Sym Financial Corp Reduced Holdings in Q1 2025

Sym Financial Corp

  • $806 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-2.55K
- 1.85%
$82.81 - $96.53 $211K - $247K
136K $11.4M
MSFT
Microsoft Corp

Technology
-1.03K
- 4.64%
$375.39 - $447.2 $387K - $461K
21.2K $7.95M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.77K
- 5.12%
$190.26 - $242.06 $337K - $429K
32.8K $6.25M
LKFN
Lakeland Financial Corp

Financial Services
-7.38K
- 27.3%
$59.44 - $69.54 $439K - $513K
19.6K $1.17M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.9K
- 6.92%
$95.85 - $99.25 $949K - $982K
133K $13.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-161
- 5.28%
$222.15 - $428.22 $35.8K - $68.9K
2.89K $749K
SPY
Spdr S&P 500 ETF Trust

ETFs
-661
- 20.64%
$551.42 - $612.93 $364K - $405K
2.54K $1.42M
TXN
Texas Instruments Inc

Technology
-2.17K
- 59.04%
N/A
1.5K $292K
ACN
Accenture PLC

Technology
-991
- 41.38%
$300.91 - $398.25 $298K - $395K
1.4K $438K
CRM
Salesforce, Inc.

Technology
-232
- 4.75%
$268.36 - $359.95 $62.3K - $83.5K
4.65K $1.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-477
- 33.59%
$468.34 - $539.52 $223K - $257K
943 $442K
MLM
Martin Marietta Materials Inc

Basic Materials
-449
- 34.75%
$460.39 - $552.64 $207K - $248K
843 $403K
CMCSA
Comcast Corp

Communication Services
-6.75K
- 49.73%
$33.19 - $38.23 $224K - $258K
6.82K $251K
CG
Carlyle Group Inc.

Financial Services
-2.83K
- 15.85%
$40.03 - $56.96 $113K - $161K
15K $654K
TRU
Trans Union

Industrials
-1.59K
- 15.5%
$80.45 - $100.25 $128K - $159K
8.65K $717K
MA
Mastercard Inc

Financial Services
-606
- 11.96%
$504.67 - $576.31 $306K - $349K
4.46K $2.45M
PFE
Pfizer Inc

Healthcare
-6.92K
- 32.23%
$25.01 - $27.13 $173K - $188K
14.6K $368K
AMAT
Applied Materials Inc

Technology
-819
- 28.63%
$145.06 - $195.51 $119K - $160K
2.04K $296K
MNST
Monster Beverage Corp

Consumer Defensive
-3.92K
- 36.95%
$46.16 - $58.58 $181K - $229K
6.68K $391K
META
Meta Platforms, Inc.

Communication Services
-100
- 1.33%
$576.36 - $736.67 $57.6K - $73.7K
7.39K $4.26M
PM
Philip Morris International Inc.

Consumer Defensive
-1.87K
- 50.12%
$117.15 - $158.79 $219K - $297K
1.86K $295K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-8.69K
- 6.38%
$24.05 - $24.86 $209K - $216K
128K $3.17M
CGGO
Capital Group Global Growth Eq

ETFs
-4.4K
- 35.22%
$28.33 - $30.84 $125K - $136K
8.1K $229K
GOOG
Alphabet Inc.

Communication Services
-301
- 12.94%
$156.06 - $207.71 $47K - $62.5K
2.03K $316K
ORCL
Oracle Corp

Technology
-89
- 2.24%
$139.81 - $186.47 $12.4K - $16.6K
3.88K $543K
CCL
Carnival Corp

Consumer Cyclical
-2.56K
- 20.26%
$19.08 - $28.49 $48.9K - $73K
10.1K $196K
KMX
Carmax Inc

Consumer Cyclical
-1.24K
- 32.49%
$69.25 - $89.19 $86.1K - $111K
2.58K $201K
INTC
Intel Corp

Technology
-6.49K
- 38.95%
$19.1 - $27.39 $124K - $178K
10.2K $230K
A
Agilent Technologies, Inc.

Healthcare
-109
- 2.13%
$116.69 - $152.6 $12.7K - $16.6K
5K $585K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-34
- 0.27%
$120.24 - $134.3 $4.09K - $4.57K
12.8K $1.56M
DIS
Walt Disney CO

Communication Services
-320
- 8.12%
$96.87 - $114.0 $31K - $36.5K
3.62K $357K
SNAP
Snap Inc

Communication Services
-2.44K
- 13.21%
$8.37 - $12.57 $20.5K - $30.7K
16.1K $139K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-141
- 9.68%
$221.78 - $273.45 $31.3K - $38.6K
1.32K $299K
GPN
Global Payments Inc

Industrials
-212
- 7.59%
$92.18 - $113.03 $19.5K - $24K
2.58K $252K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.07K
- 49.36%
$45.72 - $51.73 $49K - $55.5K
1.1K $50K
RPM
Rpm International Inc

Basic Materials
-4
- 0.05%
$114.03 - $128.31 $456 - $513
7.84K $906K
PCG
Pg&E Corp

Utilities
-1.22K
- 10.36%
$15.16 - $20.4 $18.5K - $24.8K
10.5K $181K
LYV
Live Nation Entertainment, Inc.

Communication Services
-451
- 8.54%
$115.79 - $154.66 $52.2K - $69.8K
4.83K $631K
CAT
Caterpillar Inc

Industrials
-48
- 4.57%
$326.75 - $407.63 $15.7K - $19.6K
1K $330K
PG
Procter & Gamble CO

Consumer Defensive
-328
- 12.34%
$158.56 - $176.26 $52K - $57.8K
2.33K $396K
CPRT
Copart Inc

Consumer Cyclical
-603
- 3.47%
$52.3 - $59.83 $31.5K - $36.1K
16.8K $950K
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 0.35%
$347.25 - $424.87 $2.43K - $2.97K
1.99K $730K
WIT
Wipro LTD

Technology
-10.3K
- 32.89%
$3.0 - $3.77 $31K - $39K
21.1K $64K
XLY
Select Sector Spdr Consumer Di

ETFs
-12
- 0.8%
$192.6 - $233.2 $2.31K - $2.8K
1.48K $292K
IBB
Ishares Biotechnology ETF

ETFs
-303
- 70.47%
$127.9 - $140.56 $38.8K - $42.6K
127 $16K
ZM
Zoom Video Communications, Inc.

Technology
-37
- 0.81%
$72.23 - $88.64 $2.67K - $3.28K
4.54K $334K
ZS
Zscaler, Inc.

Technology
-346
- 20.62%
$181.66 - $216.87 $62.9K - $75K
1.33K $264K
IVW
Ishares S&P 500 Growth ETF

ETFs
-26
- 0.66%
$92.45 - $106.69 $2.4K - $2.77K
3.9K $361K
VEEV
Veeva Systems Inc

Healthcare
-472
- 13.61%
$210.58 - $246.8 $99.4K - $116K
3K $693K
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
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