Sym Financial Corp Reduced Holdings in Q1 2025

Sym Financial Corp

  • $806 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JBL
Jabil Inc

Technology
-18
- 0.44%
$130.51 - $173.33 $2.35K - $3.12K
4.07K $553K
VO
Vanguard Mid Cap ETF

ETFs
-95
- 7.36%
$251.87 - $277.95 $23.9K - $26.4K
1.2K $309K
MOH
Molina Healthcare, Inc.

Healthcare
-175
- 20.44%
$266.57 - $333.27 $46.6K - $58.3K
681 $224K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-25
- 0.93%
$168.16 - $186.21 $4.2K - $4.66K
2.67K $456K
XLK
Technology Sector Spdr

ETFs
-26
- 3.69%
$206.38 - $242.18 $5.37K - $6.3K
679 $140K
GLD
Spdr Gold Trust

ETFs
-422
- 19.66%
$243.19 - $288.14 $103K - $122K
1.73K $497K
STT
State Street Corp

Financial Services
-1
- 0.04%
$84.47 - $102.23 $84.5 - $102
2.49K $222K
FGB
First Trust Specialty Finance & Financial Opportunities Fund

Financial Services
-3.08K
- 4.94%
$4.12 - $4.64 $12.7K - $14.3K
59.2K $254K
IXJ
Ishares Global Healthcare ETF

ETFs
-211
- 46.07%
$86.01 - $94.19 $18.1K - $19.9K
247 $22K
XLI
Industrial Sector Spdr

ETFs
-109
- 6.8%
$128.78 - $141.67 $14K - $15.4K
1.49K $195K
IEMG
Ishares Inc

ETFs
-307
- 2.86%
N/A
10.4K $559K
VTV
Vanguard Value ETF

ETFs
-94
- 58.39%
$167.73 - $179.21 $15.8K - $16.8K
67 $11K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-142
- 10.34%
$60.91 - $71.4 $8.65K - $10.1K
1.23K $76K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-275
- 12.02%
$98.98 - $113.18 $27.2K - $31.1K
2.01K $227K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-289
- 54.73%
$42.5 - $46.71 $12.3K - $13.5K
239 $10K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-8
- 3.27%
$360.07 - $417.26 $2.88K - $3.34K
237 $85K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-198
- 32.62%
$74.85 - $84.89 $14.8K - $16.8K
409 $33K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-496
- 5.05%
$38.99 - $40.37 $19.3K - $20K
9.33K $376K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-774
- 4.06%
$14.22 - $14.83 $11K - $11.5K
18.3K $264K
VBR
Vanguard Small Cap Value ETF

ETFs
-11
- 2.15%
$183.02 - $207.75 $2.01K - $2.29K
500 $93K
VIG
Vanguard Dividend Appreciation

ETFs
-36
- 1.0%
N/A
3.56K $648K
XLB
Select Sector Spdr Fd Material

ETFs
-74
- 35.58%
$83.19 - $90.99 $6.16K - $6.73K
134 $11K
HYG
Ishares Tr

ETFs
-80
- 17.74%
$78.51 - $80.11 $6.28K - $6.41K
371 $29K
XLC
Select Sector Spdr Tr Communic

ETFs
-51
- 4.5%
$94.84 - $105.31 $4.84K - $5.37K
1.08K $104K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-50
- 4.46%
$113.59 - $123.29 $5.68K - $6.16K
1.07K $124K
XLP
Consumer Staples Sector Spdr

ETFs
-30
- 26.09%
N/A
85 $6K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-11
- 84.62%
$169.43 - $182.84 $1.86K - $2.01K
2 $0
VNQ
Vanguard Specialized Funds Van

ETFs
-9
- 56.25%
$85.55 - $94.34 $770 - $849
7 $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-26
- 0.61%
$50.39 - $50.66 $1.31K - $1.32K
4.24K $214K
Linde PLC
-68
- 4.55%
N/A
1.43K $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
-70
- 2.16%
$71.17 - $73.66 $4.98K - $5.16K
3.18K $233K
BYLD
Ishares Tr Yield Optimized Bd
-179
- 0.82%
N/A
21.8K $0
Lam Research Corp
-414
- 3.43%
N/A
11.7K $0
XLF
Financial Sector Spdr

ETFs
-34
- 2.79%
$47.32 - $52.19 $1.61K - $1.77K
1.18K $58K
ADP
Automatic Data Processing Inc

Industrials
-18
- 2.2%
$286.85 - $318.64 $5.16K - $5.74K
802 $245K
DISV
Dimensional ETF Tr Dimensional

ETFs
-643
- 6.49%
$26.09 - $30.21 $16.8K - $19.4K
9.26K $269K
XLV
Select Sector Spdr Fund Health

ETFs
-23
- 1.48%
$137.61 - $149.68 $3.17K - $3.44K
1.53K $223K
HOOD
Robinhood Markets, Inc.

Technology
-213
- 3.58%
$35.63 - $65.28 $7.59K - $13.9K
5.74K $239K
AZO
Autozone Inc

Consumer Cyclical
-6
- 8.96%
$3193.96 - $3828.11 $19.2K - $23K
61 $232K
KO
Coca Cola CO

Consumer Defensive
-955
- 10.16%
$60.81 - $72.32 $58.1K - $69.1K
8.45K $605K
UBER
Uber Technologies, Inc

Technology
-1.8K
- 14.81%
$63.17 - $81.49 $114K - $147K
10.4K $755K
CB
Chubb LTD

Financial Services
-25
- 2.02%
$257.71 - $301.99 $6.44K - $7.55K
1.21K $366K
KR
Kroger CO

Consumer Defensive
-5
- 0.12%
$58.36 - $67.72 $292 - $339
4.12K $279K
BMY
Bristol Myers Squibb CO

Healthcare
-198
- 2.18%
$53.9 - $63.11 $10.7K - $12.5K
8.89K $542K
FINV
Fin Volution Group

Financial Services
-509
- 3.76%
$6.58 - $10.72 $3.35K - $5.46K
13K $125K
SONY
Sony Group Corp

Technology
-124
- 0.99%
$19.88 - $25.64 $2.47K - $3.18K
12.4K $315K
LLY
Eli Lilly & CO

Healthcare
-341
- 5.43%
$725.72 - $929.72 $247K - $317K
5.94K $4.91M
XLE
Energy Sector Spdr

ETFs
-33
- 0.42%
$85.7 - $93.96 $2.83K - $3.1K
7.73K $722K
MO
Altria Group, Inc.

Consumer Defensive
-230
- 2.4%
$50.81 - $60.02 $11.7K - $13.8K
9.37K $562K
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
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