Sym Financial Corp Reduced Holdings in Q2 2025

Sym Financial Corp

  • $886 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-109K
- 82.02%
$96.84 - $99.46 $10.6M - $10.9M
23.9K $2.38M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-11.3K
- 99.6%
$105.23 - $109.61 $1.19M - $1.24M
45 $4K
CPRT
Copart Inc

Consumer Cyclical
-6.24K
- 37.14%
$47.72 - $63.84 $298K - $398K
10.6K $517K
PANW
Palo Alto Networks Inc

Technology
-2.79K
- 68.92%
$152.44 - $204.64 $425K - $571K
1.26K $257K
COP
Conocophillips

Energy
-3.09K
- 53.38%
$82.66 - $106.1 $255K - $327K
2.69K $241K
JNJ
Johnson & Johnson

Healthcare
-947
- 9.91%
$146.36 - $159.82 $139K - $151K
8.61K $1.32M
SHV
Ishares Tr

ETFs
-2.45K
- 65.67%
$110.06 - $110.46 $269K - $270K
1.28K $141K
CRM
Salesforce, Inc.

Technology
-1.06K
- 22.76%
$236.26 - $291.15 $250K - $308K
3.59K $979K
MDT
Medtronic PLC

Healthcare
-2.37K
- 21.38%
$80.68 - $88.86 $191K - $210K
8.71K $758K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-324
- 28.77%
$390.26 - $489.06 $126K - $158K
802 $325K
MSCI
Msci Inc.

Financial Services
-414
- 44.95%
$506.56 - $576.74 $210K - $239K
507 $292K
ACN
Accenture PLC

Technology
-693
- 49.36%
$279.23 - $323.21 $194K - $224K
711 $212K
BAC
Bank Of America Corp

Financial Services
-6.42K
- 39.72%
$34.39 - $47.46 $221K - $305K
9.74K $460K
TRGP
Targa Resources Corp.

Energy
-54
- 0.86%
$157.32 - $205.72 $8.5K - $11.1K
6.22K $1.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-467
- 26.09%
$456.74 - $568.03 $213K - $265K
1.32K $751K
XOM
Exxon Mobil Corp

Energy
-473
- 4.54%
$99.93 - $119.04 $47.3K - $56.3K
9.96K $1.07M
BMY
Bristol Myers Squibb CO

Healthcare
-307
- 3.45%
$44.12 - $59.6 $13.5K - $18.3K
8.59K $397K
HUN
Huntsman Corp

Basic Materials
-3.68K
- 21.62%
$10.28 - $15.52 $37.9K - $57.1K
13.3K $139K
CNC
Centene Corp

Healthcare
-1.7K
- 30.29%
$53.4 - $64.29 $90.6K - $109K
3.9K $211K
MCD
Mcdonalds Corp

Consumer Cyclical
-274
- 12.45%
$285.55 - $321.23 $78.2K - $88K
1.93K $562K
GM
General Motors CO

Consumer Cyclical
-2.92K
- 19.26%
$42.48 - $50.46 $124K - $147K
12.2K $601K
PFE
Pfizer Inc

Healthcare
-3.84K
- 26.38%
$21.59 - $24.84 $82.9K - $95.4K
10.7K $259K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-524
- 39.85%
$201.28 - $266.34 $105K - $140K
791 $210K
GRMN
Garmin LTD

Technology
-354
- 22.15%
$173.63 - $218.07 $61.5K - $77.2K
1.24K $259K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.45K
- 15.58%
$39.34 - $40.41 $57.2K - $58.8K
7.88K $316K
AIG
American International Group, Inc.

Financial Services
-599
- 12.29%
$77.56 - $87.72 $46.5K - $52.5K
4.28K $365K
CNHI
Cnh Industrial N.V.

Industrials
-4.66K
- 27.71%
N/A
12.2K $126K
NOC
Northrop Grumman Corp

Industrials
-82
- 12.33%
$456.3 - $540.39 $37.4K - $44.3K
583 $291K
TRU
Trans Union

Industrials
-1K
- 11.57%
$69.26 - $91.89 $69.3K - $92K
7.65K $673K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-3.05K
- 13.29%
$10.79 - $14.14 $32.9K - $43.2K
19.9K $273K
CVS
Cvs Health Corp

Healthcare
-656
- 12.86%
$60.04 - $70.18 $39.4K - $46K
4.44K $306K
JPEM
Jp Morgan Diversified Return

ETFs
-805
- 34.34%
$48.41 - $56.7 $39K - $45.6K
1.54K $86K
VLY
Valley National Bancorp

Financial Services
-3.92K
- 15.03%
$7.87 - $9.2 $30.9K - $36.1K
22.2K $198K
LNC
Lincoln National Corp

Financial Services
-662
- 9.25%
$28.95 - $37.27 $19.2K - $24.7K
6.49K $224K
XEL
Xcel Energy Inc

Utilities
-92
- 1.0%
$65.65 - $72.39 $6.04K - $6.66K
9.14K $622K
SNAP
Snap Inc

Communication Services
-3.5K
- 21.76%
$7.23 - $9.21 $25.3K - $32.2K
12.6K $109K
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.21K
- 31.99%
$31.67 - $42.89 $70K - $94.7K
4.7K $201K
FTI
Technip Fmc PLC

Energy
-1.36K
- 17.18%
$23.18 - $35.33 $31.5K - $48K
6.55K $225K
TCBI
Texas Capital Bancshares Inc

Financial Services
-513
- 14.12%
$61.24 - $79.4 $31.4K - $40.7K
3.12K $247K
CMCSA
Comcast Corp

Communication Services
-398
- 5.83%
$32.84 - $36.72 $13.1K - $14.6K
6.42K $229K
XLV
Select Sector Spdr Fund Health

ETFs
-15
- 0.98%
$128.77 - $144.3 $1.93K - $2.16K
1.52K $204K
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.59K
- 17.2%
$25.93 - $32.91 $41.3K - $52.4K
7.67K $252K
LYV
Live Nation Entertainment, Inc.

Communication Services
-762
- 15.77%
$118.81 - $151.28 $90.5K - $115K
4.07K $615K
ACWI
Ishares Msci Acwi ETF

ETFs
-1.56K
- 10.29%
$103.59 - $128.6 $161K - $200K
13.6K $1.74M
IWM
Ishares Russell 2000 ETF

ETFs
-100
- 27.32%
$174.82 - $215.79 $17.5K - $21.6K
266 $57K
USRT
Ishares Core U.S. Reit ETF

ETFs
-230
- 62.5%
$50.37 - $57.97 $11.6K - $13.3K
138 $7K
KO
Coca Cola CO

Consumer Defensive
-48
- 0.57%
$68.37 - $73.9 $3.28K - $3.55K
8.4K $594K
VIG
Vanguard Dividend Appreciation

ETFs
-60
- 1.69%
N/A
3.5K $637K
REET
Ishares Global Reit ETF

ETFs
-465
- 32.91%
$21.59 - $25.16 $10K - $11.7K
948 $23K
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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