $14.6K - $15.7K
5.33K $555K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
206
+ 7.88%
$483.48 - $539.8 $99.6K - $111K
2.82K $1.37M
Activity Summary
Buys All Purchases 258 New Holdings 100 Increased Positions 158 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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