Sym Financial Corp Reduced Holdings in Q3 2025

Sym Financial Corp

  • $927 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-22.6K
- 26.55%
$153.3 - $186.58 $3.46M - $4.21M
62.4K $11.6M
META
Meta Platforms, Inc.

Communication Services
-2.15K
- 28.98%
$695.21 - $791.73 $1.49M - $1.7M
5.26K $3.86M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.36K
- 20.66%
$211.65 - $238.24 $1.35M - $1.51M
24.4K $5.36M
IWS
Ishares Russell Midcap Value E

ETFs
-7.14K
- 81.1%
$132.83 - $140.61 $948K - $1M
1.66K $232K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-11.2K
- 59.72%
$38.58 - $58.24 $433K - $653K
7.56K $296K
COST
Costco Wholesale Corp

Consumer Defensive
-615
- 31.52%
$915.95 - $994.57 $563K - $612K
1.34K $1.24M
MSFT
Microsoft Corp

Technology
-2.24K
- 9.74%
$491.09 - $535.64 $1.1M - $1.2M
20.7K $10.7M
CRM
Salesforce, Inc.

Technology
-1.97K
- 54.97%
$231.66 - $273.65 $457K - $540K
1.62K $383K
ABT
Abbott Laboratories

Healthcare
-4.1K
- 51.97%
$120.51 - $136.62 $493K - $559K
3.78K $506K
NOW
Service Now, Inc.

Technology
-442
- 32.74%
$850.86 - $1044.69 $376K - $462K
908 $835K
AMGN
Amgen Inc

Healthcare
-1.57K
- 57.68%
$271.18 - $309.22 $427K - $487K
1.16K $325K
IDXX
Idexx Laboratories Inc

Healthcare
-967
- 52.44%
$514.61 - $682.78 $498K - $660K
877 $560K
ABBV
Abb Vie Inc.

Healthcare
-3.35K
- 43.16%
$184.85 - $231.54 $618K - $775K
4.41K $1.02M
FTNT
Fortinet, Inc.

Technology
-3.26K
- 54.36%
$74.39 - $107.65 $243K - $351K
2.74K $230K
MNST
Monster Beverage Corp

Consumer Defensive
-6.24K
- 49.13%
$58.65 - $67.31 $366K - $420K
6.46K $434K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-4.59K
- 49.98%
$89.32 - $107.82 $410K - $495K
4.59K $495K
LYV
Live Nation Entertainment, Inc.

Communication Services
-2.18K
- 53.5%
$143.56 - $174.06 $313K - $379K
1.89K $309K
A
Agilent Technologies, Inc.

Healthcare
-3.11K
- 34.05%
$112.04 - $128.75 $349K - $401K
6.03K $774K
MA
Mastercard Inc

Financial Services
-574
- 12.29%
$550.18 - $598.96 $316K - $344K
4.1K $2.33M
TRU
Trans Union

Industrials
-2.93K
- 38.29%
$83.78 - $99.22 $245K - $291K
4.72K $395K
IEMG
Ishares Inc

ETFs
-4.96K
- 41.82%
N/A
6.91K $370K
UBER
Uber Technologies, Inc

Technology
-3.12K
- 32.38%
$86.91 - $99.57 $271K - $310K
6.51K $637K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-11K
- 6.7%
$24.69 - $25.26 $271K - $277K
153K $3.84M
MDT
Medtronic PLC

Healthcare
-3.26K
- 37.47%
$87.67 - $95.74 $286K - $312K
5.44K $518K
CGGO
Capital Group Global Growth Eq

ETFs
-7.78K
- 55.58%
$31.71 - $34.17 $247K - $266K
6.22K $212K
CG
Carlyle Group Inc.

Financial Services
-5.75K
- 44.27%
$52.82 - $69.35 $304K - $399K
7.24K $453K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-419
- 31.67%
$567.77 - $614.76 $238K - $258K
904 $553K
TYL
Tyler Technologies Inc

Technology
-249
- 29.71%
$522.22 - $611.76 $130K - $152K
589 $308K
VRSN
Verisign Inc

Technology
-550
- 25.26%
$263.02 - $305.98 $145K - $168K
1.63K $454K
T
At&T Inc.

Communication Services
-5K
- 19.19%
$26.94 - $29.62 $135K - $148K
21.1K $594K
CME
Cme Group Inc.

Financial Services
-513
- 20.54%
$258.83 - $287.1 $133K - $147K
1.99K $536K
WING
Wingstop Inc.

Consumer Cyclical
-201
- 18.41%
$247.44 - $377.34 $49.7K - $75.8K
891 $224K
SHV
Ishares Tr

ETFs
-1.17K
- 91.41%
$110.06 - $110.49 $129K - $129K
110 $12K
EIX
Edison International

Utilities
-2.82K
- 31.65%
$50.42 - $56.35 $142K - $159K
6.08K $336K
MLM
Martin Marietta Materials Inc

Basic Materials
-318
- 32.75%
$546.36 - $631.12 $174K - $201K
653 $411K
NFLX
Netflix Inc

Communication Services
-15
- 2.21%
$1147.87 - $1297.18 $17.2K - $19.5K
664 $796K
TT
Trane Technologies PLC

Industrials
-197
- 15.43%
$398.96 - $472.54 $78.6K - $93.1K
1.08K $455K
MMM
3 M CO

Industrials
-726
- 19.67%
$144.41 - $160.2 $105K - $116K
2.97K $460K
LYFT
Lyft, Inc.

Technology
-10.2K
- 50.06%
$13.41 - $22.93 $137K - $233K
10.2K $223K
VEEV
Veeva Systems Inc

Healthcare
-435
- 12.38%
$269.2 - $297.91 $117K - $130K
3.08K $916K
ASH
Ashland Global Holdings Inc

Basic Materials
-1.57K
- 24.38%
$47.62 - $56.6 $74.6K - $88.6K
4.86K $232K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.05K
- 26.86%
$108.97 - $121.65 $114K - $127K
2.85K $344K
MO
Altria Group, Inc.

Consumer Defensive
-2.52K
- 22.74%
$57.75 - $67.68 $145K - $170K
8.55K $564K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.11K
- 32.05%
$90.62 - $107.71 $100K - $119K
2.35K $231K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.5%
$5364.25 - $5815.92 $5.36K - $5.82K
198 $1.07M
PM
Philip Morris International Inc.

Consumer Defensive
-209
- 8.59%
$157.77 - $183.27 $33K - $38.3K
2.22K $360K
ADBE
Adobe Inc.

Technology
-52
- 2.73%
$333.65 - $392.1 $17.3K - $20.4K
1.85K $652K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-15.7K
- 6.41%
$68.24 - $73.73 $1.07M - $1.15M
229K $16.8M
BCS
Barclays PLC

Financial Services
-5.67K
- 31.91%
$17.88 - $21.05 $101K - $119K
12.1K $250K
Activity Summary
Buys All Purchases 183 New Holdings 53 Increased Positions 130 Sells All Sells 147 Reductions 146 Sold out 1 Options Calls 2 Puts 0
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