Sym Financial Corp Portfolio Holdings
Sym Financial Corp
- $806 Million
- Q1 2025
Sym Financial Corp has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $806 Million distributed in 352 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $208M, Wisdomtree Tr Intl Efficient C with a value of $90.5M, Vanguard Mid Cap Value Index F with a value of $83.4M, Ishares U.S. Treasury Bond ETF with a value of $75M, and Vanguard Total Stock Market Et with a value of $70.1M.
Examining the 13F form we can see an increase of $37.4M in the current position value, from $769M to 806M.
Below you can find more details about Sym Financial Corp portfolio as well as his latest detailed transactions.
Portfolio value
$806 Million
ETFs: $647 Million
Technology: $47.3 Million
Healthcare: $22.3 Million
Basic Materials: $20.6 Million
Financial Services: $19.1 Million
Consumer Cyclical: $16.2 Million
Communication Services: $10.3 Million
Industrials: $8.12 Million
Other: $15.5 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 352
- Current Value $806 Million
- Prior Value $769 Million
- Filing
- Period Q1 2025
- Filing Date May 06, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 61 stocks
- Additional Purchases 141 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks