Symmetry Partners, LLC Purchases in Q4 2024

Symmetry Partners, LLC

  • $701 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
24.4K
New
$25.74 - $53.78 $627K - $1.31M
24.4K $629K
VNQ
Vanguard Specialized Funds Van

ETFs
7.07K
New
$87.85 - $98.6 $621K - $697K
7.07K $629K
XLF
Financial Sector Spdr

ETFs
9.82K
+ 26.25%
$44.89 - $51.34 $441K - $504K
47.2K $2.28M
AMZN
Amazon Com Inc

Consumer Cyclical
739
+ 7.2%
$180.88 - $232.93 $134K - $172K
11K $2.42M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
10.3K
+ 91.01%
$46.33 - $48.6 $477K - $501K
21.6K $1M
JPM
Jpmorgan Chase & CO

Financial Services
1.89K
New
$205.18 - $250.29 $387K - $473K
1.89K $452K
T
At&T Inc.

Communication Services
19.4K
New
$21.22 - $23.88 $411K - $463K
19.4K $441K
MPC
Marathon Petroleum Corp

Energy
3.11K
New
$131.65 - $174.84 $409K - $543K
3.11K $433K
WMT
Walmart Inc.

Consumer Defensive
3.03K
+ 19.79%
$79.1 - $95.7 $240K - $290K
18.3K $1.66M
GABC
German American Bancorp, Inc.

Financial Services
9.69K
New
$37.49 - $46.57 $363K - $451K
9.69K $391K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.54K
New
$48.33 - $49.08 $364K - $370K
7.54K $364K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
14.6K
New
$24.61 - $25.12 $360K - $367K
14.6K $360K
MO
Altria Group, Inc.

Consumer Defensive
6.59K
New
$49.06 - $57.74 $323K - $380K
6.59K $344K
PM
Philip Morris International Inc.

Consumer Defensive
2.86K
New
$118.38 - $133.06 $339K - $381K
2.86K $344K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.48K
+ 27.1%
$124.61 - $133.96 $309K - $332K
11.6K $1.5M
GOOGL
Alphabet Inc.

Communication Services
1.32K
+ 37.24%
$161.86 - $196.66 $213K - $259K
4.85K $917K
AEE
Ameren Corp

Utilities
3.67K
New
$85.81 - $94.98 $315K - $348K
3.67K $327K
UPST
Upstart Holdings, Inc.

Financial Services
5.1K
New
$37.78 - $84.46 $193K - $431K
5.1K $314K
AVGO
Broadcom Inc.

Technology
1.36K
New
$159.67 - $250.0 $217K - $339K
1.36K $314K
PBP
Invesco Exchange Traded Fd Tr

ETFs
13.3K
New
$22.51 - $23.75 $300K - $316K
13.3K $313K
GLD
Spdr Gold Trust

ETFs
1.27K
New
$236.59 - $257.5 $300K - $327K
1.27K $307K
NEAR
Blackrock Short Maturity Bond

ETFs
6.04K
New
$50.28 - $51.08 $304K - $309K
6.04K $305K
ET
Energy Transfer LP

Energy
15.4K
New
$16.05 - $19.86 $248K - $306K
15.4K $302K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.73K
New
$108.6 - $115.42 $296K - $315K
2.73K $298K
CVS
Cvs Health Corp

Healthcare
6.48K
New
$43.78 - $67.46 $284K - $437K
6.48K $290K
SO
Southern CO

Utilities
3.52K
New
$81.5 - $94.15 $287K - $331K
3.52K $289K
XLU
Utilities Sector Spdr

ETFs
5.25K
+ 23.13%
$74.89 - $82.93 $393K - $435K
28K $2.12M
ACWI
Ishares Msci Acwi ETF

ETFs
2.3K
New
$117.05 - $123.03 $269K - $282K
2.3K $269K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
7.91K
New
$32.85 - $34.26 $260K - $271K
7.91K $262K
PEP
Pepsico Inc

Consumer Defensive
1.68K
New
$151.29 - $176.1 $254K - $296K
1.68K $255K
QCOM
Qualcomm Inc

Technology
1.65K
New
$150.4 - $178.04 $248K - $294K
1.65K $253K
USB
Us Bancorp \De\

Financial Services
5K
New
$43.98 - $53.66 $220K - $268K
5K $239K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.47K
New
$50.14 - $52.56 $224K - $235K
4.47K $224K
IWF
Ishares Russell 1000 Gr ETF

ETFs
557
New
$370.24 - $418.94 $206K - $233K
557 $223K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.75K
New
$77.86 - $79.27 $214K - $218K
2.75K $214K
VZ
Verizon Communications Inc

Communication Services
5.22K
New
$39.6 - $45.21 $207K - $236K
5.22K $208K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.03K
New
$100.24 - $101.35 $204K - $206K
2.03K $204K
TGT
Target Corp

Consumer Defensive
1.51K
New
$121.59 - $160.69 $183K - $242K
1.51K $203K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.64K
+ 25.51%
$100.18 - $109.1 $165K - $179K
8.08K $847K
VBR
Vanguard Small Cap Value ETF

ETFs
2.05K
+ 2.14%
$197.36 - $217.3 $404K - $445K
97.9K $19.4M
AMCR
Amcor PLC

Consumer Cyclical
14.1K
New
$9.34 - $11.37 $131K - $160K
14.1K $132K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.37K
+ 32.76%
$75.65 - $83.47 $180K - $198K
9.62K $732K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.82K
+ 3.01%
$54.54 - $61.04 $99.5K - $111K
62.5K $3.48M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.18K
+ 36.25%
$56.61 - $61.63 $123K - $134K
8.19K $464K
META
Meta Platforms, Inc.

Communication Services
93
+ 4.47%
$554.08 - $632.68 $51.5K - $58.8K
2.17K $1.28M
IWD
Ishares Russell 1000 Val ETF

ETFs
579
+ 13.06%
$183.23 - $199.79 $106K - $116K
5.01K $927K
DC
Dakota Gold Corp.

Basic Materials
37.5K
New
$2.08 - $2.51 $78K - $94.1K
37.5K $82K
ABBV
Abb Vie Inc.

Healthcare
524
+ 40.09%
$164.99 - $203.87 $86.5K - $107K
1.83K $325K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.61K
+ 26.38%
$57.29 - $63.1 $92.1K - $101K
7.7K $441K
Activity Summary
Buys All Purchases 115 New Holdings 50 Increased Positions 65 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Symmetry Partners, LLC Portfolio

Follow Symmetry Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Symmetry Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Symmetry Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email