Sym Financial Corp Reduced Holdings in Q4 2024

Sym Financial Corp

  • $769 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-273K
- 93.48%
$14.28 - $14.81 $3.9M - $4.04M
19K $273K
VOE
Vanguard Mid Cap Value Index F

ETFs
-39
- 0.01%
$160.89 - $176.18 $6.27K - $6.87K
509K $82.3M
XLU
Utilities Sector Spdr

ETFs
-35K
- 99.96%
$74.89 - $82.93 $2.62M - $2.9M
14 $1K
VNQ
Vanguard Specialized Funds Van

ETFs
-26.2K
- 99.94%
$87.85 - $98.6 $2.3M - $2.58M
16 $1K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-337
- 0.24%
$96.64 - $101.23 $32.6K - $34.1K
143K $13.9M
XOM
Exxon Mobil Corp

Energy
-4.35K
- 30.57%
$105.51 - $125.37 $459K - $545K
9.87K $1.06M
VEA
Vanguard Ftse Developed Market

ETFs
-11
- 0.02%
$47.57 - $52.44 $523 - $577
59.4K $2.84M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-244
- 23.69%
$501.29 - $612.85 $122K - $150K
786 $408K
KLAC
Kla Corp

Technology
-164
- 23.6%
$614.46 - $829.55 $101K - $136K
531 $334K
GE
General Electric CO

Industrials
-394
- 6.29%
$159.95 - $194.23 $63K - $76.5K
5.87K $979K
PEP
Pepsico Inc

Consumer Defensive
-581
- 22.14%
$151.29 - $176.1 $87.9K - $102K
2.04K $310K
JPM
Jpmorgan Chase & CO

Financial Services
-1.36K
- 18.32%
$205.18 - $250.29 $279K - $340K
6.05K $1.45M
VXF
Vanguard Extended Market ETF

ETFs
-622
- 30.9%
$179.17 - $207.15 $111K - $129K
1.39K $264K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-2.05K
- 1.46%
$89.88 - $101.38 $184K - $208K
138K $12.9M
ACWI
Ishares Msci Acwi ETF

ETFs
-290
- 1.93%
$117.05 - $123.03 $33.9K - $35.7K
14.7K $1.73M
JPIB
Jpmorgan International Bond Op

ETFs
-350
- 1.03%
$47.26 - $48.47 $16.5K - $17K
33.6K $1.59M
INSP
Inspire Medical Systems, Inc.

Healthcare
-153
- 11.81%
$172.7 - $214.93 $26.4K - $32.9K
1.14K $211K
NSC
Norfolk Southern Corp

Industrials
-10
- 0.25%
$230.6 - $277.0 $2.31K - $2.77K
3.92K $919K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-93
- 14.98%
$521.84 - $558.82 $48.5K - $52K
528 $284K
JPEM
Jp Morgan Diversified Return

ETFs
-534
- 18.55%
$51.88 - $57.84 $27.7K - $30.9K
2.34K $121K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-791
- 9.45%
$26.16 - $28.82 $20.7K - $22.8K
7.58K $198K
CCK
Crown Holdings Inc

Consumer Cyclical
-19
- 0.76%
$81.89 - $97.79 $1.56K - $1.86K
2.48K $204K
WFC
Wells Fargo & Company

Financial Services
-1.64K
- 26.29%
$54.98 - $77.35 $90.2K - $127K
4.6K $322K
WEN
Wendy'S CO

Consumer Cyclical
-498
- 3.19%
$16.26 - $20.42 $8.1K - $10.2K
15.1K $245K
LNC
Lincoln National Corp

Financial Services
-846
- 11.13%
$30.46 - $36.84 $25.8K - $31.2K
6.75K $214K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-183
- 7.41%
$101.77 - $113.02 $18.6K - $20.7K
2.29K $241K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-118
- 5.93%
$70.1 - $76.53 $8.27K - $9.03K
1.87K $132K
VIG
Vanguard Dividend Appreciation

ETFs
-94
- 2.55%
N/A
3.59K $654K
IWS
Ishares Russell Midcap Value E

ETFs
-81
- 4.64%
$128.08 - $140.32 $10.4K - $11.4K
1.66K $215K
WEC
Wec Energy Group, Inc.

Utilities
-32
- 0.63%
$92.94 - $101.82 $2.97K - $3.26K
5.06K $475K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-140
- 10.03%
$124.26 - $134.12 $17.4K - $18.8K
1.26K $161K
CGGO
Capital Group Global Growth Eq

ETFs
-42
- 0.33%
$29.21 - $30.67 $1.23K - $1.29K
12.5K $365K
SAN
Banco Santander, S.A.

Financial Services
-28
- 0.14%
$4.49 - $5.05 $126 - $141
20.4K $93K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-182
- 4.09%
$50.37 - $50.6 $9.17K - $9.21K
4.27K $215K
MO
Altria Group, Inc.

Consumer Defensive
-385
- 3.86%
$49.06 - $57.74 $18.9K - $22.2K
9.6K $501K
IXJ
Ishares Global Healthcare ETF

ETFs
-24
- 4.98%
$85.65 - $98.34 $2.06K - $2.36K
458 $39K
CNHI
Cnh Industrial N.V.

Industrials
-540
- 3.14%
N/A
16.7K $173K
AON
Aon PLC

Financial Services
-62
- 4.94%
$344.14 - $393.31 $21.3K - $24.4K
1.19K $428K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-30
- 2.61%
$113.79 - $124.5 $3.41K - $3.74K
1.12K $128K
URTH
Ishares Msci World ETF

ETFs
-1
- 0.13%
$153.73 - $162.67 $154 - $163
787 $122K
IVW
Ishares S&P 500 Growth ETF

ETFs
-55
- 1.38%
$94.43 - $105.47 $5.19K - $5.8K
3.92K $398K
LKFN
Lakeland Financial Corp

Financial Services
-295
- 1.08%
$61.39 - $75.85 $18.1K - $22.4K
27K $1.86M
VTI
Vanguard Total Stock Market Et

ETFs
-370
- 0.16%
$280.04 - $302.45 $104K - $112K
237K $68.7M
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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